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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.48KNew |
$125K - $155K
|
1.48K
$141K
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.48K+ 4.97% |
$125K - $155K
|
31.2K
$2.96M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 7.9% |
$125K - $155K
|
20.1K
$1.91M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.46K+ 0.1% |
$123K - $153K
|
1.54M
$146M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.45K+ 5.87% |
$122K - $152K
|
26.1K
$2.48M
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.43K+ 4.05% |
$120K - $150K
|
36.6K
$3.48M
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.42K+ 5.81% |
$120K - $149K
|
25.9K
$2.46M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.42K+ 11.44% |
$120K - $149K
|
13.8K
$1.31M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 5.46% |
$119K - $148K
|
27.1K
$2.58M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 9.79% |
$119K - $147K
|
15.7K
$1.5M
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.4K+ 25.24% |
$119K - $147K
|
6.97K
$662K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.39K+ 2.74% |
$118K - $146K
|
52.3K
$4.97M
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.39KNew |
$117K - $145K
|
1.39K
$132K
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.39K+ 2.84% |
$117K - $145K
|
50.1K
$4.76M
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.38K+ 42.8% |
$117K - $145K
|
4.61K
$438K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.36K+ 7.31% |
$115K - $143K
|
20K
$1.9M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.36KNew |
$115K - $143K
|
1.36K
$129K
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 11.39% |
$115K - $143K
|
13.3K
$1.26M
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.36K+ 60.97% |
$115K - $142K
|
3.58K
$340K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.35K+ 40.43% |
$114K - $142K
|
4.7K
$447K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.34K+ 11.67% |
$114K - $141K
|
12.9K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.34K+ 57.66% |
$114K - $141K
|
3.68K
$349K
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
1.34K+ 13.29% |
$113K - $141K
|
11.4K
$1.09M
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.34K+ 46.72% |
$113K - $141K
|
4.21K
$400K
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.34K+ 6.71% |
$113K - $141K
|
21.3K
$2.03M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.33K+ 42.92% |
$113K - $140K
|
4.44K
$422K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.33K+ 0.76% |
$112K - $139K
|
176K
$16.8M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$126K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.32KNew |
$112K - $139K
|
1.32K
$126K
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.32K+ 28.73% |
$111K - $139K
|
5.91K
$562K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.31K+ 4.17% |
$111K - $137K
|
32.7K
$3.11M
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.3K+ 36.09% |
$110K - $136K
|
4.9K
$466K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 2.93% |
$109K - $136K
|
45.4K
$4.31M
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.29K+ 2.98% |
$109K - $136K
|
44.6K
$4.24M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 21.09% |
$108K - $135K
|
7.36K
$700K
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.27K+ 23.54% |
$107K - $134K
|
6.67K
$634K
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1.27K+ 2.01% |
$107K - $133K
|
64.5K
$6.14M
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.23K+ 1.94% |
$104K - $130K
|
64.8K
$6.17M
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
1.22K+ 8.28% |
$103K - $129K
|
16K
$1.52M
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.22K+ 3.55% |
$103K - $128K
|
35.5K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.21K+ 23.35% |
$103K - $128K
|
6.41K
$610K
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.2K+ 19.4% |
$102K - $126K
|
7.41K
$705K
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.2K+ 4.21% |
$101K - $126K
|
29.6K
$2.81M
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.19K+ 22.16% |
$101K - $125K
|
6.58K
$626K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 1.16% |
$101K - $125K
|
104K
$9.9M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.19K+ 7.67% |
$101K - $125K
|
16.7K
$1.59M
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
1.19K+ 10.69% |
$100K - $124K
|
12.3K
$1.17M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.18KNew |
$99.4K - $124K
|
1.18K
$112K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.16K+ 9.62% |
$97.8K - $122K
|
13.2K
$1.25M
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.15K+ 10.74% |
$97.3K - $121K
|
11.9K
$1.13M
|