Latest Institutional Purchases of Walmart Inc. (WMT)
This list provides information on the latest institutional transactions involving Walmart Inc. (WMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7.74K+ 14.65% |
$654K - $813K
|
60.6K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
7.33KNew |
$619K - $770K
|
7.33K
$683K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.89K+ 74.38% |
$582K - $724K
|
16.2K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.5K+ 28.96% |
$550K - $683K
|
29K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.23K+ 14.71% |
$526K - $654K
|
48.6K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
6.21KNew |
$525K - $653K
|
6.21K
$579K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.14K+ 2.75% |
$519K - $645K
|
230K
$21.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.03K+ 40.5% |
$509K - $633K
|
20.9K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
5.73K+ 21.6% |
$484K - $602K
|
32.3K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
5.63KNew |
$476K - $592K
|
5.63K
$525K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
5.43K+ 47.91% |
$459K - $571K
|
16.8K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.32K+ 7.75% |
$449K - $558K
|
73.9K
$6.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.5KNew |
$380K - $473K
|
4.5K
$419K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.27K+ 18.41% |
$361K - $449K
|
27.5K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.98K+ 4.4% |
$336K - $418K
|
94.5K
$8.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.86KNew |
$327K - $406K
|
3.86K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.71K+ 11.21% |
$313K - $390K
|
36.8K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.66K+ 3.01% |
$309K - $384K
|
125K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.46K+ 6.91% |
$292K - $363K
|
53.5K
$4.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.44K+ 53.26% |
$291K - $362K
|
9.91K
$924K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.41KNew |
$288K - $358K
|
3.41K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
3.32K+ 4.75% |
$281K - $349K
|
73.2K
$6.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.32KNew |
$280K - $348K
|
3.32K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
3.2K+ 776.7% |
$270K - $336K
|
3.61K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.12K+ 1.57% |
$264K - $328K
|
202K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.1KNew |
$262K - $326K
|
3.1K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.08KNew |
$260K - $323K
|
3.08K
$287K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.95KNew |
$249K - $310K
|
2.95K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
2.93K+ 31.42% |
$248K - $308K
|
12.3K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.92KNew |
$247K - $307K
|
2.92K
$272K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.84K+ 35.85% |
$240K - $298K
|
10.7K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
2.8K+ 95.83% |
$237K - $294K
|
5.73K
$534K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.79KNew |
$236K - $293K
|
2.79K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.74K+ 4.83% |
$231K - $288K
|
59.5K
$5.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.43K+ 17.31% |
$205K - $255K
|
16.5K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.43K+ 48.79% |
$205K - $255K
|
7.4K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.42K+ 2.65% |
$204K - $254K
|
93.5K
$8.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.39KNew |
$202K - $251K
|
2.39K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
2.38KNew |
$201K - $250K
|
2.38K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
2.36K+ 3.11% |
$199K - $248K
|
78.3K
$7.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.29KNew |
$193K - $240K
|
2.29K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.21K+ 18.43% |
$187K - $232K
|
14.2K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
2.14K+ 0.98% |
$181K - $225K
|
221K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.03K+ 9.64% |
$172K - $213K
|
23.1K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.02K+ 10.69% |
$171K - $212K
|
20.9K
$1.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.98K+ 1.35% |
$167K - $208K
|
148K
$13.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.93K+ 15.51% |
$163K - $202K
|
14.3K
$1.34M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.92K+ 68.51% |
$162K - $202K
|
4.73K
$440K
|