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 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
290+ 1.99% |
$24.5K - $30.5K
|
14.9K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
288+ 1.33% |
$24.3K - $30.3K
|
21.9K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
286+ 3.23% |
$24.2K - $30K
|
9.15K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
285+ 1.84% |
$24.1K - $29.9K
|
15.8K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
284+ 41.34% |
$24K - $29.8K
|
971
$94.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
283+ 5.46% |
$23.9K - $29.7K
|
5.47K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
282+ 0.98% |
$23.8K - $29.6K
|
29K
$2.82M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
282+ 93.07% |
$23.8K - $29.6K
|
585
$56.9K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
281+ 11.38% |
$23.7K - $29.5K
|
2.75K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
280+ 5.18% |
$23.7K - $29.4K
|
5.69K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
279+ 2.13% |
$23.6K - $29.3K
|
13.4K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
278+ 0.77% |
$23.5K - $29.2K
|
36.3K
$3.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
275+ 2.54% |
$23.2K - $28.9K
|
11.1K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
275+ 4.97% |
$23.2K - $28.9K
|
5.81K
$565K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
275+ 0.97% |
$23.2K - $28.9K
|
28.6K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
275+ 6.1% |
$23.2K - $28.9K
|
4.78K
$465K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
273+ 3.91% |
$23.1K - $28.7K
|
7.26K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
273+ 5.67% |
$23.1K - $28.7K
|
5.09K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
271+ 5.26% |
$22.9K - $28.5K
|
5.42K
$527K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
269+ 1.33% |
$22.7K - $28.3K
|
20.6K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
269+ 0.5% |
$22.7K - $28.3K
|
54.1K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
268+ 6.15% |
$22.6K - $28.2K
|
4.63K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
267+ 7.78% |
$22.6K - $28K
|
3.7K
$360K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
267+ 2.7% |
$22.6K - $28K
|
10.2K
$989K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
265+ 0.91% |
$22.4K - $27.8K
|
29.4K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
265+ 2.26% |
$22.4K - $27.8K
|
12K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
264+ 5.06% |
$22.3K - $27.7K
|
5.48K
$533K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
264+ 6.18% |
$22.3K - $27.7K
|
4.54K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
263+ 1.31% |
$22.2K - $27.6K
|
20.3K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
260+ 10.12% |
$22K - $27.3K
|
2.83K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
260+ 0.46% |
$22K - $27.3K
|
56.2K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
257+ 63.61% |
$21.7K - $27K
|
661
$64.3K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
256+ 12.06% |
$21.6K - $26.9K
|
2.38K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
255+ 3.41% |
$21.5K - $26.8K
|
7.74K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
255New |
$21.5K - $26.8K
|
255
$24.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
255+ 1.49% |
$21.5K - $26.8K
|
17.3K
$1.69M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
255+ 6.14% |
$21.5K - $26.8K
|
4.41K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
250+ 0.52% |
$21.1K - $26.3K
|
48.1K
$4.68M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
250+ 0.49% |
$21.1K - $26.3K
|
51.8K
$5.03M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
249+ 5.0% |
$21K - $26.2K
|
5.23K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
246+ 6.76% |
$20.8K - $25.8K
|
3.88K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
243+ 0.6% |
$20.5K - $25.5K
|
40.8K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
243+ 8.14% |
$20.5K - $25.5K
|
3.23K
$314K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
243+ 319.74% |
$20.5K - $25.5K
|
319
$31K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
242+ 1.32% |
$20.4K - $25.4K
|
18.6K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
239+ 1.93% |
$20.2K - $25.1K
|
12.6K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
239+ 7.18% |
$20.2K - $25.1K
|
3.57K
$347K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
237+ 3.67% |
$20K - $24.9K
|
6.7K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
237+ 9.02% |
$20K - $24.9K
|
2.86K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
236+ 5.22% |
$19.9K - $24.8K
|
4.76K
$463K
|