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 |
---|---|---|---|---|---|---|---|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
600+ 42.86% |
$76.5K - $89.4K
|
2K
$210K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
300+ 300.0% |
$38.3K - $44.7K
|
400
$42K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
38New |
$4.85K - $5.66K
|
38
$3.99K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
1.4MNew |
$194M - $214M
|
1.4M
$147M
|
|
Feb 12, 2021
Q4 2020
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
27.6KNew |
$3.83M - $4.21M
|
27.6K
$2.9M
|
|
Jan 29, 2021
Q4 2020
|
Asset Management Corp
|
BUY
|
CALL |
9.5KNew |
$1.32M - $1.45M
|
9.5K
$998K
|
|
Jan 15, 2021
Q4 2020
|
Private Wealth Strategies, L.L.C.
|
BUY
|
CALL |
3K+ 100.0% |
$416K - $458K
|
6K
$630K
|
|
Feb 04, 2021
Q4 2020
|
Camden Capital, LLC
|
BUY
|
PUT |
1.4KNew |
$194K - $214K
|
1.4K
$147K
|
|
Mar 08, 2022
Q4 2020
|
Chelsea Counsel CO
|
BUY
|
- |
400+ 16.49% |
$55.5K - $61.1K
|
2.83K
$297K
|
|
Feb 09, 2021
Q4 2020
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
CALL |
20New |
$2.78K - $3.06K
|
20
$2.1K
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$278 - $306
|
2
$210
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
100KNew |
$11.9M - $14.8M
|
100K
$10.5M
|
|
Oct 26, 2020
Q3 2020
|
Calamos Advisors LLC
|
BUY
|
CALL |
75KNew |
$8.92M - $11.1M
|
75K
$7.88M
|
|
Nov 12, 2020
Q3 2020
|
Ahrens Investment Partners LLC
|
BUY
|
CALL |
6.5KNew |
$773K - $960K
|
6.5K
$683K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.7KNew |
$559K - $695K
|
4.7K
$494K
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
4.6K+ 41.44% |
$547K - $679K
|
15.7K
$1.65M
|
|
Nov 13, 2020
Q3 2020
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
CALL |
4.2KNew |
$499K - $620K
|
4.2K
$441K
|
|
Nov 05, 2020
Q3 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
1.4K+ 127.27% |
$166K - $207K
|
2.5K
$263K
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
486New |
$57.8K - $71.8K
|
486
$51.1K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.32K+ 23.49% |
$608K - $705K
|
28K
$2.94M
|
|
Jul 31, 2020
Q2 2020
|
Hms Capital Management, LLC
|
BUY
|
PUT |
700New |
$79.9K - $92.6K
|
700
$73.5K
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
600+ 150.0% |
$68.5K - $79.4K
|
1K
$105K
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$11.4K - $13.2K
|
100
$10.5K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
BUY
|
- |
50KNew |
$5.2M - $6.13M
|
50K
$5.25M
|
|
Apr 08, 2020
Q1 2020
|
Hc Financial Advisors Inc
|
BUY
|
- |
300New |
$31.2K - $36.8K
|
300
$31.5K
|
|
Q4 2019 | |||||||
Jan 22, 2020
Q4 2019
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
29.2KNew |
$3.39M - $3.54M
|
29.2K
$3.07M
|
|
Feb 07, 2020
Q4 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
19.8K+ 9900.0% |
$2.3M - $2.4M
|
20K
$2.1M
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
205+ 51.9% |
$23.8K - $24.9K
|
600
$63K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
825New |
$86.8K - $97.9K
|
825
$86.7K
|
|
Oct 31, 2019
Q3 2019
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
2New |
$210 - $237
|
2
$210
|
|
Q2 2019 | |||||||
Jul 29, 2019
Q2 2019
|
Fluent Financial, LLC
|
BUY
|
PUT |
332KNew |
$32.1M - $36.9M
|
332K
$34.8M
|
|
Jul 24, 2019
Q2 2019
|
Claret Asset Management Corp
|
BUY
|
CALL |
3.5KNew |
$339K - $389K
|
3.5K
$368K
|
|
Jul 31, 2019
Q2 2019
|
Cwm, LLC
|
BUY
|
PUT |
600New |
$58.2K - $66.7K
|
600
$63K
|
|
Q1 2019 | |||||||
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
900New |
$83.6K - $92K
|
900
$94.5K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Plancorp, LLC
|
BUY
|
CALL |
15KNew |
$1.29M - $1.58M
|
15K
$1.58M
|
|
Feb 11, 2019
Q4 2018
|
Fin Trust Capital Advisors, LLC
|
BUY
|
PUT |
3KNew |
$257K - $317K
|
3K
$315K
|
|
Feb 14, 2019
Q4 2018
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.2KNew |
$189K - $232K
|
2.2K
$231K
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
800New |
$68.7K - $84.4K
|
800
$84K
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
719New |
$61.7K - $75.9K
|
719
$75.5K
|
|
Q3 2018 | |||||||
Oct 12, 2018
Q3 2018
|
Private Capital Advisors, Inc.
|
BUY
|
- |
4.36KNew |
$366K - $430K
|
4.36K
$457K
|
|
Nov 07, 2018
Q3 2018
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
CALL |
2.5KNew |
$210K - $247K
|
2.5K
$263K
|
|
Oct 05, 2018
Q3 2018
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$84K - $98.6K
|
1K
$105K
|
|
Nov 09, 2018
Q3 2018
|
M&T Bank Corp
|
BUY
|
CALL |
8New |
$672 - $789
|
8
$840
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
CALL |
268KNew |
$22.1M - $23.7M
|
268K
$28.1M
|
|
Aug 14, 2018
Q2 2018
|
Linden Advisors LP
New York, NY |
BUY
|
- |
35.8K+ 511.26% |
$2.95M - $3.17M
|
42.8K
$4.49M
|
|
Aug 13, 2018
Q2 2018
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.88KNew |
$155K - $167K
|
1.88K
$198K
|
|
Q1 2018 | |||||||
Apr 30, 2018
Q1 2018
|
Exane Derivatives
|
BUY
|
PUT |
875New |
$74.7K - $95.9K
|
875
$91.9K
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
400New |
$34.2K - $43.8K
|
400
$42K
|
|
Apr 12, 2018
Q1 2018
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
CALL |
300New |
$25.6K - $32.9K
|
300
$31.5K
|
|
May 15, 2018
Q1 2018
|
Avantax Planning Partners, Inc.
|
BUY
|
CALL |
200New |
$17.1K - $21.9K
|
200
$21K
|