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 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
564+ 0.91% |
$46.1K - $56.4K
|
62.6K
$5.96M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.52% |
$2.13K - $2.6K
|
4.94K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.17% |
$1.72K - $2.1K
|
12.2K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
46+ 1.47% |
$3.76K - $4.6K
|
3.18K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$164 - $200
|
5.89K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
206+ 8.86% |
$16.8K - $20.6K
|
2.53K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.17K+ 4.49% |
$177K - $217K
|
50.4K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-2.82K- 2.72% |
$231K - $282K
|
101K
$9.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
766+ 5.13% |
$62.7K - $76.6K
|
15.7K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 14.09% |
$307K - $375K
|
30.4K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-4.04K- 1.43% |
$331K - $404K
|
280K
$26.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
7.03K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
20.1KNew |
$1.64M - $2.01M
|
20.1K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-3.96K- 1.49% |
$324K - $396K
|
261K
$24.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.06K- 4.5% |
$86.4K - $106K
|
22.4K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.48K+ 32.83% |
$694K - $848K
|
34.3K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 0.16% |
$98.1K - $120K
|
754K
$71.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8KNew |
$229K - $279K
|
2.8K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.6K- 17.11% |
$131K - $160K
|
7.76K
$738K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.18KNew |
$179K - $218K
|
2.18K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
123+ 1.3% |
$10.1K - $12.3K
|
9.55K
$908K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-112- 1.56% |
$9.16K - $11.2K
|
7.07K
$673K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-329- 5.0% |
$26.9K - $32.9K
|
6.26K
$595K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.41KNew |
$197K - $241K
|
2.41K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.79K+ 3.17% |
$147K - $179K
|
58.4K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.2K+ 12.0% |
$426K - $520K
|
48.6K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
14+ 0.14% |
$1.15K - $1.4K
|
10.2K
$974K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
9.22KNew |
$754K - $922K
|
9.22K
$877K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.94K+ 11.64% |
$159K - $194K
|
18.6K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
565+ 3.53% |
$46.2K - $56.5K
|
16.6K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-275- 2.33% |
$22.5K - $27.5K
|
11.5K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
1K+ 17.35% |
$82K - $100K
|
6.78K
$645K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
654+ 3.38% |
$53.5K - $65.4K
|
20K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 0.9% |
$120K - $147K
|
162K
$15.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-172- 0.21% |
$14.1K - $17.2K
|
83.7K
$7.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-3.38K- 29.71% |
$277K - $338K
|
8K
$761K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
373+ 3.89% |
$30.5K - $37.3K
|
9.96K
$947K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-20.2K- 68.91% |
$1.65M - $2.02M
|
9.12K
$867K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$6.94K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.26K- 8.54% |
$267K - $326K
|
34.9K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
14+ 0.2% |
$1.15K - $1.4K
|
7.07K
$672K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.13K+ 38.71% |
$338K - $413K
|
14.8K
$1.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.25K- 1.72% |
$102K - $125K
|
71.4K
$6.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-769- 8.21% |
$62.9K - $76.9K
|
8.6K
$818K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 121.59% |
$274K - $336K
|
6.12K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.68K+ 89.32% |
$464K - $568K
|
12K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45K+ 8.12% |
$364K - $445K
|
59.2K
$5.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-150- 2.0% |
$12.3K - $15K
|
7.35K
$699K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.74K+ 2.1% |
$306K - $374K
|
182K
$17.3M
|