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 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-338- 5.55% |
$19.9K - $23.3K
|
5.75K
$599K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-338- 3.09% |
$19.9K - $23.3K
|
10.6K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-341- 1.54% |
$20.1K - $23.5K
|
21.9K
$2.27M
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-342- 9.07% |
$20.1K - $23.6K
|
3.43K
$357K
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-342- 0.43% |
$20.1K - $23.6K
|
80K
$8.32M
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-343- 0.28% |
$20.2K - $23.6K
|
124K
$12.9M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-345- 5.5% |
$20.3K - $23.8K
|
5.93K
$617K
|
|
Aug 06, 2024
Q2 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-350- 0.51% |
$20.6K - $24.1K
|
68.4K
$7.11M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-351- 0.58% |
$20.7K - $24.2K
|
60.1K
$6.25M
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-351- 1.71% |
$20.7K - $24.2K
|
20.2K
$2.1M
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-351- 1.3% |
$20.7K - $24.2K
|
26.7K
$2.77M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-352- 1.98% |
$20.7K - $24.3K
|
17.4K
$1.81M
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-355- 6.07% |
$20.9K - $24.5K
|
5.49K
$571K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-357- 16.86% |
$21K - $24.6K
|
1.76K
$183K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-359- 2.51% |
$21.1K - $24.7K
|
13.9K
$1.45M
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-360- 7.56% |
$21.2K - $24.8K
|
4.4K
$458K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-363- 1.45% |
$21.4K - $25K
|
24.6K
$2.56M
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-366- 1.28% |
$21.5K - $25.2K
|
28.2K
$2.93M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-367- 2.75% |
$21.6K - $25.3K
|
13K
$1.35M
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-369- 1.71% |
$21.7K - $25.4K
|
21.2K
$2.21M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-370- 0.95% |
$21.8K - $25.5K
|
38.4K
$4M
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-374- 1.64% |
$22K - $25.8K
|
22.4K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-375- 2.74% |
$22.1K - $25.8K
|
13.3K
$1.39M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-378- 1.89% |
$22.2K - $26K
|
19.6K
$2.04M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-378- 3.64% |
$22.2K - $26K
|
10K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-378- 3.41% |
$22.2K - $26K
|
10.7K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-389- 5.59% |
$22.9K - $26.8K
|
6.58K
$684K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-392- 1.23% |
$23.1K - $27K
|
31.5K
$3.27M
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-394- 8.92% |
$23.2K - $27.1K
|
4.02K
$419K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-395- 2.96% |
$23.2K - $27.2K
|
13K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-396- 1.62% |
$23.3K - $27.3K
|
24.1K
$2.5M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-397- 0.91% |
$23.4K - $27.4K
|
43.4K
$4.51M
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-400- 0.97% |
$23.5K - $27.6K
|
40.8K
$4.25M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-401- 4.57% |
$23.6K - $27.6K
|
8.37K
$871K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-402- 3.53% |
$23.7K - $27.7K
|
11K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-404- 0.21% |
$23.8K - $27.8K
|
190K
$19.8M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-408- 2.33% |
$24K - $28.1K
|
17.1K
$1.78M
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-412- 1.11% |
$24.2K - $28.4K
|
36.5K
$3.8M
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-412- 8.63% |
$24.2K - $28.4K
|
4.36K
$454K
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-418- 3.09% |
$24.6K - $28.8K
|
13.1K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-420- 6.37% |
$24.7K - $28.9K
|
6.17K
$642K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-420- 0.24% |
$24.7K - $28.9K
|
176K
$18.3M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-421- 2.48% |
$24.8K - $29K
|
16.6K
$1.73M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-425- 0.31% |
$25K - $29.3K
|
139K
$14.4M
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-428- 3.07% |
$25.2K - $29.5K
|
13.5K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-428- 7.78% |
$25.2K - $29.5K
|
5.07K
$528K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-429- 4.55% |
$25.2K - $29.6K
|
9K
$936K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-430- 0.67% |
$25.3K - $29.6K
|
63.6K
$6.62M
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-434- 5.05% |
$25.5K - $29.9K
|
8.15K
$848K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-438- 0.86% |
$25.8K - $30.2K
|
50.5K
$5.25M
|