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 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.12% |
$1.41K - $1.65K
|
19.8K
$2.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.67% |
$1.41K - $1.65K
|
3.62K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
24+ 0.34% |
$1.41K - $1.65K
|
7.17K
$746K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22+ 0.13% |
$1.29K - $1.52K
|
17.6K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
22+ 0.1% |
$1.29K - $1.52K
|
23K
$2.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
21+ 0.51% |
$1.24K - $1.45K
|
4.18K
$435K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
19+ 0.22% |
$1.12K - $1.31K
|
8.8K
$916K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.42% |
$1.12K - $1.31K
|
4.51K
$469K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
18+ 0.06% |
$1.06K - $1.24K
|
31.5K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18+ 1.5% |
$1.06K - $1.24K
|
1.22K
$127K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.13% |
$1K - $1.17K
|
13K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
17+ 0.12% |
$1K - $1.17K
|
13.9K
$1.44M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
17+ 0.4% |
$1K - $1.17K
|
4.22K
$439K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
16+ 0.06% |
$942 - $1.1K
|
28.1K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
16+ 0.02% |
$942 - $1.1K
|
107K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
16+ 0.48% |
$942 - $1.1K
|
3.34K
$347K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
16+ 0.07% |
$942 - $1.1K
|
22.7K
$2.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
15+ 0.19% |
$883 - $1.03K
|
8.12K
$845K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
15+ 0.38% |
$883 - $1.03K
|
3.96K
$412K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
14+ 0.2% |
$824 - $965
|
7.15K
$743K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
14+ 0.67% |
$824 - $965
|
2.11K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
14+ 0.15% |
$824 - $965
|
9.34K
$972K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
14+ 0.11% |
$824 - $965
|
13.1K
$1.36M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
13+ 0.18% |
$765 - $896
|
7.14K
$743K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
13+ 0.05% |
$765 - $896
|
24.7K
$2.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13+ 0.26% |
$765 - $896
|
5.04K
$524K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.22% |
$765 - $896
|
6.05K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13+ 0.32% |
$765 - $896
|
4.08K
$425K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.12% |
$706 - $827
|
10.1K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12+ 0.29% |
$706 - $827
|
4.18K
$434K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.19% |
$647 - $758
|
5.68K
$591K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
11+ 0.08% |
$647 - $758
|
13.1K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 0.27% |
$647 - $758
|
4.05K
$421K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
10+ 0.1% |
$589 - $689
|
10.1K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10+ 0.15% |
$589 - $689
|
6.46K
$672K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
10+ 0.06% |
$589 - $689
|
15.6K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
10+ 0.09% |
$589 - $689
|
11.5K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.24% |
$589 - $689
|
4.25K
$442K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 0.7% |
$589 - $689
|
1.44K
$149K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
9+ 0.18% |
$530 - $620
|
4.98K
$518K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9+ 0.09% |
$530 - $620
|
9.73K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 0.02% |
$530 - $620
|
54.9K
$5.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
9+ 0.26% |
$530 - $620
|
3.52K
$366K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.13% |
$471 - $551
|
6.17K
$642K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8+ 0.18% |
$471 - $551
|
4.35K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.15% |
$471 - $551
|
5.29K
$551K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
7+ 0.06% |
$412 - $482
|
12K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7+ 0.03% |
$412 - $482
|
22.1K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
7+ 0.13% |
$412 - $482
|
5.41K
$563K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.13% |
$412 - $482
|
5.51K
$573K
|