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 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
275+ 0.3% |
$16.2K - $18.9K
|
91.7K
$8.69M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
273+ 0.93% |
$16.1K - $18.8K
|
29.5K
$2.8M
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
273+ 7.58% |
$16.1K - $18.8K
|
3.87K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
272+ 7.44% |
$16K - $18.7K
|
3.93K
$372K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
270+ 0.9% |
$15.9K - $18.6K
|
30.2K
$2.87M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
270+ 3.55% |
$15.9K - $18.6K
|
7.88K
$747K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
268+ 1.72% |
$15.8K - $18.5K
|
15.8K
$1.5M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
268+ 0.15% |
$15.8K - $18.5K
|
179K
$17M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
267+ 1.05% |
$15.7K - $18.4K
|
25.7K
$2.44M
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
266+ 1.75% |
$15.7K - $18.3K
|
15.5K
$1.47M
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
266+ 0.24% |
$15.7K - $18.3K
|
111K
$10.5M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
264+ 3.81% |
$15.5K - $18.2K
|
7.19K
$681K
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
262+ 3.98% |
$15.4K - $18.1K
|
6.84K
$648K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
260+ 3.41% |
$15.3K - $17.9K
|
7.88K
$747K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
259+ 2.11% |
$15.2K - $17.8K
|
12.5K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
258+ 5.88% |
$15.2K - $17.8K
|
4.65K
$440K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
258+ 1.38% |
$15.2K - $17.8K
|
18.9K
$1.8M
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
257+ 5.82% |
$15.1K - $17.7K
|
4.67K
$443K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
255+ 1.02% |
$15K - $17.6K
|
25.1K
$2.38M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
255New |
$15K - $17.6K
|
255
$24.2K
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
253+ 1.97% |
$14.9K - $17.4K
|
13.1K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
253+ 13.74% |
$14.9K - $17.4K
|
2.09K
$198K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
252+ 2.38% |
$14.8K - $17.4K
|
10.8K
$1.03M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
249+ 3.8% |
$14.7K - $17.2K
|
6.8K
$644K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
249+ 138.33% |
$14.7K - $17.2K
|
429
$40.7K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
249+ 3.96% |
$14.7K - $17.2K
|
6.54K
$620K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
248+ 5.67% |
$14.6K - $17.1K
|
4.62K
$438K
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
244+ 7.27% |
$14.4K - $16.8K
|
3.6K
$341K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
243+ 5.48% |
$14.3K - $16.7K
|
4.68K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
242+ 7.17% |
$14.2K - $16.7K
|
3.62K
$343K
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
241+ 1.05% |
$14.2K - $16.6K
|
23.1K
$2.19M
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
239+ 6.77% |
$14.1K - $16.5K
|
3.77K
$357K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
237+ 0.26% |
$13.9K - $16.3K
|
90.2K
$8.55M
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
237+ 2.6% |
$13.9K - $16.3K
|
9.36K
$887K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
236+ 0.75% |
$13.9K - $16.3K
|
31.7K
$3M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
236+ 1.14% |
$13.9K - $16.3K
|
20.9K
$1.98M
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
235+ 2.64% |
$13.8K - $16.2K
|
9.13K
$866K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
235+ 1.36% |
$13.8K - $16.2K
|
17.5K
$1.66M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
231+ 5.9% |
$13.6K - $15.9K
|
4.14K
$393K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231New |
$13.6K - $15.9K
|
231
$21.9K
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
228+ 0.7% |
$13.4K - $15.7K
|
32.7K
$3.1M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
225+ 4.62% |
$13.2K - $15.5K
|
5.09K
$483K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
222+ 4.12% |
$13.1K - $15.3K
|
5.61K
$532K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
222+ 3.04% |
$13.1K - $15.3K
|
7.52K
$713K
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
219+ 2.45% |
$12.9K - $15.1K
|
9.14K
$866K
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
217+ 2.86% |
$12.8K - $15K
|
7.81K
$740K
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
216+ 3.42% |
$12.7K - $14.9K
|
6.53K
$619K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
215+ 0.63% |
$12.7K - $14.8K
|
34.2K
$3.24M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
215+ 3.86% |
$12.7K - $14.8K
|
5.79K
$549K
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
215+ 1.54% |
$12.7K - $14.8K
|
14.2K
$1.34M
|