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 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-546- 32.68% |
$46.1K - $57.4K
|
1.13K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-546- 19.04% |
$46.1K - $57.4K
|
2.32K
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-547- 15.81% |
$46.2K - $57.5K
|
2.91K
$302K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-552- 8.64% |
$46.6K - $58K
|
5.84K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-553- 6.33% |
$46.7K - $58.1K
|
8.19K
$848K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-560- 8.87% |
$47.3K - $58.8K
|
5.75K
$596K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-560- 21.44% |
$47.3K - $58.8K
|
2.05K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-562- 1.07% |
$47.5K - $59K
|
52.1K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-568- 5.15% |
$48K - $59.7K
|
10.5K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-569- 3.63% |
$48.1K - $59.8K
|
15.1K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-569- 0.84% |
$48.1K - $59.8K
|
67K
$6.94M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-570- 7.83% |
$48.2K - $59.9K
|
6.71K
$695K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-572- 1.05% |
$48.3K - $60.1K
|
53.9K
$5.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-574- 0.58% |
$48.5K - $60.3K
|
99.1K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-575- 0.72% |
$48.6K - $60.4K
|
79.1K
$8.2M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-578- 7.44% |
$48.8K - $60.7K
|
7.19K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-582- 8.76% |
$49.2K - $61.1K
|
6.06K
$628K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-583- 0.34% |
$49.3K - $61.2K
|
173K
$18M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-584- 13.17% |
$49.3K - $61.3K
|
3.85K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-588- 1.45% |
$49.7K - $61.8K
|
39.8K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-589- 0.04% |
$49.8K - $61.9K
|
1.43M
$148M
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-592- 0.58% |
$50K - $62.2K
|
101K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-594- 11.4% |
$50.2K - $62.4K
|
4.62K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-596- 0.4% |
$50.4K - $62.6K
|
149K
$15.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-600- 5.83% |
$50.7K - $63K
|
9.7K
$1M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-600- 5.88% |
$50.7K - $63K
|
9.6K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-600- 12.39% |
$50.7K - $63K
|
4.24K
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-600- 1.85% |
$50.7K - $63K
|
31.9K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-600- 10.54% |
$50.7K - $63K
|
5.09K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-601- 0.75% |
$50.8K - $63.1K
|
79.1K
$8.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-603- 8.07% |
$51K - $63.3K
|
6.87K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 9.64% |
$51K - $63.3K
|
5.66K
$586K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-608- 0.83% |
$51.4K - $63.9K
|
72.6K
$7.52M
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
SELL
|
- |
-629- 0.76% |
$53.2K - $66.1K
|
82.3K
$8.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-630- 1.18% |
$53.2K - $66.2K
|
52.9K
$5.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-631- 6.64% |
$53.3K - $66.3K
|
8.88K
$920K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-633- 1.94% |
$53.5K - $66.5K
|
31.9K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-633- 10.05% |
$53.5K - $66.5K
|
5.67K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-634- 2.61% |
$53.6K - $66.6K
|
23.7K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-637- 0.87% |
$53.8K - $66.9K
|
72.9K
$7.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-645- 2.0% |
$54.5K - $67.8K
|
31.6K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-645- 7.49% |
$54.5K - $67.8K
|
7.97K
$826K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-646- 14.23% |
$54.6K - $67.9K
|
3.89K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-647- 2.58% |
$54.7K - $68K
|
24.4K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-649- 2.55% |
$54.8K - $68.2K
|
24.8K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-649- 15.24% |
$54.8K - $68.2K
|
3.61K
$374K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-650- 3.26% |
$54.9K - $68.3K
|
19.3K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-651- 9.53% |
$55K - $68.4K
|
6.18K
$640K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-657- 29.24% |
$55.5K - $69K
|
1.59K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-657- 1.53% |
$55.5K - $69K
|
42.2K
$4.38M
|