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 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$81.8 - $100
|
9.23K
$951K
|
|
|
Jul 09, 2025
Q2 2025
|
Leibman Financial Services, Inc.
Louisville, NE |
SELL
|
- |
-5.42K- 67.92% |
$443K - $542K
|
2.56K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
4.26KNew |
$348K - $426K
|
4.26K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
3.4KNew |
$278K - $340K
|
3.4K
$350K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
847+ 1.19% |
$69.3K - $84.7K
|
72.1K
$7.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-667- 2.31% |
$54.6K - $66.7K
|
28.2K
$2.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.27KNew |
$186K - $227K
|
2.27K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
450New |
$36.8K - $45K
|
450
$46.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
515+ 19.4% |
$42.1K - $51.5K
|
3.17K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
125+ 20.13% |
$10.2K - $12.5K
|
746
$76.8K
|
|
| Q1 2025 | |||||||
|
Nov 25, 2025
Q1 2025
|
Payne Capital Management, LLC
New York, NY |
SELL
|
- |
-2.57KClosed |
$217K - $270K
|
0
$0
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-1.13K- 9.9% |
$95.2K - $118K
|
10.3K
$1.06M
|
|
|
Aug 15, 2025
Q1 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-543- 10.42% |
$45.9K - $57K
|
4.67K
$480K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.25KNew |
$274K - $341K
|
3.25K
$334K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
5.43KNew |
$459K - $571K
|
5.43K
$559K
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
18+ 0.06% |
$1.52K - $1.89K
|
31.7K
$3.27M
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.33KNew |
$197K - $245K
|
2.33K
$240K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.13K+ 43.45% |
$95.1K - $118K
|
3.71K
$382K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
486New |
$41.1K - $51.1K
|
486
$50K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$16.9K - $21K
|
200
$20.6K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
40+ 0.25% |
$3.38K - $4.2K
|
15.8K
$1.63M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-5.31K- 83.48% |
$448K - $558K
|
1.05K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-351- 60.31% |
$29.7K - $36.9K
|
231
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
111New |
$9.38K - $11.7K
|
111
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
5KNew |
$423K - $525K
|
5K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$2.18M - $2.71M
|
25.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
35.8K+ 6.18% |
$3.02M - $3.76M
|
615K
$63.3M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 3.11% |
$15.3K - $19K
|
5.65K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.54K- 26.84% |
$553K - $687K
|
17.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 23.54% |
$107K - $134K
|
6.67K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.75K+ 60.42% |
$232K - $288K
|
7.29K
$751K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-26.7K- 69.95% |
$2.25M - $2.8M
|
11.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
PUT |
-892- 99.11% |
$75.4K - $93.7K
|
8
$824
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-177- 6.27% |
$15K - $18.6K
|
2.65K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-300- 13.04% |
$25.4K - $31.5K
|
2K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
PUT |
60KNew |
$5.07M - $6.3M
|
60K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
22.9K+ 170.41% |
$1.94M - $2.41M
|
36.4K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53.8K- 5.21% |
$4.55M - $5.65M
|
978K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
100KNew |
$8.45M - $10.5M
|
100K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$285K - $355K
|
3.38K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.74KNew |
$147K - $183K
|
1.74K
$179K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2+ 0.07% |
$169 - $210
|
2.81K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-118K- 94.66% |
$9.96M - $12.4M
|
6.64K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
PUT |
-48.8K- 97.6% |
$4.12M - $5.13M
|
1.2K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
52KNew |
$4.39M - $5.46M
|
52K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
160KNew |
$13.5M - $16.8M
|
160K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
22.5KNew |
$1.9M - $2.36M
|
22.5K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Blue Spruce Investments, LP
Chicago, IL |
SELL
|
- |
-2.4M- 99.82% |
$202M - $252M
|
4.41K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.05K- 20.81% |
$173K - $215K
|
7.8K
$803K
|
|