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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.52K+ 15.23% |
$89.5K - $105K
|
11.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$88.3K - $103K
|
1.5K
$136K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$88.3K - $103K
|
1.5K
$136K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.44K+ 10.39% |
$84.9K - $99.4K
|
15.3K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
1.44K+ 29.39% |
$84.7K - $99.2K
|
6.34K
$573K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.41KNew |
$83.2K - $97.4K
|
1.41K
$128K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.11% |
$71.6K - $83.9K
|
7.27K
$657K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.15K+ 0.58% |
$67.9K - $79.4K
|
201K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.12K+ 0.36% |
$66.1K - $77.4K
|
316K
$28.5M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.07K+ 18.49% |
$62.9K - $73.7K
|
6.85K
$619K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.07K+ 8.02% |
$62.9K - $73.7K
|
14.4K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.02K+ 22.32% |
$60.1K - $70.4K
|
5.6K
$506K
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
940+ 3.82% |
$55.3K - $64.8K
|
25.5K
$2.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
924+ 19.42% |
$54.4K - $63.7K
|
5.68K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900+ 12.35% |
$53K - $62K
|
8.19K
$741K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$80.9K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
890+ 0.89% |
$52.4K - $61.3K
|
100K
$9.08M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
847+ 1.34% |
$49.8K - $58.4K
|
64.1K
$5.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
843+ 44.77% |
$49.6K - $58.1K
|
2.73K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
810+ 8.18% |
$47.7K - $55.8K
|
10.7K
$968K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
807+ 19.37% |
$47.5K - $55.6K
|
4.97K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
800New |
$47.1K - $55.1K
|
800
$72.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
728+ 3.39% |
$42.8K - $50.2K
|
22.2K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
684+ 4.89% |
$40.3K - $47.1K
|
14.7K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
636New |
$37.4K - $43.8K
|
636
$57.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$56.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
621New |
$36.5K - $42.8K
|
621
$56.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
582New |
$34.3K - $40.1K
|
582
$52.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
562+ 9.6% |
$33.1K - $38.7K
|
6.41K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
539+ 10.19% |
$31.7K - $37.1K
|
5.83K
$527K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
525+ 16.16% |
$30.9K - $36.2K
|
3.77K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
505+ 1.15% |
$29.7K - $34.8K
|
44.6K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$26.5K - $31K
|
450
$40.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
431New |
$25.4K - $29.7K
|
431
$39K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
408+ 1.95% |
$24K - $28.1K
|
21.4K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
369+ 1.8% |
$21.7K - $25.4K
|
20.9K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
325+ 0.67% |
$19.1K - $22.4K
|
48.9K
$4.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
300New |
$17.7K - $20.7K
|
300
$27.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
300+ 1.39% |
$17.7K - $20.7K
|
21.9K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
285New |
$16.8K - $19.6K
|
285
$25.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
268+ 1.72% |
$15.8K - $18.5K
|
15.8K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
266+ 0.24% |
$15.7K - $18.3K
|
111K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
253+ 13.74% |
$14.9K - $17.4K
|
2.09K
$189K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
253+ 1.97% |
$14.9K - $17.4K
|
13.1K
$1.18M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.38% |
$14.8K - $17.4K
|
10.8K
$980K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
242+ 7.17% |
$14.2K - $16.7K
|
3.62K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 2.6% |
$13.9K - $16.3K
|
9.36K
$846K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231New |
$13.6K - $15.9K
|
231
$20.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
225+ 4.62% |
$13.2K - $15.5K
|
5.09K
$460K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
207+ 2.9% |
$12.2K - $14.3K
|
7.34K
$664K
|