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 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
6+ 0.1% |
$507 - $630
|
5.86K
$570K
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.0% |
$507 - $630
|
150K
$14.6M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
6+ 0.15% |
$507 - $630
|
3.91K
$380K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$507 - $630
|
5.85K
$569K
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.91K
$770K
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.24% |
$507 - $630
|
2.52K
$246K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$507 - $630
|
2.61K
$254K
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.27K
$707K
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.63K
$742K
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
6+ 0.16% |
$507 - $630
|
3.87K
$376K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.04% |
$423 - $525
|
12.8K
$1.25M
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.16% |
$423 - $525
|
3.19K
$310K
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.19% |
$423 - $525
|
2.67K
$260K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.12% |
$423 - $525
|
4.02K
$391K
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
5+ 0.17% |
$423 - $525
|
2.94K
$286K
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
5+ 0.08% |
$423 - $525
|
6.63K
$645K
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
5+ 0.16% |
$423 - $525
|
3.16K
$307K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$423 - $525
|
4.73K
$460K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.01% |
$423 - $525
|
52.1K
$5.07M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4+ 0.13% |
$338 - $420
|
3.11K
$302K
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.16% |
$338 - $420
|
2.49K
$242K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.17% |
$338 - $420
|
2.37K
$230K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.12% |
$338 - $420
|
3.22K
$313K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.09% |
$338 - $420
|
4.54K
$442K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4+ 0.31% |
$338 - $420
|
1.31K
$128K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.08% |
$338 - $420
|
4.89K
$475K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4+ 0.13% |
$338 - $420
|
2.99K
$291K
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
4+ 0.17% |
$338 - $420
|
2.39K
$232K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$338 - $420
|
2.72K
$264K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 3.54% |
$338 - $420
|
117
$11.4K
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4+ 0.16% |
$338 - $420
|
2.48K
$242K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.02% |
$338 - $420
|
18.2K
$1.77M
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.15% |
$254 - $315
|
2K
$195K
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3+ 0.05% |
$254 - $315
|
5.91K
$574K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.33% |
$254 - $315
|
926
$90.1K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3+ 0.09% |
$254 - $315
|
3.23K
$314K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$254 - $315
|
3.67K
$357K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.05% |
$254 - $315
|
6.34K
$616K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.02% |
$254 - $315
|
16.7K
$1.62M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$254 - $315
|
4.19K
$408K
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$254 - $315
|
4.88K
$475K
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3+ 0.05% |
$254 - $315
|
5.54K
$539K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.22% |
$254 - $315
|
1.38K
$134K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.28K
$708K
|
|
Apr 17, 2025
Q1 2025
|
Searcy Financial Services Inc
|
BUY
|
- |
3+ 0.08% |
$254 - $315
|
3.84K
$374K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
8.08K
$785K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.7K
$749K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.0% |
$169 - $210
|
62.2K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.08% |
$169 - $210
|
2.61K
$253K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$169 - $210
|
4.82K
$469K
|