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 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
655+ 2.41% |
$53.6K - $65.5K
|
27.9K
$2.89M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
654+ 2.8% |
$53.5K - $65.4K
|
24K
$2.49M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
654+ 3.38% |
$53.5K - $65.4K
|
20K
$2.07M
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
653+ 14.34% |
$53.4K - $65.3K
|
5.21K
$540K
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
652+ 8.83% |
$53.3K - $65.2K
|
8.04K
$833K
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
651+ 1.56% |
$53.2K - $65.1K
|
42.3K
$4.38M
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
646+ 2.82% |
$52.8K - $64.6K
|
23.6K
$2.44M
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
646+ 8.28% |
$52.8K - $64.6K
|
8.45K
$875K
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
637+ 17.25% |
$52.1K - $63.7K
|
4.33K
$449K
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
637+ 22.82% |
$52.1K - $63.7K
|
3.43K
$355K
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
636New |
$52K - $63.6K
|
636
$65.9K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
636+ 2.16% |
$52K - $63.6K
|
30K
$3.11M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
636+ 21.57% |
$52K - $63.6K
|
3.58K
$371K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
635+ 7.6% |
$51.9K - $63.5K
|
8.99K
$931K
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
632+ 1.05% |
$51.7K - $63.2K
|
61.1K
$6.33M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
632+ 10.5% |
$51.7K - $63.2K
|
6.65K
$689K
|
|
Jul 28, 2025
Q2 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
630+ 113.51% |
$51.5K - $63K
|
1.19K
$123K
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
625+ 8.95% |
$51.1K - $62.5K
|
7.61K
$788K
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
620+ 0.18% |
$50.7K - $62K
|
337K
$34.9M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
620+ 2.4% |
$50.7K - $62K
|
26.4K
$2.74M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
619+ 8.26% |
$50.6K - $61.9K
|
8.12K
$841K
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
615+ 0.4% |
$50.3K - $61.5K
|
155K
$16.1M
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
614+ 2.94% |
$50.2K - $61.4K
|
21.5K
$2.23M
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
612+ 1.53% |
$50.1K - $61.2K
|
40.7K
$4.22M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
612+ 3.09% |
$50.1K - $61.2K
|
20.4K
$2.12M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
608+ 2.26% |
$49.7K - $60.8K
|
27.5K
$2.85M
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
607+ 0.53% |
$49.6K - $60.7K
|
115K
$11.9M
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
605+ 9.27% |
$49.5K - $60.5K
|
7.13K
$739K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
604+ 23.22% |
$49.4K - $60.4K
|
3.21K
$332K
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
602+ 2.57% |
$49.2K - $60.2K
|
24K
$2.49M
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
601+ 11.94% |
$49.2K - $60.1K
|
5.63K
$584K
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
600+ 12.25% |
$49.1K - $60K
|
5.5K
$570K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
599+ 17.64% |
$49K - $59.9K
|
3.99K
$414K
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
597+ 1.63% |
$48.8K - $59.7K
|
37.2K
$3.85M
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
595+ 5.13% |
$48.7K - $59.5K
|
12.2K
$1.26M
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
595+ 18.15% |
$48.7K - $59.5K
|
3.87K
$401K
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
595+ 10.46% |
$48.7K - $59.5K
|
6.28K
$651K
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
591+ 9.83% |
$48.3K - $59.1K
|
6.61K
$684K
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
588+ 2.52% |
$48.1K - $58.8K
|
23.9K
$2.48M
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
587+ 8.81% |
$48K - $58.7K
|
7.25K
$751K
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
586+ 5.85% |
$47.9K - $58.6K
|
10.6K
$1.1M
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
584+ 1.23% |
$47.8K - $58.4K
|
48.2K
$4.99M
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
582+ 8.97% |
$47.6K - $58.2K
|
7.07K
$733K
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
576+ 20.03% |
$47.1K - $57.6K
|
3.45K
$358K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
572+ 2.09% |
$46.8K - $57.2K
|
27.9K
$2.89M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
571+ 6.13% |
$46.7K - $57.1K
|
9.88K
$1.02M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
565+ 3.53% |
$46.2K - $56.5K
|
16.6K
$1.72M
|
|
Aug 15, 2025
Q2 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
564+ 1.58% |
$46.1K - $56.4K
|
36.3K
$3.76M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
564+ 8.07% |
$46.1K - $56.4K
|
7.55K
$782K
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
564+ 0.5% |
$46.1K - $56.4K
|
114K
$11.8M
|