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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$168K - $206K
|
2.06K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-524- 10.14% |
$42.9K - $52.4K
|
4.64K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.69K- 21.6% |
$138K - $169K
|
6.12K
$630K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
51+ 0.26% |
$4.17K - $5.1K
|
19.5K
$2.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 1.39% |
$24.5K - $30K
|
21.8K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-44.9K- 81.02% |
$3.67M - $4.48M
|
10.5K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$4.09K - $5K
|
3.12K
$321K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.2K- 2.09% |
$589K - $720K
|
337K
$34.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
1+ 0.85% |
$81.8 - $100
|
119
$12.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117K- 43.4% |
$9.59M - $11.7M
|
153K
$15.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-425- 4.71% |
$34.8K - $42.5K
|
8.6K
$885K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-37K- 27.32% |
$3.03M - $3.7M
|
98.4K
$10.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-372- 60.1% |
$30.4K - $37.2K
|
247
$25.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 7.14% |
$8.18K - $10K
|
1.3K
$134K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-6.35K- 17.99% |
$519K - $635K
|
28.9K
$2.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-405- 1.25% |
$33.1K - $40.5K
|
32K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6+ 0.06% |
$491 - $600
|
9.26K
$954K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46+ 2.24% |
$3.76K - $4.6K
|
2.1K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 0.93% |
$1.15K - $1.4K
|
1.53K
$157K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.2K+ 1377.05% |
$344K - $420K
|
4.51K
$464K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
2.68KNew |
$219K - $268K
|
2.68K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
347+ 2.36% |
$28.4K - $34.7K
|
15K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
56+ 1.94% |
$4.58K - $5.6K
|
2.95K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
SELL
|
- |
-3.34K- 43.15% |
$273K - $334K
|
4.4K
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-600- 2.01% |
$49.1K - $60K
|
29.3K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-790- 8.54% |
$64.6K - $79K
|
8.46K
$871K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6KNew |
$490K - $599K
|
6K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.46KNew |
$283K - $346K
|
3.46K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.93K+ 8.84% |
$240K - $293K
|
36.1K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
171+ 7.03% |
$14K - $17.1K
|
2.6K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-748- 25.29% |
$61.2K - $74.8K
|
2.21K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
45+ 0.57% |
$3.68K - $4.5K
|
7.96K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.66K- 19.16% |
$217K - $266K
|
11.2K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-233- 2.1% |
$19.1K - $23.3K
|
10.9K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-900- 96.77% |
$73.6K - $90K
|
30
$3.09K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
100New |
$8.18K - $10K
|
100
$10.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
635+ 7.6% |
$51.9K - $63.5K
|
8.99K
$925K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
174+ 2.97% |
$14.2K - $17.4K
|
6.03K
$621K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
436+ 3.65% |
$35.7K - $43.6K
|
12.4K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
183+ 7.44% |
$15K - $18.3K
|
2.64K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.09KNew |
$171K - $209K
|
2.09K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-8.2K- 69.39% |
$670K - $819K
|
3.62K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.21% |
$164 - $200
|
946
$97.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
SELL
|
- |
-9K- 22.5% |
$736K - $900K
|
31K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
164+ 2.53% |
$13.4K - $16.4K
|
6.65K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-317- 2.06% |
$25.9K - $31.7K
|
15.1K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
30.6KNew |
$2.51M - $3.06M
|
30.6K
$3.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-50- 0.2% |
$4.09K - $5K
|
24.6K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
5.57KNew |
$456K - $557K
|
5.57K
$574K
|
|