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 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-666- 1.73% |
$39.2K - $45.9K
|
37.8K
$3.67M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-667- 4.84% |
$39.3K - $46K
|
13.1K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-668- 0.62% |
$39.3K - $46K
|
107K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-674- 1.17% |
$39.7K - $46.4K
|
56.9K
$5.54M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-677- 9.26% |
$39.8K - $46.6K
|
6.63K
$645K
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-677- 2.91% |
$39.8K - $46.6K
|
22.6K
$2.2M
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-685- 0.87% |
$40.3K - $47.2K
|
78.5K
$7.64M
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-686- 4.71% |
$40.4K - $47.3K
|
13.9K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-687- 9.35% |
$40.4K - $47.3K
|
6.66K
$648K
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-690- 2.53% |
$40.6K - $47.5K
|
26.6K
$2.59M
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-694- 1.58% |
$40.8K - $47.8K
|
43.2K
$4.2M
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-697- 0.28% |
$41K - $48K
|
253K
$24.6M
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-698- 2.33% |
$41.1K - $48.1K
|
29.2K
$2.84M
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-699- 5.87% |
$41.1K - $48.2K
|
11.2K
$1.09M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-700- 2.95% |
$41.2K - $48.2K
|
23K
$2.24M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-700- 25.0% |
$41.2K - $48.2K
|
2.1K
$204K
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-700- 10.12% |
$41.2K - $48.2K
|
6.22K
$605K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-703- 2.41% |
$41.4K - $48.4K
|
28.5K
$2.77M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-707- 7.23% |
$41.6K - $48.7K
|
9.07K
$882K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-707- 0.45% |
$41.6K - $48.7K
|
157K
$15.2M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-709- 1.15% |
$41.7K - $48.9K
|
61K
$5.94M
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-715- 4.53% |
$42.1K - $49.3K
|
15.1K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-716- 12.58% |
$42.1K - $49.3K
|
4.98K
$484K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-719- 5.98% |
$42.3K - $49.5K
|
11.3K
$1.1M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-720- 13.51% |
$42.4K - $49.6K
|
4.61K
$449K
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-730- 8.61% |
$43K - $50.3K
|
7.75K
$754K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-733- 4.3% |
$43.1K - $50.5K
|
16.3K
$1.59M
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-734- 16.54% |
$43.2K - $50.6K
|
3.7K
$360K
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-735- 0.58% |
$43.3K - $50.6K
|
126K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-737- 0.85% |
$43.4K - $50.8K
|
86.3K
$8.39M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-740- 1.26% |
$43.5K - $51K
|
58.1K
$5.65M
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-746- 1.28% |
$43.9K - $51.4K
|
57.5K
$5.59M
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-749- 1.67% |
$44.1K - $51.6K
|
44.1K
$4.29M
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-749- 17.11% |
$44.1K - $51.6K
|
3.63K
$353K
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-750- 5.08% |
$44.1K - $51.7K
|
14K
$1.36M
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-750- 1.35% |
$44.1K - $51.7K
|
54.9K
$5.34M
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-751- 56.34% |
$44.2K - $51.7K
|
582
$56.6K
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-754- 3.14% |
$44.4K - $52K
|
23.2K
$2.26M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-756- 3.57% |
$44.5K - $52.1K
|
20.4K
$1.98M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-759- 2.02% |
$44.7K - $52.3K
|
36.9K
$3.59M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-765- 3.19% |
$45K - $52.7K
|
23.2K
$2.26M
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-765- 18.37% |
$45K - $52.7K
|
3.4K
$331K
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-768- 1.38% |
$45.2K - $52.9K
|
54.9K
$5.34M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-769- 8.23% |
$45.3K - $53K
|
8.58K
$834K
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-774- 10.28% |
$45.5K - $53.3K
|
6.75K
$657K
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-775- 18.41% |
$45.6K - $53.4K
|
3.43K
$334K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-779- 5.58% |
$45.8K - $53.7K
|
13.2K
$1.28M
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-780- 4.39% |
$45.9K - $53.7K
|
17K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-782- 1.25% |
$46K - $53.9K
|
61.9K
$6.02M
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-784- 1.54% |
$46.1K - $54K
|
50.3K
$4.89M
|