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 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
300+ 6.11% |
$20.1K - $24.4K
|
5.21K
$471K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
300+ 4.44% |
$20.1K - $24.4K
|
7.05K
$638K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
298+ 0.66% |
$19.9K - $24.3K
|
45.8K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
298+ 5.19% |
$19.9K - $24.3K
|
6.04K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
297+ 1.18% |
$19.9K - $24.2K
|
25.5K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
294+ 0.48% |
$19.7K - $23.9K
|
61K
$5.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
292+ 6.0% |
$19.5K - $23.8K
|
5.16K
$467K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
292+ 11.61% |
$19.5K - $23.8K
|
2.81K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
292+ 3.96% |
$19.5K - $23.8K
|
7.67K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
287+ 3.88% |
$19.2K - $23.4K
|
7.68K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
287+ 2.4% |
$19.2K - $23.4K
|
12.3K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
284+ 3.94% |
$19K - $23.1K
|
7.49K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
283+ 0.46% |
$18.9K - $23K
|
61.4K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
281+ 1.66% |
$18.8K - $22.9K
|
17.2K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
278+ 1.16% |
$18.6K - $22.6K
|
24.3K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
278+ 4.89% |
$18.6K - $22.6K
|
5.96K
$539K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
278+ 3.72% |
$18.6K - $22.6K
|
7.75K
$701K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
275+ 1.48% |
$18.4K - $22.4K
|
18.9K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
275+ 45.83% |
$18.4K - $22.4K
|
875
$79.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
274+ 7.12% |
$18.3K - $22.3K
|
4.12K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
272+ 0.09% |
$18.2K - $22.1K
|
310K
$28.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
265+ 20.17% |
$17.7K - $21.6K
|
1.58K
$143K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
264+ 0.81% |
$17.7K - $21.5K
|
33K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
262+ 0.66% |
$17.5K - $21.3K
|
40.1K
$3.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
261+ 3.21% |
$17.5K - $21.2K
|
8.39K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
258+ 1.89% |
$17.3K - $21K
|
13.9K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
256New |
$17.1K - $20.8K
|
256
$23.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
252+ 4.1% |
$16.9K - $20.5K
|
6.4K
$579K
|
|
|
Oct 30, 2024
Q3 2024
|
Canal Insurance CO
|
BUY
|
CALL |
250New |
$16.7K - $20.4K
|
250
$22.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
250+ 3.51% |
$16.7K - $20.4K
|
7.36K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
249+ 2.59% |
$16.7K - $20.3K
|
9.85K
$891K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
247+ 1.6% |
$16.5K - $20.1K
|
15.7K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
245+ 5.87% |
$16.4K - $19.9K
|
4.42K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
243+ 4.67% |
$16.3K - $19.8K
|
5.44K
$492K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
242+ 0.3% |
$16.2K - $19.7K
|
81.2K
$7.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
241+ 4.24% |
$16.1K - $19.6K
|
5.93K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
240+ 114.29% |
$16.1K - $19.5K
|
450
$40.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
238+ 0.43% |
$15.9K - $19.4K
|
55.1K
$4.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
235+ 3.44% |
$15.7K - $19.1K
|
7.07K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
234+ 0.09% |
$15.7K - $19K
|
249K
$22.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
233+ 0.98% |
$15.6K - $19K
|
24.1K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
232+ 2.29% |
$15.5K - $18.9K
|
10.4K
$939K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
231+ 1.3% |
$15.5K - $18.8K
|
18K
$1.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 3.18% |
$15.3K - $18.6K
|
7.42K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226+ 5.29% |
$15.1K - $18.4K
|
4.5K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
226+ 4.72% |
$15.1K - $18.4K
|
5.01K
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
225+ 0.86% |
$15.1K - $18.3K
|
26.5K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
223+ 139.38% |
$14.9K - $18.2K
|
383
$34.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
214+ 23.41% |
$14.3K - $17.4K
|
1.13K
$102K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
214+ 1.08% |
$14.3K - $17.4K
|
20K
$1.81M
|