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 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
8.22K+ 5.26% |
$673K - $822K
|
165K
$15.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
SELL
|
- |
-20- 0.12% |
$1.64K - $2K
|
16.5K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-783- 6.02% |
$64K - $78.3K
|
12.2K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-2.57K- 1.34% |
$210K - $257K
|
190K
$18M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.27KNew |
$594K - $726K
|
7.27K
$691K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
141+ 0.45% |
$11.5K - $14.1K
|
31.8K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.24K- 1.47% |
$265K - $324K
|
216K
$20.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.61K- 0.57% |
$213K - $261K
|
458K
$43.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.26% |
$6.62K - $8.1K
|
31K
$2.94M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40.4K+ 15.98% |
$3.3M - $4.04M
|
293K
$27.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11+ 0.14% |
$900 - $1.1K
|
7.81K
$742K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.95K- 0.28% |
$323K - $395K
|
1.42M
$135M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.44K- 4.26% |
$200K - $244K
|
54.9K
$5.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-896- 3.94% |
$73.3K - $89.6K
|
21.9K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.3% |
$29.2K - $35.7K
|
27.8K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-2.32K- 4.45% |
$189K - $232K
|
49.7K
$4.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.03K- 2.3% |
$248K - $303K
|
129K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
677+ 14.79% |
$55.4K - $67.7K
|
5.26K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.89K- 33.2% |
$645K - $788K
|
15.9K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
20.7K+ 421.29% |
$1.7M - $2.07M
|
25.7K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-21.3K- 23.16% |
$1.74M - $2.13M
|
70.6K
$6.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.44K+ 7.0% |
$118K - $144K
|
22K
$2.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-33- 1.07% |
$2.7K - $3.3K
|
3.06K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-451- 9.52% |
$36.9K - $45.1K
|
4.28K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-687- 4.71% |
$56.2K - $68.7K
|
13.9K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-435- 5.31% |
$35.6K - $43.5K
|
7.76K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
22.3K+ 24.7% |
$1.83M - $2.23M
|
113K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
26+ 0.19% |
$2.13K - $2.6K
|
13.4K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
62+ 0.47% |
$5.07K - $6.2K
|
13.2K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
115+ 55.29% |
$9.41K - $11.5K
|
323
$30.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-417- 10.59% |
$34.1K - $41.7K
|
3.52K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.35K- 3.2% |
$110K - $135K
|
40.8K
$3.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-238- 0.25% |
$19.5K - $23.8K
|
93.3K
$8.87M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-243- 0.35% |
$19.9K - $24.3K
|
68.8K
$6.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.13KNew |
$174K - $213K
|
2.13K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-349- 2.58% |
$28.5K - $34.9K
|
13.2K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
277+ 1.18% |
$22.7K - $27.7K
|
23.7K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
937+ 4.44% |
$76.6K - $93.7K
|
22.1K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.5KNew |
$204K - $250K
|
2.5K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
366+ 6.11% |
$29.9K - $36.6K
|
6.36K
$605K
|
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
3.53K+ 8.3% |
$288K - $352K
|
46K
$4.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-23- 0.52% |
$1.88K - $2.3K
|
4.36K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
487+ 3.22% |
$39.8K - $48.7K
|
15.6K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-25- 0.88% |
$2.04K - $2.5K
|
2.82K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
776+ 24.27% |
$63.5K - $77.6K
|
3.97K
$378K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
686+ 1.45% |
$56.1K - $68.6K
|
47.9K
$4.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2.27KNew |
$185K - $227K
|
2.27K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-101- 4.24% |
$8.26K - $10.1K
|
2.28K
$217K
|