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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.34KNew |
$191K - $234K
|
2.34K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 18.21% |
$1.29M - $1.58M
|
102K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.2K- 27.14% |
$98.1K - $120K
|
3.22K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
12+ 0.35% |
$981 - $1.2K
|
3.46K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28+ 23.53% |
$2.29K - $2.8K
|
147
$15.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.63KNew |
$133K - $163K
|
1.63K
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
12.4KNew |
$1.01M - $1.24M
|
12.4K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Lynch Asset Management, Inc.
|
BUY
|
- |
800New |
$65.4K - $80K
|
800
$82.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Carroll Investors, Inc
|
SELL
|
- |
-16.1K- 85.87% |
$1.32M - $1.61M
|
2.65K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
222K+ 882.87% |
$18.1M - $22.2M
|
247K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.55K+ 20.0% |
$127K - $155K
|
9.31K
$959K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 9.81% |
$226K - $276K
|
25.4K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.24KNew |
$183K - $224K
|
2.24K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
39+ 0.62% |
$3.19K - $3.9K
|
6.33K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.85K+ 143.08% |
$151K - $185K
|
3.14K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6+ 0.21% |
$491 - $600
|
2.92K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
5.49K+ 0.8% |
$449K - $549K
|
693K
$71.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.25KNew |
$266K - $325K
|
3.25K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.37KNew |
$193K - $236K
|
2.37K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
39New |
$3.19K - $3.9K
|
39
$4.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.08KNew |
$170K - $208K
|
2.08K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
177+ 3.58% |
$14.5K - $17.7K
|
5.13K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
267+ 5.1% |
$21.8K - $26.7K
|
5.5K
$566K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3.44K- 24.29% |
$282K - $344K
|
10.7K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32KNew |
$2.62M - $3.2M
|
32K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
18+ 0.48% |
$1.47K - $1.8K
|
3.79K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-450- 2.42% |
$36.8K - $45K
|
18.1K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.32K- 46.7% |
$762K - $931K
|
10.6K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
2.1KNew |
$172K - $210K
|
2.1K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-887- 5.57% |
$72.5K - $88.7K
|
15K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
914KNew |
$74.7M - $91.3M
|
914K
$94.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.6KNew |
$1.19M - $1.46M
|
14.6K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
13.3K+ 241.73% |
$1.09M - $1.33M
|
18.8K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-21- 0.55% |
$1.72K - $2.1K
|
3.83K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-432- 3.5% |
$35.3K - $43.2K
|
11.9K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
513New |
$42K - $51.3K
|
513
$52.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.47K+ 61.82% |
$120K - $147K
|
3.85K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-1.63K- 14.97% |
$133K - $163K
|
9.26K
$953K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
2.79K+ 165.62% |
$229K - $279K
|
4.48K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.57KNew |
$210K - $257K
|
2.57K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.6K- 3.31% |
$131K - $160K
|
46.8K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
7.5KNew |
$613K - $750K
|
7.5K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-1.21K- 14.56% |
$99.3K - $121K
|
7.12K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.12% |
$81.8 - $100
|
851
$87.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
780+ 53.17% |
$63.8K - $78K
|
2.25K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
45+ 6.71% |
$3.68K - $4.5K
|
716
$73.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.76KNew |
$471K - $576K
|
5.76K
$593K
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-900- 9.09% |
$73.6K - $90K
|
9K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
160+ 5.58% |
$13.1K - $16K
|
3.03K
$311K
|
|