Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6.64K+ 4.48% |
$543K - $664K
|
155K
$14.7M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.46K+ 28.63% |
$528K - $646K
|
29K
$2.76M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.98K+ 18.55% |
$489K - $598K
|
38.2K
$3.64M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.97K+ 44.71% |
$488K - $597K
|
19.3K
$1.84M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 2.48% |
$465K - $569K
|
235K
$22.3M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.68K+ 89.32% |
$464K - $568K
|
12K
$1.14M
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.57KNew |
$456K - $557K
|
5.57K
$530K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
5.4K+ 7.71% |
$442K - $540K
|
75.4K
$7.17M
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.2K+ 12.0% |
$426K - $520K
|
48.6K
$4.62M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.04K+ 27.08% |
$412K - $504K
|
23.6K
$2.25M
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.83K+ 173.89% |
$395K - $483K
|
7.61K
$723K
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
4.61KNew |
$377K - $461K
|
4.61K
$438K
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.45K+ 8.12% |
$364K - $445K
|
59.2K
$5.63M
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.38K+ 39.62% |
$359K - $438K
|
15.4K
$1.47M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.36K+ 6.84% |
$356K - $436K
|
68K
$6.47M
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.26KNew |
$348K - $426K
|
4.26K
$405K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.21K+ 6.32% |
$345K - $421K
|
70.9K
$6.74M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.17KNew |
$341K - $417K
|
4.17K
$397K
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.13K+ 38.71% |
$338K - $413K
|
14.8K
$1.41M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.99K+ 20.12% |
$327K - $399K
|
23.8K
$2.27M
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
BUY
|
- |
3.95K+ 63.63% |
$323K - $395K
|
10.2K
$967K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
3.93K+ 149.51% |
$321K - $393K
|
6.56K
$624K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.91K+ 11.28% |
$320K - $391K
|
38.5K
$3.67M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.84K+ 168.3% |
$314K - $384K
|
6.12K
$582K
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3.82K+ 70.16% |
$313K - $382K
|
9.27K
$881K
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.78KNew |
$309K - $378K
|
3.78K
$359K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
3.77K+ 6.24% |
$308K - $376K
|
64.1K
$6.09M
|
|
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
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.74K+ 2.1% |
$306K - $374K
|
182K
$17.3M
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.7K+ 7.05% |
$302K - $370K
|
56.1K
$5.34M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.54K+ 1.8% |
$289K - $353K
|
200K
$19M
|
|
Jul 14, 2025
Q2 2025
|
Arlington Partners LLC
|
BUY
|
- |
3.53K+ 8.3% |
$288K - $352K
|
46K
$4.38M
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
3.43K+ 13.98% |
$281K - $343K
|
28K
$2.66M
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.41K+ 3.91% |
$278K - $340K
|
90.5K
$8.61M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.4KNew |
$278K - $340K
|
3.4K
$323K
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.37KNew |
$276K - $337K
|
3.37K
$321K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 121.59% |
$274K - $336K
|
6.12K
$582K
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
3.34K+ 9.55% |
$273K - $334K
|
38.3K
$3.64M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.33K+ 2.23% |
$272K - $333K
|
152K
$14.5M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.25K+ 5.11% |
$265K - $324K
|
66.8K
$6.35M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 16.03% |
$261K - $319K
|
23.1K
$2.2M
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.11K+ 15.9% |
$254K - $310K
|
22.6K
$2.15M
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
3.09KNew |
$253K - $309K
|
3.09K
$294K
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.01K+ 2.98% |
$246K - $301K
|
104K
$9.91M
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
3KNew |
$245K - $300K
|
3K
$285K
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
2.98KNew |
$243K - $298K
|
2.98K
$283K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.86K+ 12.83% |
$234K - $286K
|
25.2K
$2.39M
|
|
Jul 15, 2025
Q2 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
2.84KNew |
$232K - $283K
|
2.84K
$270K
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.8K+ 33.56% |
$229K - $280K
|
11.2K
$1.06M
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.8KNew |
$229K - $279K
|
2.8K
$266K
|