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
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
116+ 2.07% |
$9.8K - $12.2K
|
5.73K
$545K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
116+ 0.76% |
$9.8K - $12.2K
|
15.4K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
116+ 2.0% |
$9.8K - $12.2K
|
5.92K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
115+ 1.45% |
$9.72K - $12.1K
|
8.06K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
114+ 3.28% |
$9.63K - $12K
|
3.59K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
113+ 2.19% |
$9.55K - $11.9K
|
5.28K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
113+ 0.7% |
$9.55K - $11.9K
|
16.2K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
113+ 2.87% |
$9.55K - $11.9K
|
4.06K
$386K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
112+ 4.0% |
$9.46K - $11.8K
|
2.91K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
111New |
$9.38K - $11.7K
|
111
$10.6K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
110+ 2.15% |
$9.3K - $11.6K
|
5.22K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
110+ 1.35% |
$9.3K - $11.6K
|
8.28K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
109+ 2.11% |
$9.21K - $11.5K
|
5.26K
$500K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
109+ 0.41% |
$9.21K - $11.5K
|
26.9K
$2.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
108+ 1.83% |
$9.13K - $11.3K
|
6.02K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
108+ 2.32% |
$9.13K - $11.3K
|
4.76K
$453K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
105+ 1.37% |
$8.87K - $11K
|
7.79K
$741K
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
104+ 4.11% |
$8.79K - $10.9K
|
2.64K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
102+ 1.25% |
$8.62K - $10.7K
|
8.27K
$786K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
102+ 0.4% |
$8.62K - $10.7K
|
25.9K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
100+ 3.25% |
$8.45K - $10.5K
|
3.18K
$302K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
100New |
$8.45K - $10.5K
|
100
$9.51K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
100+ 0.86% |
$8.45K - $10.5K
|
11.8K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
99+ 0.27% |
$8.37K - $10.4K
|
36.7K
$3.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
99+ 0.98% |
$8.37K - $10.4K
|
10.2K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
98+ 2.3% |
$8.28K - $10.3K
|
4.35K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
98+ 1.42% |
$8.28K - $10.3K
|
7.02K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
96+ 0.2% |
$8.11K - $10.1K
|
48.2K
$4.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
96+ 0.73% |
$8.11K - $10.1K
|
13.3K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 0.24% |
$8.03K - $9.98K
|
39.2K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
95+ 1.35% |
$8.03K - $9.98K
|
7.15K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
95+ 0.73% |
$8.03K - $9.98K
|
13.1K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
95+ 2.36% |
$8.03K - $9.98K
|
4.11K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89+ 6.75% |
$7.52K - $9.35K
|
1.41K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
89+ 0.42% |
$7.52K - $9.35K
|
21.4K
$2.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
89+ 2.9% |
$7.52K - $9.35K
|
3.16K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
88+ 2.79% |
$7.44K - $9.24K
|
3.24K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
88+ 3.38% |
$7.44K - $9.24K
|
2.69K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 0.69% |
$7.44K - $9.24K
|
12.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
87+ 1.23% |
$7.35K - $9.14K
|
7.14K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
85+ 0.19% |
$7.18K - $8.93K
|
44.8K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
85+ 3.73% |
$7.18K - $8.93K
|
2.37K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
85+ 2.45% |
$7.18K - $8.93K
|
3.55K
$338K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84+ 41.58% |
$7.1K - $8.82K
|
286
$27.2K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
84+ 2.8% |
$7.1K - $8.82K
|
3.08K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
82+ 0.42% |
$6.93K - $8.61K
|
19.8K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
82+ 3.18% |
$6.93K - $8.61K
|
2.66K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
81+ 6.04% |
$6.84K - $8.51K
|
1.42K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 0.51% |
$6.76K - $8.4K
|
15.8K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
80+ 0.66% |
$6.76K - $8.4K
|
12.2K
$1.16M
|