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 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
405New |
$27.1K - $33K
|
405
$34.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
357New |
$23.9K - $29.1K
|
357
$30.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
344New |
$23K - $28K
|
344
$29.6K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
340+ 4.65% |
$22.7K - $27.7K
|
7.65K
$657K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
331+ 6.78% |
$22.1K - $26.9K
|
5.21K
$448K
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
330+ 5.58% |
$22.1K - $26.9K
|
6.24K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
324New |
$21.7K - $26.4K
|
324
$27.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
324+ 4.53% |
$21.7K - $26.4K
|
7.47K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
301+ 3.24% |
$20.1K - $24.5K
|
9.59K
$824K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.73% |
$20.1K - $24.5K
|
8.37K
$720K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
300+ 44.25% |
$20.1K - $24.4K
|
978
$84.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
292+ 3.96% |
$19.5K - $23.8K
|
7.67K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
278+ 1.16% |
$18.6K - $22.6K
|
24.3K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
278+ 4.89% |
$18.6K - $22.6K
|
5.96K
$513K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
278+ 3.72% |
$18.6K - $22.6K
|
7.75K
$667K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
275+ 1.48% |
$18.4K - $22.4K
|
18.9K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
265+ 20.17% |
$17.7K - $21.6K
|
1.58K
$136K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
256New |
$17.1K - $20.8K
|
256
$22K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.33% |
$16.9K - $20.5K
|
11.1K
$953K
|
|
|
Oct 30, 2024
Q3 2024
|
Canal Insurance CO
|
BUY
|
CALL |
250New |
$16.7K - $20.4K
|
250
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
249+ 2.59% |
$16.7K - $20.3K
|
9.85K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
240+ 114.29% |
$16.1K - $19.5K
|
450
$38.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
213+ 44.94% |
$14.3K - $17.3K
|
687
$59.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
208+ 3.49% |
$13.9K - $16.9K
|
6.17K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
200New |
$13.4K - $16.3K
|
200
$17.2K
|
|
|
Jan 30, 2025
Q3 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
190+ 0.19% |
$12.7K - $15.5K
|
98.4K
$8.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
174+ 77.33% |
$11.6K - $14.2K
|
399
$34.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
169+ 1.09% |
$11.3K - $13.8K
|
15.6K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
145+ 1.19% |
$9.7K - $11.8K
|
12.3K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 3.9% |
$9.43K - $11.5K
|
3.76K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
132New |
$8.83K - $10.7K
|
132
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
130+ 4.24% |
$8.7K - $10.6K
|
3.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
118New |
$7.9K - $9.61K
|
118
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
112+ 1.56% |
$7.49K - $9.12K
|
7.29K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
111+ 1.09% |
$7.43K - $9.04K
|
10.3K
$884K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$6.69K - $8.14K
|
100
$8.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 11.45% |
$6.69K - $8.14K
|
973
$83.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
95+ 1.62% |
$6.36K - $7.73K
|
5.97K
$513K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
83+ 0.47% |
$5.55K - $6.76K
|
17.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.62% |
$5.22K - $6.35K
|
12.6K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
70+ 0.11% |
$4.68K - $5.7K
|
65.7K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
69+ 1.24% |
$4.62K - $5.62K
|
5.63K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
62+ 3.12% |
$4.15K - $5.05K
|
2.05K
$176K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
58+ 9.68% |
$3.88K - $4.72K
|
657
$56.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 1.87% |
$3.75K - $4.56K
|
3.05K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
54+ 4.14% |
$3.61K - $4.4K
|
1.36K
$117K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 7.71% |
$3.61K - $4.4K
|
754
$64.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
50+ 1.28% |
$3.35K - $4.07K
|
3.97K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
47+ 16.67% |
$3.14K - $3.83K
|
329
$28.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
37+ 0.24% |
$2.48K - $3.01K
|
15.3K
$1.32M
|