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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
961+ 4.58% |
$90.7K - $100K
|
21.9K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
24+ 0.6% |
$2.27K - $2.5K
|
4.02K
$414K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.92K+ 39.36% |
$464K - $513K
|
17.4K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-657- 0.85% |
$62K - $68.5K
|
76.6K
$7.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
14+ 0.47% |
$1.32K - $1.46K
|
3.01K
$310K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
135+ 0.86% |
$12.7K - $14.1K
|
15.8K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
813+ 22.71% |
$76.7K - $84.8K
|
4.39K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.16K+ 22.04% |
$298K - $329K
|
17.5K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
28+ 1.13% |
$2.64K - $2.92K
|
2.51K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
1.99K+ 181.55% |
$188K - $207K
|
3.08K
$317K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-11K- 44.92% |
$1.04M - $1.15M
|
13.5K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 17.38% |
$107K - $118K
|
7.64K
$787K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-219- 2.85% |
$20.7K - $22.8K
|
7.46K
$768K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
81+ 3.05% |
$7.65K - $8.45K
|
2.74K
$282K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-61.4K- 4.38% |
$5.79M - $6.4M
|
1.34M
$138M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
711+ 1.39% |
$67.1K - $74.1K
|
51.8K
$5.34M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-22K- 7.29% |
$2.08M - $2.29M
|
280K
$28.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.13K+ 24.41% |
$201K - $222K
|
10.8K
$1.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.66K- 22.63% |
$156K - $173K
|
5.66K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
825+ 1.64% |
$77.9K - $86K
|
51.3K
$5.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-299- 0.47% |
$28.2K - $31.2K
|
63.9K
$6.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
523+ 11.26% |
$49.4K - $54.5K
|
5.17K
$532K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.24K+ 34.99% |
$305K - $337K
|
12.5K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-52- 0.56% |
$4.91K - $5.42K
|
9.21K
$948K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
115+ 5.3% |
$10.9K - $12K
|
2.28K
$235K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
8.27K+ 2.32% |
$781K - $862K
|
365K
$37.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.28% |
$566 - $626
|
2.11K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-612- 10.53% |
$57.8K - $63.8K
|
5.2K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
21+ 0.27% |
$1.98K - $2.19K
|
7.74K
$796K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-23- 0.7% |
$2.17K - $2.4K
|
3.24K
$334K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-121- 3.1% |
$11.4K - $12.6K
|
3.78K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-210- 0.25% |
$19.8K - $21.9K
|
83.6K
$8.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-1.3K- 38.38% |
$122K - $135K
|
2.08K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
971+ 13.37% |
$91.7K - $101K
|
8.24K
$848K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-353- 1.45% |
$33.3K - $36.8K
|
24K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1K- 2.97% |
$94.4K - $104K
|
32.6K
$3.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
200+ 2.86% |
$18.9K - $20.9K
|
7.2K
$741K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.47K- 6.92% |
$327K - $361K
|
46.6K
$4.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-100- 0.66% |
$9.44K - $10.4K
|
15.2K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32+ 0.41% |
$3.02K - $3.34K
|
7.93K
$817K
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
12.3K+ 28.34% |
$1.16M - $1.28M
|
55.6K
$5.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-139K- 9.97% |
$13.1M - $14.5M
|
1.25M
$129M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
160+ 0.3% |
$15.1K - $16.7K
|
53.4K
$5.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-3.43M- 14.01% |
$323M - $357M
|
21M
$2.16B
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.04% |
$378 - $417
|
11.4K
$1.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
163New |
$15.4K - $17K
|
163
$16.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.78K+ 2.69% |
$168K - $185K
|
67.8K
$6.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
19.3K+ 5.71% |
$1.82M - $2.01M
|
357K
$36.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.49K+ 3.61% |
$613K - $677K
|
186K
$19.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
600+ 12.81% |
$56.6K - $62.6K
|
5.28K
$544K
|
|