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 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1.46K- 27.5% |
$123K - $153K
|
3.85K
$374K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.46K- 24.15% |
$124K - $154K
|
4.6K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.47K- 3.71% |
$124K - $154K
|
38.1K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.47K- 2.34% |
$124K - $154K
|
61.4K
$5.97M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.48K- 5.64% |
$125K - $155K
|
24.8K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.48K- 17.7% |
$125K - $156K
|
6.88K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.5K- 1.1% |
$127K - $157K
|
135K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 29.04% |
$127K - $158K
|
3.67K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.52K- 22.77% |
$128K - $159K
|
5.14K
$500K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 16.86% |
$129K - $160K
|
7.51K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.53K- 4.68% |
$129K - $161K
|
31.2K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.54K- 15.79% |
$130K - $162K
|
8.21K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.55K- 6.12% |
$131K - $162K
|
23.7K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.55K- 18.12% |
$131K - $163K
|
7.01K
$681K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.56K- 9.16% |
$131K - $163K
|
15.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.57K- 7.52% |
$132K - $165K
|
19.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.57K- 19.72% |
$132K - $165K
|
6.38K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-1.57K- 8.36% |
$133K - $165K
|
17.3K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 3.51% |
$133K - $165K
|
43.3K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.59K- 1.08% |
$134K - $167K
|
146K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.61K- 8.26% |
$136K - $170K
|
17.9K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.62K- 11.71% |
$137K - $170K
|
12.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.86% |
$137K - $171K
|
55.2K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.64K- 3.59% |
$139K - $173K
|
44.1K
$4.29M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.65K- 5.67% |
$139K - $173K
|
27.4K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65K- 2.83% |
$139K - $173K
|
56.6K
$5.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.66K- 35.03% |
$140K - $174K
|
3.07K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.68K- 17.21% |
$142K - $176K
|
8.08K
$786K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.68K- 2.67% |
$142K - $177K
|
61.4K
$5.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.69K- 9.54% |
$143K - $177K
|
16K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 8.88% |
$143K - $178K
|
17.4K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.7K- 6.97% |
$143K - $178K
|
22.6K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.7K- 13.61% |
$143K - $178K
|
10.8K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-1.7K- 8.72% |
$144K - $179K
|
17.8K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.71K- 15.43% |
$144K - $179K
|
9.36K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.71K- 47.71% |
$144K - $180K
|
1.87K
$182K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.71K- 4.69% |
$144K - $180K
|
34.7K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 10.27% |
$144K - $180K
|
14.9K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.71K- 16.31% |
$145K - $180K
|
8.78K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.72K- 0.31% |
$145K - $180K
|
551K
$53.6M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.73K- 6.89% |
$146K - $182K
|
23.4K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.74K- 1.82% |
$147K - $183K
|
93.7K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-1.75K- 62.55% |
$148K - $184K
|
1.05K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-1.76K- 39.11% |
$148K - $184K
|
2.73K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.78K- 7.41% |
$150K - $187K
|
22.2K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.8K- 29.99% |
$152K - $189K
|
4.21K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-1.82K- 9.79% |
$153K - $191K
|
16.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-1.84K- 32.09% |
$155K - $193K
|
3.89K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.85K- 9.49% |
$157K - $195K
|
17.7K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.88K- 0.32% |
$159K - $197K
|
580K
$56.4M
|