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 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
16+ 0.11% |
$1.51K - $1.67K
|
14K
$1.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-197- 0.45% |
$18.6K - $20.5K
|
43.4K
$4.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-2.37K- 0.64% |
$224K - $247K
|
371K
$38.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
84+ 1.21% |
$7.93K - $8.76K
|
7.02K
$723K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.07K+ 6.36% |
$101K - $112K
|
17.9K
$1.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
174+ 5.38% |
$16.4K - $18.1K
|
3.41K
$351K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
521+ 4.26% |
$49.2K - $54.3K
|
12.8K
$1.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.52K+ 2.62% |
$521K - $575K
|
216K
$22.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-1.01K- 27.15% |
$94.9K - $105K
|
2.7K
$278K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-33- 9.91% |
$3.12K - $3.44K
|
300
$30.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 0.47% |
$4.15K - $4.59K
|
9.3K
$957K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-327- 13.68% |
$30.9K - $34.1K
|
2.06K
$212K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 44.1% |
$255K - $281K
|
8.81K
$907K
|
|
|
Oct 06, 2025
Q3 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
2+ 0.05% |
$189 - $209
|
3.85K
$396K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.73K+ 21.65% |
$258K - $285K
|
15.4K
$1.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.21% |
$94.4 - $104
|
483
$49.7K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.21K- 41.55% |
$114K - $126K
|
1.7K
$175K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
29.5K+ 43.72% |
$2.78M - $3.08M
|
97K
$9.98M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 5.03% |
$114K - $126K
|
25.3K
$2.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.32K- 35.23% |
$502K - $554K
|
9.77K
$1.01M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 0.23% |
$7.55K - $8.34K
|
34.7K
$3.58M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$94.4 - $104
|
5.08K
$523K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
322+ 0.75% |
$30.4K - $33.6K
|
43.5K
$4.48M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-100- 0.54% |
$9.44K - $10.4K
|
18.4K
$1.89M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15+ 0.77% |
$1.42K - $1.56K
|
1.96K
$202K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
253+ 3.21% |
$23.9K - $26.4K
|
8.14K
$838K
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
322K+ 6334.63% |
$30.4M - $33.5M
|
327K
$33.6M
|
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-2.08K- 8.93% |
$196K - $217K
|
21.2K
$2.18M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-6.51K- 3.49% |
$615K - $679K
|
180K
$18.6M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
6KNew |
$566K - $626K
|
6K
$618K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
70.2K+ 8.1% |
$5.74M - $7.02M
|
937K
$96.5M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
386K+ 16.16% |
$31.6M - $38.6M
|
2.78M
$286M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-3.96K- 6.06% |
$324K - $396K
|
61.3K
$6.31M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-171- 1.99% |
$14K - $17.1K
|
8.44K
$869K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-305- 0.26% |
$24.9K - $30.5K
|
117K
$12.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
901K+ 3.86% |
$73.7M - $90.1M
|
24.3M
$2.5B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
530K+ 66.25% |
$43.3M - $53M
|
1.33M
$137M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-574- 4.01% |
$46.9K - $57.4K
|
13.7K
$1.42M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-21.6K- 26.76% |
$1.76M - $2.16M
|
59K
$6.07M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
261+ 5.56% |
$21.3K - $26.1K
|
4.96K
$510K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
579+ 8.55% |
$47.4K - $57.9K
|
7.35K
$757K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
241+ 2.59% |
$19.7K - $24.1K
|
9.54K
$982K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-885- 2.78% |
$72.4K - $88.5K
|
31K
$3.19M
|
|
|
Oct 27, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-836- 19.35% |
$68.4K - $83.6K
|
3.48K
$359K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.38K+ 1.93% |
$440K - $538K
|
284K
$29.2M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-727- 3.37% |
$59.5K - $72.7K
|
20.8K
$2.15M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.82K- 93.09% |
$149K - $182K
|
135
$13.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-109K- 22.31% |
$8.93M - $10.9M
|
380K
$39.1M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
6.9KNew |
$564K - $690K
|
6.9K
$710K
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
3.06KNew |
$250K - $306K
|
3.06K
$315K
|
|