Purchases and Sales Made in Q1 2025 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2025. The information is specifically focused on institutions that hold shares of Walmart Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 1.35% |
$167K - $208K
|
148K
$14.4M
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 24.43% |
$166K - $206K
|
9.99K
$971K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.93K+ 15.51% |
$163K - $202K
|
14.3K
$1.4M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.92K+ 68.51% |
$162K - $202K
|
4.73K
$460K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
1.92K+ 0.68% |
$162K - $202K
|
284K
$27.6M
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.92K+ 5.71% |
$162K - $202K
|
35.5K
$3.46M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.92K+ 5.7% |
$162K - $201K
|
35.5K
$3.46M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.91K+ 11.35% |
$161K - $201K
|
18.7K
$1.82M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.91K+ 10.19% |
$161K - $200K
|
20.6K
$2.01M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.87KNew |
$158K - $197K
|
1.87K
$182K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.87K+ 2.13% |
$158K - $196K
|
89.5K
$8.7M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.86K+ 7.48% |
$157K - $195K
|
26.7K
$2.6M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.86K+ 4.68% |
$157K - $195K
|
41.6K
$4.05M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.86K+ 17.44% |
$157K - $195K
|
12.5K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 6.71% |
$155K - $193K
|
29.2K
$2.84M
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
1.83K+ 0.84% |
$154K - $192K
|
220K
$21.4M
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.83K+ 33.55% |
$154K - $192K
|
7.26K
$707K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 1.95% |
$154K - $191K
|
95.1K
$9.25M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.81K+ 63.24% |
$153K - $190K
|
4.66K
$453K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.8K+ 2.63% |
$152K - $189K
|
70.2K
$6.83M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.8K+ 0.71% |
$152K - $189K
|
255K
$24.8M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$152K - $188K
|
170K
$16.5M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.79K+ 2.31% |
$151K - $188K
|
79.4K
$7.72M
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.78K+ 13.43% |
$150K - $187K
|
15K
$1.46M
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.77K+ 10.01% |
$150K - $186K
|
19.5K
$1.9M
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.77K+ 24.0% |
$150K - $186K
|
9.16K
$891K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 7.64% |
$149K - $185K
|
24.8K
$2.42M
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.76K+ 1.08% |
$149K - $185K
|
164K
$16M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.76K+ 10.39% |
$148K - $185K
|
18.7K
$1.82M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.74K+ 2.7% |
$147K - $183K
|
66.2K
$6.44M
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.74KNew |
$147K - $183K
|
1.74K
$169K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 2.37% |
$147K - $182K
|
75K
$7.3M
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.73K+ 1.2% |
$146K - $182K
|
146K
$14.2M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.73K+ 5.54% |
$146K - $182K
|
32.9K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.73K+ 17.91% |
$146K - $181K
|
11.4K
$1.11M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.72K+ 47.91% |
$145K - $180K
|
5.3K
$515K
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.72K+ 3.53% |
$145K - $180K
|
50.3K
$4.89M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 19.97% |
$144K - $179K
|
10.3K
$998K
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.7K+ 61.53% |
$144K - $179K
|
4.46K
$434K
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.69K+ 15.77% |
$143K - $177K
|
12.4K
$1.2M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.69K+ 27.55% |
$142K - $177K
|
7.81K
$759K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.68K+ 3.96% |
$142K - $176K
|
44.1K
$4.29M
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.67K+ 8.1% |
$141K - $176K
|
22.3K
$2.17M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.66K+ 19.85% |
$140K - $174K
|
10K
$972K
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
BUY
|
- |
1.66K+ 6.93% |
$140K - $174K
|
25.5K
$2.48M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.65K+ 3.4% |
$140K - $173K
|
50.2K
$4.88M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.65K+ 40.73% |
$139K - $173K
|
5.7K
$555K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.65K+ 8.92% |
$139K - $173K
|
20.1K
$1.96M
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.65K+ 214.88% |
$139K - $173K
|
2.41K
$235K
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 12.92% |
$139K - $173K
|
14.4K
$1.4M
|