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 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-380- 3.23% |
$32.1K - $39.9K
|
11.4K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-380- 0.63% |
$32.1K - $39.9K
|
59.6K
$6.17M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-380- 0.94% |
$32.1K - $39.9K
|
40.1K
$4.15M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-381- 10.61% |
$32.2K - $40K
|
3.21K
$333K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-384- 0.6% |
$32.4K - $40.3K
|
63.5K
$6.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-388- 10.96% |
$32.8K - $40.8K
|
3.15K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-389- 1.78% |
$32.9K - $40.9K
|
21.5K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-389- 4.42% |
$32.9K - $40.9K
|
8.4K
$871K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-390- 3.24% |
$33K - $41K
|
11.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-392- 1.57% |
$33.1K - $41.2K
|
24.6K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-393- 0.87% |
$33.2K - $41.3K
|
44.9K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-393- 2.69% |
$33.2K - $41.3K
|
14.2K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-394- 9.81% |
$33.3K - $41.4K
|
3.62K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-394- 0.27% |
$33.3K - $41.4K
|
144K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-399- 1.24% |
$33.7K - $41.9K
|
31.9K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-399- 3.33% |
$33.7K - $41.9K
|
11.6K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 4.43% |
$33.8K - $42K
|
8.62K
$894K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-400- 7.36% |
$33.8K - $42K
|
5.04K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-400- 4.81% |
$33.8K - $42K
|
7.92K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-409- 1.08% |
$34.6K - $43K
|
37.4K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-409- 4.26% |
$34.6K - $43K
|
9.2K
$953K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-410- 0.83% |
$34.6K - $43.1K
|
49K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-410- 3.46% |
$34.6K - $43.1K
|
11.4K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-415- 10.59% |
$35.1K - $43.6K
|
3.5K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-415- 4.24% |
$35.1K - $43.6K
|
9.37K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-416- 2.41% |
$35.2K - $43.7K
|
16.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-416- 4.23% |
$35.2K - $43.7K
|
9.43K
$977K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-417- 0.06% |
$35.2K - $43.8K
|
684K
$70.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-422- 8.14% |
$35.7K - $44.3K
|
4.77K
$494K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-422- 5.08% |
$35.7K - $44.3K
|
7.88K
$816K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-423- 1.93% |
$35.7K - $44.4K
|
21.5K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-426- 4.51% |
$36K - $44.8K
|
9.02K
$935K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-428- 2.18% |
$36.2K - $45K
|
19.2K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-428- 1.78% |
$36.2K - $45K
|
23.6K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-430- 0.54% |
$36.3K - $45.2K
|
78.9K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-430- 1.79% |
$36.3K - $45.2K
|
23.6K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-431- 2.04% |
$36.4K - $45.3K
|
20.7K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-432- 6.69% |
$36.5K - $45.4K
|
6.02K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-434- 2.47% |
$36.7K - $45.6K
|
17.1K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-437- 1.22% |
$36.9K - $45.9K
|
35.5K
$3.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-438- 1.72% |
$37K - $46K
|
25K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-439- 0.87% |
$37.1K - $46.1K
|
50K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-440- 5.05% |
$37.2K - $46.2K
|
8.27K
$857K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-441- 5.05% |
$37.3K - $46.3K
|
8.3K
$860K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-446- 0.68% |
$37.7K - $46.9K
|
65.5K
$6.78M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-446- 1.58% |
$37.7K - $46.9K
|
27.8K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-446- 15.89% |
$37.7K - $46.9K
|
2.36K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-447- 1.63% |
$37.8K - $47K
|
26.9K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-447- 4.51% |
$37.8K - $47K
|
9.48K
$982K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-448- 1.42% |
$37.9K - $47.1K
|
31K
$3.21M
|