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
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.42KNew |
$289K - $359K
|
3.42K
$341K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.41K+ 22.74% |
$288K - $358K
|
18.4K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.41KNew |
$288K - $358K
|
3.41K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.38KNew |
$285K - $355K
|
3.38K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
3.32K+ 4.75% |
$281K - $349K
|
73.2K
$7.31M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.32KNew |
$280K - $349K
|
3.32K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.32K+ 1.38% |
$280K - $348K
|
244K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.29K+ 4.78% |
$278K - $346K
|
72.2K
$7.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 8.27% |
$277K - $345K
|
43K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.27K+ 85.91% |
$276K - $343K
|
7.07K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
3.26K+ 15.28% |
$275K - $342K
|
24.6K
$2.45M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.23K+ 2.45% |
$273K - $339K
|
135K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.22K+ 40.52% |
$272K - $338K
|
11.2K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
3.21K+ 2.11% |
$272K - $338K
|
156K
$15.5M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3.21KNew |
$271K - $337K
|
3.21K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.2K+ 2.34% |
$271K - $336K
|
140K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.2K+ 776.7% |
$270K - $336K
|
3.61K
$360K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.19K+ 41.02% |
$270K - $335K
|
11K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.12K+ 5.48% |
$264K - $328K
|
60.1K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.12K+ 1.57% |
$264K - $328K
|
202K
$20.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.1KNew |
$262K - $326K
|
3.1K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.08K+ 70.32% |
$261K - $324K
|
7.47K
$745K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
3.06K+ 61.96% |
$258K - $321K
|
8K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.05K+ 1.7% |
$258K - $321K
|
183K
$18.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.04K+ 3.84% |
$257K - $320K
|
82.4K
$8.22M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 56.05% |
$256K - $318K
|
8.43K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.01K+ 437.94% |
$255K - $317K
|
3.7K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.99KNew |
$253K - $314K
|
2.99K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 7.48% |
$252K - $314K
|
42.9K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.98K+ 15.77% |
$252K - $313K
|
21.9K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.98K+ 46.12% |
$251K - $313K
|
9.43K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.97K+ 8.44% |
$251K - $312K
|
38.2K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 1.34% |
$250K - $311K
|
224K
$22.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.96KNew |
$250K - $311K
|
2.96K
$295K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.96K+ 4.73% |
$250K - $311K
|
65.5K
$6.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.95KNew |
$249K - $310K
|
2.95K
$294K
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
2.95K+ 4.16% |
$249K - $310K
|
73.8K
$7.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.93K+ 91.25% |
$248K - $308K
|
6.14K
$613K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
2.93K+ 31.42% |
$248K - $308K
|
12.3K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.92KNew |
$247K - $307K
|
2.92K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.9K+ 4.69% |
$245K - $305K
|
64.8K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.89K+ 13.37% |
$244K - $304K
|
24.5K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 17.02% |
$244K - $303K
|
19.8K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
2.88K+ 6.28% |
$243K - $302K
|
48.6K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.87KNew |
$242K - $301K
|
2.87K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.86KNew |
$242K - $300K
|
2.86K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.85KNew |
$241K - $299K
|
2.85K
$284K
|