Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
2.6K+ 200.0% |
$153K - $458K
|
3.9K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.6K+ 200.0% |
$152K - $457K
|
3.9K
$410K
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.6K+ 35.14% |
$152K - $457K
|
10K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.55K+ 195.47% |
$149K - $448K
|
3.85K
$404K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.44K+ 191.51% |
$143K - $428K
|
3.71K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.33K+ 200.0% |
$137K - $410K
|
3.5K
$367K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
2.2K+ 200.0% |
$129K - $387K
|
3.3K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.18K+ 159.88% |
$128K - $383K
|
3.54K
$372K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.95KNew |
$114K - $342K
|
1.95K
$204K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.89K+ 122.38% |
$111K - $333K
|
3.44K
$361K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 200.0% |
$107K - $321K
|
2.74K
$287K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.79K+ 200.0% |
$105K - $315K
|
2.69K
$283K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.68K+ 200.0% |
$98.3K - $295K
|
2.52K
$264K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.62K+ 192.51% |
$94.9K - $285K
|
2.46K
$258K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.4K+ 200.0% |
$82.1K - $246K
|
2.1K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
1.34K+ 200.0% |
$78.8K - $236K
|
2.02K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.3K+ 200.0% |
$76.2K - $229K
|
1.95K
$205K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.28K+ 200.16% |
$75.1K - $225K
|
1.92K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2K+ 200.0% |
$70.6K - $212K
|
1.81K
$190K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 230.82% |
$59.3K - $178K
|
1.45K
$152K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
857+ 779.09% |
$50.2K - $151K
|
967
$102K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
808+ 200.0% |
$47.4K - $142K
|
1.21K
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
742+ 200.0% |
$43.5K - $130K
|
1.11K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
708+ 200.0% |
$41.5K - $125K
|
1.06K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
651+ 140.6% |
$38.2K - $114K
|
1.11K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
596+ 200.0% |
$34.9K - $105K
|
894
$93.9K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
590New |
$34.6K - $104K
|
590
$62K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
CALL |
500New |
$29.3K - $87.9K
|
500
$52.5K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
452+ 200.0% |
$26.5K - $79.5K
|
678
$71.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
446+ 200.0% |
$26.1K - $78.4K
|
669
$70.3K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
423New |
$24.8K - $74.4K
|
423
$44.4K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$63K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
400+ 200.0% |
$23.4K - $70.3K
|
600
$63K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
390+ 200.0% |
$22.9K - $68.6K
|
585
$61.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
364+ 200.0% |
$21.3K - $64K
|
546
$57.4K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$17.6K - $52.8K
|
300
$31.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
288New |
$16.9K - $50.6K
|
288
$30.3K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
244+ 200.0% |
$14.3K - $42.9K
|
366
$38.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
210+ 200.0% |
$12.3K - $36.9K
|
315
$33.1K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
CALL |
200+ 200.0% |
$11.7K - $35.2K
|
300
$31.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
200+ 15.38% |
$11.7K - $35.2K
|
1.5K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
185+ 198.92% |
$10.8K - $32.5K
|
278
$29.2K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
180+ 200.0% |
$10.5K - $31.7K
|
270
$28.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
172+ 200.0% |
$10.1K - $30.2K
|
258
$27.1K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
156+ 200.0% |
$9.14K - $27.4K
|
234
$24.6K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
124+ 200.0% |
$7.27K - $21.8K
|
186
$19.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
111+ 201.82% |
$6.51K - $19.5K
|
166
$17.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$5.86K - $17.6K
|
100
$10.5K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
58+ 200.0% |
$3.4K - $10.2K
|
87
$9.14K
|
|
|
May 06, 2024
Q1 2024
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$527 - $1.58K
|
9
$945
|