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 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.67K+ 8.1% |
$141K - $176K
|
22.3K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.6KNew |
$135K - $168K
|
1.6K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.57K+ 4.76% |
$132K - $165K
|
34.5K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.54K+ 11.75% |
$130K - $162K
|
14.6K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5K+ 42.86% |
$127K - $158K
|
5K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.48K+ 58.96% |
$125K - $156K
|
4K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$125K - $155K
|
1.48K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.39KNew |
$117K - $145K
|
1.39K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.36KNew |
$115K - $143K
|
1.36K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.35K+ 40.43% |
$114K - $142K
|
4.7K
$487K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.33K+ 42.92% |
$113K - $140K
|
4.44K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$137K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 21.09% |
$108K - $135K
|
7.36K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 23.54% |
$107K - $134K
|
6.67K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.23K+ 1.94% |
$104K - $130K
|
64.8K
$6.72M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.19K+ 10.69% |
$100K - $124K
|
12.3K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.18KNew |
$99.4K - $124K
|
1.18K
$122K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 9.96% |
$97K - $121K
|
12.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$96.6K - $120K
|
1.14K
$118K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.13K+ 43.45% |
$95.1K - $118K
|
3.71K
$385K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 4.55% |
$88.9K - $111K
|
24.2K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1K+ 24.9% |
$84.5K - $105K
|
5.02K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 4.35% |
$84.5K - $105K
|
24K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
813+ 1.83% |
$68.7K - $85.4K
|
45.2K
$4.68M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
742+ 33.32% |
$62.7K - $77.9K
|
2.97K
$308K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
728+ 1.49% |
$61.5K - $76.5K
|
49.5K
$5.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
720+ 5.22% |
$60.8K - $75.6K
|
14.5K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
714+ 4.4% |
$60.3K - $75K
|
16.9K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
690+ 2.84% |
$58.3K - $72.5K
|
25K
$2.59M
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
675+ 4.7% |
$57K - $70.9K
|
15K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
674+ 2.68% |
$57K - $70.8K
|
25.8K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.17% |
$56.8K - $70.6K
|
21.9K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
653New |
$55.2K - $68.6K
|
653
$67.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
600+ 25.45% |
$50.7K - $63K
|
2.96K
$307K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
584+ 2.54% |
$49.3K - $61.3K
|
23.6K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$942K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
554+ 6.88% |
$46.8K - $58.2K
|
8.61K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$632K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 34.39% |
$42.3K - $52.5K
|
1.95K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
500New |
$42.3K - $52.5K
|
500
$51.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$42.3K - $52.5K
|
500
$51.8K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
486New |
$41.1K - $51.1K
|
486
$50.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
481+ 49.18% |
$40.6K - $50.5K
|
1.46K
$151K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
469+ 3.32% |
$39.6K - $49.3K
|
14.6K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
467+ 0.16% |
$39.5K - $49.1K
|
284K
$29.4M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
458+ 8.14% |
$38.7K - $48.1K
|
6.09K
$631K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
452+ 14.94% |
$38.2K - $47.5K
|
3.48K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
445+ 1.54% |
$37.6K - $46.7K
|
29.3K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
410+ 8.74% |
$34.6K - $43.1K
|
5.1K
$529K
|