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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.46K+ 267.67% |
$203K - $609K
|
4.75K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.32K+ 200.0% |
$370K - $1.11M
|
9.48K
$976K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 200.16% |
$75.1K - $225K
|
1.92K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
15.2K+ 200.0% |
$891K - $2.67M
|
22.8K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.3K+ 200.0% |
$76.2K - $229K
|
1.95K
$201K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
201K+ 203.11% |
$11.8M - $35.4M
|
300K
$30.9M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
3.12K+ 199.81% |
$183K - $549K
|
4.69K
$482K
|
|
|
May 07, 2024
Q1 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
39.9K+ 200.0% |
$2.34M - $7.02M
|
59.9K
$6.16M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.1K+ 200.0% |
$299K - $897K
|
7.65K
$787K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
180+ 200.0% |
$10.5K - $31.7K
|
270
$27.8K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$1.27M - $3.8M
|
21.6K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
7.12K+ 142.67% |
$417K - $1.25M
|
12.1K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
36K+ 200.0% |
$2.11M - $6.34M
|
54K
$5.56M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.76KNew |
$220K - $662K
|
3.76K
$387K
|
|
|
May 07, 2024
Q1 2024
|
Paralel Advisors LLC
|
BUY
|
- |
330K+ 200.0% |
$19.3M - $58M
|
495K
$50.9M
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$527 - $1.58K
|
9
$926
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
110K+ 200.0% |
$6.47M - $19.4M
|
166K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$37.7K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
11.1KNew |
$650K - $1.95M
|
11.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.2K+ 200.0% |
$129K - $387K
|
3.3K
$340K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
3.7KNew |
$217K - $650K
|
3.7K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.76K+ 184.97% |
$279K - $838K
|
7.34K
$755K
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
BUY
|
- |
64K+ 200.0% |
$3.75M - $11.3M
|
96K
$9.88M
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2.93K+ 200.0% |
$172K - $516K
|
4.4K
$453K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
CALL |
3.9KNew |
$229K - $686K
|
3.9K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17.1K+ 205.93% |
$1M - $3M
|
25.3K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 200.0% |
$206K - $617K
|
5.27K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
14.8K+ 200.0% |
$867K - $2.6M
|
22.2K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
4K+ 200.0% |
$234K - $703K
|
6K
$618K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
3.1K+ 200.0% |
$182K - $545K
|
4.65K
$479K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
68.1KNew |
$3.99M - $12M
|
68.1K
$7.01M
|
|
|
May 02, 2024
Q1 2024
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
26K+ 200.0% |
$1.52M - $4.57M
|
39K
$4.01M
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
32.3K+ 200.0% |
$1.89M - $5.68M
|
48.5K
$4.99M
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
6.42K+ 200.0% |
$376K - $1.13M
|
9.63K
$991K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
10.6K+ 433.8% |
$620K - $1.86M
|
13K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Members Capital Advisors Inc
|
BUY
|
- |
2.98K+ 200.0% |
$175K - $525K
|
4.48K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
22K+ 200.0% |
$1.29M - $3.87M
|
33K
$3.4M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
4.79K+ 200.0% |
$281K - $842K
|
7.19K
$739K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
7.74K+ 200.0% |
$454K - $1.36M
|
11.6K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
62K+ 227.84% |
$3.63M - $10.9M
|
89.2K
$9.18M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
8.41K+ 279.93% |
$493K - $1.48M
|
11.4K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
10.1K+ 225.01% |
$594K - $1.78M
|
14.6K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
19.6K+ 200.0% |
$1.15M - $3.45M
|
29.4K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$28.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
3KNew |
$176K - $528K
|
3K
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
137K+ 111.25% |
$8M - $24M
|
259K
$26.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$186K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-530- 10.54% |
$31.1K - $93.2K
|
4.5K
$463K
|