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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.12% |
$661 - $730
|
6.05K
$623K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
15+ 0.19% |
$1.42K - $1.56K
|
7.87K
$811K
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-315- 3.32% |
$29.7K - $32.8K
|
9.17K
$944K
|
|
|
Nov 14, 2025
Q3 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
62.1K+ 66.98% |
$5.86M - $6.48M
|
155K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.42K+ 4.48% |
$417K - $461K
|
103K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
553+ 7.45% |
$52.2K - $57.7K
|
7.98K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
192K+ 30.2% |
$18.2M - $20.1M
|
830K
$85.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
250+ 1.09% |
$23.6K - $26.1K
|
23.2K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
162+ 2.38% |
$15.3K - $16.9K
|
6.98K
$719K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-41- 1.68% |
$3.87K - $4.28K
|
2.4K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-47- 0.57% |
$4.44K - $4.9K
|
8.14K
$838K
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
191+ 1.83% |
$18K - $19.9K
|
10.7K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
93.5K+ 0.38% |
$8.82M - $9.74M
|
25M
$2.57B
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.02K+ 59.77% |
$757K - $836K
|
21.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
68New |
$6.42K - $7.09K
|
68
$7K
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-1.19K- 22.69% |
$112K - $124K
|
4.06K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.89KNew |
$273K - $302K
|
2.89K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-123K- 89.48% |
$11.6M - $12.8M
|
14.4K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1+ 0.03% |
$94.4 - $104
|
2.97K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
105KNew |
$9.9M - $10.9M
|
105K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
689+ 8.09% |
$65K - $71.8K
|
9.21K
$948K
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
407K+ 405.65% |
$38.4M - $42.4M
|
507K
$52.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
215+ 10.48% |
$20.3K - $22.4K
|
2.27K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-111- 1.28% |
$10.5K - $11.6K
|
8.57K
$883K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
557+ 12.47% |
$52.6K - $58.1K
|
5.02K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-40- 0.88% |
$3.78K - $4.17K
|
4.49K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.45K+ 6.0% |
$798K - $881K
|
149K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
50+ 0.94% |
$4.72K - $5.21K
|
5.4K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
29.3K+ 28.11% |
$2.77M - $3.05M
|
134K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
42.3K+ 78.07% |
$4M - $4.41M
|
96.5K
$9.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
SELL
|
- |
-8.36K- 60.46% |
$789K - $871K
|
5.47K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.68KNew |
$253K - $280K
|
2.68K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
1.96KNew |
$185K - $204K
|
1.96K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
3.22KNew |
$304K - $336K
|
3.22K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-54- 2.6% |
$5.1K - $5.63K
|
2.03K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6K+ 6.03% |
$2.32M - $2.56M
|
432K
$44.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
198+ 0.82% |
$18.7K - $20.6K
|
24.3K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.55KNew |
$146K - $162K
|
1.55K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-39- 0.32% |
$3.68K - $4.07K
|
12.3K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.2K+ 1.83% |
$1.63M - $1.8M
|
961K
$98.9M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.4K+ 59.85% |
$1.26M - $1.39M
|
35.7K
$3.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.77MNew |
$167M - $185M
|
1.77M
$183M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 0.83% |
$28.3K - $31.3K
|
35.9K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
55.8K+ 65.22% |
$5.26M - $5.81M
|
141K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.18% |
$94.4 - $104
|
567
$58.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-471- 12.61% |
$44.5K - $49.1K
|
3.26K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
448+ 3.83% |
$42.3K - $46.7K
|
12.2K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
508New |
$48K - $53K
|
508
$52.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.55K+ 6755.67% |
$619K - $683K
|
6.65K
$685K
|
|
|
Nov 14, 2025
Q3 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.97KNew |
$186K - $205K
|
1.97K
$203K
|
|