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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-618- 1.14% |
$73.1K - $98.8K
|
53.4K
$5.4M
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-22.5KClosed |
$2.67M - $3.6M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-90Closed |
$10.6K - $14.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-38KClosed |
$4.5M - $6.08M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.76KClosed |
$799K - $1.08M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-75- 1.13% |
$8.87K - $12K
|
6.55K
$662K
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
85+ 1.93% |
$10.1K - $13.6K
|
4.48K
$453K
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-531- 50.91% |
$62.8K - $84.9K
|
512
$51.8K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
564+ 4.27% |
$66.7K - $90.2K
|
13.8K
$1.39M
|
|
Jul 15, 2022
Q2 2022
|
Shikiar Asset Management Inc
|
SELL
|
- |
-50- 2.18% |
$5.91K - $7.99K
|
2.24K
$227K
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
2.06K+ 37.85% |
$244K - $330K
|
7.52K
$760K
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-68- 0.24% |
$8.04K - $10.9K
|
28.6K
$2.9M
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
5.06K+ 271.02% |
$599K - $809K
|
6.93K
$701K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
29+ 0.11% |
$3.43K - $4.64K
|
27.4K
$2.77M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
579+ 1.8% |
$68.5K - $92.6K
|
32.7K
$3.31M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.67KNew |
$197K - $266K
|
1.67K
$169K
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.42K- 16.94% |
$168K - $227K
|
6.97K
$705K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.78KClosed |
$210K - $284K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.1KNew |
$485K - $655K
|
4.1K
$415K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
681+ 30.19% |
$80.6K - $109K
|
2.94K
$297K
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-512- 23.74% |
$60.6K - $81.9K
|
1.65K
$166K
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
SELL
|
- |
-17.8KClosed |
$2.11M - $2.85M
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-16- 80.0% |
$1.89K - $2.56K
|
4
$405
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-15- 0.17% |
$1.77K - $2.4K
|
8.63K
$873K
|
|
Q1 2022 | |||||||
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-10.6KClosed |
$1.41M - $1.58M
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.97KClosed |
$263K - $295K
|
0
$0
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$6.68K - $7.49K
|
50
$5.06K
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-113Closed |
$15.1K - $16.9K
|
0
$0
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.97KClosed |
$263K - $296K
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.56KClosed |
$209K - $234K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
50+ 9.8% |
$6.68K - $7.49K
|
560
$56.6K
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-154Closed |
$20.6K - $23.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-834Closed |
$111K - $125K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-10.1KClosed |
$1.35M - $1.51M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
157+ 3.0% |
$21K - $23.5K
|
5.4K
$546K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-315Closed |
$42.1K - $47.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-259Closed |
$34.6K - $38.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-200KClosed |
$26.7M - $30M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
CALL |
-400K- 88.89% |
$53.4M - $59.9M
|
50K
$5.06M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
3.66K+ 9900.0% |
$489K - $549K
|
3.7K
$374K
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 1.6% |
$13.4K - $15K
|
6.37K
$644K
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-8.81KClosed |
$1.18M - $1.32M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-1.3KClosed |
$174K - $195K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-1.39KClosed |
$186K - $209K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.5KClosed |
$334K - $375K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.33K- 30.49% |
$177K - $199K
|
3.02K
$306K
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.87KClosed |
$517K - $580K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-9.74KClosed |
$1.3M - $1.46M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Beecher Investors Inc
|
SELL
|
- |
-750- 3.05% |
$100K - $112K
|
23.8K
$2.41M
|
|
May 12, 2022
Q1 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-20KClosed |
$2.67M - $3M
|
0
$0
|