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 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-493- 1.99% |
$41.7K - $51.8K
|
24.2K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-496- 0.7% |
$41.9K - $52.1K
|
69.9K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-496- 10.9% |
$41.9K - $52.1K
|
4.05K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-498- 2.25% |
$42.1K - $52.3K
|
21.6K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-498- 4.43% |
$42.1K - $52.3K
|
10.7K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-498- 1.9% |
$42.1K - $52.3K
|
25.7K
$2.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-500- 1.66% |
$42.3K - $52.5K
|
29.5K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-500- 2.25% |
$42.3K - $52.5K
|
21.7K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-500- 0.98% |
$42.3K - $52.5K
|
50.3K
$4.89M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-503- 7.73% |
$42.5K - $52.8K
|
6.01K
$584K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-507- 0.73% |
$42.8K - $53.3K
|
69K
$6.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-508- 2.15% |
$42.9K - $53.4K
|
23.1K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-515- 2.28% |
$43.5K - $54.1K
|
22.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-515- 2.03% |
$43.5K - $54.1K
|
24.9K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-516- 1.08% |
$43.6K - $54.2K
|
47.2K
$4.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-516- 23.78% |
$43.6K - $54.2K
|
1.65K
$161K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-516- 2.02% |
$43.6K - $54.2K
|
25K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-516- 0.76% |
$43.6K - $54.2K
|
67K
$6.52M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-521- 7.19% |
$44K - $54.7K
|
6.73K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-522- 4.64% |
$44.1K - $54.8K
|
10.7K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-524- 0.31% |
$44.3K - $55K
|
169K
$16.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-525- 1.22% |
$44.4K - $55.2K
|
42.4K
$4.12M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-525- 3.53% |
$44.4K - $55.2K
|
14.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-526- 17.81% |
$44.4K - $55.3K
|
2.43K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-529- 1.26% |
$44.7K - $55.6K
|
41.6K
$4.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-538- 4.43% |
$45.5K - $56.5K
|
11.6K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-541- 2.83% |
$45.7K - $56.8K
|
18.6K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-542- 0.39% |
$45.8K - $56.9K
|
139K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-546- 32.68% |
$46.1K - $57.4K
|
1.13K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-546- 19.04% |
$46.1K - $57.4K
|
2.32K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-547- 15.81% |
$46.2K - $57.5K
|
2.91K
$283K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-552- 8.64% |
$46.6K - $58K
|
5.84K
$568K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-553- 6.33% |
$46.7K - $58.1K
|
8.19K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-560- 8.87% |
$47.3K - $58.8K
|
5.75K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-560- 21.44% |
$47.3K - $58.8K
|
2.05K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-562- 1.07% |
$47.5K - $59K
|
52.1K
$5.07M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-568- 5.15% |
$48K - $59.7K
|
10.5K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-569- 3.63% |
$48.1K - $59.8K
|
15.1K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-569- 0.84% |
$48.1K - $59.8K
|
67K
$6.52M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-570- 7.83% |
$48.2K - $59.9K
|
6.71K
$652K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-572- 1.05% |
$48.3K - $60.1K
|
53.9K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-574- 0.58% |
$48.5K - $60.3K
|
99.1K
$9.64M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-575- 0.72% |
$48.6K - $60.4K
|
79.1K
$7.7M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-578- 7.44% |
$48.8K - $60.7K
|
7.19K
$699K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-582- 8.76% |
$49.2K - $61.1K
|
6.06K
$589K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-583- 0.34% |
$49.3K - $61.2K
|
173K
$16.9M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-584- 13.17% |
$49.3K - $61.3K
|
3.85K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-588- 1.45% |
$49.7K - $61.8K
|
39.8K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-589- 0.04% |
$49.8K - $61.9K
|
1.43M
$139M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-592- 0.58% |
$50K - $62.2K
|
101K
$9.8M
|