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 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
90+ 0.93% |
$7.36K - $9K
|
9.79K
$931K
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
88+ 2.0% |
$7.2K - $8.8K
|
4.5K
$428K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.5% |
$7.12K - $8.7K
|
2.58K
$245K
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
85+ 2.91% |
$6.95K - $8.5K
|
3.01K
$286K
|
|
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
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
84+ 0.34% |
$6.87K - $8.4K
|
25K
$2.38M
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
81+ 0.26% |
$6.62K - $8.1K
|
31K
$2.94M
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
80+ 1.99% |
$6.54K - $8K
|
4.09K
$389K
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
78+ 1.3% |
$6.38K - $7.8K
|
6.07K
$577K
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
76+ 0.35% |
$6.22K - $7.6K
|
21.9K
$2.09M
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
75+ 1.09% |
$6.13K - $7.5K
|
6.97K
$663K
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
74+ 0.32% |
$6.05K - $7.4K
|
22.9K
$2.18M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
70+ 0.43% |
$5.73K - $7K
|
16.5K
$1.57M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
68+ 2.6% |
$5.56K - $6.8K
|
2.68K
$255K
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
67+ 20.12% |
$5.48K - $6.7K
|
400
$38K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
66+ 942.86% |
$5.4K - $6.6K
|
73
$6.94K
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
65+ 0.57% |
$5.32K - $6.5K
|
11.5K
$1.09M
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
63New |
$5.15K - $6.3K
|
63
$5.99K
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
62+ 0.47% |
$5.07K - $6.2K
|
13.2K
$1.26M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
58+ 9.91% |
$4.74K - $5.8K
|
643
$61.1K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
57+ 2.01% |
$4.66K - $5.7K
|
2.89K
$275K
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
55+ 1.88% |
$4.5K - $5.5K
|
2.98K
$283K
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
55+ 1.09% |
$4.5K - $5.5K
|
5.09K
$484K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
55+ 0.36% |
$4.5K - $5.5K
|
15.4K
$1.47M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
49+ 1.12% |
$4.01K - $4.9K
|
4.43K
$421K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
47+ 1.75% |
$3.84K - $4.7K
|
2.74K
$260K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
46+ 1.47% |
$3.76K - $4.6K
|
3.18K
$303K
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
45+ 1.59% |
$3.68K - $4.5K
|
2.88K
$274K
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
44+ 0.4% |
$3.6K - $4.4K
|
10.9K
$1.04M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
42+ 1.37% |
$3.44K - $4.2K
|
3.12K
$296K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40+ 0.34% |
$3.27K - $4K
|
11.9K
$1.13M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
39+ 0.09% |
$3.19K - $3.9K
|
41.6K
$3.95M
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
38+ 0.48% |
$3.11K - $3.8K
|
8.02K
$762K
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
38+ 0.27% |
$3.11K - $3.8K
|
14K
$1.33M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
37+ 0.15% |
$3.03K - $3.7K
|
24.3K
$2.31M
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
35+ 1.09% |
$2.86K - $3.5K
|
3.24K
$308K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
34+ 0.46% |
$2.78K - $3.4K
|
7.47K
$711K
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
34+ 0.29% |
$2.78K - $3.4K
|
11.6K
$1.1M
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
33+ 11.0% |
$2.7K - $3.3K
|
333
$31.7K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33+ 0.54% |
$2.7K - $3.3K
|
6.14K
$583K
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
31+ 0.87% |
$2.54K - $3.1K
|
3.59K
$341K
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
30+ 0.78% |
$2.45K - $3K
|
3.89K
$370K
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
28+ 1.0% |
$2.29K - $2.8K
|
2.83K
$269K
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 0.18% |
$2.29K - $2.8K
|
15.4K
$1.46M
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
28+ 0.59% |
$2.29K - $2.8K
|
4.75K
$452K
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
27+ 0.01% |
$2.21K - $2.7K
|
183K
$17.4M
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
27+ 0.47% |
$2.21K - $2.7K
|
5.73K
$545K
|
|
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 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
26+ 0.12% |
$2.13K - $2.6K
|
21.1K
$2M
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 0.83% |
$2.13K - $2.6K
|
3.16K
$300K
|