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 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
54+ 2.38% |
$4.56K - $5.67K
|
2.32K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
54+ 1.17% |
$4.56K - $5.67K
|
4.67K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
54+ 0.54% |
$4.56K - $5.67K
|
10.1K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53+ 1.41% |
$4.48K - $5.57K
|
3.81K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
53+ 0.85% |
$4.48K - $5.57K
|
6.3K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
53+ 0.81% |
$4.48K - $5.57K
|
6.63K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
53+ 1.71% |
$4.48K - $5.57K
|
3.15K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
50+ 1.45% |
$4.23K - $5.25K
|
3.51K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
50+ 0.88% |
$4.23K - $5.25K
|
5.75K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
50+ 1.14% |
$4.23K - $5.25K
|
4.44K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
50+ 0.69% |
$4.23K - $5.25K
|
7.26K
$706K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
50+ 2.06% |
$4.23K - $5.25K
|
2.48K
$242K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
49+ 0.29% |
$4.14K - $5.15K
|
16.7K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
49+ 0.37% |
$4.14K - $5.15K
|
13.4K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
49+ 0.8% |
$4.14K - $5.15K
|
6.17K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
49+ 0.46% |
$4.14K - $5.15K
|
10.7K
$1.04M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
48+ 0.63% |
$4.06K - $5.04K
|
7.7K
$748K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
48+ 0.2% |
$4.06K - $5.04K
|
24.4K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
46+ 0.02% |
$3.89K - $4.83K
|
306K
$29.8M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
45+ 0.83% |
$3.8K - $4.73K
|
5.44K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
44+ 0.61% |
$3.72K - $4.62K
|
7.3K
$710K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
43+ 0.61% |
$3.63K - $4.52K
|
7.05K
$686K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 1.18% |
$3.55K - $4.41K
|
3.61K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 0.19% |
$3.55K - $4.41K
|
22.7K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 1.48% |
$3.55K - $4.41K
|
2.88K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
42+ 1.48% |
$3.55K - $4.41K
|
2.88K
$280K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
42+ 0.57% |
$3.55K - $4.41K
|
7.41K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
42+ 0.4% |
$3.55K - $4.41K
|
10.5K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
41+ 0.22% |
$3.46K - $4.31K
|
18.9K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
41+ 1.36% |
$3.46K - $4.31K
|
3.05K
$297K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
41+ 1.55% |
$3.46K - $4.31K
|
2.69K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
41+ 0.68% |
$3.46K - $4.31K
|
6.06K
$590K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
41New |
$3.46K - $4.31K
|
41
$3.99K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
40+ 1.17% |
$3.38K - $4.2K
|
3.45K
$335K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
40+ 0.25% |
$3.38K - $4.2K
|
15.8K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
39+ 0.4% |
$3.3K - $4.1K
|
9.86K
$959K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
39+ 5.76% |
$3.3K - $4.1K
|
716
$69.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
38+ 1.09% |
$3.21K - $3.99K
|
3.53K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
38+ 0.42% |
$3.21K - $3.99K
|
9.09K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37+ 0.27% |
$3.13K - $3.89K
|
13.7K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.43% |
$3.13K - $3.89K
|
8.61K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
37+ 0.39% |
$3.13K - $3.89K
|
9.62K
$936K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
36+ 0.28% |
$3.04K - $3.78K
|
13.1K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
36+ 0.15% |
$3.04K - $3.78K
|
23.4K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35+ 2.36% |
$2.96K - $3.68K
|
1.52K
$148K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.88% |
$2.96K - $3.68K
|
4.02K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
35+ 1.18% |
$2.96K - $3.68K
|
3.01K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35+ 1.77% |
$2.96K - $3.68K
|
2.01K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34+ 0.73% |
$2.87K - $3.57K
|
4.69K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
34+ 0.47% |
$2.87K - $3.57K
|
7.31K
$711K
|