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
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
669+ 16.78% |
$39.4K - $46.1K
|
4.66K
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
666+ 2.63% |
$39.2K - $45.9K
|
26K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
665+ 1.4% |
$39.1K - $45.8K
|
48K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
657+ 7.87% |
$38.7K - $45.3K
|
9K
$853K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
654+ 0.91% |
$38.5K - $45.1K
|
72.6K
$6.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
645+ 0.47% |
$38K - $44.4K
|
137K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
641+ 16.36% |
$37.7K - $44.2K
|
4.56K
$432K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
640+ 4.4% |
$37.7K - $44.1K
|
15.2K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
639+ 12.42% |
$37.6K - $44K
|
5.78K
$548K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
638+ 2.34% |
$37.5K - $44K
|
27.9K
$2.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
636New |
$37.4K - $43.8K
|
636
$60.3K
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
BUY
|
- |
636+ 16.78% |
$37.4K - $43.8K
|
4.43K
$419K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
633+ 5.91% |
$37.3K - $43.6K
|
11.3K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
633+ 2.38% |
$37.3K - $43.6K
|
27.3K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
631+ 15.68% |
$37.1K - $43.5K
|
4.66K
$441K
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
630+ 1.03% |
$37.1K - $43.4K
|
62.1K
$5.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
627+ 16.62% |
$36.9K - $43.2K
|
4.4K
$417K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
627New |
$36.9K - $43.2K
|
627
$59.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
625+ 2.21% |
$36.8K - $43.1K
|
28.9K
$2.74M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
625+ 7.54% |
$36.8K - $43.1K
|
8.92K
$845K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
621New |
$36.5K - $42.8K
|
621
$58.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
620+ 1.54% |
$36.5K - $42.7K
|
41K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
617+ 4.04% |
$36.3K - $42.5K
|
15.9K
$1.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
612+ 2.01% |
$36K - $42.2K
|
31K
$2.94M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
610+ 16.84% |
$35.9K - $42K
|
4.23K
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
609+ 2.09% |
$35.8K - $42K
|
29.8K
$2.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
604+ 9.17% |
$35.5K - $41.6K
|
7.19K
$682K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
602+ 6.11% |
$35.4K - $41.5K
|
10.4K
$990K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
601+ 3.12% |
$35.4K - $41.4K
|
19.9K
$1.88M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
593+ 16.15% |
$34.9K - $40.9K
|
4.26K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
592+ 6.25% |
$34.8K - $40.8K
|
10.1K
$955K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
590+ 6.12% |
$34.7K - $40.7K
|
10.2K
$969K
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
590+ 5.6% |
$34.7K - $40.7K
|
11.1K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
590+ 4.17% |
$34.7K - $40.7K
|
14.8K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
589+ 9.12% |
$34.7K - $40.6K
|
7.05K
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
588+ 1.72% |
$34.6K - $40.5K
|
34.7K
$3.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
582+ 1.8% |
$34.3K - $40.1K
|
32.9K
$3.12M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
582+ 11.58% |
$34.3K - $40.1K
|
5.61K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
582New |
$34.3K - $40.1K
|
582
$55.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
580+ 1.94% |
$34.1K - $40K
|
30.5K
$2.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
576+ 1.09% |
$33.9K - $39.7K
|
53.5K
$5.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
576+ 7.67% |
$33.9K - $39.7K
|
8.09K
$766K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
572+ 0.6% |
$33.7K - $39.4K
|
95.3K
$9.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
567+ 0.65% |
$33.4K - $39.1K
|
87.9K
$8.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
567+ 0.22% |
$33.4K - $39.1K
|
263K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
566+ 12.65% |
$33.3K - $39K
|
5.04K
$478K
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
562+ 9.6% |
$33.1K - $38.7K
|
6.41K
$608K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
561+ 3.07% |
$33K - $38.7K
|
18.8K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
559+ 14.97% |
$32.9K - $38.5K
|
4.29K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
558+ 30.39% |
$32.8K - $38.4K
|
2.39K
$227K
|