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 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.45K- 9.22% |
$376K - $468K
|
43.9K
$4.27M
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.46K- 2.22% |
$377K - $469K
|
197K
$19.1M
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-4.47K- 11.43% |
$377K - $469K
|
34.6K
$3.36M
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-4.48K- 9.98% |
$379K - $471K
|
40.5K
$3.94M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.49K- 6.33% |
$379K - $471K
|
66.4K
$6.46M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4.51K- 55.52% |
$381K - $474K
|
3.61K
$351K
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-4.52K- 0.59% |
$382K - $474K
|
755K
$73.4M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-4.52K- 8.17% |
$382K - $475K
|
50.8K
$4.94M
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.53K- 9.47% |
$383K - $476K
|
43.3K
$4.21M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.55K- 35.55% |
$384K - $478K
|
8.25K
$802K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.56K- 15.94% |
$385K - $479K
|
24.1K
$2.34M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 13.29% |
$389K - $483K
|
30K
$2.92M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.61K- 99.91% |
$389K - $484K
|
4
$389
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-4.61K- 26.68% |
$390K - $484K
|
12.7K
$1.23M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.65K- 14.01% |
$393K - $488K
|
28.5K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-4.66K- 8.0% |
$393K - $489K
|
53.5K
$5.21M
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-4.66K- 9.99% |
$394K - $489K
|
42K
$4.08M
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-4.68K- 29.26% |
$396K - $492K
|
11.3K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.7K- 33.89% |
$397K - $493K
|
9.16K
$891K
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-4.74K- 93.96% |
$401K - $498K
|
305
$29.7K
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4.75K- 17.84% |
$401K - $499K
|
21.9K
$2.13M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.76K- 2.65% |
$402K - $500K
|
175K
$17M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.78K- 0.92% |
$404K - $502K
|
516K
$50.2M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.81K- 1.3% |
$406K - $505K
|
366K
$35.6M
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.82K- 25.81% |
$408K - $507K
|
13.9K
$1.35M
|
|
May 15, 2025
Q1 2025
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-4.85K- 43.15% |
$410K - $510K
|
6.4K
$622K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4.86K- 12.09% |
$410K - $510K
|
35.3K
$3.43M
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-4.86K- 18.16% |
$411K - $510K
|
21.9K
$2.13M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-4.86K- 9.94% |
$411K - $511K
|
44.1K
$4.29M
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.86K- 47.65% |
$411K - $511K
|
5.34K
$520K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.87K- 6.31% |
$412K - $512K
|
72.3K
$7.04M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.88K- 0.21% |
$413K - $513K
|
2.29M
$223M
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-4.89K- 2.36% |
$413K - $513K
|
203K
$19.7M
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.94K- 3.16% |
$417K - $519K
|
151K
$14.7M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.94K- 11.05% |
$417K - $519K
|
39.7K
$3.87M
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.95K- 2.7% |
$419K - $520K
|
178K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.96K- 14.54% |
$419K - $521K
|
29.1K
$2.83M
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.96K- 4.65% |
$419K - $521K
|
102K
$9.9M
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.98K- 7.66% |
$421K - $523K
|
60K
$5.84M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5K- 1.21% |
$422K - $525K
|
407K
$39.6M
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-5K- 10.27% |
$423K - $525K
|
43.7K
$4.25M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-5.01K- 44.34% |
$423K - $526K
|
6.29K
$611K
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.01K- 46.51% |
$423K - $526K
|
5.76K
$560K
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-5.01K- 4.16% |
$423K - $526K
|
116K
$11.2M
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.05K- 4.6% |
$426K - $530K
|
105K
$10.2M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.05K- 3.62% |
$427K - $531K
|
134K
$13.1M
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.06K- 41.04% |
$427K - $531K
|
7.27K
$707K
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.1K- 9.6% |
$431K - $536K
|
48K
$4.67M
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-5.11K- 9.81% |
$431K - $536K
|
46.9K
$4.56M
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5.11K- 39.7% |
$432K - $537K
|
7.76K
$755K
|