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 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.04% |
$189 - $209
|
5.43K
$559K
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
1.48KNew |
$140K - $155K
|
1.48K
$153K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
17K+ 3.32% |
$1.6M - $1.77M
|
529K
$54.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.76K- 55.74% |
$449K - $496K
|
3.78K
$389K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
128K+ 34.41% |
$12.1M - $13.4M
|
502K
$51.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$283 - $313
|
2.71K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-9.52K- 29.55% |
$898K - $992K
|
22.7K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
751+ 1.19% |
$70.9K - $78.3K
|
64K
$6.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-44.5K- 64.42% |
$4.2M - $4.64M
|
24.6K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-7.8K- 16.28% |
$736K - $813K
|
40.1K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
214+ 1.09% |
$20.2K - $22.3K
|
19.8K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-395- 1.96% |
$37.3K - $41.2K
|
19.8K
$2.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-131- 3.22% |
$12.4K - $13.7K
|
3.94K
$405K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
1KNew |
$94.4K - $104K
|
1K
$103K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
354+ 2.9% |
$33.4K - $36.9K
|
12.5K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
705+ 3.28% |
$66.6K - $73.5K
|
22.2K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-601- 4.62% |
$56.7K - $62.7K
|
12.4K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-53.4K- 2.46% |
$5.04M - $5.57M
|
2.12M
$218M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.64K+ 26.75% |
$249K - $276K
|
12.5K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2KNew |
$189K - $209K
|
2K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 14.0% |
$99.4K - $110K
|
8.58K
$883K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-792- 4.89% |
$74.8K - $82.6K
|
15.4K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-293K- 10.63% |
$27.6M - $30.5M
|
2.46M
$253M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.14K- 4.87% |
$108K - $119K
|
22.3K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
189+ 7.82% |
$17.8K - $19.7K
|
2.61K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
318+ 3.12% |
$30K - $33.2K
|
10.5K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
84+ 2.54% |
$7.93K - $8.76K
|
3.39K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-23- 1.65% |
$2.17K - $2.4K
|
1.37K
$141K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
270+ 1.5% |
$25.5K - $28.2K
|
18.3K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
76+ 0.31% |
$7.17K - $7.92K
|
24.3K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-391- 4.93% |
$36.9K - $40.8K
|
7.54K
$777K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-7.05K- 1.64% |
$666K - $735K
|
423K
$43.5M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-5.7K- 2.96% |
$538K - $594K
|
187K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.14K+ 46.34% |
$297K - $328K
|
9.92K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.84K- 4.84% |
$740K - $817K
|
154K
$15.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-692- 0.82% |
$65.3K - $72.2K
|
83.7K
$8.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-377- 1.52% |
$35.6K - $39.3K
|
24.5K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
516+ 0.35% |
$48.7K - $53.8K
|
146K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
39+ 0.3% |
$3.68K - $4.07K
|
12.9K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-55- 1.26% |
$5.19K - $5.73K
|
4.31K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
156+ 1.4% |
$14.7K - $16.3K
|
11.3K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
2+ 0.07% |
$189 - $209
|
2.84K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
724+ 15.44% |
$68.3K - $75.5K
|
5.41K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.85K+ 7.39% |
$364K - $402K
|
56K
$5.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-336- 1.03% |
$31.7K - $35K
|
32.3K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-12K- 19.85% |
$1.13M - $1.25M
|
48.4K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8K+ 2.48% |
$1.02M - $1.12M
|
446K
$45.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$283 - $313
|
3.77K
$388K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.5K- 0.9% |
$142K - $157K
|
166K
$17.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-816- 3.24% |
$77K - $85.1K
|
24.4K
$2.51M
|
|