Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
31+ 0.55% |
$2.93K - $3.23K
|
5.66K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
31+ 0.09% |
$2.93K - $3.23K
|
33.2K
$3.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
31+ 1.4% |
$2.93K - $3.23K
|
2.25K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.57% |
$2.64K - $2.92K
|
4.96K
$511K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
28+ 1.13% |
$2.64K - $2.92K
|
2.51K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
27+ 0.77% |
$2.55K - $2.82K
|
3.55K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
27New |
$2.55K - $2.82K
|
27
$2.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
26+ 1.44% |
$2.45K - $2.71K
|
1.84K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
26+ 0.39% |
$2.45K - $2.71K
|
6.66K
$686K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
26+ 0.39% |
$2.45K - $2.71K
|
6.62K
$682K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26+ 0.93% |
$2.45K - $2.71K
|
2.83K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
25+ 0.05% |
$2.36K - $2.61K
|
54.7K
$5.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.21% |
$2.36K - $2.61K
|
11.7K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25+ 1.0% |
$2.36K - $2.61K
|
2.53K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
24+ 0.82% |
$2.27K - $2.5K
|
2.95K
$303K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24New |
$2.27K - $2.5K
|
24
$2.47K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
24+ 0.6% |
$2.27K - $2.5K
|
4.02K
$414K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
23+ 0.14% |
$2.17K - $2.4K
|
16.4K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
23+ 0.44% |
$2.17K - $2.4K
|
5.24K
$539K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
21+ 0.45% |
$1.98K - $2.19K
|
4.66K
$480K
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
21+ 0.55% |
$1.98K - $2.19K
|
3.82K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21+ 0.37% |
$1.98K - $2.19K
|
5.66K
$583K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
21+ 0.14% |
$1.98K - $2.19K
|
15.4K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
21+ 0.27% |
$1.98K - $2.19K
|
7.74K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.04% |
$1.98K - $2.19K
|
51.3K
$5.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
20+ 0.83% |
$1.89K - $2.09K
|
2.43K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
20+ 0.2% |
$1.89K - $2.09K
|
10.1K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
19+ 0.3% |
$1.79K - $1.98K
|
6.32K
$651K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
19+ 1.54% |
$1.79K - $1.98K
|
1.26K
$129K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
19+ 0.32% |
$1.79K - $1.98K
|
6K
$617K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 2.29% |
$1.7K - $1.88K
|
805
$82.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Architects, LLC
|
BUY
|
- |
17+ 0.09% |
$1.6K - $1.77K
|
18.8K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
17+ 0.24% |
$1.6K - $1.77K
|
7.02K
$722K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
16+ 1.69% |
$1.51K - $1.67K
|
960
$98.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
16+ 0.14% |
$1.51K - $1.67K
|
11.6K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
16+ 0.21% |
$1.51K - $1.67K
|
7.49K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
15+ 0.19% |
$1.42K - $1.56K
|
7.87K
$811K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
15+ 0.34% |
$1.42K - $1.56K
|
4.43K
$456K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15+ 0.77% |
$1.42K - $1.56K
|
1.96K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
14+ 0.47% |
$1.32K - $1.46K
|
3.01K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
13+ 1.74% |
$1.23K - $1.36K
|
761
$78.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
13+ 0.03% |
$1.23K - $1.36K
|
42.4K
$4.37M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13+ 0.09% |
$1.23K - $1.36K
|
15.2K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.05% |
$1.13K - $1.25K
|
23.4K
$2.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
11+ 0.14% |
$1.04K - $1.15K
|
7.82K
$805K
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
11+ 0.03% |
$1.04K - $1.15K
|
35.7K
$3.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.04K - $1.15K
|
4.55K
$468K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
11New |
$1.04K - $1.15K
|
11
$1.13K
|
|
|
Nov 17, 2025
Q3 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
10+ 0.38% |
$944 - $1.04K
|
2.62K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10+ 0.25% |
$944 - $1.04K
|
3.98K
$410K
|
|