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 26, 2024
Q2 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
158+ 4.59% |
$9.3K - $10.9K
|
3.6K
$350K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
158+ 1.89% |
$9.3K - $10.9K
|
8.52K
$829K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
156+ 0.62% |
$9.18K - $10.7K
|
25.5K
$2.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
156+ 0.87% |
$9.18K - $10.7K
|
18.1K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
153+ 1.67% |
$9K - $10.5K
|
9.31K
$905K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
151+ 1.39% |
$8.89K - $10.4K
|
11K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
151+ 0.9% |
$8.89K - $10.4K
|
17K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
150+ 2.49% |
$8.83K - $10.3K
|
6.17K
$600K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
150+ 0.79% |
$8.83K - $10.3K
|
19.2K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 0.15% |
$8.83K - $10.3K
|
99K
$9.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
150+ 0.65% |
$8.83K - $10.3K
|
23.2K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
150+ 1.59% |
$8.83K - $10.3K
|
9.6K
$933K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
150+ 0.28% |
$8.83K - $10.3K
|
53.4K
$5.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
149+ 2.59% |
$8.77K - $10.3K
|
5.89K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
148+ 0.36% |
$8.71K - $10.2K
|
41.8K
$4.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
143+ 1.86% |
$8.42K - $9.85K
|
7.82K
$761K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
141+ 1.94% |
$8.3K - $9.71K
|
7.39K
$718K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
140+ 0.51% |
$8.24K - $9.65K
|
27.3K
$2.66M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
138+ 0.66% |
$8.12K - $9.51K
|
21K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
138+ 0.66% |
$8.12K - $9.51K
|
21K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
135+ 1.41% |
$7.94K - $9.3K
|
9.71K
$944K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
132+ 1.62% |
$7.77K - $9.09K
|
8.29K
$806K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
132+ 3.21% |
$7.77K - $9.09K
|
4.24K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
132+ 2.72% |
$7.77K - $9.09K
|
4.98K
$484K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
131+ 1.64% |
$7.71K - $9.03K
|
8.13K
$790K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
131+ 0.35% |
$7.71K - $9.03K
|
37.9K
$3.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
130+ 1.35% |
$7.65K - $8.96K
|
9.73K
$946K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
128+ 5.28% |
$7.53K - $8.82K
|
2.55K
$248K
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
127+ 0.15% |
$7.47K - $8.75K
|
86.1K
$8.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
127+ 0.27% |
$7.47K - $8.75K
|
47.9K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
126+ 5.63% |
$7.42K - $8.68K
|
2.36K
$230K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
124+ 3.54% |
$7.3K - $8.54K
|
3.62K
$352K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
123+ 0.67% |
$7.24K - $8.47K
|
18.5K
$1.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
123+ 0.47% |
$7.24K - $8.47K
|
26.3K
$2.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
122+ 2.44% |
$7.18K - $8.41K
|
5.12K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
122+ 0.84% |
$7.18K - $8.41K
|
14.7K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
121+ 0.99% |
$7.12K - $8.34K
|
12.4K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
120+ 1.25% |
$7.06K - $8.27K
|
9.73K
$946K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 2.48% |
$7.06K - $8.27K
|
4.95K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
118+ 1.81% |
$6.94K - $8.13K
|
6.63K
$645K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
116+ 0.2% |
$6.83K - $7.99K
|
59.4K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
115New |
$6.77K - $7.92K
|
115
$11.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
114+ 0.83% |
$6.71K - $7.85K
|
13.9K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
113+ 1.46% |
$6.65K - $7.79K
|
7.88K
$766K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
113+ 2.55% |
$6.65K - $7.79K
|
4.55K
$442K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
113+ 0.16% |
$6.65K - $7.79K
|
70.8K
$6.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
112+ 2.57% |
$6.59K - $7.72K
|
4.47K
$434K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
112+ 17.45% |
$6.59K - $7.72K
|
754
$73.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
111+ 0.71% |
$6.53K - $7.65K
|
15.9K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
111+ 2.91% |
$6.53K - $7.65K
|
3.93K
$382K
|