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 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 2.92% |
$109K - $128K
|
65.2K
$6.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 22.68% |
$109K - $127K
|
9.99K
$971K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.85K+ 7.1% |
$109K - $127K
|
27.9K
$2.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.83K+ 12.93% |
$108K - $126K
|
16K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.83K+ 4.97% |
$107K - $126K
|
38.5K
$3.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.82K+ 2.29% |
$107K - $125K
|
81.2K
$7.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.81K+ 43.85% |
$106K - $125K
|
5.93K
$577K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
BUY
|
- |
1.81K+ 4.59% |
$106K - $125K
|
41.2K
$4.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.8K+ 7.8% |
$106K - $124K
|
24.9K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
1.8K+ 0.68% |
$106K - $124K
|
266K
$25.9M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.8K+ 3.21% |
$106K - $124K
|
57.9K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.79K+ 32.83% |
$106K - $124K
|
7.26K
$706K
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.79K+ 3.26% |
$105K - $123K
|
56.5K
$5.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.78K+ 6.97% |
$105K - $123K
|
27.3K
$2.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
1.78K+ 8.62% |
$105K - $122K
|
22.4K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.77K+ 124.61% |
$104K - $122K
|
3.19K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.77K+ 10.45% |
$104K - $122K
|
18.7K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 5.25% |
$103K - $121K
|
35.1K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 17.53% |
$103K - $121K
|
11.7K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.72K+ 2.31% |
$101K - $118K
|
75.9K
$7.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.72K+ 0.86% |
$101K - $118K
|
202K
$19.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.72K+ 6.04% |
$101K - $118K
|
30.1K
$2.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.71K+ 8.7% |
$101K - $118K
|
21.3K
$2.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.71K+ 9.36% |
$100K - $118K
|
19.9K
$1.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.7K+ 2.74% |
$100K - $117K
|
63.8K
$6.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.69K+ 7.71% |
$99.7K - $117K
|
23.7K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.69K+ 2.56% |
$99.6K - $117K
|
67.8K
$6.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.69K+ 16.13% |
$99.5K - $117K
|
12.2K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.69K+ 6.45% |
$99.4K - $116K
|
27.9K
$2.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1.68K+ 6.29% |
$98.6K - $115K
|
28.3K
$2.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.66K+ 1.11% |
$97.9K - $115K
|
152K
$14.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.66K+ 3.33% |
$97.6K - $114K
|
51.5K
$5M
|
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.64K+ 2.62% |
$96.5K - $113K
|
64.2K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.64K+ 17.48% |
$96.3K - $113K
|
11K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63K+ 35.41% |
$95.9K - $112K
|
6.23K
$606K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.61K+ 6.89% |
$94.9K - $111K
|
25K
$2.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.61K+ 7.8% |
$94.5K - $111K
|
22.2K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.6K+ 9.52% |
$93.9K - $110K
|
18.4K
$1.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.59K+ 29.62% |
$93.7K - $110K
|
6.97K
$677K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.58KNew |
$93.2K - $109K
|
1.58K
$154K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.57K+ 13.77% |
$92.3K - $108K
|
13K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.57K+ 1.9% |
$92.2K - $108K
|
84K
$8.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.56K+ 33.74% |
$91.7K - $107K
|
6.18K
$600K
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.55K+ 0.96% |
$91.5K - $107K
|
164K
$15.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.55K+ 11.12% |
$91K - $107K
|
15.5K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 1.22% |
$90.9K - $106K
|
128K
$12.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.54K+ 29.35% |
$90.7K - $106K
|
6.79K
$660K
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.54K+ 7.27% |
$90.4K - $106K
|
22.7K
$2.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.53K+ 2.21% |
$90.3K - $106K
|
70.9K
$6.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.53K+ 8.54% |
$89.8K - $105K
|
19.4K
$1.89M
|