Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
103+ 1.74% |
$13.2K - $15.8K
|
6.04K
$621K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-14.2K- 15.12% |
$1.83M - $2.18M
|
79.7K
$8.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.48K+ 10.63% |
$190K - $227K
|
15.4K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
295New |
$37.9K - $45.3K
|
295
$30.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-25- 0.09% |
$3.21K - $3.84K
|
26.8K
$2.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
12.4K+ 6200.0% |
$1.59M - $1.9M
|
12.6K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$12.9K - $15.3K
|
100
$10.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-100- 2.05% |
$12.9K - $15.3K
|
4.78K
$492K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.98K+ 12.66% |
$254K - $304K
|
17.6K
$1.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Privium Fund Management B.V.
|
BUY
|
- |
26.4KNew |
$3.39M - $4.04M
|
26.4K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
11.4KNew |
$1.46M - $1.74M
|
11.4K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
49New |
$6.3K - $7.52K
|
49
$5.04K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-846- 2.29% |
$109K - $130K
|
36.1K
$3.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
300+ 0.68% |
$38.6K - $46K
|
44.7K
$4.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.64K+ 13.6% |
$340K - $405K
|
22.1K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-419- 78.03% |
$53.9K - $64.3K
|
118
$12.1K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-109- 1.44% |
$14K - $16.7K
|
7.45K
$767K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
22.6KNew |
$2.91M - $3.47M
|
22.6K
$2.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
825+ 6.59% |
$106K - $127K
|
13.3K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-39- 1.06% |
$5.01K - $5.99K
|
3.64K
$375K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16New |
$2.06K - $2.46K
|
16
$1.65K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-148- 2.28% |
$19K - $22.7K
|
6.34K
$652K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
300+ 5.12% |
$38.6K - $46K
|
6.16K
$634K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33New |
$4.24K - $5.06K
|
33
$3.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-7.33K- 15.83% |
$942K - $1.13M
|
39K
$4.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
20.3K+ 431.91% |
$2.61M - $3.12M
|
25K
$2.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-245- 5.75% |
$31.5K - $37.6K
|
4.01K
$413K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
200+ 7.79% |
$25.7K - $30.7K
|
2.77K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
174New |
$22.4K - $26.7K
|
174
$17.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20New |
$2.57K - $3.07K
|
20
$2.06K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
185New |
$23.8K - $28.4K
|
185
$19K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-344Closed |
$42K - $48K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.95K- 42.4% |
$237K - $271K
|
2.64K
$272K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
5K+ 13.16% |
$610K - $698K
|
43K
$4.43M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-376- 0.39% |
$45.9K - $52.5K
|
96.7K
$9.96M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35K+ 6.04% |
$164K - $188K
|
23.6K
$2.43M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.04K- 40.15% |
$126K - $144K
|
1.54K
$159K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
597+ 0.31% |
$72.8K - $83.3K
|
194K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.51K- 30.33% |
$184K - $211K
|
3.47K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
181+ 8.15% |
$22.1K - $25.3K
|
2.4K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-3.5K- 50.0% |
$427K - $488K
|
3.5K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-23- 15.13% |
$2.81K - $3.21K
|
129
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.99KClosed |
$608K - $696K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-346- 2.12% |
$42.2K - $48.3K
|
16K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
7.15KNew |
$872K - $997K
|
7.15K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
70K+ 70.0% |
$8.54M - $9.77M
|
170K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-200- 2.49% |
$24.4K - $27.9K
|
7.83K
$806K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
89K+ 99.64% |
$10.9M - $12.4M
|
178K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.6K+ 128.78% |
$1.53M - $1.75M
|
22.3K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.16KNew |
$141K - $162K
|
1.16K
$119K
|
|