Purchases and Sales Made in Q2 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
81+ 2.1% |
$4.77K - $5.58K
|
3.93K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
80+ 20.3% |
$4.71K - $5.51K
|
474
$46.1K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
80+ 0.82% |
$4.71K - $5.51K
|
9.88K
$961K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
79+ 0.62% |
$4.65K - $5.44K
|
12.9K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
79+ 0.65% |
$4.65K - $5.44K
|
12.2K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
78+ 0.32% |
$4.59K - $5.37K
|
24.3K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
77+ 0.67% |
$4.53K - $5.31K
|
11.5K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 0.49% |
$4.41K - $5.17K
|
15.3K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
75+ 0.45% |
$4.41K - $5.17K
|
16.6K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
75+ 0.33% |
$4.41K - $5.17K
|
23.1K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
72+ 0.33% |
$4.24K - $4.96K
|
21.8K
$2.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
69+ 0.45% |
$4.06K - $4.75K
|
15.4K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
BUY
|
- |
69+ 1.45% |
$4.06K - $4.75K
|
4.84K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
68+ 0.94% |
$4K - $4.69K
|
7.28K
$709K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
67+ 1.93% |
$3.94K - $4.62K
|
3.53K
$344K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
67+ 0.43% |
$3.94K - $4.62K
|
15.7K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
67+ 0.14% |
$3.94K - $4.62K
|
48.3K
$4.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
66+ 0.63% |
$3.88K - $4.55K
|
10.5K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.28% |
$3.88K - $4.55K
|
23.6K
$2.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
64+ 0.96% |
$3.77K - $4.41K
|
6.75K
$657K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
63+ 0.67% |
$3.71K - $4.34K
|
9.42K
$916K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
63New |
$3.71K - $4.34K
|
63
$6.13K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
62+ 1.29% |
$3.65K - $4.27K
|
4.87K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
62+ 0.48% |
$3.65K - $4.27K
|
13K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
61+ 0.8% |
$3.59K - $4.2K
|
7.69K
$748K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
61+ 1.67% |
$3.59K - $4.2K
|
3.71K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
61+ 0.28% |
$3.59K - $4.2K
|
22K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
60+ 0.5% |
$3.53K - $4.13K
|
12.2K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
60+ 1.49% |
$3.53K - $4.13K
|
4.08K
$396K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
59+ 0.01% |
$3.47K - $4.07K
|
553K
$53.8M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
58+ 0.89% |
$3.41K - $4K
|
6.6K
$642K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
56+ 0.65% |
$3.3K - $3.86K
|
8.72K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
56+ 0.67% |
$3.3K - $3.86K
|
8.47K
$824K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
56+ 1.79% |
$3.3K - $3.86K
|
3.18K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
55+ 4.15% |
$3.24K - $3.79K
|
1.38K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
54+ 1.09% |
$3.18K - $3.72K
|
5.02K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
54+ 0.6% |
$3.18K - $3.72K
|
9.03K
$878K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
53+ 1.12% |
$3.12K - $3.65K
|
4.77K
$464K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
52+ 0.81% |
$3.06K - $3.58K
|
6.51K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
52+ 0.21% |
$3.06K - $3.58K
|
24.4K
$2.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
51+ 1.45% |
$3K - $3.51K
|
3.56K
$346K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
51+ 0.57% |
$3K - $3.51K
|
9.04K
$879K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
51+ 0.09% |
$3K - $3.51K
|
56.5K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
51+ 1.82% |
$3K - $3.51K
|
2.85K
$277K
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
50+ 0.2% |
$2.94K - $3.45K
|
25.6K
$2.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
49+ 0.41% |
$2.88K - $3.38K
|
12K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49+ 2.32% |
$2.88K - $3.38K
|
2.16K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
48+ 0.46% |
$2.82K - $3.31K
|
10.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
48+ 0.5% |
$2.82K - $3.31K
|
9.69K
$942K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
48+ 0.59% |
$2.82K - $3.31K
|
8.15K
$793K
|