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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-127- 34.89% |
$7.47K - $8.75K
|
237
$24.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-129- 0.22% |
$7.59K - $8.89K
|
57.3K
$5.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-129- 1.02% |
$7.59K - $8.89K
|
12.5K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-131- 1.43% |
$7.71K - $9.03K
|
9.04K
$938K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-134- 2.41% |
$7.89K - $9.23K
|
5.42K
$563K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-135- 26.47% |
$7.94K - $9.3K
|
375
$38.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Sara Bay Financial
|
SELL
|
- |
-135- 1.28% |
$7.94K - $9.3K
|
10.4K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-135- 1.93% |
$7.94K - $9.3K
|
6.85K
$711K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-135- 1.19% |
$7.94K - $9.3K
|
11.2K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-135- 2.14% |
$7.94K - $9.3K
|
6.16K
$639K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-140- 0.4% |
$8.24K - $9.65K
|
34.7K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-141- 0.82% |
$8.3K - $9.71K
|
17.1K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-143- 0.23% |
$8.42K - $9.85K
|
61.9K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-144- 0.45% |
$8.47K - $9.92K
|
31.6K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-145- 0.5% |
$8.53K - $9.99K
|
28.6K
$2.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-147- 3.99% |
$8.65K - $10.1K
|
3.54K
$367K
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-147- 0.08% |
$8.65K - $10.1K
|
193K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-149- 1.57% |
$8.77K - $10.3K
|
9.35K
$971K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-150- 3.79% |
$8.83K - $10.3K
|
3.81K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
SELL
|
- |
-150- 0.24% |
$8.83K - $10.3K
|
62.2K
$6.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-150- 0.42% |
$8.83K - $10.3K
|
35.9K
$3.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-150- 7.81% |
$8.83K - $10.3K
|
1.77K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-150- 2.75% |
$8.83K - $10.3K
|
5.3K
$550K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 0.12% |
$8.83K - $10.3K
|
122K
$12.6M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-150- 0.11% |
$8.83K - $10.3K
|
135K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-152- 1.53% |
$8.95K - $10.5K
|
9.8K
$1.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-153- 53.68% |
$9K - $10.5K
|
132
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-155- 1.05% |
$9.12K - $10.7K
|
14.7K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-155- 0.11% |
$9.12K - $10.7K
|
141K
$14.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-157- 0.25% |
$9.24K - $10.8K
|
61.7K
$6.41M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-158- 2.91% |
$9.3K - $10.9K
|
5.27K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-159- 1.1% |
$9.36K - $11K
|
14.3K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-162- 0.45% |
$9.53K - $11.2K
|
35.6K
$3.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-162- 2.53% |
$9.53K - $11.2K
|
6.25K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-162- 0.02% |
$9.53K - $11.2K
|
658K
$68.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-164- 0.27% |
$9.65K - $11.3K
|
60.7K
$6.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-164- 0.08% |
$9.65K - $11.3K
|
202K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-165- 2.76% |
$9.71K - $11.4K
|
5.82K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-165- 1.65% |
$9.71K - $11.4K
|
9.83K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-166- 0.21% |
$9.77K - $11.4K
|
77.9K
$8.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-167- 2.71% |
$9.83K - $11.5K
|
5.99K
$621K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-167- 1.55% |
$9.83K - $11.5K
|
10.6K
$1.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-168- 0.24% |
$9.89K - $11.6K
|
68.6K
$7.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-172- 0.22% |
$10.1K - $11.9K
|
78.4K
$8.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-172- 2.7% |
$10.1K - $11.9K
|
6.2K
$644K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-174- 1.1% |
$10.2K - $12K
|
15.6K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-176- 2.17% |
$10.4K - $12.1K
|
7.95K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-177- 1.04% |
$10.4K - $12.2K
|
16.8K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-179- 0.49% |
$10.5K - $12.3K
|
36.3K
$3.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-179- 1.93% |
$10.5K - $12.3K
|
9.12K
$946K
|