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 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-276- 0.98% |
$26.1K - $28.8K
|
28K
$2.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.67K- 7.74% |
$252K - $279K
|
31.9K
$3.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-19K- 24.26% |
$1.79M - $1.98M
|
59.3K
$6.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
SELL
|
- |
-140- 6.04% |
$13.2K - $14.6K
|
2.18K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
SELL
|
- |
-750- 5.76% |
$70.8K - $78.2K
|
12.3K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.34K- 70.28% |
$504K - $556K
|
2.26K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
SELL
|
- |
-100- 0.88% |
$9.44K - $10.4K
|
11.3K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
82+ 1.56% |
$7.74K - $8.55K
|
5.34K
$550K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.21% |
$2.36K - $2.61K
|
11.7K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-110- 0.86% |
$10.4K - $11.5K
|
12.6K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
31+ 0.55% |
$2.93K - $3.23K
|
5.66K
$582K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-827- 1.2% |
$78.1K - $86.2K
|
68.1K
$7.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
143+ 0.64% |
$13.5K - $14.9K
|
22.6K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.69K- 2.62% |
$159K - $176K
|
62.8K
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.61% |
$166K - $183K
|
36.3K
$3.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
52+ 1.35% |
$4.91K - $5.42K
|
3.92K
$403K
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
74+ 0.43% |
$6.99K - $7.72K
|
17.4K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
195+ 3.0% |
$18.4K - $20.3K
|
6.69K
$688K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
7.4K+ 276.32% |
$698K - $771K
|
10.1K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-170- 6.42% |
$16K - $17.7K
|
2.48K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
555+ 1.27% |
$52.4K - $57.9K
|
44.4K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.64K- 5.66% |
$155K - $171K
|
27.3K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.85K+ 90.08% |
$269K - $297K
|
6.01K
$619K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.22K+ 9.06% |
$115K - $127K
|
14.7K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.19% |
$378 - $417
|
2.12K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-3.19K- 0.92% |
$301K - $333K
|
345K
$35.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.6K- 2.58% |
$1.1M - $1.21M
|
439K
$45.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.03K+ 8.83% |
$97.2K - $107K
|
12.7K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.3K+ 2.74% |
$1.44M - $1.59M
|
572K
$58.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.01K- 7.73% |
$379K - $418K
|
47.9K
$4.93M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.49K- 1.11% |
$802K - $885K
|
755K
$77.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.51K- 7.08% |
$142K - $157K
|
19.8K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-142- 0.67% |
$13.4K - $14.8K
|
20.9K
$2.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.01KNew |
$190K - $210K
|
2.01K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
73+ 0.58% |
$6.89K - $7.61K
|
12.7K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.66K+ 5.7% |
$535K - $591K
|
105K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
106+ 0.7% |
$10K - $11.1K
|
15.3K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-407- 0.14% |
$38.4K - $42.4K
|
297K
$30.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-970- 2.0% |
$91.6K - $101K
|
47.5K
$4.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-12K- 3.41% |
$1.13M - $1.25M
|
340K
$35M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
2.24KNew |
$211K - $233K
|
2.24K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10K- 8.58% |
$946K - $1.04M
|
107K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-268- 1.44% |
$25.3K - $27.9K
|
18.4K
$1.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
452+ 20.02% |
$42.7K - $47.1K
|
2.71K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10+ 0.22% |
$944 - $1.04K
|
4.54K
$467K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-179- 22.15% |
$16.9K - $18.7K
|
629
$64.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.4KNew |
$510K - $563K
|
5.4K
$556K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-7.24K- 0.85% |
$683K - $755K
|
846K
$87.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-96- 0.44% |
$9.06K - $10K
|
21.6K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
374+ 7.3% |
$35.3K - $39K
|
5.5K
$566K
|
|