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 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.1K+ 6.66% |
$857K - $1.07M
|
162K
$15.8M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10.1K+ 20.73% |
$854K - $1.06M
|
58.9K
$5.73M
|
|
May 13, 2025
Q1 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$851K - $1.06M
|
10.1K
$980K
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
10KNew |
$845K - $1.05M
|
10K
$973K
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
9.89K+ 424.06% |
$836K - $1.04M
|
12.2K
$1.19M
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.87K+ 10.48% |
$834K - $1.04M
|
104K
$10.1M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.83K+ 34.64% |
$831K - $1.03M
|
38.2K
$3.72M
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
9.82K+ 360.38% |
$830K - $1.03M
|
12.6K
$1.22M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.8K+ 51.03% |
$828K - $1.03M
|
29K
$2.82M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
9.69KNew |
$819K - $1.02M
|
9.69K
$943K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9.61K+ 45.18% |
$812K - $1.01M
|
30.9K
$3M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.5K+ 11.39% |
$803K - $998K
|
92.9K
$9.04M
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.46K+ 40.69% |
$799K - $993K
|
32.7K
$3.18M
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.23K+ 4.35% |
$780K - $970K
|
221K
$21.5M
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
9.23K+ 44.17% |
$780K - $969K
|
30.1K
$2.93M
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.05K+ 23.57% |
$764K - $950K
|
47.4K
$4.61M
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.04K+ 10.92% |
$764K - $950K
|
91.9K
$8.93M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.94K+ 27.7% |
$755K - $939K
|
41.2K
$4.01M
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.92K+ 107.7% |
$754K - $937K
|
17.2K
$1.67M
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
8.9KNew |
$752K - $934K
|
8.9K
$865K
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
8.89K+ 80.91% |
$751K - $934K
|
19.9K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.85K+ 5.85% |
$747K - $929K
|
160K
$15.6M
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.8K+ 84.61% |
$743K - $924K
|
19.2K
$1.87M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.8K+ 2.32% |
$743K - $924K
|
388K
$37.7M
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.7K+ 9.42% |
$735K - $914K
|
101K
$9.83M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.68K+ 18.74% |
$733K - $911K
|
55K
$5.35M
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
8.63K+ 2.43% |
$730K - $907K
|
364K
$35.4M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.62K+ 6.21% |
$728K - $905K
|
147K
$14.3M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.42KNew |
$712K - $885K
|
8.42K
$819K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
8.41K+ 20.31% |
$711K - $883K
|
49.8K
$4.85M
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.4K+ 33.96% |
$709K - $882K
|
33.1K
$3.22M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.37K+ 208.94% |
$707K - $879K
|
12.4K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.24K+ 1.68% |
$696K - $866K
|
500K
$48.6M
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$694K - $863K
|
8.22K
$799K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.19K+ 11.18% |
$692K - $860K
|
81.5K
$7.92M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.15K+ 7.51% |
$689K - $856K
|
117K
$11.3M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.12K+ 0.74% |
$686K - $853K
|
1.1M
$107M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.11K+ 675.83% |
$685K - $852K
|
9.31K
$906K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.11K+ 99.68% |
$685K - $852K
|
16.2K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
8.1KNew |
$684K - $851K
|
8.1K
$788K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.09K+ 8.1% |
$683K - $850K
|
108K
$10.5M
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.06K+ 8.04% |
$681K - $847K
|
108K
$10.5M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.04K+ 217.21% |
$679K - $845K
|
11.7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.01K+ 0.05% |
$677K - $841K
|
15.8M
$1.54B
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.94K+ 48.39% |
$671K - $834K
|
24.4K
$2.37M
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
7.9K+ 272.41% |
$668K - $830K
|
10.8K
$1.05M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.9K+ 11.46% |
$667K - $829K
|
76.8K
$7.47M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.86K+ 24.81% |
$664K - $826K
|
39.6K
$3.85M
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
7.82K+ 1.52% |
$660K - $821K
|
520K
$50.6M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7.74K+ 14.65% |
$654K - $813K
|
60.6K
$5.89M
|