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
|
Lvw Advisors, LLC
|
BUY
|
- |
1.08K+ 5.01% |
$88.6K - $108K
|
22.7K
$2.16M
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
3.95K+ 63.63% |
$323K - $395K
|
10.2K
$967K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-33- 0.57% |
$2.7K - $3.3K
|
5.71K
$543K
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-11.4K- 19.15% |
$931K - $1.14M
|
48K
$4.57M
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-570- 1.28% |
$46.6K - $57K
|
43.8K
$4.16M
|
|
Jul 16, 2025
Q2 2025
|
Oakmont Corp
|
SELL
|
- |
-398- 0.36% |
$32.6K - $39.8K
|
110K
$10.5M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84+ 0.34% |
$6.87K - $8.4K
|
25K
$2.38M
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-555- 1.24% |
$45.4K - $55.5K
|
44K
$4.19M
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-410- 2.04% |
$33.5K - $41K
|
19.7K
$1.87M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.23K- 11.03% |
$346K - $423K
|
34.1K
$3.24M
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-233- 2.28% |
$19.1K - $23.3K
|
10K
$951K
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-205- 6.5% |
$16.8K - $20.5K
|
2.95K
$280K
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.13K- 10.07% |
$256K - $313K
|
27.9K
$2.66M
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
78+ 1.3% |
$6.38K - $7.8K
|
6.07K
$577K
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-677- 2.85% |
$55.4K - $67.7K
|
23.1K
$2.19M
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.85K- 50.01% |
$233K - $285K
|
2.85K
$271K
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
304+ 2.25% |
$24.9K - $30.4K
|
13.8K
$1.31M
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
195+ 1.06% |
$15.9K - $19.5K
|
18.6K
$1.77M
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
85+ 2.49% |
$6.95K - $8.5K
|
3.49K
$332K
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-128- 2.17% |
$10.5K - $12.8K
|
5.78K
$549K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.01K+ 4.13% |
$82.2K - $100K
|
25.3K
$2.41M
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
140+ 0.82% |
$11.5K - $14K
|
17.2K
$1.63M
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-60- 2.49% |
$4.91K - $6K
|
2.35K
$224K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-214- 0.97% |
$17.5K - $21.4K
|
21.8K
$2.07M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-359- 7.6% |
$29.4K - $35.9K
|
4.36K
$415K
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.85K- 32.48% |
$478K - $585K
|
12.2K
$1.16M
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.21KNew |
$181K - $221K
|
2.21K
$210K
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.09KNew |
$253K - $309K
|
3.09K
$294K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.14% |
$654 - $800
|
5.55K
$527K
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
SELL
|
- |
-66.6K- 10.06% |
$5.45M - $6.66M
|
595K
$56.6M
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
18+ 0.25% |
$1.47K - $1.8K
|
7.35K
$699K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
7+ 0.07% |
$573 - $700
|
9.42K
$896K
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-41.6K- 29.73% |
$3.4M - $4.16M
|
98.3K
$9.35M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-224- 1.17% |
$18.3K - $22.4K
|
18.9K
$1.8M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-96- 5.79% |
$7.85K - $9.6K
|
1.56K
$149K
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
365+ 3.11% |
$29.9K - $36.5K
|
12.1K
$1.15M
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
8.75K+ 35.76% |
$715K - $875K
|
33.2K
$3.16M
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.06KNew |
$169K - $206K
|
2.06K
$196K
|
|
Jul 15, 2025
Q2 2025
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
23.5K+ 33.57% |
$1.92M - $2.35M
|
93.5K
$8.89M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.54K+ 1.8% |
$289K - $353K
|
200K
$19M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.37K- 20.85% |
$358K - $437K
|
16.6K
$1.58M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-186K- 7.12% |
$15.3M - $18.6M
|
2.43M
$231M
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.25KNew |
$184K - $225K
|
2.25K
$214K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.84K+ 168.3% |
$314K - $384K
|
6.12K
$582K
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-61- 0.49% |
$4.99K - $6.1K
|
12.3K
$1.17M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.96KNew |
$161K - $196K
|
1.96K
$187K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.5% |
$7.12K - $8.7K
|
2.58K
$245K
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-8- 0.12% |
$654 - $800
|
6.81K
$647K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.79K+ 17.15% |
$555K - $678K
|
46.3K
$4.41M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
245+ 2.44% |
$20K - $24.5K
|
10.3K
$978K
|