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 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$245 - $300
|
93.6K
$9.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3+ 0.05% |
$245 - $300
|
6.66K
$690K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.06% |
$245 - $300
|
5.17K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.4K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$164 - $200
|
10.5K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.52K
$675K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2+ 0.06% |
$164 - $200
|
3.36K
$348K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2+ 0.02% |
$164 - $200
|
8.67K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
2+ 0.01% |
$164 - $200
|
18.7K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$164 - $200
|
17.9K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.21% |
$164 - $200
|
946
$98K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
6.32K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
5.89K
$610K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
7.85K
$813K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.01% |
$164 - $200
|
22K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
10.7K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1+ 0.0% |
$81.8 - $100
|
86.1K
$8.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$81.8 - $100
|
851
$88.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1+ 0.09% |
$81.8 - $100
|
1.1K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.12% |
$81.8 - $100
|
851
$88.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.56% |
$81.8 - $100
|
181
$18.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.56K
$265K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
6.51K
$675K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
6.64K
$688K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1+ 0.03% |
$81.8 - $100
|
3.57K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.0% |
$81.8 - $100
|
70.2K
$7.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
4.17K
$432K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.6K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
1+ 0.85% |
$81.8 - $100
|
119
$12.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.53K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1+ 0.04% |
$81.8 - $100
|
2.39K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
7.03K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
9.23K
$957K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.15% |
$81.8 - $100
|
677
$70.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
5.38K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.9M+ 79.54% |
$3.71B - $4.61B
|
99M
$10.3B
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.62M+ 820.53% |
$221M - $275M
|
2.94M
$304M
|
|
|
May 14, 2025
Q1 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
900KNew |
$76.1M - $94.5M
|
900K
$93.3M
|
|
|
May 15, 2025
Q1 2025
|
Anomaly Capital Management, LP
New York, NY |
BUY
|
- |
551KNew |
$46.6M - $57.9M
|
551K
$57.1M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
489KNew |
$41.3M - $51.4M
|
489K
$50.7M
|
|
|
May 13, 2025
Q1 2025
|
Cypress Funds LLC
|
BUY
|
- |
405KNew |
$34.2M - $42.5M
|
405K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
399KNew |
$33.7M - $41.9M
|
399K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173KNew |
$14.6M - $18.1M
|
173K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
162KNew |
$13.7M - $17.1M
|
162K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
162KNew |
$13.7M - $17M
|
162K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
160KNew |
$13.5M - $16.8M
|
160K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
142KNew |
$12M - $14.9M
|
142K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
104KNew |
$8.79M - $10.9M
|
104K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
100KNew |
$8.45M - $10.5M
|
100K
$10.4M
|
|