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 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-151- 3.76% |
$14.3K - $15.7K
|
3.86K
$398K
|
|
|
Oct 22, 2025
Q3 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-100- 1.53% |
$9.44K - $10.4K
|
6.42K
$661K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
34+ 0.55% |
$3.21K - $3.55K
|
6.17K
$635K
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-9K- 28.92% |
$850K - $939K
|
22.1K
$2.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-736- 1.02% |
$69.5K - $76.7K
|
71.3K
$7.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-293- 0.56% |
$27.7K - $30.6K
|
52.3K
$5.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15.4K- 0.51% |
$1.45M - $1.6M
|
2.99M
$308M
|
|
|
Oct 22, 2025
Q3 2025
|
Ti Trust, Inc
|
SELL
|
- |
-181- 7.31% |
$17.1K - $18.9K
|
2.29K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.37K- 29.42% |
$129K - $142K
|
3.27K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 37.45% |
$114K - $126K
|
4.42K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
59+ 2.47% |
$5.57K - $6.15K
|
2.45K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
849+ 7.85% |
$80.1K - $88.5K
|
11.7K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
9+ 0.1% |
$850 - $938
|
8.65K
$891K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
106+ 4.61% |
$10K - $11.1K
|
2.4K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-84- 0.97% |
$7.93K - $8.76K
|
8.59K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25.7K+ 31.39% |
$2.42M - $2.68M
|
107K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 40.01% |
$150K - $166K
|
5.56K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 6.91% |
$28.3K - $31.3K
|
4.04K
$416K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
632+ 10.53% |
$59.7K - $65.9K
|
6.63K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.39K+ 8.65% |
$697K - $770K
|
92.7K
$9.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 18.16% |
$1.47M - $1.63M
|
70.4K
$7.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-484- 1.3% |
$45.7K - $50.5K
|
36.9K
$3.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
166+ 0.13% |
$15.7K - $17.3K
|
131K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
200+ 2.68% |
$18.9K - $20.9K
|
7.66K
$788K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-293- 0.68% |
$27.7K - $30.6K
|
42.6K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.28KNew |
$215K - $238K
|
2.28K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.04% |
$1.98K - $2.19K
|
51.3K
$5.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.82K+ 9.98% |
$266K - $294K
|
31K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-500- 2.91% |
$47.2K - $52.1K
|
16.7K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.02KNew |
$191K - $211K
|
2.02K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.58K- 40.84% |
$243K - $269K
|
3.73K
$384K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.17K- 23.93% |
$205K - $227K
|
6.91K
$711K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
100+ 1.44% |
$9.44K - $10.4K
|
7.02K
$723K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-9.29K- 19.33% |
$877K - $968K
|
38.8K
$3.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-165- 0.2% |
$15.6K - $17.2K
|
81K
$8.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9+ 0.1% |
$850 - $938
|
8.81K
$907K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-114- 2.23% |
$10.8K - $11.9K
|
4.99K
$514K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-28- 0.77% |
$2.64K - $2.92K
|
3.61K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-34- 0.42% |
$3.21K - $3.55K
|
8.08K
$832K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$755 - $834
|
3.17K
$326K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
60+ 0.83% |
$5.66K - $6.26K
|
7.3K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
60.8K+ 2.06% |
$5.74M - $6.34M
|
3.01M
$310M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-81- 0.5% |
$7.65K - $8.45K
|
16.2K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
95New |
$8.97K - $9.91K
|
95
$9.78K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
SELL
|
- |
-985- 0.36% |
$93K - $103K
|
274K
$28.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.24K- 1.19% |
$117K - $129K
|
103K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
2.29KNew |
$216K - $239K
|
2.29K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
110+ 3.56% |
$10.4K - $11.5K
|
3.2K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-522- 4.61% |
$49.3K - $54.4K
|
10.8K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.32K- 6.18% |
$124K - $137K
|
20K
$2.06M
|
|