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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
152+ 1.4% |
$10.2K - $12.4K
|
11K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.79K+ 16.61% |
$186K - $227K
|
19.6K
$2M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
476+ 2.4% |
$31.8K - $38.7K
|
20.3K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.7K- 0.83% |
$248K - $301K
|
440K
$45.1M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
PUT |
1.5MNew |
$100M - $122M
|
1.5M
$154M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
47.9K+ 16.09% |
$3.2M - $3.9M
|
345K
$35.4M
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-165- 0.3% |
$11K - $13.4K
|
54.7K
$5.61M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.74K+ 4.02% |
$183K - $223K
|
71K
$7.27M
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
2.12K+ 1.37% |
$142K - $173K
|
157K
$16.1M
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 7.77% |
$73.3K - $89.1K
|
13K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-10K- 1.97% |
$669K - $814K
|
497K
$50.9M
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
2+ 0.02% |
$134 - $163
|
8.58K
$880K
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.04K- 12.54% |
$337K - $411K
|
35.2K
$3.6M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.13% |
$268 - $326
|
3.12K
$319K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
43+ 0.91% |
$2.88K - $3.5K
|
4.79K
$490K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-26.6K- 49.83% |
$1.78M - $2.17M
|
26.8K
$2.75M
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.37K+ 26.99% |
$159K - $193K
|
11.2K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-578- 0.73% |
$38.7K - $47K
|
78.9K
$8.08M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
3.16KNew |
$211K - $257K
|
3.16K
$324K
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-96- 3.56% |
$6.42K - $7.81K
|
2.6K
$267K
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-825- 5.48% |
$55.2K - $67.2K
|
14.2K
$1.46M
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-100- 3.03% |
$6.69K - $8.14K
|
3.2K
$328K
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-1.2K- 8.26% |
$80.1K - $97.4K
|
13.3K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
SELL
|
- |
-897- 8.84% |
$60K - $73K
|
9.25K
$948K
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.76K+ 11.87% |
$117K - $143K
|
16.5K
$1.7M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 0.54% |
$6.29K - $7.65K
|
17.5K
$1.79M
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-6.5K- 39.39% |
$435K - $529K
|
10K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
78+ 0.62% |
$5.22K - $6.35K
|
12.6K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-50.2K- 71.41% |
$3.36M - $4.09M
|
20.1K
$2.06M
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.85K- 42.18% |
$257K - $313K
|
5.27K
$540K
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.1% |
$669 - $814
|
9.68K
$992K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.1K- 2.49% |
$1.15M - $1.4M
|
671K
$68.7M
|
|
Nov 12, 2024
Q3 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
116KNew |
$7.75M - $9.42M
|
116K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-114- 0.13% |
$7.63K - $9.28K
|
86.1K
$8.83M
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
9.6KNew |
$642K - $781K
|
9.6K
$984K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
226+ 5.29% |
$15.1K - $18.4K
|
4.5K
$461K
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-6.03K- 22.06% |
$403K - $491K
|
21.3K
$2.18M
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
32.2K+ 63.3% |
$2.16M - $2.62M
|
83.2K
$8.52M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
22.7KNew |
$1.52M - $1.85M
|
22.7K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Dempze Nancy E
|
BUY
|
- |
2.52KNew |
$168K - $205K
|
2.52K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
39+ 0.1% |
$2.61K - $3.17K
|
38K
$3.89M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-14.7K- 22.86% |
$981K - $1.19M
|
49.5K
$5.07M
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-50- 0.41% |
$3.35K - $4.07K
|
12.1K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
621+ 0.94% |
$41.6K - $50.5K
|
66.6K
$6.82M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
755+ 1.69% |
$50.5K - $61.5K
|
45.3K
$4.64M
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-372- 1.75% |
$24.9K - $30.3K
|
20.9K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 1.51% |
$101K - $123K
|
101K
$10.4M
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
344New |
$23K - $28K
|
344
$35.2K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
33New |
$2.21K - $2.69K
|
33
$3.38K
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-3.01K- 98.92% |
$201K - $245K
|
33
$3.38K
|