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 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
351+ 10.25% |
$28.7K - $35.1K
|
3.77K
$391K
|
|
|
Jul 30, 2025
Q2 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
350+ 11.09% |
$28.6K - $35K
|
3.51K
$363K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
348+ 2.63% |
$28.5K - $34.8K
|
13.6K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
348+ 38.2% |
$28.5K - $34.8K
|
1.26K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
347+ 1.91% |
$28.4K - $34.7K
|
18.5K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
347+ 2.36% |
$28.4K - $34.7K
|
15K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
347+ 2.45% |
$28.4K - $34.7K
|
14.5K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
341+ 7.42% |
$27.9K - $34.1K
|
4.94K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
340+ 0.59% |
$27.8K - $34K
|
57.7K
$5.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
340+ 5.16% |
$27.8K - $34K
|
6.94K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
339+ 1.25% |
$27.7K - $33.9K
|
27.5K
$2.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
338+ 1.42% |
$27.6K - $33.8K
|
24.1K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
336+ 3.94% |
$27.5K - $33.6K
|
8.87K
$919K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
335+ 2.76% |
$27.4K - $33.5K
|
12.5K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
333+ 0.14% |
$27.2K - $33.3K
|
244K
$25.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
329+ 4.02% |
$26.9K - $32.9K
|
8.52K
$882K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
326+ 1.64% |
$26.7K - $32.6K
|
20.2K
$2.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
323+ 1.85% |
$26.4K - $32.3K
|
17.8K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
321+ 12.78% |
$26.3K - $32.1K
|
2.83K
$294K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
320+ 8.57% |
$26.2K - $32K
|
4.05K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
320+ 19.31% |
$26.2K - $32K
|
1.98K
$205K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
320+ 7.14% |
$26.2K - $32K
|
4.8K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
319+ 3.44% |
$26.1K - $31.9K
|
9.59K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
316+ 5.39% |
$25.8K - $31.6K
|
6.18K
$640K
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
316+ 3.37% |
$25.8K - $31.6K
|
9.69K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
316+ 2.63% |
$25.8K - $31.6K
|
12.3K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
310+ 0.55% |
$25.4K - $31K
|
56.5K
$5.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
309+ 9.26% |
$25.3K - $30.9K
|
3.65K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
306+ 3.93% |
$25K - $30.6K
|
8.1K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
305+ 6.33% |
$24.9K - $30.5K
|
5.12K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
304+ 2.25% |
$24.9K - $30.4K
|
13.8K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
304+ 5.02% |
$24.9K - $30.4K
|
6.36K
$659K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
302+ 0.49% |
$24.7K - $30.2K
|
61.7K
$6.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
301+ 6.32% |
$24.6K - $30.1K
|
5.07K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
300+ 1.74% |
$24.5K - $30K
|
17.6K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
300+ 7.59% |
$24.5K - $30K
|
4.25K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.39% |
$24.5K - $30K
|
21.8K
$2.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
300+ 7.76% |
$24.5K - $30K
|
4.17K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
300+ 6.34% |
$24.5K - $30K
|
5.03K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
298+ 1.6% |
$24.4K - $29.8K
|
18.9K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
297+ 6.04% |
$24.3K - $29.7K
|
5.21K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
295+ 31.62% |
$24.1K - $29.5K
|
1.23K
$127K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
294+ 0.42% |
$24K - $29.4K
|
70.2K
$7.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
293+ 0.61% |
$24K - $29.3K
|
48.3K
$5.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
280+ 6.23% |
$22.9K - $28K
|
4.77K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
277+ 6.62% |
$22.7K - $27.7K
|
4.46K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
277+ 1.18% |
$22.7K - $27.7K
|
23.7K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
274+ 3.78% |
$22.4K - $27.4K
|
7.52K
$780K
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
274+ 2.89% |
$22.4K - $27.4K
|
9.74K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
274+ 0.63% |
$22.4K - $27.4K
|
43.6K
$4.52M
|