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 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$134 - $163
|
12K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$335 - $407
|
3.93K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.74K- 12.43% |
$183K - $223K
|
19.3K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-60- 0.8% |
$4.01K - $4.88K
|
7.44K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-699- 27.97% |
$46.8K - $56.9K
|
1.8K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 11.45% |
$6.69K - $8.14K
|
973
$100K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 10.28% |
$222K - $270K
|
35.6K
$3.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
8.45K+ 3.76% |
$566K - $688K
|
233K
$24M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.21% |
$201 - $244
|
1.44K
$148K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.57KNew |
$506K - $616K
|
7.57K
$779K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-416- 12.17% |
$27.8K - $33.9K
|
3K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
647New |
$43.3K - $52.7K
|
647
$66.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
405New |
$27.1K - $33K
|
405
$41.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8New |
$535 - $651
|
8
$824
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.68KNew |
$246K - $300K
|
3.68K
$379K
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.75KNew |
$184K - $223K
|
2.75K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-42- 1.34% |
$2.81K - $3.42K
|
3.09K
$318K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.86KNew |
$191K - $233K
|
2.86K
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-624- 13.21% |
$41.8K - $50.8K
|
4.1K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
95+ 1.62% |
$6.36K - $7.73K
|
5.97K
$615K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
20+ 6.67% |
$1.34K - $1.63K
|
320
$32.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
278+ 3.72% |
$18.6K - $22.6K
|
7.75K
$798K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.03% |
$134 - $163
|
6.71K
$690K
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 4.76% |
$66.9K - $81.4K
|
20K
$2.06M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-31- 1.04% |
$2.07K - $2.52K
|
2.94K
$303K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3K- 2.01% |
$76.3K - $89.4K
|
63.2K
$6.51M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
188+ 4.85% |
$11.1K - $13K
|
4.07K
$419K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-4.31KClosed |
$254K - $297K
|
0
$0
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.7KNew |
$335K - $393K
|
5.7K
$587K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-250K- 39.31% |
$14.7M - $17.2M
|
386K
$39.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$64.5K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$92.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-22K- 11.46% |
$1.29M - $1.52M
|
170K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.4K+ 24.31% |
$259K - $303K
|
22.5K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
10KNew |
$589K - $689K
|
10K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.38KNew |
$258K - $302K
|
4.38K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.43K- 12.04% |
$84K - $98.4K
|
10.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.63% |
$5.89K - $6.89K
|
6.04K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-332K- 23.22% |
$19.5M - $22.9M
|
1.1M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$647K - $758K
|
11K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
150KNew |
$8.83M - $10.3M
|
150K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.37KNew |
$198K - $232K
|
3.37K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-200- 0.95% |
$11.8K - $13.8K
|
20.9K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-784- 1.54% |
$46.1K - $54K
|
50.3K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.75K+ 84.21% |
$279K - $327K
|
10.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-39.6K- 80.12% |
$2.33M - $2.73M
|
9.82K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
4.66KNew |
$274K - $321K
|
4.66K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.2KNew |
$247K - $290K
|
4.2K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-80.2K- 11.13% |
$4.72M - $5.52M
|
640K
$65.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-90- 2.52% |
$5.3K - $6.2K
|
3.48K
$358K
|
|