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 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
5.43KNew |
$459K - $571K
|
5.43K
$563K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.43K+ 11.4% |
$458K - $570K
|
53K
$5.49M
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.3KNew |
$448K - $556K
|
5.3K
$549K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.14KNew |
$434K - $540K
|
5.14K
$533K
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.12K+ 55.63% |
$433K - $538K
|
14.3K
$1.48M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.11K+ 9.78% |
$432K - $537K
|
57.4K
$5.94M
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.08K+ 120.86% |
$429K - $533K
|
9.28K
$961K
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
5KNew |
$423K - $525K
|
5K
$518K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
4.9K+ 14.76% |
$414K - $515K
|
38.1K
$3.95M
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.8KNew |
$406K - $504K
|
4.8K
$497K
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
4.73KNew |
$400K - $497K
|
4.73K
$490K
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.69KNew |
$397K - $493K
|
4.69K
$486K
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.53KNew |
$383K - $476K
|
4.53K
$470K
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.5K+ 37.99% |
$380K - $473K
|
16.3K
$1.69M
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$466K
|
|
May 14, 2025
Q1 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.49K+ 32.28% |
$379K - $472K
|
18.4K
$1.91M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.41KNew |
$373K - $463K
|
4.41K
$457K
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.38K+ 94.59% |
$370K - $460K
|
9K
$933K
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$345K - $429K
|
4.08K
$423K
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4KNew |
$338K - $420K
|
4K
$414K
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
3.93K+ 17.46% |
$332K - $413K
|
26.4K
$2.74M
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.88K+ 5.07% |
$328K - $407K
|
80.4K
$8.33M
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.41K+ 22.74% |
$288K - $358K
|
18.4K
$1.91M
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$285K - $355K
|
3.38K
$350K
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$344K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.25KNew |
$274K - $341K
|
3.25K
$337K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.2K+ 776.7% |
$270K - $336K
|
3.61K
$374K
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$319K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$319K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.95K+ 4.16% |
$249K - $310K
|
73.8K
$7.65M
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.75K+ 60.42% |
$232K - $288K
|
7.29K
$755K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.68K+ 46.67% |
$227K - $282K
|
8.43K
$874K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.65K+ 27.7% |
$224K - $278K
|
12.2K
$1.27M
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$223K - $277K
|
2.64K
$273K
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
2.57KNew |
$217K - $269K
|
2.57K
$266K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.46KNew |
$208K - $258K
|
2.46K
$255K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.45K+ 30.48% |
$207K - $257K
|
10.5K
$1.09M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.33KNew |
$197K - $245K
|
2.33K
$242K
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.15KNew |
$182K - $226K
|
2.15K
$223K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$22.9M
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.11K+ 13.91% |
$178K - $222K
|
17.3K
$1.79M
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07KNew |
$175K - $218K
|
2.07K
$215K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.04K+ 6.3% |
$172K - $214K
|
34.4K
$3.56M
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
1.92K+ 0.68% |
$162K - $202K
|
284K
$29.4M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.91K+ 11.35% |
$161K - $201K
|
18.7K
$1.94M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.87KNew |
$158K - $197K
|
1.87K
$194K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 7.64% |
$149K - $185K
|
24.8K
$2.57M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.74KNew |
$147K - $183K
|
1.74K
$180K
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.73K+ 17.91% |
$146K - $181K
|
11.4K
$1.18M
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.72K+ 3.53% |
$145K - $180K
|
50.3K
$5.21M
|