Latest Institutional Transactions on Walmart Inc. (WMT)
This table provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.51K- 13.42% |
$124K - $151K
|
9.75K
$927K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
166+ 2.66% |
$13.6K - $16.6K
|
6.4K
$608K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-485- 9.88% |
$39.7K - $48.5K
|
4.43K
$421K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 2.01% |
$4.66K - $5.7K
|
2.89K
$275K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.3K+ 0.71% |
$188K - $230K
|
327K
$31.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.21K- 1.17% |
$181K - $221K
|
187K
$17.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-727- 12.53% |
$59.5K - $72.7K
|
5.08K
$483K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.12K- 10.41% |
$91.4K - $112K
|
9.63K
$915K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4- 0.1% |
$327 - $400
|
3.94K
$375K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14+ 0.15% |
$1.15K - $1.4K
|
9.5K
$903K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
992+ 37.03% |
$81.1K - $99.2K
|
3.67K
$349K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
119+ 0.45% |
$9.73K - $11.9K
|
26.6K
$2.53M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
564+ 1.08% |
$46.1K - $56.4K
|
52.6K
$5M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.75K- 2.18% |
$143K - $175K
|
78.4K
$7.46M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
977K+ 221.33% |
$82.5M - $103M
|
1.42M
$135M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
5.94K
$565K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
13.4K+ 48.78% |
$1.13M - $1.41M
|
40.8K
$3.88M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
5.43KNew |
$459K - $571K
|
5.43K
$517K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
18+ 0.06% |
$1.52K - $1.89K
|
31.7K
$3.02M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.33KNew |
$197K - $245K
|
2.33K
$222K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-305- 4.39% |
$25.8K - $32K
|
6.64K
$632K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-9.9K- 81.04% |
$837K - $1.04M
|
2.32K
$220K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-950K- 40.16% |
$80.3M - $99.8M
|
1.42M
$135M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-10.6K- 21.2% |
$896K - $1.11M
|
39.4K
$3.75M
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
SELL
|
- |
-243- 3.32% |
$20.5K - $25.5K
|
7.08K
$674K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
212KNew |
$18M - $22.3M
|
212K
$20.2M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
32.5K+ 85.65% |
$2.75M - $3.42M
|
70.5K
$6.71M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-552- 8.64% |
$46.6K - $58K
|
5.84K
$555K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.72K+ 3.53% |
$145K - $180K
|
50.3K
$4.78M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
117+ 1.84% |
$9.89K - $12.3K
|
6.47K
$616K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.13K+ 43.45% |
$95.1K - $118K
|
3.71K
$353K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-1.24K- 6.52% |
$105K - $131K
|
17.8K
$1.7M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
742+ 33.32% |
$62.7K - $77.9K
|
2.97K
$282K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 15.56% |
$5.92K - $7.35K
|
520
$49.4K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.21KNew |
$271K - $337K
|
3.21K
$305K
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-33.9K- 23.94% |
$2.86M - $3.56M
|
108K
$10.2M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-8- 0.05% |
$676 - $840
|
16.8K
$1.6M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-18.3K- 45.88% |
$1.55M - $1.92M
|
21.6K
$2.05M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.0% |
$169 - $210
|
62.2K
$5.91M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-158- 1.34% |
$13.4K - $16.6K
|
11.7K
$1.11M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
486New |
$41.1K - $51.1K
|
486
$46.2K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.06K- 9.78% |
$89.4K - $111K
|
9.76K
$928K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$1.35K - $1.68K
|
5.53K
$526K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-256- 1.75% |
$21.6K - $26.9K
|
14.3K
$1.36M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$16.9K - $21K
|
200
$19K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.15% |
$254 - $315
|
2K
$190K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
1.61K+ 153.14% |
$136K - $169K
|
2.66K
$253K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-2.03K- 8.35% |
$171K - $213K
|
22.3K
$2.12M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
425K+ 1155.04% |
$35.9M - $44.6M
|
462K
$43.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15K- 6.4% |
$1.27M - $1.58M
|
220K
$20.9M
|
|