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
|
Duncker Streett & CO Inc
|
SELL
|
- |
-410- 0.83% |
$34.6K - $43.1K
|
49K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-410- 3.46% |
$34.6K - $43.1K
|
11.4K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-415- 10.59% |
$35.1K - $43.6K
|
3.5K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-415- 4.24% |
$35.1K - $43.6K
|
9.37K
$911K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-416- 2.41% |
$35.2K - $43.7K
|
16.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-416- 4.23% |
$35.2K - $43.7K
|
9.43K
$917K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-417- 0.06% |
$35.2K - $43.8K
|
684K
$66.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-422- 8.14% |
$35.7K - $44.3K
|
4.77K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-422- 5.08% |
$35.7K - $44.3K
|
7.88K
$766K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-423- 1.93% |
$35.7K - $44.4K
|
21.5K
$2.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-426- 4.51% |
$36K - $44.8K
|
9.02K
$878K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-428- 2.18% |
$36.2K - $45K
|
19.2K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-428- 1.78% |
$36.2K - $45K
|
23.6K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-430- 0.54% |
$36.3K - $45.2K
|
78.9K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-430- 1.79% |
$36.3K - $45.2K
|
23.6K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-431- 2.04% |
$36.4K - $45.3K
|
20.7K
$2.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-432- 6.69% |
$36.5K - $45.4K
|
6.02K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-434- 2.47% |
$36.7K - $45.6K
|
17.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-437- 1.22% |
$36.9K - $45.9K
|
35.5K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-438- 1.72% |
$37K - $46K
|
25K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-439- 0.87% |
$37.1K - $46.1K
|
50K
$4.86M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-440- 5.05% |
$37.2K - $46.2K
|
8.27K
$805K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-441- 5.05% |
$37.3K - $46.3K
|
8.3K
$807K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-446- 0.68% |
$37.7K - $46.9K
|
65.5K
$6.37M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-446- 1.58% |
$37.7K - $46.9K
|
27.8K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-446- 15.89% |
$37.7K - $46.9K
|
2.36K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-447- 1.63% |
$37.8K - $47K
|
26.9K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-447- 4.51% |
$37.8K - $47K
|
9.48K
$922K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-448- 1.42% |
$37.9K - $47.1K
|
31K
$3.01M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-449- 5.69% |
$37.9K - $47.2K
|
7.44K
$724K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-449- 1.89% |
$37.9K - $47.2K
|
23.4K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-452- 8.42% |
$38.2K - $47.5K
|
4.92K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-453- 11.55% |
$38.3K - $47.6K
|
3.47K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-455- 0.33% |
$38.4K - $47.8K
|
138K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-464- 1.78% |
$39.2K - $48.7K
|
25.6K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-467- 29.58% |
$39.5K - $49.1K
|
1.11K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-467- 0.73% |
$39.5K - $49.1K
|
63.3K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-470- 5.2% |
$39.7K - $49.4K
|
8.57K
$834K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-473- 5.08% |
$40K - $49.7K
|
8.85K
$861K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-474- 14.91% |
$40.1K - $49.8K
|
2.71K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-476- 5.94% |
$40.2K - $50K
|
7.54K
$734K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-476- 8.52% |
$40.2K - $50K
|
5.11K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-478- 0.47% |
$40.4K - $50.2K
|
101K
$9.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-482- 2.44% |
$40.7K - $50.6K
|
19.3K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-483- 7.19% |
$40.8K - $50.7K
|
6.23K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-483- 1.94% |
$40.8K - $50.7K
|
24.4K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-484- 3.19% |
$40.9K - $50.8K
|
14.7K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-488- 4.32% |
$41.2K - $51.3K
|
10.8K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-491- 1.1% |
$41.5K - $51.6K
|
44K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-491- 11.63% |
$41.5K - $51.6K
|
3.73K
$363K
|