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 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.39K- 4.63% |
$540K - $671K
|
132K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.45K- 6.32% |
$545K - $678K
|
95.6K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.46K- 8.14% |
$546K - $679K
|
72.9K
$7.09M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.47K- 8.42% |
$547K - $680K
|
70.3K
$6.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.51K- 22.13% |
$550K - $684K
|
22.9K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.52K- 0.83% |
$551K - $684K
|
774K
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-6.53K- 12.67% |
$552K - $686K
|
45K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.54K- 26.84% |
$553K - $687K
|
17.8K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-6.56K- 35.39% |
$555K - $689K
|
12K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-6.58K- 20.22% |
$556K - $691K
|
26K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.6KClosed |
$558K - $693K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-6.6K- 5.72% |
$558K - $693K
|
109K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-6.63K- 4.55% |
$560K - $696K
|
139K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.7K- 2.61% |
$566K - $704K
|
250K
$24.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6.75K- 4.21% |
$570K - $709K
|
154K
$14.9M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.93K- 0.32% |
$585K - $728K
|
2.15M
$209M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-7.11K- 3.65% |
$601K - $747K
|
188K
$18.3M
|
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-7.2K- 8.42% |
$608K - $756K
|
78.3K
$7.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-7.22K- 12.29% |
$610K - $758K
|
51.5K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-7.23K- 12.05% |
$611K - $759K
|
52.7K
$5.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.25K- 26.24% |
$613K - $762K
|
20.4K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.34K- 13.35% |
$620K - $771K
|
47.7K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-7.42K- 14.38% |
$627K - $779K
|
44.2K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-7.43K- 4.64% |
$628K - $780K
|
153K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.47K- 2.95% |
$631K - $785K
|
245K
$23.9M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.48K- 2.73% |
$632K - $785K
|
267K
$26M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7.48K- 8.58% |
$632K - $786K
|
79.7K
$7.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.5K- 10.59% |
$633K - $788K
|
63.3K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-7.5K- 15.8% |
$634K - $788K
|
40K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-7.66K- 0.5% |
$647K - $804K
|
1.52M
$148M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.7K- 0.29% |
$651K - $809K
|
2.61M
$254M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7.74K- 23.33% |
$654K - $813K
|
25.4K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7.76K- 2.48% |
$656K - $815K
|
306K
$29.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.81K- 8.67% |
$660K - $820K
|
82.3K
$8.01M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.83K- 4.3% |
$661K - $822K
|
174K
$16.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-7.84K- 9.67% |
$663K - $824K
|
73.3K
$7.13M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-7.9K- 5.41% |
$667K - $830K
|
138K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-7.92K- 26.5% |
$669K - $832K
|
22K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.92K- 4.87% |
$669K - $832K
|
155K
$15.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.96K- 11.87% |
$672K - $836K
|
59.1K
$5.75M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-7.97K- 5.54% |
$674K - $838K
|
136K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8.17K- 49.23% |
$690K - $858K
|
8.43K
$820K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.25K- 8.73% |
$697K - $867K
|
86.2K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-8.29K- 7.51% |
$701K - $871K
|
102K
$9.93M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-8.38K- 8.26% |
$708K - $880K
|
93K
$9.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.4K- 33.35% |
$710K - $882K
|
16.8K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8.46K- 2.73% |
$715K - $889K
|
302K
$29.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-8.47K- 10.18% |
$715K - $889K
|
74.7K
$7.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.47K- 56.24% |
$716K - $890K
|
6.59K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-8.49K- 23.35% |
$718K - $892K
|
27.9K
$2.71M
|