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 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.7KNew |
$276K - $323K
|
4.7K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.69K+ 2.79% |
$276K - $323K
|
172K
$17.9M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.68K+ 85.57% |
$275K - $322K
|
10.1K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.68K+ 7.03% |
$275K - $322K
|
71.2K
$7.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.68KNew |
$275K - $322K
|
4.68K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
4.66KNew |
$274K - $321K
|
4.66K
$483K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
BUY
|
- |
4.62KNew |
$272K - $318K
|
4.62K
$480K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
4.62K+ 38.35% |
$272K - $318K
|
16.7K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.61K+ 23.23% |
$271K - $318K
|
24.5K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.61K+ 36.54% |
$271K - $317K
|
17.2K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.56K+ 5.73% |
$269K - $314K
|
84.2K
$8.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.55K+ 13.55% |
$267K - $313K
|
38.1K
$3.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.51K+ 9.2% |
$265K - $311K
|
53.5K
$5.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
4.46K+ 16.66% |
$263K - $307K
|
31.2K
$3.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
4.46KNew |
$262K - $307K
|
4.46K
$463K
|
|
|
Aug 14, 2024
Q2 2024
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
4.4K+ 24.31% |
$259K - $303K
|
22.5K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.38KNew |
$258K - $302K
|
4.38K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.37K+ 5.69% |
$257K - $301K
|
81.2K
$8.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.37K+ 1.34% |
$257K - $301K
|
330K
$34.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
4.36KNew |
$257K - $300K
|
4.36K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.33KNew |
$255K - $298K
|
4.33K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.31K+ 12.2% |
$254K - $297K
|
39.7K
$4.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.3K+ 7.07% |
$253K - $296K
|
65.1K
$6.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
4.28KNew |
$252K - $295K
|
4.28K
$444K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.28KNew |
$252K - $295K
|
4.28K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.22KNew |
$248K - $291K
|
4.22K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
4.2KNew |
$247K - $290K
|
4.2K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.2K+ 8.9% |
$247K - $289K
|
51.3K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.18K+ 28.76% |
$246K - $288K
|
18.7K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
4.18K+ 5.11% |
$246K - $288K
|
85.8K
$8.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
4.16K+ 18.28% |
$245K - $287K
|
26.9K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.15K+ 105.87% |
$244K - $286K
|
8.07K
$838K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4.13K+ 10.01% |
$243K - $285K
|
45.4K
$4.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.13K+ 118.9% |
$243K - $284K
|
7.6K
$788K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.11K+ 3.48% |
$242K - $283K
|
122K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4.1KNew |
$241K - $282K
|
4.1K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
4.08K+ 4.18% |
$240K - $281K
|
102K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.06KNew |
$239K - $280K
|
4.06K
$421K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.05K+ 63.63% |
$238K - $279K
|
10.4K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.04K+ 4.04% |
$238K - $279K
|
104K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 3.7% |
$238K - $278K
|
113K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.03KNew |
$237K - $278K
|
4.03K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
4.02KNew |
$236K - $277K
|
4.02K
$417K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.01K+ 36.0% |
$236K - $276K
|
15.1K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
4KNew |
$236K - $276K
|
4K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4KNew |
$235K - $276K
|
4K
$415K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.99KNew |
$235K - $275K
|
3.99K
$414K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.99K+ 23.88% |
$235K - $275K
|
20.7K
$2.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.99KNew |
$235K - $275K
|
3.99K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
3.99K+ 200.0% |
$235K - $275K
|
5.98K
$621K
|