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 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
51+ 0.24% |
$4.17K - $5.1K
|
21.4K
$2.21M
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51+ 0.0% |
$4.17K - $5.1K
|
1.61M
$167M
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$4.17K - $5.1K
|
51
$5.28K
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
51+ 0.26% |
$4.17K - $5.1K
|
19.5K
$2.02M
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
50+ 0.11% |
$4.09K - $5K
|
44.8K
$4.64M
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
49+ 0.66% |
$4.01K - $4.9K
|
7.46K
$773K
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.12% |
$4.01K - $4.9K
|
4.43K
$459K
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
48+ 0.79% |
$3.93K - $4.8K
|
6.15K
$637K
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
47+ 0.72% |
$3.84K - $4.7K
|
6.55K
$679K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 1.75% |
$3.84K - $4.7K
|
2.74K
$284K
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
46+ 0.64% |
$3.76K - $4.6K
|
7.19K
$745K
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46+ 2.24% |
$3.76K - $4.6K
|
2.1K
$217K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
46+ 1.47% |
$3.76K - $4.6K
|
3.18K
$330K
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
45+ 6.71% |
$3.68K - $4.5K
|
716
$74.2K
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
45+ 1.18% |
$3.68K - $4.5K
|
3.86K
$400K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45+ 0.57% |
$3.68K - $4.5K
|
7.96K
$825K
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$298K
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
44+ 0.19% |
$3.6K - $4.4K
|
22.6K
$2.34M
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 0.93% |
$3.6K - $4.4K
|
4.77K
$494K
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
44+ 0.95% |
$3.6K - $4.4K
|
4.67K
$484K
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
44+ 0.59% |
$3.6K - $4.4K
|
7.45K
$772K
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.4% |
$3.6K - $4.4K
|
10.9K
$1.13M
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42+ 0.92% |
$3.44K - $4.2K
|
4.58K
$475K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42+ 1.37% |
$3.44K - $4.2K
|
3.12K
$323K
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
41+ 0.63% |
$3.35K - $4.1K
|
6.54K
$678K
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
40+ 0.69% |
$3.27K - $4K
|
5.81K
$602K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40+ 0.34% |
$3.27K - $4K
|
11.9K
$1.23M
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
39+ 0.62% |
$3.19K - $3.9K
|
6.33K
$655K
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39New |
$3.19K - $3.9K
|
39
$4.04K
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
39+ 0.61% |
$3.19K - $3.9K
|
6.42K
$665K
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
39+ 0.09% |
$3.19K - $3.9K
|
41.6K
$4.31M
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.67% |
$3.11K - $3.8K
|
5.69K
$590K
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
38+ 0.48% |
$3.11K - $3.8K
|
8.02K
$831K
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.27% |
$3.11K - $3.8K
|
14K
$1.45M
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
37+ 0.09% |
$3.03K - $3.7K
|
42.4K
$4.4M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
37+ 148.0% |
$3.03K - $3.7K
|
62
$6.42K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37+ 0.15% |
$3.03K - $3.7K
|
24.3K
$2.51M
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
36+ 0.06% |
$2.94K - $3.6K
|
58.5K
$6.06M
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
36+ 0.46% |
$2.94K - $3.6K
|
7.91K
$820K
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
35+ 0.6% |
$2.86K - $3.5K
|
5.89K
$610K
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
35+ 0.43% |
$2.86K - $3.5K
|
8.12K
$841K
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
35+ 0.58% |
$2.86K - $3.5K
|
6.05K
$627K
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
35+ 0.48% |
$2.86K - $3.5K
|
7.31K
$757K
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
35+ 1.09% |
$2.86K - $3.5K
|
3.24K
$335K
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
34+ 0.13% |
$2.78K - $3.4K
|
25.5K
$2.64M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 0.32% |
$2.78K - $3.4K
|
10.6K
$1.1M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 0.46% |
$2.78K - $3.4K
|
7.47K
$774K
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
34+ 0.29% |
$2.78K - $3.4K
|
11.6K
$1.2M
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 4.38% |
$2.7K - $3.3K
|
787
$81.5K
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
33+ 1.16% |
$2.7K - $3.3K
|
2.88K
$299K
|