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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
599+ 3.74% |
$50.6K - $62.9K
|
16.6K
$1.58M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
590+ 1.72% |
$49.9K - $62K
|
34.8K
$3.31M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
587+ 2.83% |
$49.6K - $61.7K
|
21.4K
$2.03M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
584+ 2.54% |
$49.3K - $61.3K
|
23.6K
$2.24M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
579+ 6.34% |
$48.9K - $60.8K
|
9.71K
$924K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
576+ 1.01% |
$48.7K - $60.5K
|
57.6K
$5.48M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
576+ 6.76% |
$48.7K - $60.5K
|
9.09K
$865K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
575+ 8.77% |
$48.6K - $60.4K
|
7.13K
$678K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 8.83% |
$47.9K - $59.6K
|
6.99K
$664K
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
561+ 2.04% |
$47.4K - $58.9K
|
28.1K
$2.67M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
555+ 4.73% |
$46.9K - $58.3K
|
12.3K
$1.17M
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
555New |
$46.9K - $58.3K
|
555
$52.8K
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
554+ 6.88% |
$46.8K - $58.2K
|
8.61K
$819K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
542+ 0.91% |
$45.8K - $56.9K
|
60.2K
$5.73M
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
539+ 1.29% |
$45.5K - $56.6K
|
42.2K
$4.01M
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
539+ 10.36% |
$45.5K - $56.6K
|
5.74K
$546K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
538+ 1.4% |
$45.5K - $56.5K
|
38.9K
$3.69M
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
536+ 8.18% |
$45.3K - $56.3K
|
7.09K
$674K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
535+ 0.61% |
$45.2K - $56.2K
|
87.8K
$8.34M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
528+ 0.11% |
$44.6K - $55.5K
|
501K
$47.7M
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
525+ 2.62% |
$44.4K - $55.2K
|
20.6K
$1.96M
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
522+ 2.08% |
$44.1K - $54.8K
|
25.6K
$2.44M
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
519+ 0.6% |
$43.9K - $54.5K
|
87.1K
$8.28M
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
519+ 17.87% |
$43.9K - $54.5K
|
3.42K
$325K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
517+ 10.16% |
$43.7K - $54.3K
|
5.6K
$533K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
516+ 2.47% |
$43.6K - $54.2K
|
21.4K
$2.03M
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
514+ 3.39% |
$43.4K - $54K
|
15.7K
$1.49M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
514+ 0.52% |
$43.4K - $54K
|
99K
$9.42M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
511+ 9.15% |
$43.2K - $53.7K
|
6.1K
$580K
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
511+ 0.19% |
$43.2K - $53.7K
|
275K
$26.2M
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
507+ 3.11% |
$42.8K - $53.3K
|
16.8K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
506+ 6.42% |
$42.8K - $53.2K
|
8.39K
$798K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
502+ 2.15% |
$42.4K - $52.7K
|
23.9K
$2.27M
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
501+ 1.6% |
$42.3K - $52.6K
|
31.8K
$3.02M
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
501+ 3.48% |
$42.3K - $52.6K
|
14.9K
$1.41M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500+ 34.39% |
$42.3K - $52.5K
|
1.95K
$186K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
CALL |
500New |
$42.3K - $52.5K
|
500
$47.5K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 1.73% |
$42.3K - $52.5K
|
29.4K
$2.8M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
500New |
$42.3K - $52.5K
|
500
$47.5K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
498+ 8.65% |
$42.1K - $52.3K
|
6.25K
$595K
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
498+ 5.84% |
$42.1K - $52.3K
|
9.02K
$858K
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
497+ 0.26% |
$42K - $52.2K
|
193K
$18.3M
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
495+ 30.26% |
$41.8K - $52K
|
2.13K
$203K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
489+ 3.14% |
$41.3K - $51.4K
|
16.1K
$1.53M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
488+ 0.54% |
$41.2K - $51.3K
|
90.9K
$8.64M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
486New |
$41.1K - $51.1K
|
486
$46.2K
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
485+ 16.17% |
$41K - $50.9K
|
3.48K
$331K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
481+ 49.18% |
$40.6K - $50.5K
|
1.46K
$139K
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
474+ 2.48% |
$40.1K - $49.8K
|
19.6K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
472+ 6.57% |
$39.9K - $49.6K
|
7.65K
$728K
|