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 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.59K- 10.75% |
$574K - $699K
|
71.3K
$6.15M
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
21+ 0.32% |
$1.41K - $1.71K
|
6.68K
$577K
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-44- 1.21% |
$2.94K - $3.58K
|
3.58K
$309K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-61- 0.33% |
$4.08K - $4.97K
|
18.7K
$1.61M
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-390- 8.92% |
$26.1K - $31.7K
|
3.98K
$344K
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-450- 7.6% |
$30.1K - $36.6K
|
5.47K
$472K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 0.16% |
$1.74K - $2.12K
|
16.4K
$1.42M
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
469+ 4.59% |
$31.4K - $38.2K
|
10.7K
$922K
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
128K+ 196818.45% |
$8.56M - $10.4M
|
128K
$11M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
145+ 1.19% |
$9.7K - $11.8K
|
12.3K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
141+ 3.9% |
$9.43K - $11.5K
|
3.76K
$324K
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.03% |
$134 - $163
|
6.53K
$564K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$66.9 - $81.4
|
5.89K
$509K
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 1.87% |
$3.75K - $4.56K
|
3.05K
$264K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$71.3K - $86.8K
|
1.07K
$92K
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
4.5KNew |
$301K - $366K
|
4.5K
$388K
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-214- 5.32% |
$14.3K - $17.4K
|
3.81K
$329K
|
|
Oct 28, 2024
Q3 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
2.66KNew |
$178K - $217K
|
2.66K
$230K
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
256New |
$17.1K - $20.8K
|
256
$22.1K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-4.3K- 35.54% |
$288K - $350K
|
7.8K
$673K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
764+ 12.19% |
$51.1K - $62.2K
|
7.03K
$607K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
174+ 77.33% |
$11.6K - $14.2K
|
399
$34.4K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-342- 10.23% |
$22.9K - $27.8K
|
3K
$259K
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-26.5K- 79.52% |
$1.77M - $2.16M
|
6.82K
$589K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-240- 3.65% |
$16.1K - $19.5K
|
6.33K
$547K
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-492- 5.83% |
$32.9K - $40K
|
7.95K
$686K
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
2.56KNew |
$171K - $208K
|
2.56K
$221K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-13K- 6.91% |
$868K - $1.06M
|
175K
$15.1M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21.2K+ 154.75% |
$1.42M - $1.73M
|
35K
$3.02M
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.36K- 48.7% |
$225K - $274K
|
3.54K
$306K
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.59KNew |
$173K - $211K
|
2.59K
$224K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-116K- 4.2% |
$7.75M - $9.42M
|
2.64M
$228M
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 5.64% |
$1.47K - $1.79K
|
412
$35.6K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
300+ 44.25% |
$20.1K - $24.4K
|
978
$84.4K
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$174K - $212K
|
2.6K
$225K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.01K+ 10.35% |
$134K - $163K
|
21.4K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.71KNew |
$182K - $221K
|
2.71K
$234K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-255- 0.28% |
$17.1K - $20.8K
|
89.9K
$7.76M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-149- 15.02% |
$9.97K - $12.1K
|
843
$72.8K
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
7.44KNew |
$498K - $606K
|
7.44K
$642K
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-3- 0.07% |
$201 - $244
|
4.57K
$394K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7- 0.19% |
$468 - $570
|
3.76K
$325K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
20+ 0.38% |
$1.34K - $1.63K
|
5.35K
$462K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3+ 0.06% |
$201 - $244
|
5.41K
$467K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-76- 2.02% |
$5.09K - $6.19K
|
3.69K
$318K
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.43K+ 3.93% |
$95.7K - $116K
|
37.8K
$3.26M
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
13.5K+ 131.15% |
$906K - $1.1M
|
23.9K
$2.06M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$6.69K - $8.14K
|
100
$8.63K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 26.87% |
$70.1K - $85.2K
|
4.94K
$427K
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
213+ 44.94% |
$14.3K - $17.3K
|
687
$59.3K
|