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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.98K+ 81.1% |
$234K - $274K
|
8.89K
$842K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.96K+ 127.35% |
$233K - $273K
|
7.07K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.93KNew |
$232K - $271K
|
3.93K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.92K+ 111.54% |
$230K - $270K
|
7.43K
$704K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.91K+ 99.14% |
$230K - $269K
|
7.85K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.9KNew |
$230K - $269K
|
3.9K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.9K+ 1.57% |
$229K - $269K
|
252K
$23.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.89KNew |
$229K - $268K
|
3.89K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 6.48% |
$227K - $266K
|
63.3K
$6M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
3.84K+ 1.83% |
$226K - $265K
|
214K
$20.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.82K+ 125.77% |
$225K - $263K
|
6.85K
$649K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.81K+ 17.54% |
$224K - $262K
|
25.5K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.8K+ 14.35% |
$224K - $262K
|
30.3K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.8K+ 7.73% |
$224K - $262K
|
53K
$5.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.77KNew |
$222K - $259K
|
3.77K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.76KNew |
$221K - $259K
|
3.76K
$356K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.75K+ 6.03% |
$221K - $258K
|
65.9K
$6.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.73K+ 19.73% |
$219K - $257K
|
22.6K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.72K+ 15.32% |
$219K - $256K
|
28K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.71KNew |
$218K - $255K
|
3.71K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.7K+ 7.17% |
$218K - $255K
|
55.3K
$5.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.7K+ 90.2% |
$218K - $255K
|
7.81K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69K+ 2.13% |
$217K - $254K
|
177K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.69K+ 18.99% |
$217K - $254K
|
23.1K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
3.68KNew |
$217K - $254K
|
3.68K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.63K+ 20.68% |
$213K - $250K
|
21.2K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.62K+ 59.51% |
$213K - $249K
|
9.7K
$919K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.62KNew |
$213K - $249K
|
3.62K
$343K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.6K+ 10.2% |
$212K - $248K
|
38.9K
$3.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
3.57KNew |
$210K - $246K
|
3.57K
$338K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.57K+ 3.17% |
$210K - $246K
|
116K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
3.56K+ 17.85% |
$209K - $245K
|
23.5K
$2.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.56K+ 5.18% |
$209K - $245K
|
72.2K
$6.85M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.56K+ 15.59% |
$209K - $245K
|
26.4K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
3.56K+ 3.06% |
$209K - $245K
|
120K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.55K+ 8.66% |
$209K - $245K
|
44.6K
$4.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.54KNew |
$208K - $244K
|
3.54K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
3.53K+ 17.06% |
$208K - $243K
|
24.2K
$2.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.51K+ 5.74% |
$207K - $242K
|
64.7K
$6.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.5KNew |
$206K - $241K
|
3.5K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.47K+ 50.91% |
$204K - $239K
|
10.3K
$975K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.47K+ 9.49% |
$204K - $239K
|
40K
$3.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.46KNew |
$204K - $239K
|
3.46K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.46KNew |
$204K - $238K
|
3.46K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.46KNew |
$203K - $238K
|
3.46K
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$203K - $238K
|
3.45K
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.45K+ 12.9% |
$203K - $238K
|
30.2K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
3.44K+ 7.95% |
$203K - $237K
|
46.8K
$4.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.44KNew |
$203K - $237K
|
3.44K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3.44KNew |
$203K - $237K
|
3.44K
$326K
|