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 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.78K+ 11.88% |
$164K - $192K
|
26.2K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2.77K+ 60.44% |
$163K - $191K
|
7.34K
$763K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.75K+ 4.38% |
$162K - $190K
|
65.7K
$6.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.75KNew |
$162K - $189K
|
2.75K
$286K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.74K+ 57.31% |
$161K - $189K
|
7.53K
$783K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.73K+ 1.05% |
$161K - $188K
|
262K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
2.71K+ 25.16% |
$159K - $186K
|
13.5K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.7KNew |
$159K - $186K
|
2.7K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.68K+ 6.38% |
$158K - $185K
|
44.7K
$4.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.66K+ 64.13% |
$157K - $183K
|
6.81K
$708K
|
|
|
Aug 14, 2024
Q2 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
2.65K+ 0.08% |
$156K - $183K
|
3.26M
$339M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.63K+ 36.18% |
$155K - $181K
|
9.9K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.63K+ 7.33% |
$155K - $181K
|
38.5K
$4M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.62K+ 23.91% |
$154K - $181K
|
13.6K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.58K+ 2.07% |
$152K - $178K
|
127K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.55K+ 1.08% |
$150K - $176K
|
238K
$24.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.55K+ 5.78% |
$150K - $175K
|
46.6K
$4.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.55K+ 4.0% |
$150K - $175K
|
66.2K
$6.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.51K+ 6.1% |
$148K - $173K
|
43.6K
$4.53M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
2.5KNew |
$147K - $172K
|
2.5K
$260K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
2.5K+ 78.01% |
$147K - $172K
|
5.7K
$593K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.5K+ 43.23% |
$147K - $172K
|
8.28K
$861K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.47KNew |
$145K - $170K
|
2.47K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
2.46K+ 16.43% |
$145K - $169K
|
17.4K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.45K+ 31.94% |
$144K - $169K
|
10.1K
$1.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.45K+ 6.82% |
$144K - $169K
|
38.4K
$3.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.43K+ 21.59% |
$143K - $168K
|
13.7K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.43K+ 0.78% |
$143K - $168K
|
314K
$32.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.42K+ 66.69% |
$143K - $167K
|
6.06K
$630K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.4K+ 6.95% |
$141K - $165K
|
36.9K
$3.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.4K+ 3.93% |
$141K - $165K
|
63.4K
$6.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.39K+ 6.74% |
$141K - $165K
|
37.9K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.39K+ 27.59% |
$141K - $165K
|
11.1K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 33.62% |
$141K - $165K
|
9.5K
$988K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.39K+ 3.51% |
$141K - $165K
|
70.5K
$7.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.39K+ 9.23% |
$140K - $164K
|
28.2K
$2.94M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.37K+ 4.0% |
$140K - $163K
|
61.7K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.37K+ 5.62% |
$139K - $163K
|
44.6K
$4.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2.36K+ 0.39% |
$139K - $163K
|
615K
$64M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.36K+ 3.43% |
$139K - $163K
|
71.2K
$7.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.34K+ 6.46% |
$138K - $161K
|
38.5K
$4.01M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.34K+ 18.83% |
$138K - $161K
|
14.8K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.32K+ 1.6% |
$136K - $160K
|
147K
$15.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.31K+ 7.18% |
$136K - $159K
|
34.5K
$3.59M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
BUY
|
- |
2.31K+ 1.73% |
$136K - $159K
|
136K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.3K+ 4.93% |
$135K - $158K
|
48.9K
$5.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.3K+ 6.86% |
$135K - $158K
|
35.8K
$3.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
2.3K+ 3.92% |
$135K - $158K
|
60.9K
$6.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.26K+ 45.75% |
$133K - $156K
|
7.2K
$749K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.26K+ 3.07% |
$133K - $156K
|
75.8K
$7.88M
|