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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$58.9 - $68.9
|
12.1K
$1.18M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
1+ 0.03% |
$58.9 - $68.9
|
3.47K
$338K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$58.9 - $68.9
|
22.5K
$2.19M
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.08% |
$58.9 - $68.9
|
94
$9.14K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$58.9 - $68.9
|
3.04K
$296K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$58.9 - $68.9
|
2.38K
$231K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.99% |
$58.9 - $68.9
|
102
$9.92K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.02% |
$58.9 - $68.9
|
4.65K
$452K
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$58.9 - $68.9
|
7.34K
$714K
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$58.9 - $68.9
|
13.6K
$1.33M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1- -0.0% |
$58.9 - $68.9
|
33.5K
$3.26M
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1- 0.07% |
$58.9 - $68.9
|
1.38K
$134K
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.05% |
$58.9 - $68.9
|
2.18K
$212K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2- 0.01% |
$118 - $138
|
24.3K
$2.36M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2- 0.04% |
$118 - $138
|
5.12K
$498K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-3- 0.04% |
$177 - $207
|
6.71K
$653K
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3- 0.09% |
$177 - $207
|
3.35K
$326K
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$177 - $207
|
13.3K
$1.29M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3- 0.05% |
$177 - $207
|
5.67K
$552K
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-4- 0.06% |
$235 - $276
|
7.03K
$684K
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-4- 0.01% |
$235 - $276
|
29.4K
$2.86M
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.13% |
$294 - $345
|
3.96K
$385K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 0.12% |
$294 - $345
|
4.27K
$415K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-6- 0.03% |
$353 - $413
|
23.5K
$2.28M
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.19% |
$471 - $551
|
4.26K
$414K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-8- 15.09% |
$471 - $551
|
45
$4.38K
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-8- 0.06% |
$471 - $551
|
14.4K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8- 0.13% |
$471 - $551
|
5.97K
$580K
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8- 0.13% |
$471 - $551
|
5.97K
$580K
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-9- 0.19% |
$530 - $620
|
4.7K
$457K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-9- 1.48% |
$530 - $620
|
600
$58.4K
|
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-9- 0.07% |
$530 - $620
|
12.2K
$1.19M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.12% |
$589 - $689
|
8.33K
$811K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 0.15% |
$589 - $689
|
6.83K
$665K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-11- 0.05% |
$647 - $758
|
20.1K
$1.95M
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-13- 0.02% |
$765 - $896
|
59.8K
$5.82M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-13- 0.05% |
$765 - $896
|
24.8K
$2.41M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-15- 0.21% |
$883 - $1.03K
|
6.98K
$679K
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-15- 0.14% |
$883 - $1.03K
|
10.8K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19- 0.4% |
$1.12K - $1.31K
|
4.69K
$456K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-19- 0.07% |
$1.12K - $1.31K
|
27.3K
$2.65M
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-19- 0.49% |
$1.12K - $1.31K
|
3.88K
$377K
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-20- 0.43% |
$1.18K - $1.38K
|
4.61K
$449K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-20- 0.43% |
$1.18K - $1.38K
|
4.68K
$455K
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-20- 0.21% |
$1.18K - $1.38K
|
9.6K
$933K
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-20- 1.21% |
$1.18K - $1.38K
|
1.64K
$159K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-21- 0.09% |
$1.24K - $1.45K
|
23.7K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21- 0.57% |
$1.24K - $1.45K
|
3.64K
$354K
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-22- 0.42% |
$1.29K - $1.52K
|
5.21K
$507K
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-24- 0.12% |
$1.41K - $1.65K
|
20.7K
$2.02M
|