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 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
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
79+ 0.95% |
$6.68K - $8.3K
|
8.4K
$799K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
78+ 0.95% |
$6.59K - $8.19K
|
8.25K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
77+ 2.46% |
$6.51K - $8.09K
|
3.21K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
76+ 1.32% |
$6.42K - $7.98K
|
5.85K
$557K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
76+ 3.01% |
$6.42K - $7.98K
|
2.6K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 0.3% |
$6.42K - $7.98K
|
25.7K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
75+ 1.17% |
$6.34K - $7.88K
|
6.48K
$616K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
75+ 58.14% |
$6.34K - $7.88K
|
204
$19.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
74+ 2.36% |
$6.25K - $7.77K
|
3.21K
$305K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
70+ 15.56% |
$5.92K - $7.35K
|
520
$49.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
70+ 1.01% |
$5.92K - $7.35K
|
6.97K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
68+ 1.04% |
$5.75K - $7.14K
|
6.63K
$630K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
66+ 1.7% |
$5.58K - $6.93K
|
3.95K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
65+ 0.33% |
$5.49K - $6.83K
|
19.9K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
65+ 0.77% |
$5.49K - $6.83K
|
8.46K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
65New |
$5.49K - $6.83K
|
65
$6.18K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
65+ 1.56% |
$5.49K - $6.83K
|
4.22K
$401K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
64+ 0.61% |
$5.41K - $6.72K
|
10.6K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
64+ 0.61% |
$5.41K - $6.72K
|
10.5K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
63New |
$5.32K - $6.62K
|
63
$5.99K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
61+ 0.21% |
$5.15K - $6.41K
|
29.6K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
61+ 0.45% |
$5.15K - $6.41K
|
13.5K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
60+ 0.3% |
$5.07K - $6.3K
|
20.2K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
60+ 0.85% |
$5.07K - $6.3K
|
7.14K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
60+ 2.01% |
$5.07K - $6.3K
|
3.05K
$290K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
58+ 0.49% |
$4.9K - $6.09K
|
12K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
58+ 0.2% |
$4.9K - $6.09K
|
29.3K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
58+ 1.24% |
$4.9K - $6.09K
|
4.74K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
57+ 58.76% |
$4.82K - $5.99K
|
154
$14.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
57+ 0.32% |
$4.82K - $5.99K
|
17.9K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
57+ 1.0% |
$4.82K - $5.99K
|
5.76K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 0.53% |
$4.73K - $5.88K
|
10.5K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
55+ 2.05% |
$4.65K - $5.78K
|
2.74K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
55+ 1.4% |
$4.65K - $5.78K
|
3.99K
$380K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.48% |
$4.65K - $5.78K
|
11.5K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55+ 0.35% |
$4.65K - $5.78K
|
15.8K
$1.51M
|