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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
533+ 18.23% |
$45K - $56K
|
3.46K
$336K
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
531+ 17.59% |
$44.9K - $55.8K
|
3.55K
$345K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
528+ 0.11% |
$44.6K - $55.5K
|
501K
$48.7M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
525+ 2.62% |
$44.4K - $55.2K
|
20.6K
$2M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
522+ 2.08% |
$44.1K - $54.8K
|
25.6K
$2.49M
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
519+ 0.6% |
$43.9K - $54.5K
|
87.1K
$8.47M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
519+ 17.87% |
$43.9K - $54.5K
|
3.42K
$333K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
517+ 10.16% |
$43.7K - $54.3K
|
5.6K
$545K
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
516+ 1.07% |
$43.6K - $54.2K
|
48.9K
$4.75M
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
516+ 2.47% |
$43.6K - $54.2K
|
21.4K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
514+ 3.39% |
$43.4K - $54K
|
15.7K
$1.53M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
514+ 0.52% |
$43.4K - $54K
|
99K
$9.63M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$593K
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
511+ 0.19% |
$43.2K - $53.7K
|
275K
$26.8M
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
510+ 7.99% |
$43.1K - $53.6K
|
6.9K
$671K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
507+ 3.11% |
$42.8K - $53.3K
|
16.8K
$1.63M
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
506+ 6.42% |
$42.8K - $53.2K
|
8.39K
$816K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
502+ 2.15% |
$42.4K - $52.7K
|
23.9K
$2.32M
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
501+ 1.6% |
$42.3K - $52.6K
|
31.8K
$3.09M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
501+ 3.48% |
$42.3K - $52.6K
|
14.9K
$1.45M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 34.39% |
$42.3K - $52.5K
|
1.95K
$190K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
500New |
$42.3K - $52.5K
|
500
$48.6K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 1.73% |
$42.3K - $52.5K
|
29.4K
$2.86M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$42.3K - $52.5K
|
500
$48.6K
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
500+ 7.92% |
$42.3K - $52.5K
|
6.81K
$663K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
498+ 8.65% |
$42.1K - $52.3K
|
6.25K
$608K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
498+ 5.84% |
$42.1K - $52.3K
|
9.02K
$877K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
497+ 0.26% |
$42K - $52.2K
|
193K
$18.8M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
495+ 30.26% |
$41.8K - $52K
|
2.13K
$207K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
489+ 3.14% |
$41.3K - $51.4K
|
16.1K
$1.56M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
488+ 0.54% |
$41.2K - $51.3K
|
90.9K
$8.84M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
486New |
$41.1K - $51.1K
|
486
$47.3K
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
485+ 16.17% |
$41K - $50.9K
|
3.48K
$339K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
483+ 0.69% |
$40.8K - $50.7K
|
70K
$6.81M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
481+ 49.18% |
$40.6K - $50.5K
|
1.46K
$142K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
481+ 1.01% |
$40.6K - $50.5K
|
48K
$4.67M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
478+ 2.38% |
$40.4K - $50.2K
|
20.6K
$2M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
476+ 2.18% |
$40.2K - $50K
|
22.3K
$2.17M
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
474+ 2.48% |
$40.1K - $49.8K
|
19.6K
$1.9M
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
472+ 6.57% |
$39.9K - $49.6K
|
7.65K
$744K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
472+ 1.93% |
$39.9K - $49.6K
|
25K
$2.43M
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
470+ 16.15% |
$39.7K - $49.4K
|
3.38K
$329K
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
470+ 1.39% |
$39.7K - $49.4K
|
34.3K
$3.34M
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
470+ 0.07% |
$39.7K - $49.4K
|
632K
$61.5M
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
469+ 3.32% |
$39.6K - $49.3K
|
14.6K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
469+ 1.52% |
$39.6K - $49.3K
|
31.3K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
467+ 2.45% |
$39.5K - $49.1K
|
19.6K
$1.9M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
467+ 0.16% |
$39.5K - $49.1K
|
284K
$27.6M
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
465+ 5.92% |
$39.3K - $48.8K
|
8.32K
$809K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
460+ 0.81% |
$38.9K - $48.3K
|
57.6K
$5.6M
|