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 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.75KNew |
$165K - $182K
|
1.75K
$180K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-181- 12.41% |
$17.1K - $18.9K
|
1.28K
$132K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
701+ 3.75% |
$66.2K - $73.1K
|
19.4K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-488- 8.52% |
$46.1K - $50.9K
|
5.24K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.95K+ 233.57% |
$184K - $203K
|
2.78K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.2K+ 4.21% |
$113K - $125K
|
29.7K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-75- 0.29% |
$7.08K - $7.82K
|
25.7K
$2.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
3.91K+ 1.96% |
$369K - $408K
|
204K
$21M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.93K- 0.62% |
$182K - $201K
|
307K
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
4.43K+ 5.7% |
$418K - $462K
|
82.1K
$8.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-997- 29.5% |
$94.1K - $104K
|
2.38K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-704- 26.1% |
$66.5K - $73.4K
|
1.99K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.9K+ 11.07% |
$180K - $198K
|
19.1K
$1.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
399+ 5.31% |
$37.7K - $41.6K
|
7.92K
$815K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.02K- 2.15% |
$95.8K - $106K
|
46.3K
$4.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.21K+ 11.17% |
$114K - $126K
|
12K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.25K- 2.96% |
$401K - $443K
|
139K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-339- 4.08% |
$32K - $35.3K
|
7.98K
$821K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-14.4K- 3.59% |
$1.36M - $1.5M
|
387K
$39.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-312- 1.25% |
$29.5K - $32.5K
|
24.6K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
663+ 4.29% |
$62.6K - $69.1K
|
16.1K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.01K+ 4.28% |
$94.9K - $105K
|
24.5K
$2.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
202+ 1.64% |
$19.1K - $21.1K
|
12.5K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
241+ 2.56% |
$22.8K - $25.1K
|
9.65K
$994K
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
306+ 1.62% |
$28.9K - $31.9K
|
19.2K
$1.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.11% |
$472 - $521
|
4.75K
$489K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-109- 0.75% |
$10.3K - $11.4K
|
14.4K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-639- 3.17% |
$60.3K - $66.6K
|
19.5K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
173+ 0.21% |
$16.3K - $18K
|
81.3K
$8.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 0.17% |
$3.59K - $3.96K
|
21.8K
$2.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
586+ 9.33% |
$55.3K - $61.1K
|
6.87K
$707K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-311- 1.4% |
$29.4K - $32.4K
|
21.8K
$2.25M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
46+ 0.37% |
$4.34K - $4.8K
|
12.6K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
8.13KNew |
$767K - $848K
|
8.13K
$837K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
135+ 0.89% |
$12.7K - $14.1K
|
15.3K
$1.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
100+ 0.98% |
$9.44K - $10.4K
|
10.3K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-398- 2.19% |
$37.6K - $41.5K
|
17.8K
$1.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-10- 0.03% |
$944 - $1.04K
|
34.9K
$3.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.04K- 2.33% |
$98.4K - $109K
|
43.8K
$4.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6+ 0.14% |
$566 - $626
|
4.3K
$442K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
17+ 0.17% |
$1.6K - $1.77K
|
9.9K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
18.5K+ 15.1% |
$1.75M - $1.93M
|
141K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
21+ 2.06% |
$1.98K - $2.19K
|
1.04K
$107K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-133- 2.2% |
$12.6K - $13.9K
|
5.92K
$609K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 2.81% |
$107K - $118K
|
41.3K
$4.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
143+ 1.01% |
$13.5K - $14.9K
|
14.3K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.65K+ 16.61% |
$156K - $172K
|
11.6K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.21% |
$472 - $521
|
2.4K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.21% |
$472 - $521
|
2.41K
$248K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
50+ 0.81% |
$4.72K - $5.21K
|
6.2K
$638K
|
|