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 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
653New |
$55.2K - $68.6K
|
653
$67.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
650+ 3.99% |
$54.9K - $68.3K
|
16.9K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
646+ 4.77% |
$54.6K - $67.9K
|
14.2K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
643New |
$54.3K - $67.5K
|
643
$66.6K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
642+ 2.18% |
$54.2K - $67.4K
|
30.1K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
639+ 5.11% |
$54K - $67.1K
|
13.1K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
637+ 5.2% |
$53.8K - $66.9K
|
12.9K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
635+ 1.55% |
$53.7K - $66.7K
|
41.7K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
634+ 8.17% |
$53.6K - $66.6K
|
8.4K
$870K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
631+ 1.64% |
$53.3K - $66.3K
|
39.2K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
628+ 2.23% |
$53.1K - $66K
|
28.8K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
628+ 5.54% |
$53.1K - $66K
|
12K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
626+ 2.36% |
$52.9K - $65.8K
|
27.2K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
624+ 4.9% |
$52.7K - $65.6K
|
13.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
619+ 6.6% |
$52.3K - $65K
|
10K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
617+ 27.13% |
$52.1K - $64.8K
|
2.89K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
616+ 1.62% |
$52.1K - $64.7K
|
38.7K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
614+ 1.52% |
$51.9K - $64.5K
|
41K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
614+ 3.24% |
$51.9K - $64.5K
|
19.5K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
612+ 13.79% |
$51.7K - $64.3K
|
5.05K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
611+ 0.74% |
$51.6K - $64.2K
|
83.6K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
611+ 5.44% |
$51.6K - $64.2K
|
11.8K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
608+ 14.73% |
$51.4K - $63.9K
|
4.74K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$51.2K - $63.7K
|
45.7K
$4.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
600+ 1.37% |
$50.7K - $63K
|
44.4K
$4.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
600+ 25.45% |
$50.7K - $63K
|
2.96K
$307K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
600+ 13.69% |
$50.7K - $63K
|
4.98K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
600+ 3.26% |
$50.7K - $63K
|
19K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
600+ 8.09% |
$50.7K - $63K
|
8.02K
$831K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
599+ 3.74% |
$50.6K - $62.9K
|
16.6K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
591+ 2.44% |
$49.9K - $62.1K
|
24.8K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
590+ 1.72% |
$49.9K - $62K
|
34.8K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
587+ 2.83% |
$49.6K - $61.7K
|
21.4K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
585+ 6.63% |
$49.4K - $61.5K
|
9.41K
$975K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
584+ 2.54% |
$49.3K - $61.3K
|
23.6K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
583+ 32.92% |
$49.3K - $61.2K
|
2.35K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
579+ 6.34% |
$48.9K - $60.8K
|
9.71K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
576+ 1.01% |
$48.7K - $60.5K
|
57.6K
$5.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
575+ 8.77% |
$48.6K - $60.4K
|
7.13K
$739K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
568+ 12.15% |
$48K - $59.7K
|
5.24K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 8.83% |
$47.9K - $59.6K
|
6.99K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
562+ 1.85% |
$47.5K - $59K
|
30.9K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
561+ 2.04% |
$47.4K - $58.9K
|
28.1K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
558+ 11.75% |
$47.2K - $58.6K
|
5.31K
$550K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
555New |
$46.9K - $58.3K
|
555
$57.5K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
555+ 4.73% |
$46.9K - $58.3K
|
12.3K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
554+ 6.88% |
$46.8K - $58.2K
|
8.61K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
551+ 2.07% |
$46.6K - $57.9K
|
27.1K
$2.81M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
547+ 24.47% |
$46.2K - $57.5K
|
2.78K
$288K
|