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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
807+ 15.07% |
$122K - $137K
|
6.16K
$586K
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
600New |
$90.5K - $102K
|
600
$57.1K
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
CALL |
500New |
$75.4K - $84.9K
|
500
$47.5K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
365New |
$55.1K - $62K
|
365
$34.7K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
334+ 7.41% |
$50.4K - $56.7K
|
4.84K
$461K
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
139+ 0.47% |
$21K - $23.6K
|
30K
$2.85M
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
135+ 7.48% |
$20.4K - $22.9K
|
1.94K
$184K
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
CALL |
134New |
$20.2K - $22.8K
|
134
$12.7K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
115New |
$17.3K - $19.5K
|
115
$10.9K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
99+ 0.16% |
$14.9K - $16.8K
|
62.9K
$5.98M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
70+ 1.0% |
$10.6K - $11.9K
|
7.06K
$671K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$6.03K - $6.79K
|
40
$3.8K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.43K - $6.11K
|
36
$3.42K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
35+ 47.3% |
$5.28K - $5.94K
|
109
$10.4K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$4.07K - $4.58K
|
28
$2.66K
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
20New |
$3.02K - $3.4K
|
20
$1.9K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
20+ 0.96% |
$3.02K - $3.4K
|
2.1K
$200K
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
2+ 0.0% |
$302 - $340
|
93.1K
$8.85M
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
356KNew |
$54.6M - $58.8M
|
356K
$33.8M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$4.6M - $4.96M
|
30K
$2.85M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
26.8K+ 211.02% |
$4.11M - $4.43M
|
39.5K
$3.76M
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
22KNew |
$3.38M - $3.64M
|
22K
$2.1M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
19.5K+ 161.99% |
$2.99M - $3.22M
|
31.6K
$3M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.94K+ 466.78% |
$1.22M - $1.31M
|
9.64K
$917K
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
6.2KNew |
$951K - $1.02M
|
6.2K
$589K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
5.2KNew |
$798K - $859K
|
5.2K
$494K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4.8KNew |
$737K - $793K
|
4.8K
$456K
|
|
Nov 13, 2023
Q3 2023
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
4.79KNew |
$736K - $792K
|
4.79K
$456K
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.07KNew |
$625K - $672K
|
4.07K
$387K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.4K+ 170.05% |
$522K - $562K
|
5.4K
$514K
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.32K+ 227.97% |
$509K - $548K
|
4.77K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.07KNew |
$471K - $507K
|
3.07K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.67K+ 14.11% |
$410K - $442K
|
21.6K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.58K+ 64450.0% |
$396K - $426K
|
2.58K
$246K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 11.78% |
$330K - $355K
|
20.4K
$1.94M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.99K+ 2.72% |
$305K - $329K
|
75.2K
$7.15M
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.63KNew |
$250K - $269K
|
1.63K
$155K
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$193K - $207K
|
1.26K
$119K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.12K+ 62.0% |
$171K - $184K
|
2.92K
$277K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
725New |
$111K - $120K
|
725
$68.9K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
596+ 2.75% |
$91.5K - $98.5K
|
22.3K
$2.12M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
463+ 2.82% |
$71.1K - $76.5K
|
16.9K
$1.6M
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
345+ 8.47% |
$53K - $57K
|
4.42K
$420K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
258New |
$39.6K - $42.6K
|
258
$24.5K
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
167+ 1.27% |
$25.6K - $27.6K
|
13.3K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
160+ 9.99% |
$24.6K - $26.4K
|
1.76K
$167K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
155New |
$23.8K - $25.6K
|
155
$14.7K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
116+ 0.41% |
$17.8K - $19.2K
|
28.2K
$2.68M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 3.59% |
$11.8K - $12.7K
|
2.22K
$211K
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
50+ 3.89% |
$7.67K - $8.26K
|
1.34K
$127K
|