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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.15K+ 1.98% |
$97.1K - $121K
|
59.1K
$5.62M
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.15K+ 9.96% |
$97K - $121K
|
12.7K
$1.21M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.14KNew |
$96.6K - $120K
|
1.14K
$109K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.13K+ 43.45% |
$95.1K - $118K
|
3.71K
$353K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.12K+ 9.78% |
$94.9K - $118K
|
12.6K
$1.2M
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.43% |
$93.5K - $116K
|
259K
$24.7M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.08K+ 3.42% |
$91.3K - $114K
|
32.7K
$3.11M
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.08K+ 31.5% |
$91.2K - $113K
|
4.5K
$428K
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
1.08K+ 2.75% |
$91.1K - $113K
|
40.3K
$3.83M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08K+ 10.45% |
$90.9K - $113K
|
11.4K
$1.08M
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.07K+ 0.74% |
$90.7K - $113K
|
147K
$13.9M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.06K+ 0.29% |
$89.9K - $112K
|
369K
$35.1M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.05K+ 4.55% |
$88.9K - $111K
|
24.2K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 4.89% |
$87.7K - $109K
|
22.3K
$2.12M
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.04K+ 1.1% |
$87.5K - $109K
|
95.2K
$9.05M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.03K+ 7.69% |
$87.4K - $109K
|
14.5K
$1.38M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03K+ 2.37% |
$87.1K - $108K
|
44.5K
$4.23M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.03K+ 4.53% |
$86.9K - $108K
|
23.7K
$2.26M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.03K+ 2.36% |
$86.7K - $108K
|
44.4K
$4.23M
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
1.01K+ 1.15% |
$85.6K - $106K
|
89.3K
$8.49M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.01K+ 3.75% |
$85.3K - $106K
|
27.9K
$2.66M
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.01K+ 21.79% |
$84.9K - $106K
|
5.62K
$534K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1K+ 1.55% |
$84.6K - $105K
|
65.6K
$6.24M
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
1K+ 24.9% |
$84.5K - $105K
|
5.02K
$477K
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1K+ 4.35% |
$84.5K - $105K
|
24K
$2.28M
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
982+ 2.66% |
$83K - $103K
|
37.9K
$3.61M
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
972+ 4.5% |
$82.1K - $102K
|
22.6K
$2.15M
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
970+ 3.49% |
$82K - $102K
|
28.8K
$2.74M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
963+ 33.73% |
$81.4K - $101K
|
3.82K
$363K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
961+ 4.12% |
$81.2K - $101K
|
24.3K
$2.31M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
960+ 16.18% |
$81.1K - $101K
|
6.9K
$656K
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
941+ 6.7% |
$79.5K - $98.9K
|
15K
$1.42M
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
940+ 11.01% |
$79.4K - $98.7K
|
9.48K
$902K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
931+ 3.42% |
$78.7K - $97.8K
|
28.1K
$2.67M
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
927+ 12.73% |
$78.3K - $97.4K
|
8.21K
$780K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
926+ 6.44% |
$78.2K - $97.3K
|
15.3K
$1.45M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
912+ 17.79% |
$77.1K - $95.8K
|
6.04K
$574K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
909+ 13.91% |
$76.8K - $95.5K
|
7.45K
$708K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
907+ 19.19% |
$76.6K - $95.3K
|
5.63K
$536K
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
900+ 180.0% |
$76.1K - $94.5K
|
1.4K
$133K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
900+ 1.78% |
$76.1K - $94.5K
|
51.4K
$4.89M
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
900+ 40.27% |
$76.1K - $94.5K
|
3.14K
$298K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
899+ 6.24% |
$76K - $94.4K
|
15.3K
$1.46M
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
899+ 1.72% |
$76K - $94.4K
|
53.3K
$5.07M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
889+ 7.37% |
$75.1K - $93.4K
|
12.9K
$1.23M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
888+ 89.7% |
$75K - $93.3K
|
1.88K
$179K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
887+ 14.65% |
$75K - $93.2K
|
6.94K
$660K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
880+ 30.29% |
$74.4K - $92.4K
|
3.79K
$360K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
878+ 11.32% |
$74.2K - $92.2K
|
8.63K
$821K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
878+ 9.92% |
$74.2K - $92.2K
|
9.73K
$925K
|