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 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-256- 1.75% |
$21.6K - $26.9K
|
14.3K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-257- 5.45% |
$21.7K - $27K
|
4.46K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-260- 7.93% |
$22K - $27.3K
|
3.02K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-266- 5.42% |
$22.5K - $27.9K
|
4.64K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-267- 5.01% |
$22.6K - $28K
|
5.06K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-267- 0.41% |
$22.6K - $28K
|
64.3K
$6.25M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-268- 1.04% |
$22.6K - $28.2K
|
25.4K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-268- 7.65% |
$22.6K - $28.2K
|
3.24K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-270- 3.96% |
$22.8K - $28.4K
|
6.54K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-270- 0.32% |
$22.8K - $28.4K
|
84.5K
$8.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-272- 2.65% |
$23K - $28.6K
|
10K
$973K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-274- 3.48% |
$23.2K - $28.8K
|
7.61K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-274- 3.49% |
$23.2K - $28.8K
|
7.57K
$736K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-274- 0.93% |
$23.2K - $28.8K
|
29.3K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-275- 6.47% |
$23.2K - $28.9K
|
3.97K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-275- 9.05% |
$23.2K - $28.9K
|
2.76K
$269K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-276- 6.38% |
$23.3K - $29K
|
4.05K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-278- 3.73% |
$23.5K - $29.2K
|
7.17K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Sylvest Advisors, LLC
Dallas, TX |
SELL
|
- |
-279- 5.25% |
$23.6K - $29.3K
|
5.03K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-282- 3.68% |
$23.8K - $29.6K
|
7.38K
$718K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-283- 0.47% |
$23.9K - $29.7K
|
60K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-283- 8.89% |
$23.9K - $29.7K
|
2.9K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-284- 0.85% |
$24K - $29.8K
|
33.2K
$3.23M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-284- 2.97% |
$24K - $29.8K
|
9.27K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-285- 3.06% |
$24.1K - $29.9K
|
9.04K
$879K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-286- 5.62% |
$24.2K - $30K
|
4.8K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 0.19% |
$24.3K - $30.3K
|
151K
$14.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-290- 1.08% |
$24.5K - $30.5K
|
26.6K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-292- 6.56% |
$24.7K - $30.7K
|
4.16K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-295- 6.08% |
$24.9K - $31K
|
4.55K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-295- 5.9% |
$24.9K - $31K
|
4.71K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-295- 0.69% |
$24.9K - $31K
|
42.5K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-296- 0.76% |
$25K - $31.1K
|
38.6K
$3.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-297- 0.47% |
$25.1K - $31.2K
|
62.5K
$6.08M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-298- 8.49% |
$25.2K - $31.3K
|
3.21K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-299- 0.37% |
$25.3K - $31.4K
|
81K
$7.88M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-299- 0.36% |
$25.3K - $31.4K
|
82.5K
$8.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-300- 2.95% |
$25.4K - $31.5K
|
9.87K
$960K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-300- 33.33% |
$25.4K - $31.5K
|
600
$58.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 3.35% |
$25.4K - $31.5K
|
8.66K
$843K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-300- 5.51% |
$25.4K - $31.5K
|
5.14K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-300- 6.82% |
$25.4K - $31.5K
|
4.1K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-300- 4.24% |
$25.4K - $31.5K
|
6.78K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-301- 2.64% |
$25.4K - $31.6K
|
11.1K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-301- 0.7% |
$25.4K - $31.6K
|
42.4K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-302- 0.61% |
$25.5K - $31.7K
|
48.9K
$4.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
SELL
|
- |
-312- 0.56% |
$26.4K - $32.8K
|
55.5K
$5.39M
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-314- 2.43% |
$26.5K - $33K
|
12.6K
$1.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-315- 4.55% |
$26.6K - $33.1K
|
6.61K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-318- 14.72% |
$26.9K - $33.4K
|
1.84K
$179K
|