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 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.44K+ 18.36% |
$202K - $237K
|
22.2K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.43K+ 1.45% |
$202K - $236K
|
239K
$24.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
3.43KNew |
$202K - $236K
|
3.43K
$356K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.38KNew |
$199K - $233K
|
3.38K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.38KNew |
$199K - $233K
|
3.38K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.37KNew |
$198K - $232K
|
3.37K
$350K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.35K+ 6.96% |
$197K - $231K
|
51.5K
$5.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.35KNew |
$197K - $231K
|
3.35K
$348K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
3.34K+ 26.23% |
$197K - $230K
|
16.1K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.34KNew |
$197K - $230K
|
3.34K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.34KNew |
$197K - $230K
|
3.34K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.34K+ 3.63% |
$196K - $230K
|
95.2K
$9.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.33K+ 1.26% |
$196K - $230K
|
268K
$27.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3.33KNew |
$196K - $229K
|
3.33K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.33K+ 9.61% |
$196K - $229K
|
37.9K
$3.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
3.32KNew |
$195K - $229K
|
3.32K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.32KNew |
$195K - $228K
|
3.32K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.31KNew |
$195K - $228K
|
3.31K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.31KNew |
$195K - $228K
|
3.31K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
3.3KNew |
$194K - $227K
|
3.3K
$343K
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$194K - $227K
|
3.29K
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.29KNew |
$194K - $227K
|
3.29K
$342K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.29K+ 214.68% |
$194K - $227K
|
4.82K
$502K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
3.29K+ 3.57% |
$193K - $226K
|
95.3K
$9.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.28KNew |
$193K - $226K
|
3.28K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.28KNew |
$193K - $226K
|
3.28K
$341K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.28K+ 2.14% |
$193K - $226K
|
157K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
3.28K+ 11.65% |
$193K - $226K
|
31.4K
$3.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.26KNew |
$192K - $225K
|
3.26K
$339K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
3.26KNew |
$192K - $225K
|
3.26K
$339K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
3.26KNew |
$192K - $224K
|
3.26K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3.23KNew |
$190K - $223K
|
3.23K
$336K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$189K - $221K
|
3.21K
$334K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
3.2KNew |
$188K - $220K
|
3.2K
$333K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.2KNew |
$188K - $220K
|
3.2K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
3.19KNew |
$188K - $220K
|
3.19K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.19KNew |
$187K - $220K
|
3.19K
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.18KNew |
$187K - $219K
|
3.18K
$331K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
3.17KNew |
$186K - $218K
|
3.17K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.16KNew |
$186K - $218K
|
3.16K
$329K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.15KNew |
$185K - $217K
|
3.15K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.14K+ 60.99% |
$185K - $217K
|
8.3K
$863K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.14KNew |
$185K - $216K
|
3.14K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.13KNew |
$184K - $216K
|
3.13K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.13KNew |
$184K - $216K
|
3.13K
$326K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.13K+ 8.16% |
$184K - $216K
|
41.5K
$4.32M
|