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 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
42+ 1.59% |
$2.47K - $2.89K
|
2.68K
$279K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
41+ 0.61% |
$2.41K - $2.82K
|
6.73K
$700K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
41+ 0.43% |
$2.41K - $2.82K
|
9.51K
$989K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 2.8% |
$2.35K - $2.76K
|
1.47K
$153K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
40+ 0.48% |
$2.35K - $2.76K
|
8.33K
$866K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
40+ 0.46% |
$2.35K - $2.76K
|
8.73K
$908K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
40+ 0.68% |
$2.35K - $2.76K
|
5.92K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39New |
$2.3K - $2.69K
|
39
$4.06K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
38+ 0.07% |
$2.24K - $2.62K
|
53.7K
$5.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.65% |
$2.18K - $2.55K
|
5.73K
$595K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
37+ 0.82% |
$2.18K - $2.55K
|
4.56K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37+ 1.59% |
$2.18K - $2.55K
|
2.37K
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
36+ 0.03% |
$2.12K - $2.48K
|
133K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
36+ 0.05% |
$2.12K - $2.48K
|
65.9K
$6.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
36+ 0.32% |
$2.12K - $2.48K
|
11.3K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
35+ 0.05% |
$2.06K - $2.41K
|
77.3K
$8.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
35+ 0.83% |
$2.06K - $2.41K
|
4.27K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
35+ 0.29% |
$2.06K - $2.41K
|
12.3K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
34+ 0.93% |
$2K - $2.34K
|
3.69K
$384K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34+ 0.88% |
$2K - $2.34K
|
3.92K
$407K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33+ 22.0% |
$1.94K - $2.27K
|
183
$19K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
33+ 0.06% |
$1.94K - $2.27K
|
54.2K
$5.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33+ 0.92% |
$1.94K - $2.27K
|
3.64K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 0.32% |
$1.88K - $2.2K
|
9.91K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
32+ 0.22% |
$1.88K - $2.2K
|
14.3K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
32+ 0.36% |
$1.88K - $2.2K
|
8.97K
$933K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 0.44% |
$1.88K - $2.2K
|
7.3K
$759K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
32+ 3.98% |
$1.88K - $2.2K
|
836
$86.9K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32+ 0.45% |
$1.88K - $2.2K
|
7.11K
$739K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.36% |
$1.82K - $2.14K
|
8.69K
$904K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
31+ 0.68% |
$1.82K - $2.14K
|
4.59K
$477K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
31+ 0.32% |
$1.82K - $2.14K
|
9.81K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
31+ 8.68% |
$1.82K - $2.14K
|
388
$40.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
31+ 0.17% |
$1.82K - $2.14K
|
18K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31+ 0.53% |
$1.82K - $2.14K
|
5.84K
$608K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
30+ 0.39% |
$1.77K - $2.07K
|
7.69K
$800K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
30+ 0.29% |
$1.77K - $2.07K
|
10.2K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
30+ 0.49% |
$1.77K - $2.07K
|
6.18K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
30+ 0.61% |
$1.77K - $2.07K
|
4.97K
$516K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 0.64% |
$1.65K - $1.93K
|
4.39K
$456K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
28+ 0.13% |
$1.65K - $1.93K
|
22.1K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
28+ 0.67% |
$1.65K - $1.93K
|
4.24K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 0.44% |
$1.59K - $1.86K
|
6.12K
$637K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
26+ 0.35% |
$1.53K - $1.79K
|
7.37K
$766K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
26+ 0.13% |
$1.53K - $1.79K
|
19.5K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
26+ 0.09% |
$1.53K - $1.79K
|
30.1K
$3.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
25+ 0.67% |
$1.47K - $1.72K
|
3.75K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25+ 0.35% |
$1.47K - $1.72K
|
7.25K
$754K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
25+ 0.58% |
$1.47K - $1.72K
|
4.31K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
25+ 0.55% |
$1.47K - $1.72K
|
4.57K
$475K
|