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 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.21K- 28.56% |
$81K - $98.5K
|
3.03K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.18K- 2.19% |
$78.8K - $95.8K
|
52.5K
$5.44M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-800- 1.56% |
$53.5K - $65.1K
|
50.5K
$5.23M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-3.41K- 18.53% |
$228K - $278K
|
15K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-46.9K- 57.08% |
$3.14M - $3.82M
|
35.3K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.8K+ 4.52% |
$1.46M - $1.77M
|
504K
$52.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$1.91M - $2.33M
|
28.6K
$2.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-281- 12.39% |
$18.8K - $22.9K
|
1.99K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-343- 0.14% |
$23K - $27.9K
|
247K
$25.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
539+ 13.73% |
$36.1K - $43.9K
|
4.47K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
32New |
$2.14K - $2.6K
|
32
$3.32K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.38K+ 43.24% |
$494K - $601K
|
24.5K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-9.78K- 13.26% |
$654K - $796K
|
64K
$6.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
324New |
$21.7K - $26.4K
|
324
$33.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
11.9K+ 50.47% |
$793K - $965K
|
35.4K
$3.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
BUY
|
- |
2.5KNew |
$167K - $204K
|
2.5K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.54K- 1.1% |
$438K - $532K
|
587K
$60.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.9K- 2.46% |
$127K - $155K
|
75.5K
$7.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
13.5K+ 182.63% |
$900K - $1.09M
|
20.8K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
8.21K+ 112.46% |
$550K - $669K
|
15.5K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-63K- 80.94% |
$4.21M - $5.12M
|
14.8K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
2.6KNew |
$174K - $212K
|
2.6K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.44K+ 14.17% |
$364K - $443K
|
43.8K
$4.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.7K- 0.55% |
$2.32M - $2.83M
|
6.31M
$654M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
32.3K+ 12.27% |
$2.16M - $2.63M
|
296K
$30.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
CALL |
14.2KNew |
$950K - $1.16M
|
14.2K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7.02K+ 100.03% |
$470K - $571K
|
14K
$1.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-202- 2.13% |
$13.5K - $16.4K
|
9.27K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-145- 42.03% |
$9.7K - $11.8K
|
200
$20.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.97K- 5.1% |
$131K - $160K
|
36.6K
$3.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.36M- 99.49% |
$91.3M - $111M
|
6.96K
$721K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.6K+ 6.17% |
$107K - $130K
|
27.5K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$66.9 - $81.4
|
202
$20.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-347- 1.81% |
$23.2K - $28.2K
|
18.8K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-10.1K- 15.65% |
$675K - $821K
|
54.4K
$5.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.09K- 3.17% |
$140K - $170K
|
63.8K
$6.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.48K+ 19.35% |
$300K - $365K
|
27.6K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1.1KNew |
$73.6K - $89.5K
|
1.1K
$114K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-9.17K- 2.41% |
$613K - $746K
|
371K
$38.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-768- 1.19% |
$51.4K - $62.5K
|
63.6K
$6.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
6.09KNew |
$408K - $496K
|
6.09K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20+ 0.32% |
$1.34K - $1.63K
|
6.27K
$650K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.2K+ 13.02% |
$3.56M - $4.33M
|
462K
$47.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
415+ 5.35% |
$27.8K - $33.8K
|
8.17K
$846K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-385- 0.96% |
$25.8K - $31.3K
|
39.8K
$4.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-255- 4.64% |
$17.1K - $20.8K
|
5.24K
$542K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.31K+ 12.43% |
$289K - $351K
|
39K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.56KNew |
$171K - $209K
|
2.56K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
83+ 0.47% |
$5.55K - $6.76K
|
17.8K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.71KNew |
$181K - $220K
|
2.71K
$281K
|