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 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-134- 1.78% |
$11.3K - $14.1K
|
7.38K
$765K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-138- 0.35% |
$11.7K - $14.5K
|
39K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-139- 4.83% |
$11.7K - $14.6K
|
2.74K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-141- 0.97% |
$11.9K - $14.8K
|
14.4K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-142- 2.2% |
$12K - $14.9K
|
6.32K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-143- 3.1% |
$12.1K - $15K
|
4.46K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-144- 0.67% |
$12.2K - $15.1K
|
21.2K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-144- 0.36% |
$12.2K - $15.1K
|
39.7K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-144- 4.29% |
$12.2K - $15.1K
|
3.21K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-144- 2.16% |
$12.2K - $15.1K
|
6.53K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-146- 0.25% |
$12.3K - $15.3K
|
57.4K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-146- 1.74% |
$12.3K - $15.3K
|
8.25K
$854K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-148- 0.71% |
$12.5K - $15.5K
|
20.8K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 0.28% |
$12.7K - $15.8K
|
53.8K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-150- 1.13% |
$12.7K - $15.8K
|
13.1K
$1.35M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-150- 1.49% |
$12.7K - $15.8K
|
9.93K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-151- 49.83% |
$12.8K - $15.9K
|
152
$15.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-152- 2.41% |
$12.8K - $16K
|
6.14K
$637K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-152- 1.8% |
$12.8K - $16K
|
8.3K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-152- 0.21% |
$12.8K - $16K
|
70.6K
$7.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-155- 1.3% |
$13.1K - $16.3K
|
11.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-157- 2.28% |
$13.3K - $16.5K
|
6.72K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-157- 1.11% |
$13.3K - $16.5K
|
13.9K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-158- 0.43% |
$13.4K - $16.6K
|
36.3K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-158- 3.57% |
$13.4K - $16.6K
|
4.26K
$442K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-158- 1.34% |
$13.4K - $16.6K
|
11.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-160- 1.57% |
$13.5K - $16.8K
|
10.1K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-160- 1.87% |
$13.5K - $16.8K
|
8.41K
$872K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-160- 1.47% |
$13.5K - $16.8K
|
10.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-160- 2.43% |
$13.5K - $16.8K
|
6.43K
$667K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-160- 11.56% |
$13.5K - $16.8K
|
1.22K
$127K
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
SELL
|
- |
-162- 0.17% |
$13.7K - $17K
|
95K
$9.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-162- 5.98% |
$13.7K - $17K
|
2.55K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 0.26% |
$13.9K - $17.2K
|
63.2K
$6.54M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-165- 2.73% |
$13.9K - $17.3K
|
5.89K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-166- 3.69% |
$14K - $17.4K
|
4.33K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-168- 2.3% |
$14.2K - $17.6K
|
7.12K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-171- 0.39% |
$14.4K - $18K
|
43.2K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-173- 5.86% |
$14.6K - $18.2K
|
2.78K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-174- 1.44% |
$14.7K - $18.3K
|
11.9K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-175- 1.45% |
$14.8K - $18.4K
|
11.9K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-176- 4.29% |
$14.9K - $18.5K
|
3.93K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-177- 2.42% |
$15K - $18.6K
|
7.13K
$738K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-177- 6.27% |
$15K - $18.6K
|
2.65K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-177- 17.23% |
$15K - $18.6K
|
850
$88.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-180- 5.63% |
$15.2K - $18.9K
|
3.02K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-181- 3.11% |
$15.3K - $19K
|
5.65K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-182- 1.34% |
$15.4K - $19.1K
|
13.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-182- 5.03% |
$15.4K - $19.1K
|
3.43K
$356K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-183- 4.42% |
$15.5K - $19.2K
|
3.96K
$410K
|