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 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
33.6K+ 68.2% |
$2.84M - $3.53M
|
83K
$8.19M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.5K+ 24.64% |
$2.83M - $3.52M
|
169K
$16.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
33.4K+ 156.75% |
$2.82M - $3.51M
|
54.7K
$5.4M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
33.2KNew |
$2.8M - $3.49M
|
33.2K
$3.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33K+ 26.16% |
$2.79M - $3.46M
|
159K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
32.9KNew |
$2.78M - $3.46M
|
32.9K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
32.9K+ 6.3% |
$2.78M - $3.45M
|
555K
$54.8M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
32.7K+ 8.28% |
$2.76M - $3.43M
|
427K
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32.6K+ 124.6% |
$2.76M - $3.43M
|
58.8K
$5.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32K+ 16.03% |
$2.71M - $3.37M
|
232K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Infusive Asset Management Inc.
New York, NY |
BUY
|
- |
32K+ 24.51% |
$2.71M - $3.36M
|
163K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
32KNew |
$2.71M - $3.36M
|
32K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.9KNew |
$2.7M - $3.35M
|
31.9K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
31.5K+ 5.38% |
$2.66M - $3.31M
|
616K
$60.8M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
31.4K+ 43.51% |
$2.66M - $3.3M
|
104K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.1K+ 152.89% |
$2.62M - $3.26M
|
51.4K
$5.07M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
31K+ 4.69% |
$2.62M - $3.26M
|
692K
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
30.5K+ 10.11% |
$2.57M - $3.2M
|
332K
$32.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4K+ 16.08% |
$2.57M - $3.19M
|
220K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
29.7K+ 4.71% |
$2.51M - $3.12M
|
661K
$65.3M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29.5KNew |
$2.49M - $3.1M
|
29.5K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
29.5K+ 8.75% |
$2.49M - $3.1M
|
366K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
29.3K+ 2.67% |
$2.47M - $3.07M
|
1.12M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
29K+ 24.83% |
$2.45M - $3.05M
|
146K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
28.7K+ 75.42% |
$2.42M - $3.01M
|
66.7K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28.2K+ 14.62% |
$2.39M - $2.97M
|
221K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
28.2KNew |
$2.38M - $2.96M
|
28.2K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
28.1K+ 411.97% |
$2.38M - $2.95M
|
34.9K
$3.45M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
28.1K+ 41.74% |
$2.37M - $2.95M
|
95.3K
$9.4M
|
|
|
May 15, 2025
Q1 2025
|
Sandler Capital Management
New York, NY |
BUY
|
- |
28KNew |
$2.37M - $2.94M
|
28K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
27.6K+ 13.93% |
$2.33M - $2.9M
|
226K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.3K+ 200.67% |
$2.31M - $2.87M
|
40.9K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
26.8K+ 13.24% |
$2.27M - $2.82M
|
229K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.8K+ 4.83% |
$2.26M - $2.82M
|
582K
$57.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
26.7K+ 94.23% |
$2.25M - $2.8M
|
55K
$5.43M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.5K+ 42.98% |
$2.24M - $2.78M
|
88K
$8.69M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.3K+ 3.31% |
$2.22M - $2.76M
|
822K
$81.1M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
26KNew |
$2.2M - $2.73M
|
26K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
25.9K+ 9006.94% |
$2.19M - $2.72M
|
26.2K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$2.18M - $2.71M
|
25.8K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.7K+ 2.06% |
$2.17M - $2.7M
|
1.27M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
25.6K+ 28.23% |
$2.17M - $2.69M
|
116K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
25.5K+ 539.08% |
$2.16M - $2.68M
|
30.3K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
25.4K+ 1.24% |
$2.15M - $2.67M
|
2.08M
$205M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
24.6K+ 0.99% |
$2.08M - $2.59M
|
2.51M
$248M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
24.2K+ 232.72% |
$2.05M - $2.54M
|
34.6K
$3.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24.2K+ 270.83% |
$2.05M - $2.54M
|
33.2K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
24KNew |
$2.03M - $2.52M
|
24K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
24K+ 2.25% |
$2.03M - $2.52M
|
1.09M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
24K+ 3.25% |
$2.03M - $2.52M
|
761K
$75.1M
|