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 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
751+ 2.42% |
$63.5K - $78.9K
|
31.8K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
749+ 5.58% |
$63.3K - $78.7K
|
14.2K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
749+ 13.97% |
$63.3K - $78.7K
|
6.11K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
744+ 10.8% |
$62.9K - $78.2K
|
7.63K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
744+ 3.3% |
$62.9K - $78.2K
|
23.3K
$2.27M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
742+ 33.32% |
$62.7K - $77.9K
|
2.97K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
740+ 12.64% |
$62.5K - $77.7K
|
6.6K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
739+ 12.86% |
$62.4K - $77.6K
|
6.49K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
737+ 356.04% |
$62.3K - $77.4K
|
944
$91.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
733+ 4.46% |
$61.9K - $77K
|
17.2K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
729+ 6.28% |
$61.6K - $76.6K
|
12.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
726+ 5.06% |
$61.3K - $76.3K
|
15.1K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
725+ 10.57% |
$61.3K - $76.2K
|
7.58K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
720+ 0.19% |
$60.8K - $75.6K
|
373K
$36.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
720+ 5.22% |
$60.8K - $75.6K
|
14.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
717+ 7.44% |
$60.6K - $75.3K
|
10.4K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
714+ 4.4% |
$60.3K - $75K
|
16.9K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
708+ 10.24% |
$59.8K - $74.4K
|
7.62K
$741K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
706+ 1.1% |
$59.7K - $74.2K
|
64.8K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
700+ 4.39% |
$59.2K - $73.5K
|
16.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
699+ 117.68% |
$59.1K - $73.4K
|
1.29K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
690+ 2.84% |
$58.3K - $72.5K
|
25K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
689+ 6.61% |
$58.2K - $72.4K
|
11.1K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
689+ 6.9% |
$58.2K - $72.4K
|
10.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
687+ 1.37% |
$58.1K - $72.2K
|
51K
$4.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
685+ 11.46% |
$57.9K - $72K
|
6.66K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
684+ 7.86% |
$57.8K - $71.9K
|
9.39K
$913K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
680+ 2.06% |
$57.5K - $71.4K
|
33.7K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
675+ 11.85% |
$57K - $70.9K
|
6.37K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
675+ 12.84% |
$57K - $70.9K
|
5.93K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
675+ 4.12% |
$57K - $70.9K
|
17.1K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
674+ 2.68% |
$57K - $70.8K
|
25.8K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
672+ 3.17% |
$56.8K - $70.6K
|
21.9K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
672+ 4.75% |
$56.8K - $70.6K
|
14.8K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
665+ 5.76% |
$56.2K - $69.9K
|
12.2K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
660+ 5.12% |
$55.8K - $69.3K
|
13.5K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
653New |
$55.2K - $68.6K
|
653
$63.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
650+ 3.99% |
$54.9K - $68.3K
|
16.9K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
646+ 4.77% |
$54.6K - $67.9K
|
14.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
643New |
$54.3K - $67.5K
|
643
$62.5K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
642+ 2.18% |
$54.2K - $67.4K
|
30.1K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
639+ 5.11% |
$54K - $67.1K
|
13.1K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
637+ 5.2% |
$53.8K - $66.9K
|
12.9K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
635+ 1.55% |
$53.7K - $66.7K
|
41.7K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
634+ 8.17% |
$53.6K - $66.6K
|
8.4K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
631+ 1.64% |
$53.3K - $66.3K
|
39.2K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
628+ 2.23% |
$53.1K - $66K
|
28.8K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
628+ 5.54% |
$53.1K - $66K
|
12K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
626+ 2.36% |
$52.9K - $65.8K
|
27.2K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
624+ 4.9% |
$52.7K - $65.6K
|
13.3K
$1.3M
|