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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
246+ 6.76% |
$20.8K - $25.8K
|
3.88K
$378K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
243+ 319.74% |
$20.5K - $25.5K
|
319
$31K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243+ 8.14% |
$20.5K - $25.5K
|
3.23K
$314K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 0.6% |
$20.5K - $25.5K
|
40.8K
$3.97M
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
242+ 1.32% |
$20.4K - $25.4K
|
18.6K
$1.81M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
239+ 7.18% |
$20.2K - $25.1K
|
3.57K
$347K
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
239+ 1.93% |
$20.2K - $25.1K
|
12.6K
$1.23M
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
237+ 9.02% |
$20K - $24.9K
|
2.86K
$279K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
237+ 3.67% |
$20K - $24.9K
|
6.7K
$651K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
236+ 5.22% |
$19.9K - $24.8K
|
4.76K
$463K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
235+ 5.81% |
$19.9K - $24.7K
|
4.28K
$417K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
235+ 6.97% |
$19.9K - $24.7K
|
3.61K
$351K
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
234+ 5.39% |
$19.8K - $24.6K
|
4.58K
$445K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
233+ 3.74% |
$19.7K - $24.5K
|
6.46K
$628K
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
230+ 5.54% |
$19.4K - $24.2K
|
4.38K
$426K
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
230+ 2.76% |
$19.4K - $24.2K
|
8.58K
$834K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
228+ 16.18% |
$19.3K - $24K
|
1.64K
$159K
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
228+ 3.87% |
$19.3K - $24K
|
6.12K
$595K
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
225+ 10.07% |
$19K - $23.6K
|
2.46K
$239K
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
225+ 1.06% |
$19K - $23.6K
|
21.4K
$2.08M
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
225+ 3.33% |
$19K - $23.6K
|
6.98K
$679K
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
224+ 6.16% |
$18.9K - $23.5K
|
3.86K
$376K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
222+ 3.13% |
$18.8K - $23.3K
|
7.32K
$712K
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
221+ 0.15% |
$18.7K - $23.2K
|
143K
$13.9M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
220+ 3.75% |
$18.6K - $23.1K
|
6.09K
$592K
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
220+ 1.85% |
$18.6K - $23.1K
|
12.1K
$1.18M
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
220+ 9.28% |
$18.6K - $23.1K
|
2.59K
$252K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
218+ 0.51% |
$18.4K - $22.9K
|
43K
$4.18M
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
217+ 8.93% |
$18.3K - $22.8K
|
2.65K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
214+ 2.99% |
$18.1K - $22.5K
|
7.36K
$716K
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
211+ 2.54% |
$17.8K - $22.2K
|
8.53K
$830K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
211+ 4.49% |
$17.8K - $22.2K
|
4.92K
$478K
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
210+ 7.14% |
$17.7K - $22.1K
|
3.15K
$307K
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
209+ 1.29% |
$17.7K - $22K
|
16.4K
$1.59M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
208New |
$17.6K - $21.9K
|
208
$20.2K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
207+ 0.35% |
$17.5K - $21.7K
|
59K
$5.74M
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
207+ 4.95% |
$17.5K - $21.7K
|
4.39K
$427K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
207+ 8.26% |
$17.5K - $21.7K
|
2.71K
$264K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
205+ 4.63% |
$17.3K - $21.5K
|
4.63K
$450K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
204+ 0.87% |
$17.2K - $21.4K
|
23.8K
$2.31M
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
203+ 8.47% |
$17.2K - $21.3K
|
2.6K
$253K
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
202+ 0.16% |
$17.1K - $21.2K
|
128K
$12.5M
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
201+ 2.22% |
$17K - $21.1K
|
9.27K
$902K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200New |
$16.9K - $21K
|
200
$19.5K
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
200+ 3.92% |
$16.9K - $21K
|
5.31K
$516K
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 0.17% |
$16.9K - $21K
|
117K
$11.4M
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
200+ 95.24% |
$16.9K - $21K
|
410
$39.9K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
200+ 4.25% |
$16.9K - $21K
|
4.9K
$477K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
200+ 4.55% |
$16.9K - $21K
|
4.6K
$447K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
198+ 5.6% |
$16.7K - $20.8K
|
3.73K
$363K
|