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 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-594- 11.4% |
$50.2K - $62.4K
|
4.62K
$449K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-596- 0.4% |
$50.4K - $62.6K
|
149K
$14.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-600- 5.83% |
$50.7K - $63K
|
9.7K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-600- 5.88% |
$50.7K - $63K
|
9.6K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-600- 12.39% |
$50.7K - $63K
|
4.24K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-600- 1.85% |
$50.7K - $63K
|
31.9K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-600- 10.54% |
$50.7K - $63K
|
5.09K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-601- 0.75% |
$50.8K - $63.1K
|
79.1K
$7.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-603- 8.07% |
$51K - $63.3K
|
6.87K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 9.64% |
$51K - $63.3K
|
5.66K
$550K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-608- 0.83% |
$51.4K - $63.9K
|
72.6K
$7.06M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-629- 0.76% |
$53.2K - $66.1K
|
82.3K
$8M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-630- 1.18% |
$53.2K - $66.2K
|
52.9K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-631- 6.64% |
$53.3K - $66.3K
|
8.88K
$863K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-633- 1.94% |
$53.5K - $66.5K
|
31.9K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-633- 10.05% |
$53.5K - $66.5K
|
5.67K
$551K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-634- 2.61% |
$53.6K - $66.6K
|
23.7K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-637- 0.87% |
$53.8K - $66.9K
|
72.9K
$7.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-645- 2.0% |
$54.5K - $67.8K
|
31.6K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-645- 7.49% |
$54.5K - $67.8K
|
7.97K
$775K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-646- 14.23% |
$54.6K - $67.9K
|
3.89K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-647- 2.58% |
$54.7K - $68K
|
24.4K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-649- 2.55% |
$54.8K - $68.2K
|
24.8K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-649- 15.24% |
$54.8K - $68.2K
|
3.61K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-650- 3.26% |
$54.9K - $68.3K
|
19.3K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-651- 9.53% |
$55K - $68.4K
|
6.18K
$601K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-657- 29.24% |
$55.5K - $69K
|
1.59K
$155K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-657- 1.53% |
$55.5K - $69K
|
42.2K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-658- 15.81% |
$55.6K - $69.1K
|
3.5K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-671- 17.78% |
$56.7K - $70.5K
|
3.1K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-673- 3.62% |
$56.9K - $70.7K
|
17.9K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-674- 4.18% |
$57K - $70.8K
|
15.4K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-679- 2.9% |
$57.4K - $71.3K
|
22.7K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-690- 12.75% |
$58.3K - $72.5K
|
4.72K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-693- 3.31% |
$58.6K - $72.8K
|
20.2K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-695- 0.31% |
$58.7K - $73K
|
221K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-695- 8.74% |
$58.7K - $73K
|
7.26K
$706K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-698- 2.54% |
$59K - $73.3K
|
26.7K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-698- 0.83% |
$59K - $73.3K
|
82.9K
$8.07M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-700- 15.46% |
$59.2K - $73.5K
|
3.83K
$372K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-702- 2.18% |
$59.3K - $73.7K
|
31.5K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-706- 1.4% |
$59.7K - $74.2K
|
49.6K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-709- 1.59% |
$59.9K - $74.5K
|
43.8K
$4.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-711- 2.94% |
$60.1K - $74.7K
|
23.5K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-712- 14.5% |
$60.2K - $74.8K
|
4.2K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-715- 43.97% |
$60.4K - $75.1K
|
911
$88.6K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-721- 8.33% |
$60.9K - $75.7K
|
7.94K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-723- 19.02% |
$61.1K - $76K
|
3.08K
$299K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-723- 3.68% |
$61.1K - $76K
|
18.9K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-737- 1.02% |
$62.3K - $77.4K
|
71.2K
$6.93M
|