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 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.5% |
$66.9 - $81.4
|
202
$17.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
1.1KNew |
$73.6K - $89.5K
|
1.1K
$95K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
6.09KNew |
$408K - $496K
|
6.09K
$526K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
415+ 5.35% |
$27.8K - $33.8K
|
8.17K
$705K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-255- 4.64% |
$17.1K - $20.8K
|
5.24K
$452K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
2.56KNew |
$171K - $209K
|
2.56K
$221K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
83+ 0.47% |
$5.55K - $6.76K
|
17.8K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.71KNew |
$181K - $220K
|
2.71K
$234K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.63K+ 46.71% |
$176K - $214K
|
8.26K
$713K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
457+ 6.7% |
$30.6K - $37.2K
|
7.28K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
30.1KNew |
$2.01M - $2.45M
|
30.1K
$2.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-117- 8.07% |
$7.83K - $9.52K
|
1.33K
$115K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.67KNew |
$179K - $217K
|
2.67K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.98K+ 0.3% |
$333K - $405K
|
1.64M
$142M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-9.12K- 9.2% |
$610K - $742K
|
90K
$7.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.87KNew |
$192K - $233K
|
2.87K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-300- 6.07% |
$20.1K - $24.4K
|
4.64K
$401K
|
|
|
Nov 04, 2024
Q3 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.74K+ 37.36% |
$183K - $223K
|
10.1K
$870K
|
|
|
Nov 01, 2024
Q3 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-1.11K- 22.5% |
$74.1K - $90.2K
|
3.82K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-18.9K- 1.03% |
$1.27M - $1.54M
|
1.81M
$157M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.01KNew |
$201K - $245K
|
3.01K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.97K+ 1.63% |
$199K - $242K
|
185K
$16M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
275+ 1.48% |
$18.4K - $22.4K
|
18.9K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-383- 4.69% |
$25.6K - $31.2K
|
7.79K
$672K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-86- 1.69% |
$5.75K - $7K
|
4.99K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.94KNew |
$197K - $239K
|
2.94K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-102- 1.42% |
$6.82K - $8.3K
|
7.08K
$611K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.08% |
$335 - $407
|
6.18K
$534K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.78K
$499K
|
|
|
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
$9.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2.82KNew |
$188K - $229K
|
2.82K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.58KNew |
$173K - $210K
|
2.58K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
10.7KNew |
$719K - $875K
|
10.7K
$928K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.97K- 21.09% |
$132K - $161K
|
7.38K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.22% |
$134 - $163
|
923
$79.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Reik & Co., LLC
|
BUY
|
- |
2.7KNew |
$181K - $220K
|
2.7K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.82KNew |
$189K - $230K
|
2.82K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-54- 0.87% |
$3.61K - $4.4K
|
6.16K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3+ 0.01% |
$201 - $244
|
32.2K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
456New |
$30.5K - $37.1K
|
456
$39.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$134 - $163
|
4.33K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.36K- 8.79% |
$91.1K - $111K
|
14.1K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-48- 0.88% |
$3.21K - $3.91K
|
5.39K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
4.88K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Canal Insurance CO
|
BUY
|
CALL |
250New |
$16.7K - $20.4K
|
250
$21.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-521- 11.64% |
$34.9K - $42.4K
|
3.95K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.1% |
$401 - $488
|
6.3K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
7.25K+ 42.87% |
$485K - $590K
|
24.2K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
12+ 0.26% |
$803 - $977
|
4.6K
$397K
|