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 23, 2024
Q2 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-6.18K- 0.96% |
$364K - $426K
|
635K
$62.7M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-6.21K- 8.17% |
$366K - $428K
|
69.9K
$6.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-6.22K- 2.18% |
$366K - $428K
|
279K
$27.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-6.38K- 8.87% |
$375K - $439K
|
65.5K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-6.38K- 10.31% |
$375K - $439K
|
55.5K
$5.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-6.38K- 7.05% |
$376K - $440K
|
84.2K
$8.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.4K- 3.21% |
$377K - $441K
|
193K
$19.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.5K- 2.58% |
$383K - $448K
|
246K
$24.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.55K- 2.29% |
$386K - $451K
|
280K
$27.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-6.62K- 28.77% |
$390K - $456K
|
16.4K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.71K- 5.09% |
$395K - $463K
|
125K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.84K- 36.49% |
$402K - $471K
|
11.9K
$1.17M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-6.85K- 3.18% |
$403K - $472K
|
208K
$20.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-6.87K- 46.81% |
$404K - $473K
|
7.8K
$770K
|
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.9K- 0.77% |
$406K - $475K
|
891K
$87.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Arlington Partners LLC
|
SELL
|
- |
-6.92K- 12.5% |
$407K - $477K
|
48.5K
$4.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.97K- 3.56% |
$410K - $480K
|
189K
$18.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-7.01K- 3.48% |
$412K - $483K
|
194K
$19.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-7.05K- 0.81% |
$415K - $485K
|
868K
$85.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-7.09K- 3.99% |
$417K - $489K
|
171K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-7.13KClosed |
$420K - $492K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.15K- 68.01% |
$421K - $493K
|
3.37K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.23K- 1.45% |
$426K - $498K
|
492K
$48.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.33K- 1.31% |
$432K - $505K
|
554K
$54.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.37K- 2.73% |
$434K - $508K
|
263K
$25.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-7.38K- 19.04% |
$435K - $509K
|
31.4K
$3.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.43K- 2.53% |
$437K - $512K
|
286K
$28.2M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.43K- 5.84% |
$437K - $512K
|
120K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.45K- 13.79% |
$438K - $513K
|
46.5K
$4.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-7.45K- 8.34% |
$438K - $513K
|
81.9K
$8.08M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-7.48K- 6.08% |
$440K - $516K
|
116K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-7.5K- 3.29% |
$441K - $517K
|
220K
$21.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-7.5K- 3.01% |
$441K - $517K
|
242K
$23.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7.51K- 5.0% |
$442K - $517K
|
143K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-7.56K- 19.93% |
$445K - $521K
|
30.4K
$3M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-7.57K- 1.25% |
$446K - $522K
|
598K
$59.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7.66K- 3.02% |
$451K - $528K
|
246K
$24.3M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-7.67K- 6.03% |
$451K - $529K
|
120K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-7.7K- 25.38% |
$453K - $531K
|
22.6K
$2.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-7.84K- 19.34% |
$461K - $540K
|
32.7K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.99K- 1.82% |
$470K - $551K
|
432K
$42.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-8.22K- 13.1% |
$484K - $566K
|
54.5K
$5.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.41K- 1.56% |
$495K - $579K
|
531K
$52.5M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-8.41K- 39.43% |
$495K - $579K
|
12.9K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.5K- 31.09% |
$500K - $586K
|
18.8K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-8.72K- 2.97% |
$513K - $601K
|
285K
$28.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-8.78K- 9.77% |
$517K - $605K
|
81.1K
$8M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-9K- 40.4% |
$529K - $620K
|
13.3K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-9K- 5.62% |
$530K - $620K
|
151K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-9K- 31.51% |
$530K - $620K
|
19.6K
$1.93M
|