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 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-72- 0.56% |
$6.08K - $7.56K
|
12.8K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-72- 0.77% |
$6.08K - $7.56K
|
9.33K
$967K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-74- 0.36% |
$6.25K - $7.77K
|
20.4K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-74- 0.93% |
$6.25K - $7.77K
|
7.89K
$818K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-74- 10.48% |
$6.25K - $7.77K
|
632
$65.5K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-74- 1.28% |
$6.25K - $7.77K
|
5.7K
$590K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.9% |
$6.34K - $7.88K
|
2.51K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-75- 0.26% |
$6.34K - $7.88K
|
29.2K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-75- 0.33% |
$6.34K - $7.88K
|
22.9K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 1.0% |
$6.34K - $7.88K
|
7.43K
$770K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-75- 1.89% |
$6.34K - $7.88K
|
3.89K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-75- 0.95% |
$6.34K - $7.88K
|
7.79K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-75- 0.62% |
$6.34K - $7.88K
|
12K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-76- 7.97% |
$6.42K - $7.98K
|
878
$91K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-76- 0.4% |
$6.42K - $7.98K
|
19.1K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-77- 0.62% |
$6.51K - $8.09K
|
12.4K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-77- 1.32% |
$6.51K - $8.09K
|
5.74K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-78- 0.38% |
$6.59K - $8.19K
|
20.3K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-78- 0.43% |
$6.59K - $8.19K
|
18K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-79- 0.12% |
$6.68K - $8.3K
|
65.9K
$6.82M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-79- 10.53% |
$6.68K - $8.3K
|
671
$69.5K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-80- 1.37% |
$6.76K - $8.4K
|
5.77K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 0.83% |
$6.76K - $8.4K
|
9.54K
$989K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-81- 0.31% |
$6.84K - $8.51K
|
25.6K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-81- 0.47% |
$6.84K - $8.51K
|
17.3K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-82- 1.51% |
$6.93K - $8.61K
|
5.35K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-84- 1.45% |
$7.1K - $8.82K
|
5.71K
$592K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-84- 0.36% |
$7.1K - $8.82K
|
23.4K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-85- 1.24% |
$7.18K - $8.93K
|
6.78K
$702K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-85- 0.71% |
$7.18K - $8.93K
|
11.9K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-87- 8.45% |
$7.35K - $9.14K
|
942
$97.6K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-88- 0.34% |
$7.44K - $9.24K
|
25.4K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-88- 1.79% |
$7.44K - $9.24K
|
4.82K
$500K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-89- 4.36% |
$7.52K - $9.35K
|
1.95K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-90- 1.86% |
$7.61K - $9.45K
|
4.74K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-90- 3.57% |
$7.61K - $9.45K
|
2.43K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-90- 0.91% |
$7.61K - $9.45K
|
9.8K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-91- 3.59% |
$7.69K - $9.56K
|
2.44K
$253K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-92- 1.67% |
$7.77K - $9.66K
|
5.43K
$562K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-92- 0.38% |
$7.77K - $9.66K
|
24.2K
$2.51M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-92- 2.68% |
$7.77K - $9.66K
|
3.34K
$346K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 0.36% |
$8.03K - $9.98K
|
26.5K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97- 0.07% |
$8.2K - $10.2K
|
146K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-97- 0.69% |
$8.2K - $10.2K
|
14K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-97- 0.23% |
$8.2K - $10.2K
|
42.2K
$4.37M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-98- 0.66% |
$8.28K - $10.3K
|
14.8K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-99- 2.98% |
$8.37K - $10.4K
|
3.22K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-99- 1.12% |
$8.37K - $10.4K
|
8.73K
$905K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-99- 2.17% |
$8.37K - $10.4K
|
4.47K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100- 12.32% |
$8.45K - $10.5K
|
712
$73.8K
|