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 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 0.24% |
$507 - $630
|
2.52K
$240K
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$507 - $630
|
2.61K
$248K
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.27K
$691K
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 0.08% |
$507 - $630
|
7.63K
$725K
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.16% |
$423 - $525
|
3.19K
$304K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.12% |
$423 - $525
|
4.02K
$383K
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
5+ 0.16% |
$423 - $525
|
3.16K
$300K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.01% |
$423 - $525
|
52.1K
$4.96M
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4+ 0.13% |
$338 - $420
|
3.11K
$296K
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4+ 0.16% |
$338 - $420
|
2.49K
$237K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.17% |
$338 - $420
|
2.37K
$225K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.12% |
$338 - $420
|
3.22K
$306K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.09% |
$338 - $420
|
4.54K
$432K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
4+ 0.31% |
$338 - $420
|
1.31K
$125K
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
4+ 0.08% |
$338 - $420
|
4.89K
$465K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4+ 0.13% |
$338 - $420
|
2.99K
$285K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 3.54% |
$338 - $420
|
117
$11.1K
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.15% |
$254 - $315
|
2K
$190K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.33% |
$254 - $315
|
926
$88.1K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3+ 0.09% |
$254 - $315
|
3.23K
$307K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.08% |
$254 - $315
|
3.67K
$349K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.05% |
$254 - $315
|
6.34K
$602K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$254 - $315
|
4.19K
$399K
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3+ 0.06% |
$254 - $315
|
4.88K
$464K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.22% |
$254 - $315
|
1.38K
$131K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.28K
$692K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3+ 0.04% |
$254 - $315
|
8.08K
$768K
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
3+ 0.04% |
$254 - $315
|
7.7K
$732K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2+ 0.0% |
$169 - $210
|
62.2K
$5.91M
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
2+ 0.08% |
$169 - $210
|
2.61K
$248K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$169 - $210
|
4.82K
$458K
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2+ 0.07% |
$169 - $210
|
2.81K
$267K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2+ 0.05% |
$169 - $210
|
4.27K
$406K
|
|
May 09, 2025
Q1 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2+ 0.0% |
$169 - $210
|
45.8K
$4.35M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2+ 0.02% |
$169 - $210
|
13K
$1.23M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.02% |
$169 - $210
|
9.18K
$873K
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.06% |
$169 - $210
|
3.12K
$296K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2+ 0.06% |
$169 - $210
|
3.54K
$336K
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2+ 0.14% |
$169 - $210
|
1.46K
$139K
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2+ 0.04% |
$169 - $210
|
4.48K
$426K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2+ 0.06% |
$169 - $210
|
3.4K
$323K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2+ 0.0% |
$169 - $210
|
50.7K
$4.82M
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
2+ 0.09% |
$169 - $210
|
2.3K
$219K
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.04% |
$169 - $210
|
5.42K
$516K
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
5.94K
$565K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.02% |
$84.5 - $105
|
6.16K
$586K
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.06K
$291K
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.58K
$245K
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1+ 0.04% |
$84.5 - $105
|
2.49K
$237K
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.03% |
$84.5 - $105
|
3.36K
$320K
|