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 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
91+ 3.93% |
$7.44K - $9.1K
|
2.41K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
233+ 267.82% |
$19.1K - $23.3K
|
320
$30.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
503+ 9.94% |
$41.1K - $50.3K
|
5.56K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.25% |
$654 - $800
|
3.24K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-450- 6.17% |
$36.8K - $45K
|
6.84K
$650K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-939- 3.96% |
$76.8K - $93.9K
|
22.8K
$2.16M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-22.7K- 4.25% |
$1.86M - $2.27M
|
512K
$48.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-3.53K- 40.15% |
$289K - $353K
|
5.26K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 0.72% |
$147K - $179K
|
248K
$23.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.56KNew |
$209K - $256K
|
2.56K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
664+ 0.86% |
$54.3K - $66.4K
|
77.6K
$7.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.12K- 11.34% |
$173K - $212K
|
16.6K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
11.1K+ 99.09% |
$905K - $1.11M
|
22.2K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-175- 4.25% |
$14.3K - $17.5K
|
3.94K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
744+ 5.16% |
$60.9K - $74.4K
|
15.2K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.17KNew |
$177K - $217K
|
2.17K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 0.83% |
$2.13K - $2.6K
|
3.16K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
295+ 31.62% |
$24.1K - $29.5K
|
1.23K
$117K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 1.75% |
$3.84K - $4.7K
|
2.74K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-6.16K- 4.44% |
$503K - $615K
|
133K
$12.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-242- 2.64% |
$19.8K - $24.2K
|
8.93K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 2.23% |
$272K - $333K
|
152K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.93K+ 149.51% |
$321K - $393K
|
6.56K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-466- 7.39% |
$38.1K - $46.6K
|
5.84K
$555K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.73K+ 4.85% |
$714K - $873K
|
189K
$18M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-68- 0.67% |
$5.56K - $6.8K
|
10.1K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
55+ 1.09% |
$4.5K - $5.5K
|
5.09K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1K- 14.14% |
$81.8K - $100K
|
6.07K
$577K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-33.3K- 69.41% |
$2.72M - $3.33M
|
14.7K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
970+ 1.32% |
$79.3K - $97K
|
74.2K
$7.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.62K- 0.41% |
$132K - $162K
|
397K
$37.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-45- 0.67% |
$3.68K - $4.5K
|
6.63K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-202- 0.63% |
$16.5K - $20.2K
|
31.7K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.78K+ 3.37% |
$227K - $278K
|
85.3K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.02K- 5.38% |
$83.1K - $102K
|
17.9K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-956- 7.75% |
$78.2K - $95.6K
|
11.4K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
453+ 8.1% |
$37.1K - $45.3K
|
6.05K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.59K- 26.05% |
$130K - $158K
|
4.5K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
88+ 2.0% |
$7.2K - $8.8K
|
4.5K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
270+ 9.47% |
$22.1K - $27K
|
3.12K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
94+ 0.38% |
$7.69K - $9.4K
|
24.9K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27+ 4.17% |
$2.21K - $2.7K
|
675
$64.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.05K- 10.59% |
$86K - $105K
|
8.89K
$845K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
478+ 2.17% |
$39.1K - $47.8K
|
22.5K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-11.2K- 24.24% |
$912K - $1.11M
|
34.9K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
10+ 0.16% |
$818 - $1K
|
6.21K
$591K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
483+ 2.38% |
$39.5K - $48.3K
|
20.8K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.69K- 4.48% |
$220K - $269K
|
57.3K
$5.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.73K+ 4.72% |
$223K - $273K
|
60.5K
$5.75M
|