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 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
52+ 0.46% |
$3.48K - $4.23K
|
11.4K
$1.03M
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
52+ 1.02% |
$3.48K - $4.23K
|
5.16K
$466K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 0.19% |
$3.41K - $4.15K
|
26.7K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
50+ 1.28% |
$3.35K - $4.07K
|
3.97K
$359K
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
50+ 0.89% |
$3.35K - $4.07K
|
5.67K
$512K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
50+ 0.75% |
$3.35K - $4.07K
|
6.75K
$611K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
49+ 0.89% |
$3.28K - $3.99K
|
5.59K
$505K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
48+ 0.51% |
$3.21K - $3.91K
|
9.47K
$856K
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.67% |
$3.14K - $3.83K
|
329
$29.8K
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
BUY
|
- |
47+ 0.34% |
$3.14K - $3.83K
|
14K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46+ 0.99% |
$3.08K - $3.74K
|
4.69K
$424K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.57% |
$3.08K - $3.74K
|
8.13K
$735K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
43+ 0.91% |
$2.88K - $3.5K
|
4.79K
$433K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
42+ 93.33% |
$2.81K - $3.42K
|
87
$7.87K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
42+ 0.35% |
$2.81K - $3.42K
|
12.2K
$1.1M
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
42+ 0.36% |
$2.81K - $3.42K
|
11.6K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
42+ 0.22% |
$2.81K - $3.42K
|
18.9K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
42+ 0.32% |
$2.81K - $3.42K
|
13.2K
$1.19M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41+ 0.37% |
$2.74K - $3.34K
|
11.1K
$1M
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
40+ 0.18% |
$2.68K - $3.26K
|
22.7K
$2.05M
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
39+ 0.3% |
$2.61K - $3.17K
|
12.9K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
39+ 0.1% |
$2.61K - $3.17K
|
38K
$3.43M
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
38+ 0.45% |
$2.54K - $3.09K
|
8.55K
$774K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.24% |
$2.48K - $3.01K
|
15.3K
$1.39M
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37+ 1.34% |
$2.48K - $3.01K
|
2.81K
$254K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
36+ 1.09% |
$2.41K - $2.93K
|
3.33K
$301K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
36+ 0.37% |
$2.41K - $2.93K
|
9.66K
$874K
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
35+ 0.15% |
$2.34K - $2.85K
|
23K
$2.08M
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35New |
$2.34K - $2.85K
|
35
$3.17K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
35+ 0.34% |
$2.34K - $2.85K
|
10.3K
$932K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.89% |
$2.34K - $2.85K
|
3.98K
$360K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
34+ 0.12% |
$2.27K - $2.77K
|
27.6K
$2.5M
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.26% |
$2.27K - $2.77K
|
13.1K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$2.21K - $2.69K
|
33
$2.98K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
33+ 0.55% |
$2.21K - $2.69K
|
6.05K
$547K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
33+ 0.26% |
$2.21K - $2.69K
|
12.6K
$1.14M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
BUY
|
- |
33+ 0.01% |
$2.21K - $2.69K
|
256K
$23.1M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
32New |
$2.14K - $2.6K
|
32
$2.89K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32+ 0.35% |
$2.14K - $2.6K
|
9.24K
$836K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
32+ 0.93% |
$2.14K - $2.6K
|
3.46K
$313K
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
32+ 1.02% |
$2.14K - $2.6K
|
3.16K
$286K
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
31+ 0.27% |
$2.07K - $2.52K
|
11.6K
$1.05M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
31+ 0.03% |
$2.07K - $2.52K
|
97.3K
$8.8M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30+ 0.31% |
$2.01K - $2.44K
|
9.75K
$882K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$2.01K - $2.44K
|
8.4K
$759K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
30+ 0.51% |
$2.01K - $2.44K
|
5.92K
$536K
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
30+ 0.33% |
$2.01K - $2.44K
|
9.02K
$815K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
30+ 0.13% |
$2.01K - $2.44K
|
23.2K
$2.1M
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
29+ 0.58% |
$1.94K - $2.36K
|
5.02K
$454K
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
29+ 0.08% |
$1.94K - $2.36K
|
34.2K
$3.09M
|