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 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
348+ 4.6% |
$29.4K - $36.6K
|
7.92K
$758K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
348+ 4.16% |
$29.4K - $36.6K
|
8.72K
$835K
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
341+ 6.49% |
$28.8K - $35.8K
|
5.6K
$535K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
337+ 1.53% |
$28.5K - $35.4K
|
22.4K
$2.14M
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
330+ 13.77% |
$27.9K - $34.7K
|
2.73K
$261K
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
BUY
|
- |
329+ 4.71% |
$27.8K - $34.6K
|
7.32K
$700K
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
327+ 17.09% |
$27.6K - $34.4K
|
2.24K
$214K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
326+ 1.03% |
$27.5K - $34.2K
|
32K
$3.06M
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
323+ 0.17% |
$27.3K - $33.9K
|
194K
$18.6M
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
321+ 6.99% |
$27.1K - $33.7K
|
4.91K
$470K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
320+ 7.63% |
$27K - $33.6K
|
4.51K
$432K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
317+ 17.86% |
$26.8K - $33.3K
|
2.09K
$200K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
315+ 1.87% |
$26.6K - $33.1K
|
17.1K
$1.64M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
310+ 1.2% |
$26.2K - $32.6K
|
26.2K
$2.5M
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
309+ 0.39% |
$26.1K - $32.5K
|
78.8K
$7.54M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
307+ 4.37% |
$25.9K - $32.3K
|
7.34K
$702K
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
304+ 2.02% |
$25.7K - $31.9K
|
15.3K
$1.47M
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
304+ 6.79% |
$25.7K - $31.9K
|
4.78K
$458K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 0.23% |
$25.5K - $31.7K
|
131K
$12.6M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
300+ 59.41% |
$25.4K - $31.5K
|
805
$77K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 3.58% |
$25.4K - $31.5K
|
8.67K
$829K
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
300+ 9.2% |
$25.4K - $31.5K
|
3.56K
$341K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 2.09% |
$25.4K - $31.5K
|
14.7K
$1.4M
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
300+ 38.22% |
$25.4K - $31.5K
|
1.09K
$104K
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
300+ 5.2% |
$25.4K - $31.5K
|
6.07K
$580K
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
299+ 2.03% |
$25.3K - $31.4K
|
15K
$1.44M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
297+ 0.36% |
$25.1K - $31.2K
|
82.1K
$7.85M
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
296+ 2.02% |
$25K - $31.1K
|
14.9K
$1.43M
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
295+ 9.27% |
$24.9K - $31K
|
3.48K
$333K
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
294+ 432.35% |
$24.8K - $30.9K
|
362
$34.6K
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
293+ 4.02% |
$24.8K - $30.8K
|
7.59K
$726K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
291+ 5.33% |
$24.6K - $30.6K
|
5.75K
$550K
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
290+ 1.99% |
$24.5K - $30.5K
|
14.9K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
286+ 3.23% |
$24.2K - $30K
|
9.15K
$876K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
283+ 5.46% |
$23.9K - $29.7K
|
5.47K
$523K
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
282+ 0.98% |
$23.8K - $29.6K
|
29K
$2.77M
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
281+ 11.38% |
$23.7K - $29.5K
|
2.75K
$263K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
275+ 0.97% |
$23.2K - $28.9K
|
28.6K
$2.74M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
275+ 4.97% |
$23.2K - $28.9K
|
5.81K
$556K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
273+ 5.67% |
$23.1K - $28.7K
|
5.09K
$487K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
273+ 3.91% |
$23.1K - $28.7K
|
7.26K
$695K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
271+ 5.26% |
$22.9K - $28.5K
|
5.42K
$519K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
269+ 0.5% |
$22.7K - $28.3K
|
54.1K
$5.17M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
269+ 1.33% |
$22.7K - $28.3K
|
20.6K
$1.97M
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
267+ 7.78% |
$22.6K - $28K
|
3.7K
$354K
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
265+ 0.91% |
$22.4K - $27.8K
|
29.4K
$2.81M
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
264+ 6.18% |
$22.3K - $27.7K
|
4.54K
$434K
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
264+ 5.06% |
$22.3K - $27.7K
|
5.48K
$524K
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
260+ 0.46% |
$22K - $27.3K
|
56.2K
$5.38M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
260+ 10.12% |
$22K - $27.3K
|
2.83K
$271K
|