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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.47K- 2.95% |
$631K - $785K
|
245K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.48K- 2.73% |
$632K - $785K
|
267K
$27.6M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-7.48K- 8.58% |
$632K - $786K
|
79.7K
$8.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.5K- 10.59% |
$633K - $788K
|
63.3K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Comgest Global Investors S.A.S.
|
SELL
|
- |
-7.5K- 15.8% |
$634K - $788K
|
40K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-7.66K- 0.5% |
$647K - $804K
|
1.52M
$157M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.7K- 0.29% |
$651K - $809K
|
2.61M
$271M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7.74K- 23.33% |
$654K - $813K
|
25.4K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7.76K- 2.48% |
$656K - $815K
|
306K
$31.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7.81K- 8.67% |
$660K - $820K
|
82.3K
$8.53M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.83K- 4.3% |
$661K - $822K
|
174K
$18M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-7.84K- 9.67% |
$663K - $824K
|
73.3K
$7.6M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-7.9K- 5.41% |
$667K - $830K
|
138K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-7.92K- 26.5% |
$669K - $832K
|
22K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-7.92K- 4.87% |
$669K - $832K
|
155K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.96K- 11.87% |
$672K - $836K
|
59.1K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-7.97K- 5.54% |
$674K - $838K
|
136K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8.17K- 49.23% |
$690K - $858K
|
8.43K
$873K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.25K- 8.73% |
$697K - $867K
|
86.2K
$8.93M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-8.29K- 7.51% |
$701K - $871K
|
102K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-8.38K- 8.26% |
$708K - $880K
|
93K
$9.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.4K- 33.35% |
$710K - $882K
|
16.8K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8.46K- 2.73% |
$715K - $889K
|
302K
$31.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-8.47K- 10.18% |
$715K - $889K
|
74.7K
$7.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.47K- 56.24% |
$716K - $890K
|
6.59K
$683K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-8.49K- 23.35% |
$718K - $892K
|
27.9K
$2.89M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-8.58K- 21.11% |
$725K - $901K
|
32.1K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8.59K- 34.29% |
$726K - $902K
|
16.5K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-8.6K- 5.26% |
$726K - $903K
|
155K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.61K- 15.21% |
$728K - $905K
|
48K
$4.97M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.67K- 20.8% |
$732K - $911K
|
33K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.75K- 1.5% |
$739K - $919K
|
576K
$59.7M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.84K- 43.07% |
$747K - $928K
|
11.7K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.84K- 3.16% |
$747K - $929K
|
271K
$28.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-8.94K- 15.07% |
$755K - $939K
|
50.4K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.95K- 30.47% |
$756K - $940K
|
20.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-8.97K- 6.08% |
$758K - $942K
|
139K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-8.99K- 2.83% |
$759K - $944K
|
308K
$31.9M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.08K- 0.53% |
$767K - $953K
|
1.72M
$178M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9.09K- 18.57% |
$768K - $955K
|
39.9K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Kennondale Capital Management LLC
Richmond, VA |
SELL
|
- |
-9.19K- 50.0% |
$776K - $965K
|
9.19K
$952K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-9.21K- 3.54% |
$778K - $968K
|
251K
$26M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-9.24K- 0.6% |
$780K - $970K
|
1.53M
$159M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.24K- 8.25% |
$781K - $971K
|
103K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.29K- 8.62% |
$785K - $975K
|
98.4K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-9.3K- 35.2% |
$786K - $977K
|
17.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-9.31K- 11.35% |
$787K - $978K
|
72.8K
$7.54M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-9.37K- 9.99% |
$792K - $985K
|
84.4K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-9.39K- 24.45% |
$793K - $986K
|
29K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-9.53K- 32.24% |
$805K - $1M
|
20K
$2.08M
|