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 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-149- 5.08% |
$14.1K - $15.5K
|
2.78K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1+ 0.03% |
$94.4 - $104
|
3.9K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3.57KNew |
$337K - $372K
|
3.57K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-28- 0.56% |
$2.64K - $2.92K
|
4.97K
$511K
|
|
|
Nov 12, 2025
Q3 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.55K- 3.53% |
$147K - $162K
|
42.4K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.4K- 4.53% |
$415K - $458K
|
92.5K
$9.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-480- 0.94% |
$45.3K - $50K
|
50.6K
$5.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$280K - $310K
|
2.97K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.33K+ 7.35% |
$314K - $347K
|
48.6K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-9.61K- 2.37% |
$907K - $1M
|
397K
$40.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.98KNew |
$187K - $206K
|
1.98K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-8- 0.01% |
$755 - $834
|
79.5K
$8.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 9.16% |
$160K - $177K
|
20.3K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
373+ 30.98% |
$35.2K - $38.9K
|
1.58K
$162K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
812New |
$76.7K - $84.7K
|
812
$83.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
298+ 4.48% |
$28.1K - $31.1K
|
6.95K
$716K
|
|
|
Nov 12, 2025
Q3 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-28.9K- 62.68% |
$2.73M - $3.02M
|
17.2K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
16+ 0.14% |
$1.51K - $1.67K
|
11.6K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-1.04K- 94.98% |
$98.2K - $108K
|
55
$5.66K
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
SELL
|
- |
-33.4K- 92.49% |
$3.16M - $3.49M
|
2.72K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.45K+ 14.69% |
$231K - $256K
|
19.1K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 4.42% |
$265K - $292K
|
66.2K
$6.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.67K- 3.81% |
$252K - $279K
|
67.5K
$6.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
327+ 2.07% |
$30.9K - $34.1K
|
16.1K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$94.4 - $104
|
5.09K
$524K
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-46- 12.71% |
$4.34K - $4.8K
|
316
$32.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.21K- 3.44% |
$114K - $126K
|
34K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28.7K- 1.18% |
$2.71M - $3M
|
2.41M
$248M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-113K- 4.58% |
$10.6M - $11.7M
|
2.35M
$242M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.38K+ 0.43% |
$130K - $143K
|
324K
$33.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
513K+ 10.09% |
$48.5M - $53.5M
|
5.6M
$577M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-453- 0.26% |
$42.8K - $47.2K
|
173K
$17.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-171- 3.58% |
$16.1K - $17.8K
|
4.6K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
9.59K+ 47.01% |
$905K - $1M
|
30K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
895+ 1.32% |
$84.5K - $93.3K
|
68.7K
$7.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3- 0.09% |
$283 - $313
|
3.37K
$347K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.06K+ 42.01% |
$288K - $319K
|
10.3K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.47K- 2.8% |
$233K - $257K
|
85.5K
$8.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.3K- 1.02% |
$1.25M - $1.38M
|
1.29M
$132M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
116+ 1.34% |
$11K - $12.1K
|
8.75K
$900K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
26+ 0.39% |
$2.45K - $2.71K
|
6.66K
$686K
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-15.8K- 5.77% |
$1.49M - $1.65M
|
259K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.14% |
$4.72K - $5.21K
|
36K
$3.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-832- 6.38% |
$78.5K - $86.8K
|
12.2K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-3K- 30.94% |
$283K - $313K
|
6.69K
$689K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
75+ 3.13% |
$7.08K - $7.82K
|
2.47K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.2% |
$755 - $834
|
3.99K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-65- 1.6% |
$6.14K - $6.78K
|
3.99K
$411K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-46.4K- 4.74% |
$4.38M - $4.83M
|
931K
$95.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
9.15K+ 1.98% |
$863K - $954K
|
470K
$48.4M
|
|