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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
313K+ 127.04% |
$26.5M - $32.9M
|
560K
$55.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
299K+ 3.37% |
$25.2M - $31.4M
|
9.15M
$903M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
295K+ 1.12% |
$24.9M - $31M
|
26.7M
$2.64B
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
257K+ 406.35% |
$21.7M - $27M
|
321K
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Ceredex Value Advisors LLC
|
BUY
|
- |
255KNew |
$21.5M - $26.8M
|
255K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
253K+ 12.89% |
$21.4M - $26.6M
|
2.22M
$219M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
240K+ 6.44% |
$20.3M - $25.2M
|
3.97M
$392M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
238K+ 165.15% |
$20.1M - $25M
|
382K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
236KNew |
$20M - $24.8M
|
236K
$23.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
236K+ 33.34% |
$19.9M - $24.8M
|
943K
$93.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
235K+ 18.06% |
$19.9M - $24.7M
|
1.54M
$152M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
225K+ 143.72% |
$19M - $23.6M
|
382K
$37.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
224K+ 637.34% |
$18.9M - $23.5M
|
259K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
220K+ 23.52% |
$18.6M - $23.1M
|
1.15M
$114M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
219K+ 535.92% |
$18.5M - $23M
|
260K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
211K+ 28.77% |
$17.8M - $22.1M
|
944K
$93.1M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
208K+ 41.0% |
$17.6M - $21.9M
|
717K
$70.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
197K+ 1.74% |
$16.7M - $20.7M
|
11.6M
$1.14B
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
194K+ 5.21% |
$16.4M - $20.4M
|
3.91M
$386M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
187K+ 9.33% |
$15.8M - $19.6M
|
2.19M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184K+ 49.31% |
$15.6M - $19.4M
|
558K
$55.1M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
173K+ 1.11% |
$14.6M - $18.2M
|
15.8M
$1.56B
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
173KNew |
$14.6M - $18.1M
|
173K
$17M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
170K+ 40.54% |
$14.3M - $17.8M
|
588K
$58M
|
|
|
May 15, 2025
Q1 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
169K+ 175.78% |
$14.3M - $17.8M
|
266K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
167KNew |
$14.1M - $17.5M
|
167K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
166K+ 16.74% |
$14M - $17.4M
|
1.16M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
165K+ 27.18% |
$14M - $17.4M
|
773K
$76.3M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
162KNew |
$13.7M - $17.1M
|
162K
$16M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
162KNew |
$13.7M - $17M
|
162K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
160K+ 211.38% |
$13.5M - $16.8M
|
235K
$23.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
153K+ 160.96% |
$13M - $16.1M
|
249K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
149K+ 26.66% |
$12.6M - $15.7M
|
709K
$70M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
149K+ 350.55% |
$12.6M - $15.7M
|
192K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
145K+ 2241.3% |
$12.3M - $15.3M
|
152K
$15M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
142KNew |
$12M - $14.9M
|
142K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
138KNew |
$11.6M - $14.5M
|
138K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
138K+ 247.92% |
$11.6M - $14.5M
|
193K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
137K+ 114.77% |
$11.6M - $14.4M
|
256K
$25.3M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
134K+ 23.01% |
$11.3M - $14.1M
|
716K
$70.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
133K+ 7.04% |
$11.3M - $14M
|
2.02M
$200M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
131K+ 13.94% |
$11.1M - $13.8M
|
1.07M
$106M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
131K+ 98.36% |
$11.1M - $13.7M
|
264K
$26.1M
|
|
|
May 09, 2025
Q1 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
131K+ 29.44% |
$11M - $13.7M
|
575K
$56.7M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
122K+ 104.95% |
$10.3M - $12.9M
|
239K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
122KNew |
$10.3M - $12.8M
|
122K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
BUY
|
- |
121K+ 52.16% |
$10.2M - $12.7M
|
354K
$34.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
121K+ 5.87% |
$10.2M - $12.7M
|
2.19M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Oakmont Corp
|
BUY
|
- |
111KNew |
$9.36M - $11.6M
|
111K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
110K+ 14.98% |
$9.33M - $11.6M
|
847K
$83.7M
|