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
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
10+ 0.04% |
$944 - $1.04K
|
23.5K
$2.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.41% |
$944 - $1.04K
|
2.44K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
10+ 0.24% |
$944 - $1.04K
|
4.14K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9+ 0.19% |
$850 - $938
|
4.77K
$491K
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
9+ 0.07% |
$850 - $938
|
13.1K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
9+ 0.1% |
$850 - $938
|
8.65K
$891K
|
|
|
Oct 22, 2025
Q3 2025
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9+ 0.1% |
$850 - $938
|
8.81K
$907K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
8+ 0.2% |
$755 - $834
|
3.99K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8+ 0.15% |
$755 - $834
|
5.35K
$551K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
8+ 0.03% |
$755 - $834
|
30.5K
$3.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$755 - $834
|
3.17K
$326K
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7+ 0.23% |
$661 - $730
|
3.11K
$320K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.35% |
$661 - $730
|
1.99K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7+ 0.12% |
$661 - $730
|
6.05K
$623K
|
|
|
Nov 07, 2025
Q3 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
7+ 0.23% |
$661 - $730
|
3.07K
$316K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7+ 0.24% |
$661 - $730
|
2.92K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7+ 0.19% |
$661 - $730
|
3.72K
$383K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
7+ 0.22% |
$661 - $730
|
3.24K
$334K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6+ 0.08% |
$566 - $626
|
7.52K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.07% |
$566 - $626
|
8.38K
$863K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6+ 0.26% |
$566 - $626
|
2.32K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.22% |
$566 - $626
|
2.72K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.28% |
$566 - $626
|
2.11K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
5+ 0.53% |
$472 - $521
|
942
$97K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.12% |
$472 - $521
|
4.04K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5+ 0.2% |
$472 - $521
|
2.46K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
5+ 0.08% |
$472 - $521
|
6.65K
$684K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.11% |
$472 - $521
|
4.75K
$489K
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.21% |
$472 - $521
|
2.4K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5+ 0.21% |
$472 - $521
|
2.41K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
5+ 0.27% |
$472 - $521
|
1.83K
$188K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$472 - $521
|
4.95K
$510K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5+ 0.17% |
$472 - $521
|
2.97K
$306K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
4New |
$378 - $417
|
4
$412
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4+ 0.11% |
$378 - $417
|
3.58K
$369K
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 0.13% |
$378 - $417
|
3.12K
$322K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.19% |
$378 - $417
|
2.12K
$218K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
4+ 0.19% |
$378 - $417
|
2.11K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.18% |
$378 - $417
|
2.27K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.06% |
$378 - $417
|
6.23K
$641K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.09% |
$378 - $417
|
4.59K
$472K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$283 - $313
|
4.34K
$447K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3+ 0.03% |
$283 - $313
|
9.28K
$956K
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3+ 0.15% |
$283 - $313
|
2.06K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3+ 0.2% |
$283 - $313
|
1.54K
$158K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3+ 0.04% |
$283 - $313
|
8.28K
$852K
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$283 - $313
|
4.94K
$509K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3+ 0.06% |
$283 - $313
|
4.74K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$283 - $313
|
2.71K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$283 - $313
|
3.77K
$388K
|
|