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 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.05% |
$736 - $900
|
16.7K
$1.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
9+ 0.24% |
$736 - $900
|
3.79K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
9+ 0.14% |
$736 - $900
|
6.64K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.11% |
$654 - $800
|
7.27K
$754K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8+ 0.1% |
$654 - $800
|
8.28K
$858K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.27K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
8+ 0.04% |
$654 - $800
|
18.2K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.24K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8+ 0.31% |
$654 - $800
|
2.57K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
12.4K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7+ 0.16% |
$573 - $700
|
4.47K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7+ 0.03% |
$573 - $700
|
20.8K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.12% |
$573 - $700
|
5.67K
$588K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
7+ 0.27% |
$573 - $700
|
2.59K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7+ 0.1% |
$573 - $700
|
7K
$725K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7+ 0.11% |
$573 - $700
|
6.36K
$659K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
7+ 0.51% |
$573 - $700
|
1.39K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7+ 0.06% |
$573 - $700
|
11.1K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.07% |
$573 - $700
|
9.42K
$976K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 0.33% |
$491 - $600
|
1.85K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
6+ 0.11% |
$491 - $600
|
5.24K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.92K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
6+ 0.07% |
$491 - $600
|
8.5K
$881K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.19% |
$491 - $600
|
3.23K
$335K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6+ 0.15% |
$491 - $600
|
4.12K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6+ 0.06% |
$491 - $600
|
9.26K
$960K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.17% |
$491 - $600
|
3.46K
$359K
|
|
|
Jul 09, 2025
Q2 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
6+ 0.16% |
$491 - $600
|
3.85K
$399K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.83K
$293K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
6+ 0.05% |
$491 - $600
|
12.3K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.1% |
$409 - $500
|
4.79K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.09% |
$409 - $500
|
5.43K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$409 - $500
|
128K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$409 - $500
|
2.28K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$409 - $500
|
4.08K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
4+ 0.1% |
$327 - $400
|
3.9K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.02% |
$327 - $400
|
18.9K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$327 - $400
|
2.84K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4+ 0.15% |
$327 - $400
|
2.66K
$276K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$327 - $400
|
10.4K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4+ 0.04% |
$327 - $400
|
8.96K
$929K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
4+ 0.17% |
$327 - $400
|
2.29K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.12% |
$245 - $300
|
2.61K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
3+ 0.1% |
$245 - $300
|
3K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.53% |
$245 - $300
|
566
$58.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
5.64K
$584K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
6.17K
$639K
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
BUY
|
- |
3+ 0.07% |
$245 - $300
|
4.61K
$478K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.14% |
$245 - $300
|
2.09K
$217K
|