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 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
347+ 0.7% |
$20.4K - $23.9K
|
49.9K
$4.85M
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
345+ 1.91% |
$20.3K - $23.8K
|
18.4K
$1.79M
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
344+ 3.52% |
$20.2K - $23.7K
|
10.1K
$984K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
344+ 5.52% |
$20.2K - $23.7K
|
6.57K
$639K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
343+ 3.45% |
$20.2K - $23.6K
|
10.3K
$998K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
338+ 0.87% |
$19.9K - $23.3K
|
39.2K
$3.81M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
338+ 0.74% |
$19.9K - $23.3K
|
45.8K
$4.45M
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
333+ 2.08% |
$19.6K - $22.9K
|
16.3K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
333+ 3.38% |
$19.6K - $22.9K
|
10.2K
$989K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
332+ 23.94% |
$19.5K - $22.9K
|
1.72K
$167K
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
332+ 9.56% |
$19.5K - $22.9K
|
3.81K
$370K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
331+ 0.49% |
$19.5K - $22.8K
|
67.5K
$6.56M
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
327+ 4.27% |
$19.2K - $22.5K
|
7.98K
$776K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
325+ 0.67% |
$19.1K - $22.4K
|
48.9K
$4.75M
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
324+ 1.59% |
$19.1K - $22.3K
|
20.7K
$2.02M
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
323+ 3.53% |
$19K - $22.3K
|
9.48K
$921K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
315+ 0.52% |
$18.5K - $21.7K
|
60.7K
$5.9M
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
312+ 0.28% |
$18.4K - $21.5K
|
113K
$10.9M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
BUY
|
- |
312+ 6.51% |
$18.4K - $21.5K
|
5.1K
$496K
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
312+ 1.48% |
$18.4K - $21.5K
|
21.4K
$2.08M
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
311+ 8.28% |
$18.3K - $21.4K
|
4.07K
$395K
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
305+ 1.58% |
$17.9K - $21K
|
19.6K
$1.9M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
304+ 2.7% |
$17.9K - $20.9K
|
11.6K
$1.12M
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
300+ 1.39% |
$17.7K - $20.7K
|
21.9K
$2.13M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
300New |
$17.7K - $20.7K
|
300
$29.2K
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
300+ 5.08% |
$17.7K - $20.7K
|
6.2K
$603K
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
300+ 2.62% |
$17.7K - $20.7K
|
11.8K
$1.14M
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
300+ 5.57% |
$17.7K - $20.7K
|
5.68K
$552K
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
300+ 3.76% |
$17.7K - $20.7K
|
8.28K
$805K
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
299+ 0.18% |
$17.6K - $20.6K
|
162K
$15.8M
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
299+ 2.93% |
$17.6K - $20.6K
|
10.5K
$1.02M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
299+ 1.63% |
$17.6K - $20.6K
|
18.6K
$1.81M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
298+ 7.28% |
$17.5K - $20.5K
|
4.39K
$427K
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
294+ 3.51% |
$17.3K - $20.3K
|
8.66K
$842K
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
292+ 0.95% |
$17.2K - $20.1K
|
31K
$3.01M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
290+ 6.34% |
$17.1K - $20K
|
4.87K
$473K
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
289+ 0.64% |
$17K - $19.9K
|
45.5K
$4.42M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
289+ 1.49% |
$17K - $19.9K
|
19.6K
$1.91M
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
289+ 2.11% |
$17K - $19.9K
|
14K
$1.36M
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
288+ 0.37% |
$16.9K - $19.8K
|
78.8K
$7.66M
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
286+ 2.27% |
$16.8K - $19.7K
|
12.9K
$1.25M
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
285New |
$16.8K - $19.6K
|
285
$27.7K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
284+ 0.93% |
$16.7K - $19.6K
|
30.7K
$2.98M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
284+ 1.33% |
$16.7K - $19.6K
|
21.7K
$2.11M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
283+ 1.24% |
$16.7K - $19.5K
|
23.2K
$2.25M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
281+ 1.15% |
$16.5K - $19.4K
|
24.8K
$2.41M
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
280+ 4.28% |
$16.5K - $19.3K
|
6.82K
$663K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
279+ 0.43% |
$16.4K - $19.2K
|
65.2K
$6.34M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
278+ 0.08% |
$16.4K - $19.2K
|
333K
$32.4M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
276+ 5.2% |
$16.2K - $19K
|
5.58K
$543K
|