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 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1K+ 0.27% |
$58.9K - $68.9K
|
367K
$34.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1K+ 4.22% |
$58.9K - $68.9K
|
24.7K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
976+ 4.63% |
$57.4K - $67.2K
|
22.1K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
976+ 8.0% |
$57.4K - $67.2K
|
13.2K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
975+ 4.12% |
$57.4K - $67.2K
|
24.7K
$2.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
970+ 4.36% |
$57.1K - $66.8K
|
23.2K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
959+ 0.75% |
$56.4K - $66.1K
|
129K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
958+ 2.44% |
$56.4K - $66K
|
40.3K
$3.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
954+ 5.48% |
$56.1K - $65.7K
|
18.4K
$1.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
954+ 18.27% |
$56.1K - $65.7K
|
6.18K
$585K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
947+ 9.42% |
$55.7K - $65.2K
|
11K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
946+ 7.24% |
$55.7K - $65.2K
|
14K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
945+ 8.52% |
$55.6K - $65.1K
|
12K
$1.14M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
940+ 3.82% |
$55.3K - $64.8K
|
25.5K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
937+ 5.25% |
$55.1K - $64.6K
|
18.8K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
931+ 14.07% |
$54.8K - $64.1K
|
7.55K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
930+ 7.0% |
$54.7K - $64.1K
|
14.2K
$1.35M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
924+ 19.42% |
$54.4K - $63.7K
|
5.68K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
922+ 6.05% |
$54.3K - $63.5K
|
16.2K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
921+ 2.81% |
$54.2K - $63.5K
|
33.7K
$3.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
910+ 1.34% |
$53.6K - $62.7K
|
68.7K
$6.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
908+ 11.78% |
$53.4K - $62.6K
|
8.61K
$816K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
906+ 13.38% |
$53.3K - $62.4K
|
7.68K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
904+ 1.1% |
$53.2K - $62.3K
|
82.9K
$7.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
900+ 12.35% |
$53K - $62K
|
8.19K
$776K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
900+ 24.57% |
$53K - $62K
|
4.56K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
900+ 8.1% |
$53K - $62K
|
12K
$1.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
895+ 6.57% |
$52.7K - $61.7K
|
14.5K
$1.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
895+ 3.9% |
$52.7K - $61.7K
|
23.8K
$2.26M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
895New |
$52.7K - $61.7K
|
895
$84.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
893+ 9.39% |
$52.6K - $61.5K
|
10.4K
$986K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
890+ 0.96% |
$52.4K - $61.3K
|
93.8K
$8.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
890+ 17.29% |
$52.4K - $61.3K
|
6.04K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
890+ 0.89% |
$52.4K - $61.3K
|
100K
$9.52M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
890+ 0.89% |
$52.4K - $61.3K
|
100K
$9.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
886+ 23.38% |
$52.1K - $61K
|
4.68K
$443K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
885+ 9.76% |
$52.1K - $61K
|
9.96K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
885+ 0.61% |
$52.1K - $61K
|
147K
$13.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
879+ 4.47% |
$51.7K - $60.6K
|
20.5K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
878+ 3.23% |
$51.7K - $60.5K
|
28.1K
$2.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
870+ 3.11% |
$51.2K - $59.9K
|
28.8K
$2.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
848+ 2.8% |
$49.9K - $58.4K
|
31.2K
$2.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
847+ 15.41% |
$49.8K - $58.4K
|
6.34K
$601K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
847+ 1.34% |
$49.8K - $58.4K
|
64.1K
$6.08M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
847+ 2.18% |
$49.8K - $58.4K
|
39.6K
$3.76M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
846+ 13.3% |
$49.8K - $58.3K
|
7.21K
$683K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
843+ 44.77% |
$49.6K - $58.1K
|
2.73K
$258K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
837+ 7.91% |
$49.3K - $57.7K
|
11.4K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
832+ 5.17% |
$49K - $57.3K
|
16.9K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
829+ 2.56% |
$48.8K - $57.1K
|
33.2K
$3.15M
|