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 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-169- 5.4% |
$11.3K - $13.8K
|
2.96K
$303K
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
500+ 4.42% |
$33.5K - $40.7K
|
11.8K
$1.21M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
2.23KNew |
$149K - $182K
|
2.23K
$229K
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.41K- 10.14% |
$161K - $196K
|
21.3K
$2.19M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.69KNew |
$515K - $626K
|
7.69K
$788K
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3KNew |
$201K - $244K
|
3K
$307K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.06K- 4.84% |
$338K - $412K
|
99.5K
$10.2M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.15% |
$66.9 - $81.4
|
688
$70.5K
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-33.8K- 4.24% |
$2.26M - $2.75M
|
765K
$78.3M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
50.1KNew |
$3.35M - $4.07M
|
50.1K
$5.13M
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-139- 0.24% |
$9.3K - $11.3K
|
57.1K
$5.85M
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-633- 7.1% |
$42.4K - $51.5K
|
8.29K
$849K
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3+ 0.03% |
$201 - $244
|
11.3K
$1.16M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.39K+ 13.59% |
$361K - $439K
|
45K
$4.62M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 0.94% |
$10K - $12.2K
|
15.7K
$1.61M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.57K- 46.19% |
$239K - $291K
|
4.16K
$427K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.03K- 41.62% |
$69K - $83.9K
|
1.45K
$148K
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.61K- 36.98% |
$108K - $131K
|
2.74K
$281K
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-28.1K- 69.85% |
$1.88M - $2.29M
|
12.1K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-851- 0.58% |
$56.9K - $69.3K
|
146K
$14.9M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-90- 1.61% |
$6.02K - $7.33K
|
5.52K
$565K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.58K- 20.25% |
$106K - $129K
|
6.22K
$638K
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-57.1K- 95.33% |
$3.82M - $4.65M
|
2.8K
$287K
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-129K- 33.47% |
$8.64M - $10.5M
|
257K
$26.3M
|
|
Nov 08, 2024
Q3 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-24.2K- 83.43% |
$1.62M - $1.97M
|
4.82K
$493K
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
7.98KNew |
$534K - $650K
|
7.98K
$818K
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.35K- 15.26% |
$90.1K - $110K
|
7.48K
$766K
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.36K+ 28.73% |
$91K - $111K
|
6.09K
$624K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
33.9KNew |
$2.27M - $2.76M
|
33.9K
$3.48M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.34K+ 37.57% |
$291K - $354K
|
15.9K
$1.63M
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
9.1K+ 30.96% |
$609K - $741K
|
38.5K
$3.95M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
112+ 1.56% |
$7.49K - $9.12K
|
7.29K
$747K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.45K+ 0.26% |
$164K - $199K
|
934K
$95.7M
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-679- 4.06% |
$45.4K - $55.3K
|
16.1K
$1.65M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
54+ 4.14% |
$3.61K - $4.4K
|
1.36K
$139K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
600+ 400.0% |
$40.1K - $48.8K
|
750
$76.9K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.04K+ 17.49% |
$270K - $329K
|
27.1K
$2.78M
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
70+ 0.11% |
$4.68K - $5.7K
|
65.7K
$6.74M
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-154K- 15.38% |
$10.3M - $12.5M
|
846K
$86.7M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.56K- 17.66% |
$372K - $452K
|
25.9K
$2.65M
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.48KNew |
$166K - $202K
|
2.48K
$254K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-148- 2.83% |
$9.9K - $12K
|
5.08K
$521K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-16.1K- 3.44% |
$1.08M - $1.31M
|
452K
$46.4M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.52K- 2.05% |
$101K - $123K
|
72.4K
$7.42M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
340+ 4.65% |
$22.7K - $27.7K
|
7.65K
$784K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-397K- 2.45% |
$26.6M - $32.3M
|
15.8M
$1.62B
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.98K+ 2.7% |
$534K - $649K
|
304K
$31.1M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 10.18% |
$100K - $122K
|
16.2K
$1.66M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
54+ 7.71% |
$3.61K - $4.4K
|
754
$77.3K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-71- 0.32% |
$4.75K - $5.78K
|
21.8K
$2.23M
|