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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
23.7KNew |
$2.01M - $2.49M
|
23.7K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23.6K+ 6.38% |
$2M - $2.48M
|
394K
$38.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.5K+ 8.75% |
$1.98M - $2.46M
|
292K
$28.8M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
23.4KNew |
$1.97M - $2.45M
|
23.4K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
23.2K+ 20.67% |
$1.96M - $2.44M
|
135K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
23.2K+ 4.14% |
$1.96M - $2.44M
|
583K
$57.5M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
22.9K+ 170.41% |
$1.94M - $2.41M
|
36.4K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
22.9K+ 68.22% |
$1.94M - $2.41M
|
56.5K
$5.58M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.6K+ 4.58% |
$1.91M - $2.37M
|
515K
$50.9M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
22.2KNew |
$1.88M - $2.34M
|
22.2K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
22.2K+ 94.14% |
$1.88M - $2.33M
|
45.8K
$4.52M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
22K+ 10.36% |
$1.86M - $2.31M
|
234K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21.9K+ 149.73% |
$1.85M - $2.3M
|
36.5K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4K+ 13.92% |
$1.81M - $2.25M
|
175K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
21.3KNew |
$1.8M - $2.24M
|
21.3K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
21.2K+ 9.17% |
$1.79M - $2.23M
|
253K
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21.1K+ 130.32% |
$1.78M - $2.22M
|
37.3K
$3.68M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
21.1KNew |
$1.78M - $2.22M
|
21.1K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21K+ 228.49% |
$1.78M - $2.21M
|
30.2K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
21K+ 230.26% |
$1.77M - $2.2M
|
30.1K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
20.9K+ 7.95% |
$1.76M - $2.19M
|
284K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
20.9KNew |
$1.76M - $2.19M
|
20.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
20.8K+ 15.83% |
$1.76M - $2.19M
|
152K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
20.5K+ 11.8% |
$1.73M - $2.15M
|
194K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.72M - $2.14M
|
20.4K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
20.4K+ 9052.89% |
$1.72M - $2.14M
|
20.6K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 2.89% |
$1.68M - $2.09M
|
708K
$69.9M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
19.8K+ 715.76% |
$1.67M - $2.08M
|
22.6K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
19.8K+ 7.68% |
$1.67M - $2.08M
|
277K
$27.3M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
19.7KNew |
$1.67M - $2.07M
|
19.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
19.4KNew |
$1.64M - $2.04M
|
19.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
19.2K+ 6.34% |
$1.62M - $2.02M
|
322K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.2K+ 15.64% |
$1.62M - $2.01M
|
142K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
19K+ 40.11% |
$1.61M - $2M
|
66.4K
$6.55M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
18.8K+ 178.83% |
$1.59M - $1.98M
|
29.3K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
18.8K+ 7.48% |
$1.58M - $1.97M
|
269K
$26.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
18.6K+ 25.25% |
$1.57M - $1.95M
|
92.1K
$9.09M
|
|
|
May 13, 2025
Q1 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
18.5K+ 6.36% |
$1.57M - $1.95M
|
310K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
18.2K+ 60.08% |
$1.54M - $1.92M
|
48.6K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 1.17% |
$1.52M - $1.89M
|
1.55M
$153M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
17.7K+ 1128.72% |
$1.49M - $1.86M
|
19.3K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
17.6KNew |
$1.49M - $1.85M
|
17.6K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
17.5K+ 5.82% |
$1.48M - $1.84M
|
319K
$31.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
17.5K+ 58.29% |
$1.48M - $1.84M
|
47.6K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
17K+ 50.94% |
$1.43M - $1.78M
|
50.3K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
16.9K+ 99.73% |
$1.43M - $1.78M
|
33.9K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
16.8K+ 2.43% |
$1.42M - $1.76M
|
707K
$69.8M
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
16.7KNew |
$1.41M - $1.76M
|
16.7K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
BUY
|
- |
16.5KNew |
$1.39M - $1.73M
|
16.5K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
16.3K+ 17.16% |
$1.38M - $1.72M
|
112K
$11M
|