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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10+ 0.23% |
$669 - $814
|
4.41K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
558+ 11.55% |
$37.3K - $45.4K
|
5.39K
$558K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 10.23% |
$22.9K - $27.8K
|
3K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-26.5K- 79.52% |
$1.77M - $2.16M
|
6.82K
$707K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-240- 3.65% |
$16.1K - $19.5K
|
6.33K
$656K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-744- 1.31% |
$49.8K - $60.6K
|
56.2K
$5.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-492- 5.83% |
$32.9K - $40K
|
7.95K
$824K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 6.83% |
$853K - $1.04M
|
199K
$20.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
2.56KNew |
$171K - $208K
|
2.56K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-13K- 6.91% |
$868K - $1.06M
|
175K
$18.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 154.75% |
$1.42M - $1.73M
|
35K
$3.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242K- 65.34% |
$16.2M - $19.7M
|
128K
$13.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.36K- 48.7% |
$225K - $274K
|
3.54K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.59KNew |
$173K - $211K
|
2.59K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-116K- 4.2% |
$7.75M - $9.42M
|
2.64M
$274M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-167- 1.46% |
$11.2K - $13.6K
|
11.2K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 5.64% |
$1.47K - $1.79K
|
412
$42.7K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.22K- 4.87% |
$148K - $180K
|
43.3K
$4.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
300+ 44.25% |
$20.1K - $24.4K
|
978
$101K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$174K - $212K
|
2.6K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.01K+ 10.35% |
$134K - $163K
|
21.4K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.71KNew |
$182K - $221K
|
2.71K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-255- 0.28% |
$17.1K - $20.8K
|
89.9K
$9.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-149- 15.02% |
$9.97K - $12.1K
|
843
$87.3K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
7.44KNew |
$498K - $606K
|
7.44K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3- 0.07% |
$201 - $244
|
4.57K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.19% |
$468 - $570
|
3.76K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.59KNew |
$173K - $211K
|
2.59K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
20+ 0.38% |
$1.34K - $1.63K
|
5.35K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.41K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-76- 2.02% |
$5.09K - $6.19K
|
3.69K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.43K+ 3.93% |
$95.7K - $116K
|
37.8K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.5K+ 131.15% |
$906K - $1.1M
|
23.9K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$6.69K - $8.14K
|
100
$10.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 26.87% |
$70.1K - $85.2K
|
4.94K
$512K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.48K+ 2.27% |
$99.2K - $121K
|
66.9K
$6.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
213+ 44.94% |
$14.3K - $17.3K
|
687
$71.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.8K+ 3.98% |
$120K - $147K
|
47.1K
$4.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
7.96KNew |
$532K - $648K
|
7.96K
$824K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
18+ 0.15% |
$1.2K - $1.47K
|
11.8K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.2KNew |
$348K - $423K
|
5.2K
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.01K+ 2.51% |
$201K - $245K
|
123K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.73% |
$20.1K - $24.5K
|
8.37K
$867K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$468 - $570
|
5.76K
$597K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 1.1% |
$1.87K - $2.28K
|
2.58K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-7.56K- 36.22% |
$506K - $615K
|
13.3K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.22K- 25.01% |
$81.6K - $99.3K
|
3.66K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$169K - $206K
|
2.53K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-16- 1.09% |
$1.07K - $1.3K
|
1.46K
$151K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
13.5K
$1.4M
|