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
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.35K- 14.69% |
$114K - $142K
|
7.84K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.35K- 4.8% |
$114K - $142K
|
26.8K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 17.21% |
$114K - $142K
|
6.5K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 8.09% |
$114K - $142K
|
15.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.35K- 2.09% |
$114K - $142K
|
63.3K
$6.56M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 32.42% |
$114K - $142K
|
2.83K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 9.08% |
$115K - $142K
|
13.6K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.36K- 15.02% |
$115K - $143K
|
7.7K
$797K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.36K- 18.13% |
$115K - $143K
|
6.15K
$637K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-1.36K- 3.03% |
$115K - $143K
|
43.6K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.37K- 17.4% |
$116K - $144K
|
6.49K
$672K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.37K- 0.81% |
$116K - $144K
|
169K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 4.17% |
$117K - $146K
|
32K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 6.19% |
$118K - $146K
|
21.1K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.39K- 32.1% |
$118K - $146K
|
2.95K
$305K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.4K- 4.12% |
$118K - $147K
|
32.5K
$3.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.4K- 8.95% |
$118K - $147K
|
14.2K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.42K- 7.35% |
$120K - $149K
|
17.8K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.42K- 1.24% |
$120K - $149K
|
113K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.43K- 6.7% |
$121K - $151K
|
19.9K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.62% |
$121K - $151K
|
9.94K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.45K- 0.74% |
$122K - $152K
|
195K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-1.45K- 8.76% |
$122K - $152K
|
15.1K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1.46K- 27.5% |
$123K - $153K
|
3.85K
$399K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.46K- 24.15% |
$124K - $154K
|
4.6K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.47K- 3.71% |
$124K - $154K
|
38.1K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.47K- 2.34% |
$124K - $154K
|
61.4K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.48K- 5.64% |
$125K - $155K
|
24.8K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-1.48K- 17.7% |
$125K - $156K
|
6.88K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.5K- 1.1% |
$127K - $157K
|
135K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 29.04% |
$127K - $158K
|
3.67K
$381K
|
|
|
Jul 15, 2025
Q1 2025
|
Ims Capital Management
|
SELL
|
- |
-1.51K- 7.96% |
$127K - $158K
|
17.4K
$1.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.52K- 22.77% |
$128K - $159K
|
5.14K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 16.86% |
$129K - $160K
|
7.51K
$778K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.53K- 4.68% |
$129K - $161K
|
31.2K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-1.54K- 15.79% |
$130K - $162K
|
8.21K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.55K- 6.12% |
$131K - $162K
|
23.7K
$2.46M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.55K- 18.12% |
$131K - $163K
|
7.01K
$726K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.56K- 9.16% |
$131K - $163K
|
15.4K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.57K- 7.52% |
$132K - $165K
|
19.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.57K- 19.72% |
$132K - $165K
|
6.38K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-1.57K- 8.36% |
$133K - $165K
|
17.3K
$1.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 3.51% |
$133K - $165K
|
43.3K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.59K- 1.08% |
$134K - $167K
|
146K
$15.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.61K- 8.26% |
$136K - $170K
|
17.9K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.62K- 11.71% |
$137K - $170K
|
12.2K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.86% |
$137K - $171K
|
55.2K
$5.72M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.64K- 3.59% |
$139K - $173K
|
44.1K
$4.57M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.65K- 5.67% |
$139K - $173K
|
27.4K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.65K- 2.83% |
$139K - $173K
|
56.6K
$5.86M
|