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 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-80- 1.37% |
$6.76K - $8.4K
|
5.77K
$561K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 0.83% |
$6.76K - $8.4K
|
9.54K
$928K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-81- 0.31% |
$6.84K - $8.51K
|
25.6K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-81- 0.47% |
$6.84K - $8.51K
|
17.3K
$1.68M
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-82- 1.51% |
$6.93K - $8.61K
|
5.35K
$520K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-84- 1.45% |
$7.1K - $8.82K
|
5.71K
$555K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-84- 0.36% |
$7.1K - $8.82K
|
23.4K
$2.28M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-85- 1.24% |
$7.18K - $8.93K
|
6.78K
$659K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-85- 0.71% |
$7.18K - $8.93K
|
11.9K
$1.16M
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-87- 8.45% |
$7.35K - $9.14K
|
942
$91.6K
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-88- 0.34% |
$7.44K - $9.24K
|
25.4K
$2.47M
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-88- 1.79% |
$7.44K - $9.24K
|
4.82K
$469K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-89- 4.36% |
$7.52K - $9.35K
|
1.95K
$190K
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-90- 1.86% |
$7.61K - $9.45K
|
4.74K
$461K
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-90- 3.57% |
$7.61K - $9.45K
|
2.43K
$236K
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-90- 0.91% |
$7.61K - $9.45K
|
9.8K
$953K
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-91- 3.59% |
$7.69K - $9.56K
|
2.44K
$238K
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-92- 1.67% |
$7.77K - $9.66K
|
5.43K
$528K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-92- 0.38% |
$7.77K - $9.66K
|
24.2K
$2.36M
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-92- 2.68% |
$7.77K - $9.66K
|
3.34K
$325K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 0.36% |
$8.03K - $9.98K
|
26.5K
$2.58M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97- 0.07% |
$8.2K - $10.2K
|
146K
$14.2M
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-97- 0.69% |
$8.2K - $10.2K
|
14K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-97- 0.23% |
$8.2K - $10.2K
|
42.2K
$4.1M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-98- 0.66% |
$8.28K - $10.3K
|
14.8K
$1.44M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-99- 2.98% |
$8.37K - $10.4K
|
3.22K
$313K
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-99- 1.12% |
$8.37K - $10.4K
|
8.73K
$850K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-99- 2.17% |
$8.37K - $10.4K
|
4.47K
$435K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 12.32% |
$8.45K - $10.5K
|
712
$69.3K
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-100- 1.07% |
$8.45K - $10.5K
|
9.26K
$900K
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-100- 0.87% |
$8.45K - $10.5K
|
11.5K
$1.11M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 1.02% |
$8.45K - $10.5K
|
9.71K
$944K
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-100- 1.68% |
$8.45K - $10.5K
|
5.86K
$570K
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-100- 2.4% |
$8.45K - $10.5K
|
4.06K
$395K
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-100- 3.35% |
$8.45K - $10.5K
|
2.88K
$281K
|
|
May 07, 2025
Q1 2025
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-100- 0.16% |
$8.45K - $10.5K
|
62.1K
$6.04M
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-100- 2.48% |
$8.45K - $10.5K
|
3.94K
$383K
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-100- 0.84% |
$8.45K - $10.5K
|
11.8K
$1.15M
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 1.57% |
$8.45K - $10.5K
|
6.29K
$612K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-103- 10.12% |
$8.7K - $10.8K
|
915
$89K
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-103- 1.16% |
$8.7K - $10.8K
|
8.78K
$854K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-105- 1.34% |
$8.87K - $11K
|
7.76K
$754K
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-105- 0.61% |
$8.87K - $11K
|
17K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-105- 0.56% |
$8.87K - $11K
|
18.7K
$1.82M
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-106- 0.56% |
$8.96K - $11.1K
|
18.7K
$1.82M
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-108- 2.14% |
$9.13K - $11.3K
|
4.94K
$481K
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-108- 1.58% |
$9.13K - $11.3K
|
6.74K
$656K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-109- 1.62% |
$9.21K - $11.5K
|
6.64K
$646K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-109- 4.27% |
$9.21K - $11.5K
|
2.44K
$238K
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-110- 0.89% |
$9.3K - $11.6K
|
12.3K
$1.19M
|