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 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
190+ 5.77% |
$16.1K - $20K
|
3.48K
$333K
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
190+ 1.45% |
$16.1K - $20K
|
13.3K
$1.28M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
187+ 2.04% |
$15.8K - $19.6K
|
9.35K
$894K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
187+ 2.34% |
$15.8K - $19.6K
|
8.19K
$783K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
186+ 0.76% |
$15.7K - $19.5K
|
24.6K
$2.36M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
186+ 2.57% |
$15.7K - $19.5K
|
7.43K
$711K
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
185+ 3.31% |
$15.6K - $19.4K
|
5.77K
$552K
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
185+ 1.4% |
$15.6K - $19.4K
|
13.4K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
185+ 2.56% |
$15.6K - $19.4K
|
7.41K
$709K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
182+ 0.68% |
$15.4K - $19.1K
|
27K
$2.58M
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
181+ 1.42% |
$15.3K - $19K
|
12.9K
$1.24M
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
181+ 3.67% |
$15.3K - $19K
|
5.12K
$489K
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
180+ 0.98% |
$15.2K - $18.9K
|
18.6K
$1.78M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
178+ 1.43% |
$15K - $18.7K
|
12.7K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
176+ 3.01% |
$14.9K - $18.5K
|
6.03K
$577K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
171+ 2.88% |
$14.4K - $18K
|
6.12K
$585K
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
171+ 3.33% |
$14.4K - $18K
|
5.31K
$508K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
169+ 5.58% |
$14.3K - $17.8K
|
3.2K
$306K
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
167+ 1.35% |
$14.1K - $17.5K
|
12.5K
$1.2M
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
167+ 98.24% |
$14.1K - $17.5K
|
337
$32.2K
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
167+ 0.44% |
$14.1K - $17.5K
|
38K
$3.64M
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
166+ 4.29% |
$14K - $17.4K
|
4.03K
$386K
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
165+ 4.46% |
$13.9K - $17.3K
|
3.86K
$370K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
164+ 1.11% |
$13.9K - $17.2K
|
15K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
162+ 5.63% |
$13.7K - $17K
|
3.04K
$291K
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
161+ 0.85% |
$13.6K - $16.9K
|
19.2K
$1.83M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
160+ 26.67% |
$13.5K - $16.8K
|
760
$72.7K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
160+ 457.14% |
$13.5K - $16.8K
|
195
$18.7K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
159+ 0.59% |
$13.4K - $16.7K
|
27K
$2.59M
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
157+ 0.16% |
$13.3K - $16.5K
|
98.6K
$9.43M
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
156+ 0.38% |
$13.2K - $16.4K
|
41.7K
$3.99M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
154+ 0.19% |
$13K - $16.2K
|
81.7K
$7.82M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
151+ 0.11% |
$12.8K - $15.9K
|
138K
$13.2M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
151+ 11.1% |
$12.8K - $15.9K
|
1.51K
$145K
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.86% |
$12.8K - $15.9K
|
17.7K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
150+ 3.0% |
$12.7K - $15.8K
|
5.15K
$493K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
150+ 1.05% |
$12.7K - $15.8K
|
14.5K
$1.38M
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
149+ 0.98% |
$12.6K - $15.7K
|
15.4K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
144+ 0.99% |
$12.2K - $15.1K
|
14.7K
$1.41M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
144+ 2.03% |
$12.2K - $15.1K
|
7.22K
$691K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
143+ 9.45% |
$12.1K - $15K
|
1.66K
$159K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
140+ 0.72% |
$11.8K - $14.7K
|
19.5K
$1.86M
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
140+ 2.28% |
$11.8K - $14.7K
|
6.28K
$601K
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
139+ 1.15% |
$11.7K - $14.6K
|
12.2K
$1.17M
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
135+ 2.43% |
$11.4K - $14.2K
|
5.69K
$544K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
135+ 0.72% |
$11.4K - $14.2K
|
18.8K
$1.8M
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
134+ 0.13% |
$11.3K - $14.1K
|
105K
$10.1M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
130+ 3.69% |
$11K - $13.7K
|
3.66K
$350K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
130+ 1.91% |
$11K - $13.7K
|
6.94K
$663K
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
128+ 2.28% |
$10.8K - $13.4K
|
5.74K
$550K
|