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
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
4.49K+ 32.28% |
$379K - $472K
|
18.4K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.44K+ 3.81% |
$375K - $467K
|
121K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.42K+ 11.69% |
$374K - $465K
|
42.3K
$4.22M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.41KNew |
$373K - $463K
|
4.41K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.38K+ 94.59% |
$370K - $460K
|
9K
$898K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.35K+ 9.04% |
$367K - $457K
|
52.4K
$5.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.33KNew |
$366K - $455K
|
4.33K
$432K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.27K+ 18.41% |
$361K - $449K
|
27.5K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.26K+ 5.18% |
$360K - $447K
|
86.5K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.21K+ 2.22% |
$356K - $442K
|
194K
$19.3M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.2K+ 2.78% |
$355K - $441K
|
155K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
BUY
|
- |
4.16K+ 7.07% |
$352K - $437K
|
63K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.15K+ 42.43% |
$351K - $436K
|
13.9K
$1.39M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.15K+ 0.49% |
$351K - $436K
|
849K
$84.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.14K+ 689.33% |
$349K - $434K
|
4.74K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.12KNew |
$348K - $433K
|
4.12K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 0.55% |
$347K - $431K
|
754K
$75.2M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.08KNew |
$345K - $429K
|
4.08K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4KNew |
$338K - $420K
|
4K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.98K+ 4.4% |
$336K - $418K
|
94.5K
$9.43M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.96K+ 1.03% |
$334K - $416K
|
388K
$38.8M
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.96K+ 28.91% |
$334K - $415K
|
17.6K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
3.93K+ 17.46% |
$332K - $413K
|
26.4K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.92K+ 56.29% |
$331K - $412K
|
10.9K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.92K+ 7.02% |
$331K - $411K
|
59.7K
$5.96M
|
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
3.88K+ 0.21% |
$328K - $408K
|
1.88M
$188M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.88K+ 5.07% |
$328K - $407K
|
80.4K
$8.02M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.87K+ 5.53% |
$327K - $407K
|
73.9K
$7.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.86KNew |
$327K - $406K
|
3.86K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3.83KNew |
$324K - $402K
|
3.83K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
3.77K+ 8.47% |
$319K - $396K
|
48.3K
$4.82M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.76K+ 100.32% |
$317K - $394K
|
7.5K
$748K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.71K+ 11.21% |
$313K - $390K
|
36.8K
$3.67M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.69KNew |
$312K - $388K
|
3.69K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.67KNew |
$310K - $385K
|
3.67K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 3.01% |
$309K - $384K
|
125K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
3.65KNew |
$308K - $383K
|
3.65K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.64K+ 9.16% |
$307K - $382K
|
43.4K
$4.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
3.63K+ 3.59% |
$307K - $382K
|
105K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.63K+ 5.93% |
$306K - $381K
|
64.8K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.63K+ 1.06% |
$306K - $381K
|
344K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
3.63K+ 24.32% |
$306K - $381K
|
18.5K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.6K+ 20.34% |
$304K - $378K
|
21.3K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.59K+ 7.67% |
$303K - $377K
|
50.4K
$5.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.58K+ 5.96% |
$302K - $376K
|
63.7K
$6.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.56K+ 8.86% |
$301K - $374K
|
43.7K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
3.48KNew |
$294K - $365K
|
3.48K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.46K+ 6.91% |
$292K - $363K
|
53.5K
$5.34M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.45K+ 17.02% |
$292K - $363K
|
23.8K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.44K+ 53.26% |
$291K - $362K
|
9.91K
$989K
|