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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.65K+ 7.65% |
$139K - $173K
|
23.2K
$2.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
1.64K+ 15.03% |
$139K - $172K
|
12.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.64K+ 7.76% |
$139K - $172K
|
22.8K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.62K+ 13.7% |
$137K - $170K
|
13.5K
$1.31M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.61K+ 3.51% |
$136K - $169K
|
47.5K
$4.62M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
1.61K+ 153.14% |
$136K - $169K
|
2.66K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
1.61K+ 48.19% |
$136K - $169K
|
4.94K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.6KNew |
$135K - $168K
|
1.6K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.6K+ 61.67% |
$135K - $168K
|
4.18K
$407K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.59K+ 13.25% |
$134K - $167K
|
13.6K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
1.59K+ 3.7% |
$134K - $167K
|
44.6K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.58K+ 3.89% |
$134K - $166K
|
42.3K
$4.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.57K+ 28.13% |
$133K - $165K
|
7.17K
$697K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.57K+ 4.76% |
$132K - $165K
|
34.5K
$3.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.56K+ 16.17% |
$132K - $164K
|
11.2K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.56K+ 0.99% |
$131K - $163K
|
159K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.56K+ 1.86% |
$131K - $163K
|
85.1K
$8.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.55K+ 13.58% |
$131K - $163K
|
13K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.55K+ 3.29% |
$131K - $163K
|
48.7K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.55K+ 0.87% |
$131K - $163K
|
180K
$17.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.54K+ 63.64% |
$130K - $162K
|
3.97K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.54K+ 65.81% |
$130K - $162K
|
3.89K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.54K+ 11.75% |
$130K - $162K
|
14.6K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.52K+ 5.19% |
$128K - $160K
|
30.8K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.51K+ 3.28% |
$128K - $159K
|
47.6K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.51K+ 4.62% |
$128K - $159K
|
34.2K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.51K+ 7.84% |
$127K - $158K
|
20.8K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.51K+ 5.84% |
$127K - $158K
|
27.3K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.51K+ 7.43% |
$127K - $158K
|
21.8K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1.5K+ 42.86% |
$127K - $158K
|
5K
$486K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.5K+ 23.25% |
$127K - $157K
|
7.94K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.49K+ 15.83% |
$125K - $156K
|
10.9K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
1.48K+ 58.96% |
$125K - $156K
|
4K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.48K+ 24.72% |
$125K - $156K
|
7.47K
$727K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$125K - $155K
|
1.48K
$144K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 4.97% |
$125K - $155K
|
31.2K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 15.62% |
$125K - $155K
|
10.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 13.56% |
$125K - $155K
|
12.3K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 7.9% |
$125K - $155K
|
20.1K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.46K+ 0.1% |
$123K - $153K
|
1.54M
$149M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.45K+ 0.43% |
$123K - $153K
|
338K
$32.9M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.45K+ 5.87% |
$122K - $152K
|
26.1K
$2.54M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.43K+ 4.05% |
$120K - $150K
|
36.6K
$3.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.42K+ 5.81% |
$120K - $149K
|
25.9K
$2.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.42K+ 11.44% |
$120K - $149K
|
13.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
1.41K+ 1.52% |
$119K - $148K
|
94.4K
$9.18M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 5.46% |
$119K - $148K
|
27.1K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.4K+ 25.24% |
$119K - $147K
|
6.97K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 9.79% |
$119K - $147K
|
15.7K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.74% |
$118K - $146K
|
52.3K
$5.08M
|