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 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$184K - $215K
|
3.13K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.11KNew |
$183K - $214K
|
3.11K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.1K+ 15.69% |
$182K - $213K
|
22.8K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.09KNew |
$182K - $213K
|
3.09K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.09KNew |
$182K - $213K
|
3.09K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.07KNew |
$181K - $212K
|
3.07K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.07K+ 11.28% |
$181K - $211K
|
30.3K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.07KNew |
$180K - $211K
|
3.07K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.06KNew |
$180K - $211K
|
3.06K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.06KNew |
$180K - $211K
|
3.06K
$318K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.06K+ 33.98% |
$180K - $211K
|
12.1K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.06KNew |
$180K - $211K
|
3.06K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
3.05KNew |
$180K - $210K
|
3.05K
$318K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.05K+ 180.58% |
$179K - $210K
|
4.74K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3.03KNew |
$178K - $209K
|
3.03K
$315K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.02K+ 2.57% |
$177K - $208K
|
120K
$12.5M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.01K+ 650.65% |
$177K - $207K
|
3.47K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3K+ 11.47% |
$177K - $207K
|
29.2K
$3.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$177K - $207K
|
3K
$312K
|
|
|
Jul 16, 2024
Q2 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
3KNew |
$176K - $206K
|
3K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.99KNew |
$176K - $206K
|
2.99K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.99KNew |
$176K - $206K
|
2.99K
$311K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.99KNew |
$176K - $206K
|
2.99K
$311K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.99K+ 5.41% |
$176K - $206K
|
58.2K
$6.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.98KNew |
$176K - $206K
|
2.98K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
2.98KNew |
$175K - $205K
|
2.98K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
2.98KNew |
$175K - $205K
|
2.98K
$309K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.97KNew |
$175K - $204K
|
2.97K
$309K
|
|
|
Aug 12, 2024
Q2 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.96KNew |
$174K - $204K
|
2.96K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.95K+ 67.65% |
$173K - $203K
|
7.31K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.91K+ 36.39% |
$171K - $200K
|
10.9K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.9K+ 109.45% |
$170K - $199K
|
5.54K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.89K+ 31.87% |
$170K - $199K
|
12K
$1.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.87KNew |
$169K - $197K
|
2.87K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.85K+ 10.34% |
$168K - $197K
|
30.4K
$3.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.84K+ 1.52% |
$167K - $196K
|
190K
$19.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.84KNew |
$167K - $196K
|
2.84K
$295K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.83K+ 1490.53% |
$167K - $195K
|
3.02K
$314K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.83K+ 0.46% |
$166K - $195K
|
615K
$64M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.81KNew |
$165K - $194K
|
2.81K
$292K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.81K+ 42.75% |
$165K - $193K
|
9.37K
$974K
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.8K+ 0.84% |
$165K - $193K
|
338K
$35.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.8K+ 5.99% |
$165K - $193K
|
49.5K
$5.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.79K+ 3.98% |
$164K - $192K
|
72.8K
$7.57M
|