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
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
111+ 1.33% |
$6.53K - $7.65K
|
8.45K
$821K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
111+ 0.73% |
$6.53K - $7.65K
|
15.3K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
111+ 0.07% |
$6.53K - $7.65K
|
170K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
111+ 0.79% |
$6.53K - $7.65K
|
14.1K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
109+ 2.27% |
$6.41K - $7.51K
|
4.91K
$477K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
109+ 0.68% |
$6.41K - $7.51K
|
16.2K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
109+ 1.14% |
$6.41K - $7.51K
|
9.67K
$940K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
109+ 0.08% |
$6.41K - $7.51K
|
136K
$13.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
108+ 0.83% |
$6.36K - $7.44K
|
13.2K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
108+ 2.25% |
$6.36K - $7.44K
|
4.9K
$477K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
107+ 2.26% |
$6.3K - $7.37K
|
4.84K
$471K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
106+ 0.42% |
$6.24K - $7.3K
|
25.1K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
106+ 0.95% |
$6.24K - $7.3K
|
11.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
106+ 8.85% |
$6.24K - $7.3K
|
1.3K
$127K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
105+ 1.95% |
$6.18K - $7.23K
|
5.5K
$534K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
103+ 12.7% |
$6.06K - $7.1K
|
914
$88.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
103+ 0.34% |
$6.06K - $7.1K
|
30.5K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
102+ 172.88% |
$6K - $7.03K
|
161
$15.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
101+ 0.49% |
$5.94K - $6.96K
|
20.6K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
100+ 1.26% |
$5.89K - $6.89K
|
8.01K
$778K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.94% |
$5.89K - $6.89K
|
10.8K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
98+ 2.61% |
$5.77K - $6.75K
|
3.85K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
97+ 1.58% |
$5.71K - $6.68K
|
6.25K
$608K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
96+ 1.7% |
$5.65K - $6.61K
|
5.74K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
96+ 3.76% |
$5.65K - $6.61K
|
2.65K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
96+ 2.3% |
$5.65K - $6.61K
|
4.28K
$416K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
95+ 1.78% |
$5.59K - $6.55K
|
5.42K
$527K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
94+ 1.81% |
$5.53K - $6.48K
|
5.28K
$514K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
92+ 1.75% |
$5.41K - $6.34K
|
5.34K
$519K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
92+ 0.61% |
$5.41K - $6.34K
|
15.3K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
92+ 0.98% |
$5.41K - $6.34K
|
9.46K
$920K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
91+ 1.41% |
$5.36K - $6.27K
|
6.53K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
91+ 3.73% |
$5.36K - $6.27K
|
2.53K
$246K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
90+ 0.98% |
$5.3K - $6.2K
|
9.31K
$905K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
88+ 0.57% |
$5.18K - $6.06K
|
15.6K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
87+ 10.25% |
$5.12K - $5.99K
|
936
$91K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
87+ 0.64% |
$5.12K - $5.99K
|
13.6K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
85+ 0.21% |
$5K - $5.86K
|
40.3K
$3.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
85+ 0.13% |
$5K - $5.86K
|
64.7K
$6.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
84+ 0.63% |
$4.94K - $5.79K
|
13.3K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
83+ 11.05% |
$4.88K - $5.72K
|
834
$81.1K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
81+ 2.1% |
$4.77K - $5.58K
|
3.93K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
80+ 20.3% |
$4.71K - $5.51K
|
474
$46.1K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
80+ 0.82% |
$4.71K - $5.51K
|
9.88K
$961K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
79+ 0.62% |
$4.65K - $5.44K
|
12.9K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
79+ 0.65% |
$4.65K - $5.44K
|
12.2K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
78+ 0.32% |
$4.59K - $5.37K
|
24.3K
$2.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
77+ 0.67% |
$4.53K - $5.31K
|
11.5K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
75+ 0.49% |
$4.41K - $5.17K
|
15.3K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
75+ 0.45% |
$4.41K - $5.17K
|
16.6K
$1.61M
|