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 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1K- 6.49% |
$81.8K - $100K
|
14.4K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
15New |
$1.23K - $1.5K
|
15
$1.54K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.6K- 14.1% |
$131K - $160K
|
9.75K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-25.5K- 80.06% |
$2.09M - $2.55M
|
6.37K
$655K
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-60- 1.37% |
$4.91K - $6K
|
4.33K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-105K- 9.7% |
$8.61M - $10.5M
|
980K
$101M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.56% |
$81.8 - $100
|
181
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-60- 0.72% |
$4.91K - $6K
|
8.26K
$851K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-24- 0.26% |
$1.96K - $2.4K
|
9.36K
$963K
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.01KNew |
$492K - $601K
|
6.01K
$619K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
25.3K+ 15.4% |
$2.07M - $2.53M
|
190K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-520- 0.86% |
$42.5K - $52K
|
59.7K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.34K- 2.26% |
$109K - $134K
|
57.8K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-123- 32.45% |
$10.1K - $12.3K
|
256
$26.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 17.94% |
$9.81K - $12K
|
549
$56.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Prospector Partners LLC
Guilford, CT |
BUY
|
PUT |
48KNew |
$3.93M - $4.8M
|
48K
$4.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
418+ 7.87% |
$34.2K - $41.8K
|
5.73K
$589K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.66K+ 1.08% |
$626K - $766K
|
715K
$73.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
146+ 21.53% |
$11.9K - $14.6K
|
824
$84.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
3.5KNew |
$286K - $350K
|
3.5K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-525- 13.62% |
$42.9K - $52.5K
|
3.33K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.5K+ 1.41% |
$368K - $450K
|
323K
$33.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.1K- 6.71% |
$172K - $210K
|
29.2K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.77K+ 12.21% |
$308K - $376K
|
34.6K
$3.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
54KNew |
$4.42M - $5.4M
|
54K
$5.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
636New |
$52K - $63.6K
|
636
$65.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
7.59K+ 2.95% |
$621K - $759K
|
265K
$27.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.07K+ 36.51% |
$87.1K - $106K
|
3.98K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.86KNew |
$480K - $586K
|
5.86K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-8.44K- 21.11% |
$690K - $844K
|
31.5K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.22KNew |
$181K - $222K
|
2.22K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-34- 5.41% |
$2.78K - $3.4K
|
594
$61.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-110K- 13.93% |
$9M - $11M
|
680K
$70M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
31K+ 99.1% |
$2.53M - $3.1M
|
62.2K
$6.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
376+ 5.12% |
$30.8K - $37.6K
|
7.72K
$795K
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
8.78K+ 11.04% |
$718K - $878K
|
88.3K
$9.09M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.15K- 29.61% |
$176K - $215K
|
5.11K
$526K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
16.1KNew |
$1.32M - $1.61M
|
16.1K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
44+ 0.95% |
$3.6K - $4.4K
|
4.67K
$481K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
51New |
$4.17K - $5.1K
|
51
$5.25K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-19.4K- 45.18% |
$1.59M - $1.94M
|
23.5K
$2.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
45+ 1.18% |
$3.68K - $4.5K
|
3.86K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
261New |
$21.3K - $26.1K
|
261
$26.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
143K+ 243.92% |
$11.7M - $14.3M
|
202K
$20.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
5.02KNew |
$411K - $502K
|
5.02K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
190+ 0.37% |
$15.5K - $19K
|
51.6K
$5.31M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.5K- 6.68% |
$1.27M - $1.55M
|
216K
$22.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-404K- 14.79% |
$33.1M - $40.4M
|
2.33M
$240M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.13KNew |
$174K - $213K
|
2.13K
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.61K- 42.78% |
$131K - $161K
|
2.15K
$221K
|
|