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 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-418- 2.5% |
$28K - $34K
|
16.3K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.74K- 12.43% |
$183K - $223K
|
19.3K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.54KNew |
$170K - $207K
|
2.54K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-900- 6.93% |
$60.2K - $73.3K
|
12.1K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.9K+ 44.97% |
$931K - $1.13M
|
44.9K
$4.65M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.3K+ 26.52% |
$86.8K - $106K
|
6.19K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
3+ 0.08% |
$201 - $244
|
3.84K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-291- 75.0% |
$19.5K - $23.7K
|
97
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
24+ 1.01% |
$1.61K - $1.95K
|
2.4K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-90- 1.32% |
$6.02K - $7.33K
|
6.75K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-60- 0.8% |
$4.01K - $4.88K
|
7.44K
$771K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.58K- 1.22% |
$105K - $128K
|
127K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.42K- 3.33% |
$162K - $197K
|
70.2K
$7.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-699- 27.97% |
$46.8K - $56.9K
|
1.8K
$186K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 0.78% |
$3.35K - $4.07K
|
6.39K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-272- 13.61% |
$18.2K - $22.1K
|
1.73K
$179K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$401 - $488
|
8.13K
$842K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 11.45% |
$6.69K - $8.14K
|
973
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-716- 5.47% |
$47.9K - $58.3K
|
12.4K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.83K+ 18.98% |
$123K - $149K
|
11.5K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$292K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 10.28% |
$222K - $270K
|
35.6K
$3.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
83.4K+ 4.85% |
$5.58M - $6.79M
|
1.8M
$187M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
8.45K+ 3.76% |
$566K - $688K
|
233K
$24.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$192K - $234K
|
2.87K
$298K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.21% |
$201 - $244
|
1.44K
$149K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-495- 9.01% |
$33.1K - $40.3K
|
5K
$518K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 0.25% |
$1.47K - $1.79K
|
8.74K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.57KNew |
$506K - $616K
|
7.57K
$784K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.75KNew |
$184K - $224K
|
2.75K
$285K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.35K- 3.16% |
$224K - $272K
|
103K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.5K+ 86.43% |
$1.11M - $1.35M
|
35.7K
$3.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-7K- 0.79% |
$468K - $570K
|
884K
$91.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-421- 9.12% |
$28.2K - $34.3K
|
4.2K
$435K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-416- 12.17% |
$27.8K - $33.9K
|
3K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.77K+ 22.81% |
$185K - $226K
|
14.9K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
647New |
$43.3K - $52.7K
|
647
$67K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
405New |
$27.1K - $33K
|
405
$42K
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 16.67% |
$33.5K - $40.7K
|
3.5K
$363K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$181K - $221K
|
2.71K
$281K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
4+ 0.05% |
$268 - $326
|
7.7K
$797K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22.7K+ 113.27% |
$1.52M - $1.85M
|
42.7K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-5K- 7.14% |
$335K - $407K
|
65K
$6.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.04% |
$535 - $651
|
19.1K
$1.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$535 - $651
|
8
$829
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-280- 0.65% |
$18.7K - $22.8K
|
42.9K
$4.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-198- 3.73% |
$13.2K - $16.1K
|
5.1K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
496+ 0.8% |
$33.2K - $40.4K
|
62.2K
$6.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-300- 6.39% |
$20.1K - $24.4K
|
4.4K
$455K
|