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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.5K+ 11.39% |
$803K - $998K
|
92.9K
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.46K+ 40.69% |
$799K - $993K
|
32.7K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.23K+ 4.35% |
$780K - $970K
|
221K
$21.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
9.23K+ 44.17% |
$780K - $969K
|
30.1K
$2.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
9.05K+ 23.57% |
$764K - $950K
|
47.4K
$4.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.04K+ 10.92% |
$764K - $950K
|
91.9K
$9.07M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.98KNew |
$759K - $944K
|
8.98K
$887K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.94K+ 27.7% |
$755K - $939K
|
41.2K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.92K+ 107.7% |
$754K - $937K
|
17.2K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
8.9KNew |
$752K - $934K
|
8.9K
$878K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
8.89K+ 80.91% |
$751K - $934K
|
19.9K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.85K+ 5.85% |
$747K - $929K
|
160K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.8K+ 84.61% |
$743K - $924K
|
19.2K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.8K+ 2.32% |
$743K - $924K
|
388K
$38.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
8.77K+ 0.11% |
$741K - $921K
|
7.93M
$783M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.7K+ 9.42% |
$735K - $914K
|
101K
$9.98M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.68K+ 18.74% |
$733K - $911K
|
55K
$5.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
8.63K+ 2.43% |
$730K - $907K
|
364K
$36M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.62K+ 6.21% |
$728K - $905K
|
147K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
8.42KNew |
$712K - $885K
|
8.42K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
8.41K+ 20.31% |
$711K - $883K
|
49.8K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.4K+ 33.96% |
$709K - $882K
|
33.1K
$3.27M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.37K+ 208.94% |
$707K - $879K
|
12.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.24K+ 1.68% |
$696K - $866K
|
500K
$49.3M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$694K - $863K
|
8.22K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.19K+ 11.18% |
$692K - $860K
|
81.5K
$8.04M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.15K+ 7.51% |
$689K - $856K
|
117K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.12K+ 0.74% |
$686K - $853K
|
1.1M
$109M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.11K+ 675.83% |
$685K - $852K
|
9.31K
$919K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.11K+ 99.68% |
$685K - $852K
|
16.2K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.09K+ 8.1% |
$683K - $850K
|
108K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
8.06K+ 8.04% |
$681K - $847K
|
108K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.04K+ 217.21% |
$679K - $845K
|
11.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.01K+ 0.05% |
$677K - $841K
|
15.8M
$1.56B
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8K+ 14.76% |
$676K - $841K
|
62.2K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
7.94K+ 48.39% |
$671K - $834K
|
24.4K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
7.9K+ 11.46% |
$667K - $829K
|
76.8K
$7.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.86K+ 24.81% |
$664K - $826K
|
39.6K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
7.82K+ 1.52% |
$660K - $821K
|
520K
$51.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7.74K+ 14.65% |
$654K - $813K
|
60.6K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 12.83% |
$654K - $812K
|
68K
$6.72M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.69K+ 22.61% |
$650K - $808K
|
41.7K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 4.93% |
$647K - $805K
|
163K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7.5K+ 31.51% |
$634K - $788K
|
31.3K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
7.44K+ 9.9% |
$629K - $782K
|
82.6K
$8.15M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.39K+ 77.0% |
$624K - $776K
|
17K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.38K+ 6.28% |
$623K - $775K
|
125K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.36K+ 31.03% |
$622K - $773K
|
31.1K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.34K+ 54.37% |
$620K - $771K
|
20.8K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
7.33KNew |
$619K - $770K
|
7.33K
$723K
|