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 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.8K+ 94.35% |
$341K - $400K
|
11.9K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
5.78KNew |
$340K - $398K
|
5.78K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.77K+ 200.0% |
$340K - $398K
|
8.66K
$899K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
5.74K+ 201.55% |
$338K - $395K
|
8.58K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.72K+ 6.38% |
$337K - $394K
|
95.4K
$9.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.71K+ 7.87% |
$336K - $394K
|
78.3K
$8.12M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
5.7KNew |
$335K - $393K
|
5.7K
$592K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.67K+ 4.72% |
$333K - $390K
|
126K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
5.64K+ 252.13% |
$332K - $388K
|
7.87K
$817K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
5.63KNew |
$331K - $388K
|
5.63K
$584K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
5.56K+ 2.48% |
$327K - $383K
|
230K
$23.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.55K+ 23.04% |
$326K - $382K
|
29.6K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.52K+ 38.17% |
$325K - $380K
|
20K
$2.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.5KNew |
$324K - $379K
|
5.5K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.46K+ 23.15% |
$321K - $376K
|
29.1K
$3.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
5.44K+ 2.96% |
$320K - $375K
|
189K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.43K+ 6.36% |
$319K - $374K
|
90.8K
$9.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.41K+ 1.9% |
$318K - $373K
|
291K
$30.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.33KNew |
$314K - $367K
|
5.33K
$553K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.3K+ 6.63% |
$312K - $365K
|
85.3K
$8.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
5.3K+ 23.78% |
$312K - $365K
|
27.6K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
5.23K+ 38.44% |
$308K - $360K
|
18.8K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.23K+ 1.26% |
$308K - $360K
|
419K
$43.5M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.23KNew |
$308K - $360K
|
5.23K
$542K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
5.2K+ 216.76% |
$306K - $358K
|
7.6K
$789K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.2K+ 468.47% |
$306K - $358K
|
6.31K
$655K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.19K+ 6.5% |
$306K - $358K
|
85.1K
$8.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.17K+ 2.86% |
$304K - $356K
|
186K
$19.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
5.17K+ 11.42% |
$304K - $356K
|
50.5K
$5.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.15K+ 5.96% |
$303K - $354K
|
91.4K
$9.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.13KNew |
$302K - $353K
|
5.13K
$532K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.12K+ 1.08% |
$301K - $353K
|
479K
$49.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.11K+ 5.23% |
$301K - $352K
|
103K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.06KNew |
$298K - $349K
|
5.06K
$525K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
5.03K+ 2.21% |
$296K - $347K
|
233K
$24.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.01K+ 6.65% |
$295K - $345K
|
80.3K
$8.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.95K+ 6.84% |
$291K - $341K
|
77.4K
$8.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
4.93K+ 43.25% |
$290K - $340K
|
16.3K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.93K+ 22.23% |
$290K - $339K
|
27.1K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4.9K+ 202.39% |
$289K - $338K
|
7.33K
$760K
|
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.89K+ 5.32% |
$288K - $337K
|
96.9K
$10.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.88KNew |
$287K - $336K
|
4.88K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.88K+ 31.53% |
$287K - $336K
|
20.4K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.88KNew |
$287K - $336K
|
4.88K
$506K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.84KNew |
$285K - $334K
|
4.84K
$502K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.8K+ 9.1% |
$283K - $331K
|
57.6K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
4.75K+ 84.21% |
$279K - $327K
|
10.4K
$1.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.73KNew |
$279K - $326K
|
4.73K
$491K
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.71KNew |
$277K - $324K
|
4.71K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.7K+ 106.52% |
$277K - $324K
|
9.12K
$946K
|