Purchases and Sales Made in Q1 2025 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2025. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
5.73KNew |
$484K - $602K
|
5.73K
$572K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.73K+ 21.6% |
$484K - $602K
|
32.3K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.65K+ 72.03% |
$478K - $594K
|
13.5K
$1.35M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
5.65KNew |
$477K - $593K
|
5.65K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.64K+ 8.53% |
$477K - $593K
|
71.8K
$7.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.63KNew |
$476K - $592K
|
5.63K
$562K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.59K+ 32.15% |
$473K - $587K
|
23K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.5K+ 6.47% |
$465K - $578K
|
90.6K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.45K+ 40.52% |
$460K - $572K
|
18.9K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
5.43K+ 47.91% |
$459K - $571K
|
16.8K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.43KNew |
$459K - $570K
|
5.43K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.43K+ 11.4% |
$458K - $570K
|
53K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.34K+ 1.75% |
$451K - $561K
|
310K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.32K+ 208.26% |
$449K - $559K
|
7.87K
$785K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.32K+ 7.75% |
$449K - $558K
|
73.9K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.3KNew |
$448K - $556K
|
5.3K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.21K+ 10.45% |
$440K - $548K
|
55.1K
$5.5M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
5.21KNew |
$440K - $547K
|
5.21K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
5.18K+ 4.17% |
$438K - $544K
|
129K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.16K+ 65.11% |
$436K - $542K
|
13.1K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.14K+ 14.78% |
$434K - $540K
|
39.9K
$3.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.14KNew |
$434K - $540K
|
5.14K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.12K+ 55.63% |
$433K - $538K
|
14.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.12K+ 0.86% |
$433K - $538K
|
601K
$60M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
5.11K+ 9.78% |
$432K - $537K
|
57.4K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.08K+ 6.48% |
$429K - $534K
|
83.5K
$8.33M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.08K+ 120.86% |
$429K - $533K
|
9.28K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
5.06K+ 3.18% |
$428K - $532K
|
164K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
5.05K+ 7.95% |
$427K - $530K
|
68.5K
$6.84M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
5.03K+ 11.65% |
$425K - $528K
|
48.2K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
5K+ 20.0% |
$423K - $525K
|
30K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$423K - $525K
|
5K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.94K+ 6.02% |
$418K - $519K
|
87.1K
$8.69M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.94K+ 5.21% |
$417K - $518K
|
99.7K
$9.95M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.93K+ 8.09% |
$416K - $517K
|
65.8K
$6.56M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4.87K+ 96.23% |
$412K - $512K
|
9.93K
$991K
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
4.8KNew |
$406K - $504K
|
4.8K
$479K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.75K+ 3.35% |
$401K - $499K
|
147K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
4.73KNew |
$400K - $497K
|
4.73K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.73KNew |
$399K - $496K
|
4.73K
$472K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.7K+ 92.3% |
$397K - $494K
|
9.79K
$977K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.69KNew |
$397K - $493K
|
4.69K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.65K+ 16.55% |
$393K - $489K
|
32.8K
$3.27M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.63K+ 67.63% |
$391K - $486K
|
11.5K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.56K+ 13.41% |
$385K - $479K
|
38.6K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.53KNew |
$383K - $476K
|
4.53K
$452K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.5K+ 150.1% |
$380K - $473K
|
7.5K
$748K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
4.5K+ 37.99% |
$380K - $473K
|
16.3K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
4.49K+ 2.52% |
$380K - $472K
|
183K
$18.2M
|