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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.64K+ 9.16% |
$307K - $382K
|
43.4K
$4.22M
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.63K+ 3.59% |
$307K - $382K
|
105K
$10.2M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.63K+ 5.93% |
$306K - $381K
|
64.8K
$6.31M
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.63K+ 1.06% |
$306K - $381K
|
344K
$33.5M
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.63K+ 24.32% |
$306K - $381K
|
18.5K
$1.8M
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.6K+ 20.34% |
$304K - $378K
|
21.3K
$2.07M
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.59K+ 7.67% |
$303K - $377K
|
50.4K
$4.9M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.58K+ 5.96% |
$302K - $376K
|
63.7K
$6.19M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.56K+ 8.86% |
$301K - $374K
|
43.7K
$4.25M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.48KNew |
$294K - $365K
|
3.48K
$338K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.46K+ 6.91% |
$292K - $363K
|
53.5K
$5.2M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.45K+ 17.02% |
$292K - $363K
|
23.8K
$2.31M
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.44K+ 53.26% |
$291K - $362K
|
9.91K
$964K
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.42KNew |
$289K - $359K
|
3.42K
$333K
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.41K+ 22.74% |
$288K - $358K
|
18.4K
$1.79M
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.41KNew |
$288K - $358K
|
3.41K
$332K
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$285K - $355K
|
3.38K
$328K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
3.32K+ 4.75% |
$281K - $349K
|
73.2K
$7.12M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.32KNew |
$280K - $349K
|
3.32K
$323K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.32K+ 1.38% |
$280K - $348K
|
244K
$23.7M
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$322K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.29K+ 4.78% |
$278K - $346K
|
72.2K
$7.02M
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 8.27% |
$277K - $345K
|
43K
$4.18M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.27K+ 85.91% |
$276K - $343K
|
7.07K
$688K
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.26K+ 15.28% |
$275K - $342K
|
24.6K
$2.39M
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.23K+ 2.45% |
$273K - $339K
|
135K
$13.2M
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.22K+ 40.52% |
$272K - $338K
|
11.2K
$1.09M
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
3.21K+ 2.11% |
$272K - $338K
|
156K
$15.1M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.21KNew |
$271K - $337K
|
3.21K
$312K
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.2K+ 2.34% |
$271K - $336K
|
140K
$13.6M
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.2K+ 85.43% |
$270K - $336K
|
6.95K
$676K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.2K+ 776.7% |
$270K - $336K
|
3.61K
$351K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.19K+ 41.02% |
$270K - $335K
|
11K
$1.07M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.12K+ 5.48% |
$264K - $328K
|
60.1K
$5.84M
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.12K+ 1.57% |
$264K - $328K
|
202K
$19.6M
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.1KNew |
$262K - $326K
|
3.1K
$302K
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.08K+ 70.32% |
$261K - $324K
|
7.47K
$726K
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$299K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$299K
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
3.06K+ 61.96% |
$258K - $321K
|
8K
$778K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.05K+ 1.7% |
$258K - $321K
|
183K
$17.8M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.04K+ 3.84% |
$257K - $320K
|
82.4K
$8.01M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 56.05% |
$256K - $318K
|
8.43K
$819K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.01K+ 437.94% |
$255K - $317K
|
3.7K
$360K
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.99KNew |
$253K - $314K
|
2.99K
$291K
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 7.48% |
$252K - $314K
|
42.9K
$4.17M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.98K+ 15.77% |
$252K - $313K
|
21.9K
$2.13M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.98K+ 46.12% |
$251K - $313K
|
9.43K
$917K
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.97K+ 8.44% |
$251K - $312K
|
38.2K
$3.71M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 1.34% |
$250K - $311K
|
224K
$21.8M
|