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 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
961+ 4.12% |
$81.2K - $101K
|
24.3K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
960+ 16.18% |
$81.1K - $101K
|
6.9K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
941+ 6.7% |
$79.5K - $98.9K
|
15K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
941+ 2.81% |
$79.5K - $98.9K
|
34.5K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
940+ 11.01% |
$79.4K - $98.7K
|
9.48K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
931+ 3.42% |
$78.7K - $97.8K
|
28.1K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
927+ 12.73% |
$78.3K - $97.4K
|
8.21K
$798K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
926+ 6.44% |
$78.2K - $97.3K
|
15.3K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
925+ 5.47% |
$78.2K - $97.2K
|
17.8K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
919+ 19.21% |
$77.7K - $96.5K
|
5.7K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
912+ 17.79% |
$77.1K - $95.8K
|
6.04K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
910+ 2.13% |
$76.9K - $95.6K
|
43.7K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
909+ 13.91% |
$76.8K - $95.5K
|
7.45K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
907+ 19.19% |
$76.6K - $95.3K
|
5.63K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900+ 180.0% |
$76.1K - $94.5K
|
1.4K
$136K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
900+ 1.78% |
$76.1K - $94.5K
|
51.4K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
899+ 6.24% |
$76K - $94.4K
|
15.3K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
899+ 1.72% |
$76K - $94.4K
|
53.3K
$5.18M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
889+ 7.37% |
$75.1K - $93.4K
|
12.9K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
888+ 89.7% |
$75K - $93.3K
|
1.88K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
887+ 14.65% |
$75K - $93.2K
|
6.94K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
880+ 30.29% |
$74.4K - $92.4K
|
3.79K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
878+ 11.32% |
$74.2K - $92.2K
|
8.63K
$840K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
878+ 9.92% |
$74.2K - $92.2K
|
9.73K
$946K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
862+ 0.35% |
$72.8K - $90.6K
|
249K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
859+ 6.23% |
$72.6K - $90.2K
|
14.6K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
859+ 15.7% |
$72.6K - $90.2K
|
6.33K
$616K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
855+ 2.71% |
$72.2K - $89.8K
|
32.4K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
849+ 7.38% |
$71.7K - $89.2K
|
12.4K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
841+ 3.81% |
$71.1K - $88.3K
|
22.9K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
841+ 1.29% |
$71.1K - $88.3K
|
66.2K
$6.44M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
838+ 14.86% |
$70.8K - $88K
|
6.48K
$630K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
826+ 13.08% |
$69.8K - $86.8K
|
7.14K
$695K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
825+ 3.81% |
$69.7K - $86.7K
|
22.5K
$2.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
823+ 3.18% |
$69.5K - $86.5K
|
26.7K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
822+ 3.32% |
$69.5K - $86.4K
|
25.6K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
814+ 2.42% |
$68.8K - $85.5K
|
34.4K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
813+ 1.83% |
$68.7K - $85.4K
|
45.2K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
811+ 15.02% |
$68.5K - $85.2K
|
6.21K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
811+ 13.71% |
$68.5K - $85.2K
|
6.73K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
811+ 10.17% |
$68.5K - $85.2K
|
8.79K
$855K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
809+ 1.8% |
$68.4K - $85K
|
45.7K
$4.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
804+ 7.6% |
$67.9K - $84.5K
|
11.4K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
803+ 3.66% |
$67.9K - $84.4K
|
22.8K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
796+ 3.37% |
$67.3K - $83.6K
|
24.4K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
794+ 3.52% |
$67.1K - $83.4K
|
23.4K
$2.27M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
787+ 10.54% |
$66.5K - $82.7K
|
8.26K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
785+ 4.03% |
$66.3K - $82.5K
|
20.3K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
781+ 9.98% |
$66K - $82K
|
8.61K
$837K
|