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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.75K+ 200.0% |
$279K - $836K
|
7.13K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.54K+ 162.72% |
$266K - $798K
|
7.32K
$696K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.04K+ 200.0% |
$237K - $710K
|
6.06K
$576K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$571K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
3.9KNew |
$229K - $686K
|
3.9K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$358K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$358K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
3.7KNew |
$217K - $650K
|
3.7K
$351K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
3.61KNew |
$211K - $634K
|
3.61K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
3.59KNew |
$210K - $631K
|
3.59K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.52KNew |
$206K - $620K
|
3.52K
$335K
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
3.52K+ 225.38% |
$206K - $618K
|
5.08K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$501K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46K+ 267.67% |
$203K - $609K
|
4.75K
$452K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.34K+ 189.46% |
$196K - $588K
|
5.11K
$486K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3.23K+ 200.0% |
$189K - $568K
|
4.85K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.2K+ 200.0% |
$188K - $563K
|
4.8K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 200.0% |
$183K - $550K
|
4.69K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
3.02K+ 205.72% |
$177K - $531K
|
4.49K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
3K+ 200.0% |
$176K - $528K
|
4.5K
$428K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
3KNew |
$176K - $528K
|
3K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2.93K+ 200.0% |
$172K - $516K
|
4.4K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.9K+ 200.0% |
$170K - $510K
|
4.35K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.85K+ 200.0% |
$167K - $502K
|
4.28K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.8K+ 200.0% |
$164K - $492K
|
4.2K
$399K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.79K+ 201.44% |
$164K - $491K
|
4.18K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.65K+ 189.61% |
$155K - $465K
|
4.04K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.6K+ 200.0% |
$152K - $457K
|
3.9K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$951K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.33K+ 200.0% |
$137K - $410K
|
3.5K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.2K+ 200.0% |
$129K - $387K
|
3.3K
$314K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$336K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.95KNew |
$114K - $342K
|
1.95K
$185K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 200.0% |
$107K - $321K
|
2.74K
$260K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.79K+ 200.0% |
$105K - $315K
|
2.69K
$256K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.68K+ 200.0% |
$98.3K - $295K
|
2.52K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.4K+ 200.0% |
$82.1K - $246K
|
2.1K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.34K+ 200.0% |
$78.8K - $236K
|
2.02K
$192K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 200.16% |
$75.1K - $225K
|
1.92K
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$172K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 230.82% |
$59.3K - $178K
|
1.45K
$138K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$92K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
708+ 200.0% |
$41.5K - $125K
|
1.06K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
596+ 200.0% |
$34.9K - $105K
|
894
$85K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$56.1K
|