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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-4.39K- 40.95% |
$674K - $725K
|
6.33K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
4.79KNew |
$736K - $792K
|
4.79K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-900- 23.57% |
$138K - $149K
|
2.92K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-103- 4.54% |
$15.8K - $17K
|
2.17K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-12- 0.43% |
$1.84K - $1.98K
|
2.77K
$285K
|
|
|
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
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-273- 5.7% |
$41.9K - $45.1K
|
4.52K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.07KNew |
$471K - $507K
|
3.07K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 80.0% |
$15.3K - $16.5K
|
25
$2.57K
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-16.6K- 67.84% |
$2.55M - $2.75M
|
7.89K
$812K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77+ 3.59% |
$11.8K - $12.7K
|
2.22K
$228K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
258New |
$39.6K - $42.6K
|
258
$26.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
345+ 8.47% |
$53K - $57K
|
4.42K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
19.5K+ 161.99% |
$2.99M - $3.22M
|
31.6K
$3.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
CALL |
-200- 66.67% |
$30.7K - $33.1K
|
100
$10.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
356KNew |
$54.6M - $58.8M
|
356K
$36.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.63KNew |
$250K - $269K
|
1.63K
$167K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
155New |
$23.8K - $25.6K
|
155
$16K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.4K+ 170.05% |
$522K - $562K
|
5.4K
$556K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
160+ 9.99% |
$24.6K - $26.4K
|
1.76K
$181K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$4.6M - $4.96M
|
30K
$3.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
725New |
$111K - $120K
|
725
$74.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-25.1K- 38.49% |
$3.85M - $4.15M
|
40.1K
$4.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-50- 2.19% |
$7.67K - $8.26K
|
2.23K
$229K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.82K- 10.1% |
$432K - $465K
|
25.1K
$2.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.99K+ 2.72% |
$305K - $329K
|
75.2K
$7.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.07KNew |
$625K - $672K
|
4.07K
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-285- 0.4% |
$43.7K - $47.1K
|
71K
$7.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-100- 6.69% |
$15.3K - $16.5K
|
1.39K
$144K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
18+ 1.02% |
$2.76K - $2.97K
|
1.78K
$183K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-49- 0.34% |
$7.52K - $8.1K
|
14.4K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-136- 1.27% |
$20.9K - $22.5K
|
10.6K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
4.8KNew |
$737K - $793K
|
4.8K
$494K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
11+ 2.07% |
$1.69K - $1.82K
|
543
$55.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
463+ 2.82% |
$71.1K - $76.5K
|
16.9K
$1.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
116+ 0.41% |
$17.8K - $19.2K
|
28.2K
$2.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-578- 3.41% |
$88.7K - $95.5K
|
16.4K
$1.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
50+ 3.89% |
$7.67K - $8.26K
|
1.34K
$138K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-87.5K- 37.13% |
$13.4M - $14.5M
|
148K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
BUY
|
- |
6.2KNew |
$951K - $1.02M
|
6.2K
$638K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.77% |
$1.69K - $1.82K
|
1.45K
$149K
|
|
| Q2 2023 | |||||||
|
Feb 07, 2025
Q2 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-80KClosed |
$11.7M - $12.6M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47.1K- 65.54% |
$6.87M - $7.42M
|
24.7K
$2.55M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-107K- 56.88% |
$15.6M - $16.9M
|
81.1K
$8.35M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-721- 33.74% |
$105K - $114K
|
1.42K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-68- 2.41% |
$9.93K - $10.7K
|
2.76K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-4.57K- 62.0% |
$667K - $720K
|
2.8K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
20KNew |
$2.92M - $3.15M
|
20K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-125- 6.73% |
$18.3K - $19.7K
|
1.73K
$178K
|
|