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 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-61- 0.02% |
$3.59K - $4.2K
|
254K
$24.7M
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-61- 0.66% |
$3.59K - $4.2K
|
9.13K
$888K
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-61- 0.31% |
$3.59K - $4.2K
|
19.9K
$1.93M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-64- 1.38% |
$3.77K - $4.41K
|
4.59K
$446K
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-69- 0.45% |
$4.06K - $4.75K
|
15.2K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-69- 0.29% |
$4.06K - $4.75K
|
23.9K
$2.33M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-70- 1.05% |
$4.12K - $4.82K
|
6.59K
$641K
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-72- 1.33% |
$4.24K - $4.96K
|
5.33K
$519K
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-72- 0.12% |
$4.24K - $4.96K
|
58K
$5.64M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-74- 0.5% |
$4.35K - $5.1K
|
14.7K
$1.43M
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-75- 2.62% |
$4.41K - $5.17K
|
2.79K
$271K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-75- 0.26% |
$4.41K - $5.17K
|
29.1K
$2.83M
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-75- 10.0% |
$4.41K - $5.17K
|
675
$65.7K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75- 0.15% |
$4.41K - $5.17K
|
50.6K
$4.92M
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-78- 1.59% |
$4.59K - $5.37K
|
4.83K
$470K
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-80- 0.13% |
$4.71K - $5.51K
|
62.8K
$6.11M
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-80- 0.07% |
$4.71K - $5.51K
|
113K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-80- 1.9% |
$4.71K - $5.51K
|
4.13K
$402K
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-83- 0.4% |
$4.88K - $5.72K
|
20.6K
$2.01M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-85- 0.7% |
$5K - $5.86K
|
12.1K
$1.17M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-85- 1.36% |
$5K - $5.86K
|
6.15K
$598K
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-85- 1.48% |
$5K - $5.86K
|
5.67K
$551K
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-86- 0.68% |
$5.06K - $5.93K
|
12.6K
$1.22M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-88- 0.27% |
$5.18K - $6.06K
|
32.3K
$3.14M
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-90- 3.39% |
$5.3K - $6.2K
|
2.56K
$249K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-90- 0.4% |
$5.3K - $6.2K
|
22.6K
$2.19M
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-90- 0.88% |
$5.3K - $6.2K
|
10.2K
$989K
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-90- 2.52% |
$5.3K - $6.2K
|
3.48K
$338K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-92- 2.46% |
$5.41K - $6.34K
|
3.64K
$354K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-93- 2.44% |
$5.47K - $6.41K
|
3.72K
$362K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-93- 0.5% |
$5.47K - $6.41K
|
18.3K
$1.78M
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-94- 9.44% |
$5.53K - $6.48K
|
902
$87.7K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-95- 1.21% |
$5.59K - $6.55K
|
7.74K
$753K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-96- 0.48% |
$5.65K - $6.61K
|
20K
$1.95M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-96- 0.46% |
$5.65K - $6.61K
|
21K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-96- 1.7% |
$5.65K - $6.61K
|
5.56K
$541K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-97- 1.88% |
$5.71K - $6.68K
|
5.05K
$491K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-97- 0.57% |
$5.71K - $6.68K
|
17K
$1.66M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-98- 0.72% |
$5.77K - $6.75K
|
13.6K
$1.32M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-99- 1.2% |
$5.83K - $6.82K
|
8.17K
$795K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-99- 0.31% |
$5.83K - $6.82K
|
31.5K
$3.06M
|
|
Jul 10, 2024
Q2 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-100- 0.51% |
$5.89K - $6.89K
|
19.5K
$1.9M
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.22% |
$5.89K - $6.89K
|
46.2K
$4.49M
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.74% |
$5.89K - $6.89K
|
13.4K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.63% |
$5.89K - $6.89K
|
6.04K
$587K
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-101- 0.46% |
$5.94K - $6.96K
|
21.6K
$2.1M
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-103- 0.41% |
$6.06K - $7.1K
|
24.9K
$2.42M
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-103- 1.06% |
$6.06K - $7.1K
|
9.62K
$936K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-108- 0.48% |
$6.36K - $7.44K
|
22.2K
$2.16M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-109- 1.2% |
$6.41K - $7.51K
|
8.99K
$874K
|