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 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.63K+ 46.71% |
$176K - $214K
|
8.26K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.45K- 1.35% |
$97K - $118K
|
106K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
457+ 6.7% |
$30.6K - $37.2K
|
7.28K
$754K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
30.1KNew |
$2.01M - $2.45M
|
30.1K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-117- 8.07% |
$7.83K - $9.52K
|
1.33K
$138K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.67KNew |
$179K - $217K
|
2.67K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.98K+ 0.3% |
$333K - $405K
|
1.64M
$170M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-9.12K- 9.2% |
$610K - $742K
|
90K
$9.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.87KNew |
$192K - $233K
|
2.87K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-300- 6.07% |
$20.1K - $24.4K
|
4.64K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.74K+ 37.36% |
$183K - $223K
|
10.1K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.21K+ 3.84% |
$81K - $98.5K
|
32.7K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-1.11K- 22.5% |
$74.1K - $90.2K
|
3.82K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-18.9K- 1.03% |
$1.27M - $1.54M
|
1.81M
$188M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$311K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.97K+ 1.63% |
$199K - $242K
|
185K
$19.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
275+ 1.48% |
$18.4K - $22.4K
|
18.9K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-383- 4.69% |
$25.6K - $31.2K
|
7.79K
$807K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-388- 3.55% |
$26K - $31.6K
|
10.5K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
75+ 2.83% |
$5.02K - $6.11K
|
2.73K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-86- 1.69% |
$5.75K - $7K
|
4.99K
$517K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.01K+ 4.35% |
$469K - $571K
|
168K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.13KNew |
$209K - $255K
|
3.13K
$324K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-102- 1.42% |
$6.82K - $8.3K
|
7.08K
$734K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.08% |
$335 - $407
|
6.18K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.78K
$599K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-3.02KClosed |
$202K - $246K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-2.75K- 2.55% |
$184K - $224K
|
105K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-328- 5.66% |
$21.9K - $26.7K
|
5.46K
$566K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-104- 2.37% |
$6.96K - $8.47K
|
4.29K
$444K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
18+ 0.52% |
$1.2K - $1.47K
|
3.51K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-150- 1.38% |
$10K - $12.2K
|
10.7K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$292K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.9K+ 21.73% |
$127K - $155K
|
10.7K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-319- 0.52% |
$21.3K - $26K
|
61.4K
$6.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.05K+ 14.7% |
$204K - $248K
|
23.8K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.58KNew |
$173K - $210K
|
2.58K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
431+ 2.38% |
$28.8K - $35.1K
|
18.5K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
10.7KNew |
$719K - $875K
|
10.7K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.27K+ 27.4% |
$152K - $185K
|
10.6K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.97K- 21.09% |
$132K - $161K
|
7.38K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.22% |
$134 - $163
|
923
$95.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $220K
|
2.7K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.82KNew |
$189K - $230K
|
2.82K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-70- 0.5% |
$4.68K - $5.7K
|
13.8K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-54- 0.87% |
$3.61K - $4.4K
|
6.16K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3+ 0.01% |
$201 - $244
|
32.2K
$3.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
456New |
$30.5K - $37.1K
|
456
$47.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-1.48K- 2.89% |
$99.3K - $121K
|
49.9K
$5.17M
|