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 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
211+ 3.91% |
$12.4K - $14.5K
|
5.61K
$532K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
210+ 4.31% |
$12.4K - $14.5K
|
5.09K
$482K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
210+ 0.63% |
$12.4K - $14.5K
|
33.8K
$3.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
210+ 5.22% |
$12.4K - $14.5K
|
4.24K
$401K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
207+ 2.9% |
$12.2K - $14.3K
|
7.34K
$696K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
206+ 4.64% |
$12.1K - $14.2K
|
4.65K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
204+ 4.58% |
$12K - $14.1K
|
4.66K
$442K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
203+ 4.6% |
$11.9K - $14K
|
4.62K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
203+ 2.33% |
$11.9K - $14K
|
8.92K
$845K
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
202+ 0.16% |
$11.9K - $13.9K
|
129K
$12.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
201+ 1.55% |
$11.8K - $13.8K
|
13.2K
$1.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
201+ 2.28% |
$11.8K - $13.8K
|
9.01K
$854K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
201+ 5.75% |
$11.8K - $13.8K
|
3.7K
$351K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
200+ 3.07% |
$11.8K - $13.8K
|
6.71K
$636K
|
|
|
Jul 08, 2024
Q2 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$11.8K - $13.8K
|
92K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 1.09% |
$11.8K - $13.8K
|
18.6K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
199+ 0.37% |
$11.7K - $13.7K
|
54K
$5.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
198+ 1.7% |
$11.7K - $13.6K
|
11.8K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
195New |
$11.5K - $13.4K
|
195
$18.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
195+ 2.35% |
$11.5K - $13.4K
|
8.51K
$806K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
195+ 3.57% |
$11.5K - $13.4K
|
5.66K
$537K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
195+ 2.4% |
$11.5K - $13.4K
|
8.31K
$787K
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
191+ 2.41% |
$11.2K - $13.2K
|
8.13K
$770K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
190+ 2.39% |
$11.2K - $13.1K
|
8.15K
$773K
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
189+ 0.09% |
$11.1K - $13K
|
204K
$19.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
188+ 5.08% |
$11.1K - $13K
|
3.89K
$368K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
188+ 1.31% |
$11.1K - $13K
|
14.6K
$1.38M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
185+ 1.68% |
$10.9K - $12.7K
|
11.2K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
181+ 0.41% |
$10.7K - $12.5K
|
44.2K
$4.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
180+ 25.97% |
$10.6K - $12.4K
|
873
$82.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
180+ 0.5% |
$10.6K - $12.4K
|
36K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
179+ 0.14% |
$10.5K - $12.3K
|
130K
$12.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
178+ 0.66% |
$10.5K - $12.3K
|
27K
$2.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
178+ 0.03% |
$10.5K - $12.3K
|
591K
$56M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
178+ 2.26% |
$10.5K - $12.3K
|
8.06K
$764K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
177+ 2.33% |
$10.4K - $12.2K
|
7.76K
$736K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
177+ 0.35% |
$10.4K - $12.2K
|
51.4K
$4.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.58% |
$10.3K - $12.1K
|
6.96K
$660K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
174+ 0.7% |
$10.2K - $12K
|
24.9K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
174+ 3.21% |
$10.2K - $12K
|
5.6K
$531K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
172+ 3.5% |
$10.1K - $11.9K
|
5.09K
$482K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
169+ 0.22% |
$9.95K - $11.6K
|
75.4K
$7.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
165+ 0.87% |
$9.71K - $11.4K
|
19.1K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
163+ 2.83% |
$9.59K - $11.2K
|
5.93K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
162+ 4.81% |
$9.53K - $11.2K
|
3.53K
$335K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
162+ 7.0% |
$9.53K - $11.2K
|
2.48K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
160+ 0.54% |
$9.42K - $11K
|
29.9K
$2.83M
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
160New |
$9.42K - $11K
|
160
$15.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
159+ 104.61% |
$9.36K - $11K
|
311
$29.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
159+ 1.8% |
$9.36K - $11K
|
8.99K
$852K
|