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 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
619+ 6.6% |
$52.3K - $65K
|
10K
$973K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
617+ 27.13% |
$52.1K - $64.8K
|
2.89K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
616+ 1.62% |
$52.1K - $64.7K
|
38.7K
$3.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
614+ 1.52% |
$51.9K - $64.5K
|
41K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
614+ 3.24% |
$51.9K - $64.5K
|
19.5K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
612+ 13.79% |
$51.7K - $64.3K
|
5.05K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
611+ 0.74% |
$51.6K - $64.2K
|
83.6K
$8.13M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
611+ 5.44% |
$51.6K - $64.2K
|
11.8K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
608+ 14.73% |
$51.4K - $63.9K
|
4.74K
$461K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
606+ 1.34% |
$51.2K - $63.7K
|
45.7K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
600+ 1.37% |
$50.7K - $63K
|
44.4K
$4.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
600+ 25.45% |
$50.7K - $63K
|
2.96K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
600+ 13.69% |
$50.7K - $63K
|
4.98K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
600+ 3.26% |
$50.7K - $63K
|
19K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
600+ 8.09% |
$50.7K - $63K
|
8.02K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
599+ 3.74% |
$50.6K - $62.9K
|
16.6K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
591+ 2.44% |
$49.9K - $62.1K
|
24.8K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
590+ 1.72% |
$49.9K - $62K
|
34.8K
$3.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
587+ 2.83% |
$49.6K - $61.7K
|
21.4K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
585+ 6.63% |
$49.4K - $61.5K
|
9.41K
$916K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
584+ 2.54% |
$49.3K - $61.3K
|
23.6K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
583+ 32.92% |
$49.3K - $61.2K
|
2.35K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
579+ 6.34% |
$48.9K - $60.8K
|
9.71K
$945K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
576+ 1.01% |
$48.7K - $60.5K
|
57.6K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
575+ 8.77% |
$48.6K - $60.4K
|
7.13K
$694K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
568+ 12.15% |
$48K - $59.7K
|
5.24K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 8.83% |
$47.9K - $59.6K
|
6.99K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
562+ 1.85% |
$47.5K - $59K
|
30.9K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
561+ 2.04% |
$47.4K - $58.9K
|
28.1K
$2.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
558+ 11.75% |
$47.2K - $58.6K
|
5.31K
$516K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
555New |
$46.9K - $58.3K
|
555
$54K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
555+ 4.73% |
$46.9K - $58.3K
|
12.3K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
554+ 6.88% |
$46.8K - $58.2K
|
8.61K
$837K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
551+ 2.07% |
$46.6K - $57.9K
|
27.1K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
547+ 24.47% |
$46.2K - $57.5K
|
2.78K
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
542+ 0.91% |
$45.8K - $56.9K
|
60.2K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
539+ 10.36% |
$45.5K - $56.6K
|
5.74K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
539+ 1.29% |
$45.5K - $56.6K
|
42.2K
$4.1M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
538+ 1.4% |
$45.5K - $56.5K
|
38.9K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
536+ 8.18% |
$45.3K - $56.3K
|
7.09K
$690K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
535+ 0.61% |
$45.2K - $56.2K
|
87.8K
$8.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
533+ 18.23% |
$45K - $56K
|
3.46K
$336K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
531+ 17.59% |
$44.9K - $55.8K
|
3.55K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
528+ 0.11% |
$44.6K - $55.5K
|
501K
$48.7M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
525+ 2.62% |
$44.4K - $55.2K
|
20.6K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
522+ 2.08% |
$44.1K - $54.8K
|
25.6K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
519+ 17.87% |
$43.9K - $54.5K
|
3.42K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
519+ 0.6% |
$43.9K - $54.5K
|
87.1K
$8.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
517+ 10.16% |
$43.7K - $54.3K
|
5.6K
$545K
|