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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$309K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$309K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.98KNew |
$176K - $206K
|
2.98K
$307K
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.96KNew |
$174K - $204K
|
2.96K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.55K+ 4.0% |
$150K - $175K
|
66.2K
$6.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.52K+ 15.23% |
$89.5K - $105K
|
11.5K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.41KNew |
$83.2K - $97.4K
|
1.41K
$145K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.11% |
$71.6K - $83.9K
|
7.27K
$748K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
1.15K+ 0.58% |
$67.9K - $79.4K
|
201K
$20.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$92.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
800New |
$47.1K - $55.1K
|
800
$82.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
728+ 3.39% |
$42.8K - $50.2K
|
22.2K
$2.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
636New |
$37.4K - $43.8K
|
636
$65.5K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$64.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
431New |
$25.4K - $29.7K
|
431
$44.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
300New |
$17.7K - $20.7K
|
300
$30.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
253+ 13.74% |
$14.9K - $17.4K
|
2.09K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
201+ 5.75% |
$11.8K - $13.8K
|
3.7K
$381K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
195New |
$11.5K - $13.4K
|
195
$20.1K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
188+ 4.85% |
$11.1K - $13K
|
4.07K
$419K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
111+ 1.33% |
$6.53K - $7.65K
|
8.45K
$870K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
PUT |
100+ 33.33% |
$5.89K - $6.89K
|
400
$41.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$5.89K - $6.89K
|
100
$10.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.34K
|
63
$6.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.5% |
$3.53K - $4.13K
|
12.2K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
51+ 1.82% |
$3K - $3.51K
|
2.85K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
42+ 0.52% |
$2.47K - $2.89K
|
8.17K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$2.3K - $2.69K
|
39
$4.02K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.32% |
$2.12K - $2.48K
|
11.3K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
34+ 0.93% |
$2K - $2.34K
|
3.69K
$380K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33+ 22.0% |
$1.94K - $2.27K
|
183
$18.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
10New |
$589 - $689
|
10
$1.03K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.99% |
$58.9 - $68.9
|
102
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.08% |
$58.9 - $68.9
|
94
$9.68K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.8M+ 193.32% |
$223M - $669M
|
5.77M
$594M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.16M+ 211.01% |
$68M - $204M
|
1.71M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
1.07M+ 81.78% |
$62.8M - $188M
|
2.38M
$245M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
722K+ 199.22% |
$42.3M - $127M
|
1.08M
$112M
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
687KNew |
$40.2M - $121M
|
687K
$70.7M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
554K+ 283.93% |
$32.5M - $97.4M
|
749K
$77.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
529K+ 204.29% |
$31M - $93.1M
|
789K
$81.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
461K+ 649.33% |
$27M - $81M
|
532K
$54.7M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
BUY
|
- |
393K+ 200.0% |
$23M - $69.1M
|
590K
$60.7M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
201K+ 203.11% |
$11.8M - $35.4M
|
300K
$30.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
137K+ 111.25% |
$8M - $24M
|
259K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
124KNew |
$7.27M - $21.8M
|
124K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
115K+ 197.34% |
$6.72M - $20.2M
|
173K
$17.8M
|
|
|
May 06, 2024
Q1 2024
|
Shelter Mutual Insurance CO
|
BUY
|
- |
110K+ 200.0% |
$6.47M - $19.4M
|
166K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
107K+ 191.14% |
$6.26M - $18.8M
|
163K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
104K+ 200.0% |
$6.07M - $18.2M
|
155K
$16M
|
|