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 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
1.8K+ 3.98% |
$120K - $147K
|
47.1K
$4.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.2KNew |
$348K - $423K
|
5.2K
$449K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
301+ 3.73% |
$20.1K - $24.5K
|
8.37K
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 1.1% |
$1.87K - $2.28K
|
2.58K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.22K- 25.01% |
$81.6K - $99.3K
|
3.66K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.53KNew |
$169K - $206K
|
2.53K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-16- 1.09% |
$1.07K - $1.3K
|
1.46K
$126K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
13.5K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-1M- 92.05% |
$67.1M - $81.6M
|
86.6K
$7.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 1.82% |
$803 - $977
|
648
$55.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-44- 0.4% |
$2.94K - $3.58K
|
10.9K
$945K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-4.59K- 0.52% |
$307K - $374K
|
877K
$75.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.01% |
$66.9 - $81.4
|
9.58K
$827K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.67KNew |
$178K - $217K
|
2.67K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-261- 6.06% |
$17.5K - $21.2K
|
4.05K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.68K+ 213.56% |
$313K - $381K
|
6.87K
$593K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
955+ 5.2% |
$63.9K - $77.7K
|
19.3K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-43.7K- 3.45% |
$2.93M - $3.56M
|
1.22M
$106M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$1.67K - $2.04K
|
9.33K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.3K- 1.85% |
$87K - $106K
|
69.1K
$5.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$30.1K - $36.6K
|
450
$38.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-105- 0.51% |
$7.03K - $8.55K
|
20.6K
$1.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
324+ 4.53% |
$21.7K - $26.4K
|
7.47K
$645K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-797- 14.03% |
$53.3K - $64.9K
|
4.88K
$422K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.8KNew |
$321K - $391K
|
4.8K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.49KNew |
$167K - $203K
|
2.49K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
484K+ 2.97% |
$32.4M - $39.4M
|
16.8M
$1.45B
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-152K- 1.95% |
$10.2M - $12.4M
|
7.67M
$662M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$66.9 - $81.4
|
3.47K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.9K- 47.05% |
$261K - $317K
|
4.39K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-117- 2.27% |
$7.83K - $9.52K
|
5.05K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
948+ 351.11% |
$63.4K - $77.2K
|
1.22K
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.95KNew |
$197K - $240K
|
2.95K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-248- 6.95% |
$16.6K - $20.2K
|
3.32K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
2.98KNew |
$200K - $243K
|
2.98K
$258K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
292+ 3.96% |
$19.5K - $23.8K
|
7.67K
$662K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
418+ 12.69% |
$28K - $34K
|
3.71K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.6KNew |
$174K - $212K
|
2.6K
$225K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.05K+ 68.3% |
$137K - $166K
|
5.04K
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.02% |
$268 - $326
|
16.7K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-1.4K- 11.65% |
$93.7K - $114K
|
10.6K
$917K
|
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
2.54KNew |
$170K - $206K
|
2.54K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
331+ 6.78% |
$22.1K - $26.9K
|
5.21K
$450K
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
2.85KNew |
$191K - $232K
|
2.85K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.12K- 10.34% |
$74.9K - $91.1K
|
9.7K
$837K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-48- 0.78% |
$3.21K - $3.91K
|
6.1K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 0.89% |
$2.34K - $2.85K
|
3.98K
$343K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$134 - $163
|
12K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$335 - $407
|
3.93K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-458- 4.82% |
$30.6K - $37.3K
|
9.05K
$781K
|