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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
135+ 7.48% |
$20.4K - $22.9K
|
1.94K
$204K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-104- 4.94% |
$15.7K - $17.7K
|
2K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-26- 1.99% |
$3.92K - $4.41K
|
1.28K
$134K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
20+ 0.96% |
$3.02K - $3.4K
|
2.1K
$220K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-236- 3.1% |
$35.6K - $40.1K
|
7.37K
$775K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-298- 5.68% |
$45K - $50.6K
|
4.95K
$520K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.35K- 0.97% |
$204K - $230K
|
139K
$14.6M
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.76K- 97.35% |
$423K - $456K
|
75
$7.88K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.2% |
$153 - $165
|
500
$52.5K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-27.5K- 59.25% |
$4.22M - $4.55M
|
18.9K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.02KNew |
$311K - $334K
|
2.02K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-54- 0.94% |
$8.29K - $8.92K
|
5.69K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
422+ 24.71% |
$64.8K - $69.7K
|
2.13K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.67K+ 14.11% |
$410K - $442K
|
21.6K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.94K+ 466.78% |
$1.22M - $1.31M
|
9.64K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
26.8K+ 211.02% |
$4.11M - $4.43M
|
39.5K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-62.1K- 29.3% |
$9.53M - $10.3M
|
150K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
1.5KNew |
$230K - $248K
|
1.5K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.67KNew |
$256K - $275K
|
1.67K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 11.78% |
$330K - $355K
|
20.4K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-47.2K- 90.59% |
$7.24M - $7.8M
|
4.9K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-100K- 10.0% |
$15.3M - $16.5M
|
900K
$94.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-5.82K- 69.55% |
$893K - $962K
|
2.55K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-9- 0.08% |
$1.38K - $1.49K
|
11K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$960K - $1.03M
|
6.25K
$657K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
5.2KNew |
$798K - $859K
|
5.2K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
596+ 2.75% |
$91.5K - $98.5K
|
22.3K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-572- 17.01% |
$87.8K - $94.5K
|
2.79K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-189- 8.54% |
$29K - $31.2K
|
2.02K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
167+ 1.27% |
$25.6K - $27.6K
|
13.3K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$460 - $496
|
1.58K
$166K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.12K- 75.19% |
$326K - $351K
|
700
$73.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-442- 26.44% |
$67.8K - $73K
|
1.23K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.12K+ 62.0% |
$171K - $184K
|
2.92K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.39K- 40.95% |
$674K - $725K
|
6.33K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
4.79KNew |
$736K - $792K
|
4.79K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-900- 23.57% |
$138K - $149K
|
2.92K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-103- 4.54% |
$15.8K - $17K
|
2.17K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12- 0.43% |
$1.84K - $1.98K
|
2.77K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.32K+ 227.97% |
$509K - $548K
|
4.77K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59KClosed |
$243K - $262K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.58K+ 64450.0% |
$396K - $426K
|
2.58K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Castle Hook Partners LP
New York, NY |
BUY
|
- |
434KNew |
$66.5M - $71.6M
|
434K
$45.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-273- 5.7% |
$41.9K - $45.1K
|
4.52K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.07KNew |
$471K - $507K
|
3.07K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.63KNew |
$250K - $269K
|
1.63K
$171K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 80.0% |
$15.3K - $16.5K
|
25
$2.63K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-16.6K- 67.84% |
$2.55M - $2.75M
|
7.89K
$828K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 3.59% |
$11.8K - $12.7K
|
2.22K
$233K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
258New |
$39.6K - $42.6K
|
258
$27.1K
|
|