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 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
337+ 2.5% |
$31.8K - $35.1K
|
13.8K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.33K- 1.64% |
$220K - $243K
|
140K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.36K- 1.76% |
$129K - $142K
|
76.1K
$7.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
283+ 1.92% |
$26.7K - $29.5K
|
15.1K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-184- 0.62% |
$17.4K - $19.2K
|
29.5K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20.2K- 4.41% |
$1.91M - $2.1M
|
438K
$45M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.65K- 10.26% |
$250K - $277K
|
23.2K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.1K+ 10.01% |
$482K - $532K
|
56.1K
$5.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-56- 2.21% |
$5.29K - $5.84K
|
2.47K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-5- 0.07% |
$472 - $521
|
7.35K
$757K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12+ 0.07% |
$1.13K - $1.25K
|
16.6K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
3.26K+ 13.99% |
$308K - $340K
|
26.6K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
616+ 2.52% |
$58.2K - $64.2K
|
25.1K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-36.4K- 34.32% |
$3.43M - $3.79M
|
69.6K
$7.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-405- 8.34% |
$38.2K - $42.2K
|
4.45K
$458K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
145+ 0.53% |
$13.7K - $15.1K
|
27.5K
$2.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-295- 2.09% |
$27.8K - $30.8K
|
13.8K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.98KNew |
$187K - $207K
|
1.98K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
5+ 0.27% |
$472 - $521
|
1.83K
$188K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-649- 0.69% |
$61.3K - $67.7K
|
93.7K
$9.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-60- 2.16% |
$5.66K - $6.26K
|
2.72K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
502+ 13.87% |
$47.4K - $52.3K
|
4.12K
$424K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-435- 3.01% |
$41.1K - $45.4K
|
14K
$1.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-850- 7.98% |
$80.2K - $88.6K
|
9.8K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.07K+ 90.13% |
$196K - $216K
|
4.37K
$450K
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-3- 0.08% |
$283 - $313
|
3.62K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
177+ 0.46% |
$16.7K - $18.5K
|
38.4K
$3.95M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
203+ 0.64% |
$19.2K - $21.2K
|
31.9K
$3.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
33.4K+ 22.01% |
$3.16M - $3.49M
|
185K
$19.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
324+ 1.54% |
$30.6K - $33.8K
|
21.4K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-143- 10.32% |
$13.5K - $14.9K
|
1.24K
$128K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-27- 4.0% |
$2.55K - $2.82K
|
648
$66.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
186+ 4.11% |
$17.6K - $19.4K
|
4.72K
$486K
|
|
|
Oct 16, 2025
Q3 2025
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-345- 0.33% |
$32.6K - $36K
|
103K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 0.32% |
$18.9K - $20.9K
|
62.6K
$6.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-8- 0.07% |
$755 - $834
|
11.2K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-100- 2.52% |
$9.44K - $10.4K
|
3.87K
$399K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 0.05% |
$189 - $209
|
4.21K
$434K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 1.38% |
$3.49K - $3.86K
|
2.72K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.61K+ 34.54% |
$152K - $168K
|
6.28K
$646K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
BUY
|
- |
200+ 0.24% |
$18.9K - $20.9K
|
83.9K
$8.63M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-358- 0.83% |
$33.8K - $37.3K
|
42.9K
$4.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
730+ 4.61% |
$68.9K - $76.1K
|
16.6K
$1.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-164- 0.31% |
$15.5K - $17.1K
|
53.4K
$5.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.72K- 5.1% |
$729K - $805K
|
144K
$14.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
271+ 3.3% |
$25.6K - $28.3K
|
8.5K
$875K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-805- 15.81% |
$76K - $83.9K
|
4.29K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.93K+ 14.11% |
$748K - $826K
|
64.1K
$6.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
561+ 6.96% |
$53K - $58.5K
|
8.62K
$888K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.6K+ 5.54% |
$1M - $1.1M
|
202K
$20.8M
|
|