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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35New |
$2.34K - $2.85K
|
35
$3.64K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.89% |
$2.34K - $2.85K
|
3.98K
$414K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$2.21K - $2.69K
|
33
$3.43K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
32New |
$2.14K - $2.6K
|
32
$3.33K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
30+ 0.36% |
$2.01K - $2.44K
|
8.4K
$874K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
29+ 0.58% |
$1.94K - $2.36K
|
5.02K
$522K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 1.1% |
$1.87K - $2.28K
|
2.58K
$268K
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
26+ 0.15% |
$1.74K - $2.12K
|
17.2K
$1.79M
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.33K
$971K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 1.01% |
$1.61K - $1.95K
|
2.4K
$250K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 5.64% |
$1.47K - $1.79K
|
412
$42.9K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 0.25% |
$1.47K - $1.79K
|
8.74K
$909K
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
21+ 0.32% |
$1.41K - $1.71K
|
6.68K
$695K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
20+ 0.38% |
$1.34K - $1.63K
|
5.35K
$557K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20+ 6.67% |
$1.34K - $1.63K
|
320
$33.3K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
16+ 0.03% |
$1.07K - $1.3K
|
53.8K
$5.59M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 0.3% |
$937 - $1.14K
|
4.67K
$485K
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13+ 0.27% |
$870 - $1.06K
|
4.78K
$498K
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12+ 0.26% |
$803 - $977
|
4.6K
$479K
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$669 - $814
|
3.76K
$392K
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.04% |
$535 - $651
|
19.1K
$1.99M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$535 - $651
|
8
$832
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$468 - $570
|
5.76K
$599K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.19% |
$401 - $488
|
3.19K
$332K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.1% |
$401 - $488
|
6.3K
$655K
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$401 - $488
|
8.13K
$846K
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.08% |
$335 - $407
|
6.18K
$643K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.12% |
$335 - $407
|
4.27K
$444K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.13% |
$268 - $326
|
3.12K
$324K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.02% |
$268 - $326
|
16.7K
$1.74M
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
4+ 0.05% |
$268 - $326
|
7.7K
$801K
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.09% |
$201 - $244
|
3.52K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.3K
$551K
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3+ 0.01% |
$201 - $244
|
32.2K
$3.35M
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
4.88K
$508K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.41K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
3+ 0.08% |
$201 - $244
|
3.84K
$399K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.21% |
$201 - $244
|
1.44K
$150K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.22% |
$134 - $163
|
923
$96K
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
4.33K
$450K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.53K
$679K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$134 - $163
|
12K
$1.25M
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.17% |
$66.9 - $81.4
|
583
$60.7K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$66.9 - $81.4
|
1.97K
$205K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.15% |
$66.9 - $81.4
|
688
$71.6K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$66.9 - $81.4
|
202
$21K
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.78K
$601K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.89K
$613K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
13.5K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.58K
$996K
|