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 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-165- 17.52% |
$13.5K - $16.5K
|
777
$80K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
719+ 9.09% |
$58.8K - $71.9K
|
8.63K
$888K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
23.8KNew |
$1.95M - $2.38M
|
23.8K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.17K+ 3.26% |
$259K - $316K
|
100K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.91K- 25.07% |
$238K - $291K
|
8.71K
$897K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-1.73K- 30.63% |
$141K - $172K
|
3.91K
$402K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-113K- 98.16% |
$9.25M - $11.3M
|
2.12K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.24K+ 13.53% |
$102K - $124K
|
10.4K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.15K+ 34.54% |
$93.6K - $114K
|
4.46K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
800+ 430.11% |
$65.4K - $80K
|
986
$102K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-807- 22.61% |
$66K - $80.7K
|
2.76K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-230- 4.19% |
$18.8K - $23K
|
5.26K
$542K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
255+ 10.29% |
$20.9K - $25.5K
|
2.73K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
1.01K+ 0.47% |
$82.2K - $100K
|
214K
$22M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-880- 1.92% |
$72K - $88K
|
44.9K
$4.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7.34K- 95.95% |
$600K - $734K
|
310
$31.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 6.85% |
$107K - $131K
|
20.5K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-85- 0.89% |
$6.95K - $8.5K
|
9.42K
$969K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-200- 4.08% |
$16.4K - $20K
|
4.7K
$484K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$186K - $228K
|
2.28K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
185+ 1.51% |
$15.1K - $18.5K
|
12.5K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-225- 0.82% |
$18.4K - $22.5K
|
27.2K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Saybrook Capital
|
SELL
|
- |
-600- 20.87% |
$49.1K - $60K
|
2.28K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
478+ 758.73% |
$39.1K - $47.8K
|
541
$55.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
13+ 0.09% |
$1.06K - $1.3K
|
14.3K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-11.2K- 0.42% |
$917K - $1.12M
|
2.64M
$272M
|
|
|
Jul 30, 2025
Q2 2025
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-150- 4.69% |
$12.3K - $15K
|
3.05K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
25.2K+ 346.73% |
$2.06M - $2.52M
|
32.5K
$3.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
320+ 19.31% |
$26.2K - $32K
|
1.98K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Paralel Advisors LLC
|
SELL
|
- |
-225K- 45.45% |
$18.4M - $22.5M
|
270K
$27.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-53- 1.8% |
$4.33K - $5.3K
|
2.89K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7.1K- 1.97% |
$581K - $710K
|
353K
$36.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 2.86% |
$16.4K - $20K
|
6.81K
$701K
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-854- 14.58% |
$69.8K - $85.4K
|
5K
$515K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.12KNew |
$173K - $212K
|
2.12K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 5.14% |
$102K - $125K
|
23K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.19KNew |
$179K - $219K
|
2.19K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-141- 5.6% |
$11.5K - $14.1K
|
2.38K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-85- 0.08% |
$6.95K - $8.5K
|
105K
$10.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
468New |
$38.3K - $46.8K
|
468
$48.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-89- 1.47% |
$7.28K - $8.9K
|
5.97K
$615K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
46+ 0.64% |
$3.76K - $4.6K
|
7.19K
$740K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-105- 4.34% |
$8.59K - $10.5K
|
2.32K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.05K+ 1.16% |
$85.7K - $105K
|
91.3K
$9.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-560- 8.84% |
$45.8K - $56K
|
5.78K
$595K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$81.8 - $100
|
4.17K
$429K
|
|
|
Jul 28, 2025
Q2 2025
|
Broad Peak Investment Advisers Pte LTD
Singapore, U0 |
BUY
|
- |
56.2KNew |
$4.6M - $5.62M
|
56.2K
$5.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
2KNew |
$164K - $200K
|
2K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.62K+ 718.66% |
$378K - $462K
|
5.26K
$542K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
95+ 51.08% |
$7.77K - $9.5K
|
281
$28.9K
|
|