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 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
24+ 0.37% |
$2.03K - $2.52K
|
6.48K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
24+ 0.84% |
$2.03K - $2.52K
|
2.89K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
24+ 0.5% |
$2.03K - $2.52K
|
4.79K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
24+ 0.16% |
$2.03K - $2.52K
|
15K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
24+ 0.18% |
$2.03K - $2.52K
|
13.3K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
24+ 0.09% |
$2.03K - $2.52K
|
27.5K
$2.61M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22+ 0.39% |
$1.86K - $2.31K
|
5.61K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
21+ 0.79% |
$1.77K - $2.21K
|
2.69K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.09% |
$1.77K - $2.21K
|
24.2K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20+ 0.39% |
$1.69K - $2.1K
|
5.14K
$489K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
20+ 0.18% |
$1.69K - $2.1K
|
11.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
19+ 0.54% |
$1.61K - $2K
|
3.56K
$339K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
19+ 0.11% |
$1.61K - $2K
|
17K
$1.62M
|
|
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
18+ 0.06% |
$1.52K - $1.89K
|
31.7K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
18+ 0.68% |
$1.52K - $1.89K
|
2.67K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 0.15% |
$1.52K - $1.89K
|
11.7K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
18+ 0.02% |
$1.52K - $1.89K
|
90K
$8.55M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$1.35K - $1.68K
|
5.53K
$526K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
16+ 2.61% |
$1.35K - $1.68K
|
628
$59.7K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 0.2% |
$1.35K - $1.68K
|
8.08K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
16+ 0.49% |
$1.35K - $1.68K
|
3.28K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
15+ 0.08% |
$1.27K - $1.58K
|
18.1K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
15New |
$1.27K - $1.58K
|
15
$1.43K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.27% |
$1.27K - $1.58K
|
5.66K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 0.03% |
$1.18K - $1.47K
|
45.6K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.17% |
$1.18K - $1.47K
|
8.14K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.29K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12+ 0.16% |
$1.01K - $1.26K
|
7.75K
$737K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
12+ 0.16% |
$1.01K - $1.26K
|
7.51K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12+ 0.06% |
$1.01K - $1.26K
|
20.5K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.28% |
$1.01K - $1.26K
|
4.33K
$412K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
11+ 0.33% |
$930 - $1.16K
|
3.36K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.05% |
$930 - $1.16K
|
23K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
11New |
$930 - $1.16K
|
11
$1.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
11+ 0.05% |
$930 - $1.16K
|
23.3K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
10+ 0.26% |
$845 - $1.05K
|
3.79K
$360K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10+ 0.37% |
$845 - $1.05K
|
2.75K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9+ 0.24% |
$761 - $945
|
3.77K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
9+ 0.31% |
$761 - $945
|
2.89K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.08% |
$676 - $840
|
9.6K
$912K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8+ 6.06% |
$676 - $840
|
140
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
8+ 0.25% |
$676 - $840
|
3.19K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
7+ 0.01% |
$592 - $735
|
55K
$5.23M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$592 - $735
|
3.03K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
7+ 0.2% |
$592 - $735
|
3.5K
$333K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7+ 0.09% |
$592 - $735
|
7.87K
$748K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.07% |
$592 - $735
|
10.2K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
6+ 0.1% |
$507 - $630
|
5.86K
$557K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6+ 0.0% |
$507 - $630
|
150K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
6+ 0.15% |
$507 - $630
|
3.91K
$371K
|