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 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2+ 0.06% |
$169 - $210
|
3.54K
$344K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$169 - $210
|
9.18K
$893K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.06% |
$169 - $210
|
3.12K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.0% |
$169 - $210
|
45.8K
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.02% |
$169 - $210
|
13K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.05% |
$169 - $210
|
4.27K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.08% |
$169 - $210
|
2.61K
$253K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$169 - $210
|
4.82K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2+ 0.07% |
$169 - $210
|
2.81K
$274K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.0% |
$169 - $210
|
62.2K
$6.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$84.5 - $105
|
8.96K
$872K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$84.5 - $105
|
7.03K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1+ 0.13% |
$84.5 - $105
|
745
$72.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$84.5 - $105
|
18.7K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
4.51K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
2.94K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
6.01K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
2.96K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
5.38K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.02K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
6.53K
$635K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.57K
$250K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.85K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$84.5 - $105
|
11.2K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.84K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 0.85% |
$84.5 - $105
|
119
$11.6K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.36K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.49K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.58K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
6.16K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.06K
$298K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.01% |
$84.5 - $105
|
19.5K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1- 0.02% |
$84.5 - $105
|
5.46K
$531K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1- 0.03% |
$84.5 - $105
|
3.02K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1- -0.0% |
$84.5 - $105
|
66.4K
$6.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-2- 0.05% |
$169 - $210
|
3.71K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2- 0.01% |
$169 - $210
|
14.9K
$1.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.12% |
$169 - $210
|
1.66K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 0.08% |
$169 - $210
|
2.56K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3- 0.02% |
$254 - $315
|
12.9K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.03% |
$254 - $315
|
11K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 0.9% |
$254 - $315
|
331
$32.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-4- 0.06% |
$338 - $420
|
7.18K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-5- 0.15% |
$423 - $525
|
3.26K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-5- 0.06% |
$423 - $525
|
8.36K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.12% |
$423 - $525
|
4.24K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-5- 0.06% |
$423 - $525
|
8.89K
$865K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6- 0.22% |
$507 - $630
|
2.72K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-6- 0.15% |
$507 - $630
|
3.9K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-6- 0.07% |
$507 - $630
|
8.5K
$827K
|