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 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-794- 0.9% |
$46.7K - $54.7K
|
87.1K
$8.48M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-800- 2.05% |
$47.1K - $55.1K
|
38.2K
$3.72M
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-805- 2.19% |
$47.4K - $55.5K
|
35.9K
$3.49M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-807- 4.77% |
$47.5K - $55.6K
|
16.1K
$1.57M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-808- 4.56% |
$47.6K - $55.7K
|
16.9K
$1.65M
|
|
Jul 18, 2024
Q2 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-813- 15.1% |
$47.8K - $56K
|
4.57K
$445K
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-814- 2.12% |
$47.9K - $56.1K
|
37.6K
$3.66M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-816- 9.03% |
$48K - $56.2K
|
8.22K
$799K
|
|
Aug 14, 2024
Q2 2024
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-820- 1.35% |
$48.3K - $56.5K
|
59.9K
$5.83M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-822- 5.45% |
$48.4K - $56.6K
|
14.2K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-840- 7.48% |
$49.4K - $57.9K
|
10.4K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-840- 7.88% |
$49.4K - $57.9K
|
9.81K
$955K
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-840- 6.45% |
$49.4K - $57.9K
|
12.2K
$1.18M
|
|
Jul 17, 2024
Q2 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-845- 4.43% |
$49.7K - $58.2K
|
18.2K
$1.77M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-845- 3.51% |
$49.7K - $58.2K
|
23.2K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-847- 2.21% |
$49.8K - $58.4K
|
37.4K
$3.64M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-853- 4.73% |
$50.2K - $58.8K
|
17.2K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-854- 0.6% |
$50.3K - $58.8K
|
142K
$13.8M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-865- 1.56% |
$50.9K - $59.6K
|
54.5K
$5.3M
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-870- 11.88% |
$51.2K - $59.9K
|
6.46K
$628K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-872- 18.72% |
$51.3K - $60.1K
|
3.79K
$368K
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-873- 1.79% |
$51.4K - $60.1K
|
47.9K
$4.66M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-873- 1.45% |
$51.4K - $60.1K
|
59.4K
$5.78M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-873- 53.89% |
$51.4K - $60.1K
|
747
$72.7K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-875- 1.78% |
$51.5K - $60.3K
|
48.3K
$4.7M
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
SELL
|
- |
-875- 7.89% |
$51.5K - $60.3K
|
10.2K
$994K
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-880- 11.88% |
$51.8K - $60.6K
|
6.53K
$635K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-882- 1.54% |
$51.9K - $60.8K
|
56.2K
$5.47M
|
|
Jun 10, 2025
Q2 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-884- 3.96% |
$52K - $60.9K
|
21.5K
$2.09M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-886- 3.29% |
$52.1K - $61K
|
26K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-888- 1.66% |
$52.3K - $61.2K
|
52.5K
$5.11M
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-891- 1.92% |
$52.4K - $61.4K
|
45.6K
$4.44M
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-895- 0.89% |
$52.7K - $61.7K
|
100K
$9.72M
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-897- 3.8% |
$52.8K - $61.8K
|
22.7K
$2.21M
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-898- 9.31% |
$52.8K - $61.9K
|
8.75K
$851K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-900- 4.58% |
$53K - $62K
|
18.8K
$1.82M
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-900- 14.12% |
$53K - $62K
|
5.47K
$532K
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-900- 11.98% |
$53K - $62K
|
6.61K
$643K
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-901- 6.25% |
$53K - $62.1K
|
13.5K
$1.31M
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-910- 10.32% |
$53.6K - $62.7K
|
7.91K
$769K
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-915- 7.17% |
$53.8K - $63K
|
11.8K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-916- 1.67% |
$53.9K - $63.1K
|
53.8K
$5.23M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-917- 0.65% |
$54K - $63.2K
|
140K
$13.6M
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-926- 12.62% |
$54.5K - $63.8K
|
6.41K
$624K
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-932- 2.28% |
$54.8K - $64.2K
|
39.9K
$3.88M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-936- 23.57% |
$55.1K - $64.5K
|
3.04K
$295K
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-945- 5.85% |
$55.6K - $65.1K
|
15.2K
$1.48M
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-947- 1.69% |
$55.7K - $65.2K
|
55.1K
$5.36M
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-948- 15.6% |
$55.8K - $65.3K
|
5.13K
$499K
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-948- 15.82% |
$55.8K - $65.3K
|
5.04K
$491K
|