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 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
110+ 3.7% |
$10.4K - $11.5K
|
3.09K
$318K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01K+ 7.26% |
$95.3K - $105K
|
14.9K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
229+ 6.4% |
$21.6K - $23.9K
|
3.81K
$392K
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-97- 3.92% |
$9.16K - $10.1K
|
2.38K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
32+ 21.19% |
$3.02K - $3.34K
|
183
$18.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-2.09K- 3.84% |
$197K - $218K
|
52.3K
$5.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-383K- 5.35% |
$36.1M - $39.9M
|
6.77M
$697M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 1.19% |
$1.42K - $1.56K
|
1.27K
$131K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
114+ 0.6% |
$10.8K - $11.9K
|
19.1K
$1.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.46K- 0.78% |
$138K - $152K
|
185K
$19.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-485- 3.54% |
$45.8K - $50.6K
|
13.2K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.67K+ 0.91% |
$252K - $279K
|
296K
$30.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.88K- 47.99% |
$555K - $613K
|
6.37K
$656K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-92- 1.04% |
$8.68K - $9.59K
|
8.79K
$904K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$189 - $209
|
1.51K
$155K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
37+ 0.77% |
$3.49K - $3.86K
|
4.87K
$501K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
56+ 0.04% |
$5.29K - $5.84K
|
129K
$13.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
326+ 9.26% |
$30.8K - $34K
|
3.85K
$396K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
10.1K+ 26.51% |
$957K - $1.06M
|
48.4K
$4.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
67+ 1.72% |
$6.32K - $6.99K
|
3.96K
$408K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
395+ 2.35% |
$37.3K - $41.2K
|
17.2K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
553+ 15.43% |
$52.2K - $57.7K
|
4.14K
$426K
|
|
|
Oct 09, 2025
Q3 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
44+ 0.2% |
$4.15K - $4.59K
|
22K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.16K+ 14.95% |
$393K - $434K
|
32K
$3.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.46K+ 4.66% |
$232K - $257K
|
55.2K
$5.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.1K- 4.25% |
$1.62M - $1.79M
|
386K
$39.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-416- 2.28% |
$39.3K - $43.4K
|
17.8K
$1.83M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.15% |
$94.4 - $104
|
678
$69.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11.4K+ 12.29% |
$1.08M - $1.19M
|
104K
$10.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
372+ 8.9% |
$35.1K - $38.8K
|
4.55K
$469K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-10.2K- 23.12% |
$960K - $1.06M
|
33.8K
$3.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-6.19K- 17.73% |
$584K - $645K
|
28.7K
$2.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-185- 7.6% |
$17.5K - $19.3K
|
2.25K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-5.35K- 1.73% |
$505K - $557K
|
303K
$31.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
612+ 1.54% |
$57.8K - $63.8K
|
40.3K
$4.15M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
186+ 2.92% |
$17.6K - $19.4K
|
6.55K
$674K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
76+ 0.52% |
$7.17K - $7.92K
|
14.7K
$1.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-840- 3.55% |
$79.3K - $87.6K
|
22.9K
$2.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-396- 17.77% |
$37.4K - $41.3K
|
1.83K
$189K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-215- 2.65% |
$20.3K - $22.4K
|
7.9K
$813K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.53K- 3.55% |
$145K - $160K
|
41.7K
$4.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.27% |
$3.4K - $3.75K
|
13.4K
$1.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
72+ 2.08% |
$6.8K - $7.51K
|
3.53K
$364K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.65K- 0.9% |
$155K - $172K
|
180K
$18.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-62.3K- 93.81% |
$5.88M - $6.49M
|
4.11K
$423K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-135- 3.17% |
$12.7K - $14.1K
|
4.12K
$424K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.04% |
$189 - $209
|
5.47K
$564K
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1+ 0.01% |
$94.4 - $104
|
8.02K
$825K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-299- 1.61% |
$28.2K - $31.2K
|
18.3K
$1.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
317+ 1.22% |
$29.9K - $33.1K
|
26.3K
$2.71M
|
|