Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
372+ 0.48% |
$24.9K - $30.3K
|
78.6K
$7.23M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
371+ 1.49% |
$24.8K - $30.2K
|
25.3K
$2.32M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
369+ 0.45% |
$24.7K - $30K
|
82.1K
$7.54M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
368+ 0.24% |
$24.6K - $30K
|
155K
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
366+ 5.35% |
$24.5K - $29.8K
|
7.21K
$663K
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
364+ 1.08% |
$24.4K - $29.6K
|
34.1K
$3.13M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
364+ 4.19% |
$24.4K - $29.6K
|
9.05K
$832K
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
363+ 4.39% |
$24.3K - $29.5K
|
8.64K
$794K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
363+ 7.46% |
$24.3K - $29.5K
|
5.23K
$481K
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
361+ 1.6% |
$24.2K - $29.4K
|
23K
$2.11M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
360+ 4.42% |
$24.1K - $29.3K
|
8.51K
$782K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
359+ 5.33% |
$24K - $29.2K
|
7.1K
$652K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
358+ 11.14% |
$24K - $29.1K
|
3.57K
$328K
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
358+ 4.98% |
$24K - $29.1K
|
7.55K
$694K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
357New |
$23.9K - $29.1K
|
357
$32.8K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
357+ 1.95% |
$23.9K - $29.1K
|
18.7K
$1.72M
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
356+ 1.77% |
$23.8K - $29K
|
20.5K
$1.88M
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
349+ 3.67% |
$23.4K - $28.4K
|
9.87K
$906K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
349+ 2.51% |
$23.4K - $28.4K
|
14.2K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
348+ 4.48% |
$23.3K - $28.3K
|
8.12K
$746K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
348+ 1.51% |
$23.3K - $28.3K
|
23.4K
$2.15M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
348+ 0.9% |
$23.3K - $28.3K
|
38.9K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
347+ 10.28% |
$23.2K - $28.2K
|
3.72K
$342K
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
344New |
$23K - $28K
|
344
$31.6K
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
344+ 5.19% |
$23K - $28K
|
6.98K
$641K
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
342+ 0.3% |
$22.9K - $27.8K
|
114K
$10.5M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
340+ 4.65% |
$22.7K - $27.7K
|
7.65K
$703K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
339+ 1.43% |
$22.7K - $27.6K
|
24K
$2.21M
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
338+ 9.35% |
$22.6K - $27.5K
|
3.95K
$363K
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
336+ 1.64% |
$22.5K - $27.4K
|
20.9K
$1.92M
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
334+ 0.66% |
$22.3K - $27.2K
|
50.8K
$4.67M
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
331+ 6.78% |
$22.1K - $26.9K
|
5.21K
$479K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
328+ 3.74% |
$21.9K - $26.7K
|
9.1K
$836K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
325+ 0.41% |
$21.7K - $26.5K
|
80.4K
$7.39M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
324New |
$21.7K - $26.4K
|
324
$29.8K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
324+ 6.98% |
$21.7K - $26.4K
|
4.97K
$457K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
324+ 1.44% |
$21.7K - $26.4K
|
22.9K
$2.1M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
324+ 4.53% |
$21.7K - $26.4K
|
7.47K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
323+ 11.3% |
$21.6K - $26.3K
|
3.18K
$292K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
318+ 1.0% |
$21.3K - $25.9K
|
32.1K
$2.95M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
317+ 1.61% |
$21.2K - $25.8K
|
20K
$1.83M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
317+ 3.82% |
$21.2K - $25.8K
|
8.61K
$791K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
315+ 2.35% |
$21.1K - $25.6K
|
13.7K
$1.26M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 2.01% |
$20.4K - $24.8K
|
15.5K
$1.42M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
304+ 0.25% |
$20.3K - $24.7K
|
122K
$11.3M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
301+ 3.24% |
$20.1K - $24.5K
|
9.59K
$881K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.73% |
$20.1K - $24.5K
|
8.37K
$769K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
300New |
$20.1K - $24.4K
|
300
$27.6K
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
300+ 5.43% |
$20.1K - $24.4K
|
5.83K
$535K
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
300+ 0.03% |
$20.1K - $24.4K
|
1.1M
$101M
|