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 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
557+ 1.75% |
$32.8K - $38.4K
|
32.4K
$3.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
552+ 4.47% |
$32.5K - $38K
|
12.9K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
545+ 0.45% |
$32.1K - $37.6K
|
122K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
539+ 10.19% |
$31.7K - $37.1K
|
5.83K
$552K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
539+ 2.01% |
$31.7K - $37.1K
|
27.3K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
538+ 4.06% |
$31.7K - $37.1K
|
13.8K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
536+ 2.92% |
$31.5K - $36.9K
|
18.9K
$1.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
535+ 1.77% |
$31.5K - $36.9K
|
30.7K
$2.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
534+ 10.24% |
$31.4K - $36.8K
|
5.75K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
530+ 3.94% |
$31.2K - $36.5K
|
14K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
525+ 16.16% |
$30.9K - $36.2K
|
3.77K
$358K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
525+ 7.68% |
$30.9K - $36.2K
|
7.37K
$698K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
523+ 2.99% |
$30.8K - $36K
|
18K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
522+ 4.46% |
$30.7K - $36K
|
12.2K
$1.16M
|
|
|
Aug 29, 2024
Q2 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
522+ 2.8% |
$30.7K - $36K
|
19.2K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
511+ 12.6% |
$30.1K - $35.2K
|
4.57K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
510+ 9.87% |
$30K - $35.1K
|
5.68K
$538K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
509+ 4.01% |
$30K - $35.1K
|
13.2K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
507+ 0.31% |
$29.8K - $34.9K
|
162K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
505+ 10.8% |
$29.7K - $34.8K
|
5.18K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
505+ 1.15% |
$29.7K - $34.8K
|
44.6K
$4.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
504+ 0.8% |
$29.7K - $34.7K
|
63.9K
$6.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
503+ 1.15% |
$29.6K - $34.7K
|
44.1K
$4.18M
|
|
|
Jul 12, 2024
Q2 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
500+ 10.73% |
$29.4K - $34.5K
|
5.16K
$489K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
500+ 4.65% |
$29.4K - $34.5K
|
11.3K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
500+ 1.88% |
$29.4K - $34.5K
|
27.1K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
500+ 8.28% |
$29.4K - $34.5K
|
6.54K
$620K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
499+ 3.87% |
$29.4K - $34.4K
|
13.4K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
497+ 3.71% |
$29.2K - $34.2K
|
13.9K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
496+ 5.94% |
$29.2K - $34.2K
|
8.85K
$838K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
496+ 1.68% |
$29.2K - $34.2K
|
30K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
493+ 10.35% |
$29K - $34K
|
5.25K
$498K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
492+ 3.99% |
$29K - $33.9K
|
12.8K
$1.21M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
488+ 3.04% |
$28.7K - $33.6K
|
16.5K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
482+ 0.71% |
$28.4K - $33.2K
|
68K
$6.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
481+ 1.65% |
$28.3K - $33.1K
|
29.7K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
481+ 2.5% |
$28.3K - $33.1K
|
19.7K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
478+ 9.97% |
$28.1K - $32.9K
|
5.27K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
476+ 1.91% |
$28K - $32.8K
|
25.5K
$2.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
475+ 0.54% |
$28K - $32.7K
|
88.4K
$8.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
468+ 7.34% |
$27.5K - $32.2K
|
6.84K
$649K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
467+ 0.79% |
$27.5K - $32.2K
|
59.3K
$5.62M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
462+ 6.13% |
$27.2K - $31.8K
|
8K
$758K
|
|
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
459+ 0.47% |
$27K - $31.6K
|
98.3K
$9.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
458+ 2.11% |
$27K - $31.6K
|
22.2K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
458+ 1.58% |
$27K - $31.6K
|
29.4K
$2.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
455+ 1.85% |
$26.8K - $31.3K
|
25.1K
$2.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
452+ 3.17% |
$26.6K - $31.1K
|
14.7K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
452+ 1.4% |
$26.6K - $31.1K
|
32.7K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
450New |
$26.5K - $31K
|
450
$42.7K
|