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
|
Peoples Financial Services Corp.
|
SELL
|
- |
-318- 1.89% |
$18.7K - $21.9K
|
16.5K
$1.6M
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-319- 2.46% |
$18.8K - $22K
|
12.7K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-321- 2.72% |
$18.9K - $22.1K
|
11.5K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-324- 0.84% |
$19.1K - $22.3K
|
38.2K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-324- 0.22% |
$19.1K - $22.3K
|
147K
$14.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-325- 0.88% |
$19.1K - $22.4K
|
36.6K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-326- 3.98% |
$19.2K - $22.5K
|
7.86K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-327- 6.21% |
$19.2K - $22.5K
|
4.94K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-328- 2.33% |
$19.3K - $22.6K
|
13.7K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-332- 3.61% |
$19.5K - $22.9K
|
8.87K
$863K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-333- 4.95% |
$19.6K - $22.9K
|
6.4K
$623K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-334- 4.88% |
$19.7K - $23K
|
6.51K
$633K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-334- 3.19% |
$19.7K - $23K
|
10.1K
$987K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerville Kurt F
|
SELL
|
- |
-334- 3.19% |
$19.7K - $23K
|
10.2K
$987K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-336- 1.68% |
$19.8K - $23.2K
|
19.7K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-338- 5.55% |
$19.9K - $23.3K
|
5.75K
$560K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-338- 3.09% |
$19.9K - $23.3K
|
10.6K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-341- 1.54% |
$20.1K - $23.5K
|
21.9K
$2.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-342- 9.07% |
$20.1K - $23.6K
|
3.43K
$334K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-342- 0.43% |
$20.1K - $23.6K
|
80K
$7.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-343- 0.28% |
$20.2K - $23.6K
|
124K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-345- 5.5% |
$20.3K - $23.8K
|
5.93K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-350- 0.51% |
$20.6K - $24.1K
|
68.4K
$6.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-351- 0.58% |
$20.7K - $24.2K
|
60.1K
$5.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-351- 1.71% |
$20.7K - $24.2K
|
20.2K
$1.97M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-351- 1.3% |
$20.7K - $24.2K
|
26.7K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-352- 1.98% |
$20.7K - $24.3K
|
17.4K
$1.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-355- 6.07% |
$20.9K - $24.5K
|
5.49K
$534K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-357- 16.86% |
$21K - $24.6K
|
1.76K
$171K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-359- 2.51% |
$21.1K - $24.7K
|
13.9K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-360- 7.56% |
$21.2K - $24.8K
|
4.4K
$428K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-363- 1.45% |
$21.4K - $25K
|
24.6K
$2.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-366- 1.28% |
$21.5K - $25.2K
|
28.2K
$2.74M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-367- 2.75% |
$21.6K - $25.3K
|
13K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-369- 1.71% |
$21.7K - $25.4K
|
21.2K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-370- 0.95% |
$21.8K - $25.5K
|
38.4K
$3.74M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-374- 1.64% |
$22K - $25.8K
|
22.4K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-375- 2.74% |
$22.1K - $25.8K
|
13.3K
$1.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-378- 1.89% |
$22.2K - $26K
|
19.6K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-378- 3.64% |
$22.2K - $26K
|
10K
$973K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-378- 3.41% |
$22.2K - $26K
|
10.7K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-389- 5.59% |
$22.9K - $26.8K
|
6.58K
$640K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-392- 1.23% |
$23.1K - $27K
|
31.5K
$3.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-394- 8.92% |
$23.2K - $27.1K
|
4.02K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-395- 2.96% |
$23.2K - $27.2K
|
13K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-396- 1.62% |
$23.3K - $27.3K
|
24.1K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-397- 0.91% |
$23.4K - $27.4K
|
43.4K
$4.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-400- 0.97% |
$23.5K - $27.6K
|
40.8K
$3.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-401- 4.57% |
$23.6K - $27.6K
|
8.37K
$814K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-402- 3.53% |
$23.7K - $27.7K
|
11K
$1.07M
|