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 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.96K- 11.87% |
$672K - $836K
|
59.1K
$5.66M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-7.97K- 5.54% |
$674K - $838K
|
136K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8.17K- 49.23% |
$690K - $858K
|
8.43K
$808K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.25K- 8.73% |
$697K - $867K
|
86.2K
$8.26M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-8.29K- 7.51% |
$701K - $871K
|
102K
$9.79M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-8.38K- 8.26% |
$708K - $880K
|
93K
$8.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.4K- 33.35% |
$710K - $882K
|
16.8K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-8.46K- 2.73% |
$715K - $889K
|
302K
$28.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-8.47K- 10.18% |
$715K - $889K
|
74.7K
$7.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8.47K- 56.24% |
$716K - $890K
|
6.59K
$632K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-8.49K- 23.35% |
$718K - $892K
|
27.9K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
SELL
|
- |
-8.58K- 21.11% |
$725K - $901K
|
32.1K
$3.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8.59K- 34.29% |
$726K - $902K
|
16.5K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-8.6K- 5.26% |
$726K - $903K
|
155K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-8.61K- 15.21% |
$728K - $905K
|
48K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-8.67K- 20.8% |
$732K - $911K
|
33K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.75K- 1.5% |
$739K - $919K
|
576K
$55.2M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.84K- 43.07% |
$747K - $928K
|
11.7K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.84K- 3.16% |
$747K - $929K
|
271K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-8.94K- 15.07% |
$755K - $939K
|
50.4K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.95K- 30.47% |
$756K - $940K
|
20.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-8.97K- 6.08% |
$758K - $942K
|
139K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-8.99K- 2.83% |
$759K - $944K
|
308K
$29.5M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-9.08K- 0.53% |
$767K - $953K
|
1.72M
$165M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-9.09K- 18.57% |
$768K - $955K
|
39.9K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Kennondale Capital Management LLC
Richmond, VA |
SELL
|
- |
-9.19K- 50.0% |
$776K - $965K
|
9.19K
$881K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-9.21K- 3.54% |
$778K - $968K
|
251K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-9.24K- 0.6% |
$780K - $970K
|
1.53M
$147M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.24K- 8.25% |
$781K - $971K
|
103K
$9.85M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-9.29K- 8.62% |
$785K - $975K
|
98.4K
$9.43M
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-9.3K- 35.2% |
$786K - $977K
|
17.1K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-9.31K- 11.35% |
$787K - $978K
|
72.8K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-9.37K- 9.99% |
$792K - $985K
|
84.4K
$8.09M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-9.39K- 24.45% |
$793K - $986K
|
29K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-9.53K- 32.24% |
$805K - $1M
|
20K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-9.56K- 11.17% |
$808K - $1M
|
76K
$7.29M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-9.7K- 41.41% |
$819K - $1.02M
|
13.7K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9.7K- 9.7% |
$819K - $1.02M
|
90.3K
$8.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-9.82K- 3.9% |
$830K - $1.03M
|
242K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.89K- 2.84% |
$836K - $1.04M
|
339K
$32.5M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-9.9K- 81.04% |
$837K - $1.04M
|
2.32K
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.92K- 1.78% |
$838K - $1.04M
|
548K
$52.6M
|
|
|
May 05, 2025
Q1 2025
|
Coleford Investment Management Ltd.
Toronto, Ontario, Z4 |
SELL
|
- |
-9.96K- 2.77% |
$841K - $1.05M
|
349K
$33.5M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.98K- 1.23% |
$844K - $1.05M
|
804K
$77.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-10K- 20.23% |
$846K - $1.05M
|
39.5K
$3.79M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-10.1K- 0.93% |
$852K - $1.06M
|
1.07M
$103M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10.1K- 5.98% |
$853K - $1.06M
|
159K
$15.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-10.1K- 19.82% |
$855K - $1.06M
|
40.9K
$3.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.1K- 29.01% |
$855K - $1.06M
|
24.8K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.1K- 11.02% |
$855K - $1.06M
|
81.7K
$7.83M
|