Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
2.33KNew |
$197K - $245K
|
2.33K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.32K+ 2.87% |
$196K - $243K
|
83.1K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.28K+ 1.4% |
$193K - $240K
|
165K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.26K+ 35.61% |
$191K - $238K
|
8.62K
$819K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.25K+ 12.29% |
$190K - $236K
|
20.6K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.24K+ 0.94% |
$189K - $235K
|
240K
$22.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 3.35% |
$188K - $234K
|
68.7K
$6.54M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.22K+ 1.73% |
$187K - $233K
|
131K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.21K+ 30.78% |
$187K - $232K
|
9.38K
$892K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.19K+ 4.31% |
$185K - $230K
|
53.1K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.15KNew |
$182K - $226K
|
2.15K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$21M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.13KNew |
$180K - $224K
|
2.13K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
2.11K+ 13.91% |
$178K - $222K
|
17.3K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.11K+ 25.5% |
$178K - $221K
|
10.4K
$986K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.09KNew |
$177K - $220K
|
2.09K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.09K+ 0.78% |
$177K - $220K
|
271K
$25.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.09K+ 7.9% |
$176K - $219K
|
28.5K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
2.08K+ 1.31% |
$176K - $219K
|
161K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.08K+ 3.36% |
$176K - $218K
|
63.9K
$6.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.07KNew |
$175K - $218K
|
2.07K
$197K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 3.74% |
$175K - $217K
|
57.3K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.06K+ 1.63% |
$174K - $216K
|
129K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.04K+ 6.3% |
$172K - $214K
|
34.4K
$3.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.03K+ 9.64% |
$172K - $213K
|
23.1K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.02K+ 3.23% |
$171K - $212K
|
64.6K
$6.14M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
2.01K+ 5.88% |
$170K - $211K
|
36.2K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2K+ 9.49% |
$169K - $210K
|
23.1K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2K+ 7.44% |
$169K - $210K
|
28.9K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2K+ 21.23% |
$169K - $210K
|
11.4K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.99KNew |
$168K - $209K
|
1.99K
$189K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 24.43% |
$166K - $206K
|
9.99K
$950K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.93K+ 15.51% |
$163K - $202K
|
14.3K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
1.92K+ 0.68% |
$162K - $202K
|
284K
$27M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.92K+ 5.7% |
$162K - $201K
|
35.5K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.91K+ 11.35% |
$161K - $201K
|
18.7K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.87KNew |
$158K - $197K
|
1.87K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.87K+ 2.13% |
$158K - $196K
|
89.5K
$8.51M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.86K+ 7.48% |
$157K - $195K
|
26.7K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.86K+ 17.44% |
$157K - $195K
|
12.5K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.84K+ 6.71% |
$155K - $193K
|
29.2K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.83K+ 33.55% |
$154K - $192K
|
7.26K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.82K+ 1.95% |
$154K - $191K
|
95.1K
$9.04M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.81K+ 63.24% |
$153K - $190K
|
4.66K
$443K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.8K+ 2.63% |
$152K - $189K
|
70.2K
$6.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.8K+ 0.71% |
$152K - $189K
|
255K
$24.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.79K+ 1.07% |
$152K - $188K
|
170K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.79K+ 2.31% |
$151K - $188K
|
79.4K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.78K+ 13.43% |
$150K - $187K
|
15K
$1.43M
|