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 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
795+ 0.54% |
$65K - $79.5K
|
147K
$15.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
794+ 13.0% |
$64.9K - $79.4K
|
6.9K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
784+ 1.08% |
$64.1K - $78.4K
|
73.3K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
782+ 13.76% |
$64K - $78.2K
|
6.47K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
780+ 53.17% |
$63.8K - $78K
|
2.25K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
776+ 24.27% |
$63.5K - $77.6K
|
3.97K
$412K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
767+ 0.8% |
$62.7K - $76.7K
|
96.2K
$9.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
766+ 5.13% |
$62.7K - $76.6K
|
15.7K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
765+ 0.44% |
$62.6K - $76.5K
|
176K
$18.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
765+ 3.52% |
$62.6K - $76.5K
|
22.5K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
763+ 1.44% |
$62.4K - $76.3K
|
53.9K
$5.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
756+ 12.79% |
$61.8K - $75.6K
|
6.67K
$691K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
751+ 6.5% |
$61.4K - $75.1K
|
12.3K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
750+ 0.65% |
$61.3K - $75K
|
116K
$12M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
750+ 22.6% |
$61.3K - $75K
|
4.07K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
750+ 6.73% |
$61.3K - $75K
|
11.9K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
744+ 5.16% |
$60.9K - $74.4K
|
15.2K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
728+ 25.18% |
$59.5K - $72.8K
|
3.62K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
726+ 0.9% |
$59.4K - $72.6K
|
81K
$8.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
726+ 3.85% |
$59.4K - $72.6K
|
19.6K
$2.03M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
724+ 1.1% |
$59.2K - $72.4K
|
66.3K
$6.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
723+ 3.61% |
$59.1K - $72.3K
|
20.7K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
723+ 3.46% |
$59.1K - $72.3K
|
21.6K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
720+ 1.38% |
$58.9K - $72K
|
52.8K
$5.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
719+ 3.88% |
$58.8K - $71.9K
|
19.2K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
719+ 9.09% |
$58.8K - $71.9K
|
8.63K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
712+ 3.59% |
$58.2K - $71.2K
|
20.5K
$2.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
707+ 5.9% |
$57.8K - $70.7K
|
12.7K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
703+ 0.54% |
$57.5K - $70.3K
|
130K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
702+ 7.23% |
$57.4K - $70.2K
|
10.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
701+ 0.31% |
$57.3K - $70.1K
|
229K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
699+ 1.08% |
$57.2K - $69.9K
|
65.2K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
694+ 0.41% |
$56.8K - $69.4K
|
171K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
690+ 1.17% |
$56.4K - $69K
|
59.7K
$6.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
690+ 2.78% |
$56.4K - $69K
|
25.5K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
688+ 3.17% |
$56.3K - $68.8K
|
22.4K
$2.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
688+ 6.41% |
$56.3K - $68.8K
|
11.4K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
686+ 19.58% |
$56.1K - $68.6K
|
4.19K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
686+ 1.45% |
$56.1K - $68.6K
|
47.9K
$4.96M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
684+ 36.42% |
$55.9K - $68.4K
|
2.56K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
682+ 17.21% |
$55.8K - $68.2K
|
4.64K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
681+ 0.85% |
$55.7K - $68.1K
|
80.4K
$8.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
681+ 23.18% |
$55.7K - $68.1K
|
3.62K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
678+ 2.9% |
$55.5K - $67.8K
|
24.1K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
677+ 14.79% |
$55.4K - $67.7K
|
5.26K
$545K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
675+ 1.4% |
$55.2K - $67.5K
|
48.9K
$5.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
665+ 7.72% |
$54.4K - $66.5K
|
9.28K
$962K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
664+ 0.86% |
$54.3K - $66.4K
|
77.6K
$8.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
658+ 19.47% |
$53.8K - $65.8K
|
4.04K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
655+ 13.75% |
$53.6K - $65.5K
|
5.42K
$562K
|