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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.8K+ 33.56% |
$229K - $280K
|
11.2K
$1.16M
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8KNew |
$229K - $279K
|
2.8K
$290K
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
2.79K+ 165.62% |
$229K - $279K
|
4.48K
$464K
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.78K+ 3.37% |
$227K - $278K
|
85.3K
$8.84M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.74K+ 3.7% |
$224K - $274K
|
76.7K
$7.94M
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
2.74K+ 15.84% |
$224K - $273K
|
20K
$2.07M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73K+ 4.72% |
$223K - $273K
|
60.5K
$6.26M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.7K+ 6.17% |
$221K - $270K
|
46.4K
$4.81M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.68KNew |
$219K - $268K
|
2.68K
$277K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.67K+ 9.78% |
$218K - $267K
|
30K
$3.1M
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
2.64K+ 1.9% |
$216K - $264K
|
141K
$14.7M
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.64KNew |
$216K - $264K
|
2.64K
$274K
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
2.62KNew |
$214K - $262K
|
2.62K
$272K
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.6K+ 4.02% |
$213K - $260K
|
67.4K
$6.99M
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.6K+ 23.91% |
$212K - $260K
|
13.5K
$1.4M
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.59K+ 7.24% |
$211K - $258K
|
38.3K
$3.97M
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$267K
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$266K
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$266K
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.56KNew |
$209K - $256K
|
2.56K
$265K
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.55KNew |
$209K - $255K
|
2.55K
$264K
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.55K+ 10.17% |
$208K - $255K
|
27.6K
$2.86M
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.54KNew |
$208K - $254K
|
2.54K
$263K
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
2.53K+ 76.04% |
$207K - $253K
|
5.86K
$608K
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
2.5KNew |
$204K - $250K
|
2.5K
$259K
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.5KNew |
$204K - $250K
|
2.5K
$259K
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.47KNew |
$202K - $247K
|
2.47K
$256K
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.47K+ 1.17% |
$202K - $247K
|
213K
$22M
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.47K+ 10.22% |
$202K - $247K
|
26.6K
$2.76M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.46K+ 7.18% |
$201K - $246K
|
36.8K
$3.81M
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.45KNew |
$200K - $245K
|
2.45K
$254K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.45K+ 16.72% |
$200K - $245K
|
17.1K
$1.77M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.44K+ 7.62% |
$200K - $244K
|
34.5K
$3.58M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.44K+ 5.08% |
$199K - $244K
|
50.4K
$5.23M
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.44KNew |
$199K - $243K
|
2.44K
$252K
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.43KNew |
$199K - $243K
|
2.43K
$252K
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.42K+ 13.33% |
$198K - $242K
|
20.6K
$2.13M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.42K+ 57.52% |
$198K - $242K
|
6.62K
$686K
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.42KNew |
$198K - $242K
|
2.42K
$250K
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.41K+ 7.55% |
$197K - $241K
|
34.4K
$3.56M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.41K+ 1.94% |
$197K - $241K
|
127K
$13.1M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.41KNew |
$197K - $241K
|
2.41K
$250K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.4K+ 3.33% |
$196K - $240K
|
74.6K
$7.73M
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 65.15% |
$196K - $239K
|
6.07K
$629K
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$195K - $239K
|
2.39K
$248K
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.39KNew |
$195K - $239K
|
2.39K
$247K
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.38KNew |
$195K - $238K
|
2.38K
$247K
|
|
Jul 30, 2025
Q2 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
2.38K+ 40.87% |
$194K - $238K
|
8.19K
$849K
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
2.37KNew |
$194K - $237K
|
2.37K
$245K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.36KNew |
$193K - $236K
|
2.36K
$245K
|