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 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
114+ 18.42% |
$9.63K - $12K
|
733
$71.3K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
113+ 2.19% |
$9.55K - $11.9K
|
5.28K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
113+ 0.7% |
$9.55K - $11.9K
|
16.2K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
113+ 2.87% |
$9.55K - $11.9K
|
4.06K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
112+ 4.0% |
$9.46K - $11.8K
|
2.91K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
111New |
$9.38K - $11.7K
|
111
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
110+ 2.15% |
$9.3K - $11.6K
|
5.22K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
110+ 1.35% |
$9.3K - $11.6K
|
8.28K
$805K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
109+ 2.11% |
$9.21K - $11.5K
|
5.26K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
109+ 0.41% |
$9.21K - $11.5K
|
26.9K
$2.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
108+ 3.54% |
$9.13K - $11.3K
|
3.16K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
108+ 2.32% |
$9.13K - $11.3K
|
4.76K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
107+ 0.2% |
$9.04K - $11.2K
|
54.8K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
107+ 3.2% |
$9.04K - $11.2K
|
3.46K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
106+ 1.38% |
$8.96K - $11.1K
|
7.8K
$759K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
106+ 1.83% |
$8.96K - $11.1K
|
5.89K
$572K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
105+ 3.73% |
$8.87K - $11K
|
2.92K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
105+ 1.37% |
$8.87K - $11K
|
7.79K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
104+ 4.11% |
$8.79K - $10.9K
|
2.64K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
103+ 2.27% |
$8.7K - $10.8K
|
4.65K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
102+ 1.25% |
$8.62K - $10.7K
|
8.27K
$804K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
102+ 0.4% |
$8.62K - $10.7K
|
25.9K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
102+ 0.57% |
$8.62K - $10.7K
|
17.9K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
102+ 0.39% |
$8.62K - $10.7K
|
26.3K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
100+ 3.25% |
$8.45K - $10.5K
|
3.18K
$309K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$8.45K - $10.5K
|
100
$9.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
100+ 0.86% |
$8.45K - $10.5K
|
11.8K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
99+ 0.27% |
$8.37K - $10.4K
|
36.7K
$3.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
99+ 0.98% |
$8.37K - $10.4K
|
10.2K
$992K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
99+ 2.71% |
$8.37K - $10.4K
|
3.75K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
98+ 2.3% |
$8.28K - $10.3K
|
4.35K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
98+ 1.42% |
$8.28K - $10.3K
|
7.02K
$683K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
96+ 0.2% |
$8.11K - $10.1K
|
48.2K
$4.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
96+ 0.73% |
$8.11K - $10.1K
|
13.3K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 0.24% |
$8.03K - $9.98K
|
39.2K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
95+ 1.35% |
$8.03K - $9.98K
|
7.15K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
95+ 0.73% |
$8.03K - $9.98K
|
13.1K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
95+ 2.36% |
$8.03K - $9.98K
|
4.11K
$400K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
93+ 0.94% |
$7.86K - $9.77K
|
9.94K
$967K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
92+ 3.91% |
$7.77K - $9.66K
|
2.45K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
90+ 0.2% |
$7.61K - $9.45K
|
44K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89+ 6.75% |
$7.52K - $9.35K
|
1.41K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
89+ 0.42% |
$7.52K - $9.35K
|
21.4K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
89+ 2.9% |
$7.52K - $9.35K
|
3.16K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
88+ 2.79% |
$7.44K - $9.24K
|
3.24K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88+ 3.38% |
$7.44K - $9.24K
|
2.69K
$262K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 0.69% |
$7.44K - $9.24K
|
12.8K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
87+ 1.23% |
$7.35K - $9.14K
|
7.14K
$695K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
87+ 3.62% |
$7.35K - $9.14K
|
2.49K
$242K
|