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 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.91K- 1.88% |
$113K - $132K
|
99.5K
$9.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 7.17% |
$114K - $133K
|
25K
$2.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.93K- 1.13% |
$114K - $133K
|
168K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.94K- 56.18% |
$114K - $133K
|
1.51K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.95K- 1.63% |
$114K - $134K
|
117K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.98K- 1.35% |
$116K - $136K
|
144K
$13.4M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.98K- 8.43% |
$116K - $136K
|
21.5K
$2M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.98K- 11.53% |
$117K - $137K
|
15.2K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2K- 2.37% |
$117K - $137K
|
82.2K
$7.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2K- 10.48% |
$118K - $138K
|
17.1K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 0.08% |
$119K - $139K
|
2.54M
$237M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.02K- 73.05% |
$119K - $139K
|
744
$69.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.03K- 3.56% |
$120K - $140K
|
55.1K
$5.13M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-2.06K- 21.3% |
$121K - $142K
|
7.59K
$708K
|
|
|
Jul 30, 2024
Q2 2024
|
Semanteon Capital Management, LP
Newton, MA |
SELL
|
- |
-2.06K- 36.71% |
$121K - $142K
|
3.55K
$331K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.08K- 5.68% |
$122K - $143K
|
34.5K
$3.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.13K- 33.87% |
$126K - $147K
|
4.17K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.14K- 2.01% |
$126K - $147K
|
104K
$9.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.18K- 2.62% |
$128K - $150K
|
81K
$7.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 8.65% |
$128K - $150K
|
23K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.19K- 11.72% |
$129K - $151K
|
16.5K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.2K- 12.95% |
$129K - $152K
|
14.8K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.21K- 22.47% |
$130K - $152K
|
7.62K
$710K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-2.22K- 4.87% |
$131K - $153K
|
43.4K
$4.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.24K- 3.92% |
$132K - $154K
|
54.7K
$5.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.24K- 2.06% |
$132K - $154K
|
107K
$9.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 1.28% |
$132K - $155K
|
173K
$16.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.26K- 7.27% |
$133K - $155K
|
28.8K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.26K- 3.26% |
$133K - $156K
|
67.2K
$6.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.27K- 0.84% |
$134K - $157K
|
269K
$25.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.28K- 3.78% |
$134K - $157K
|
58K
$5.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.29K- 2.03% |
$135K - $158K
|
111K
$10.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.31K- 3.1% |
$136K - $159K
|
72K
$6.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-2.33K- 3.65% |
$137K - $161K
|
61.6K
$5.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.35K- 5.53% |
$139K - $162K
|
40.2K
$3.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.37K- 1.06% |
$139K - $163K
|
221K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.37K- 21.19% |
$139K - $163K
|
8.81K
$821K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 4.5% |
$140K - $164K
|
50.5K
$4.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.39K- 5.0% |
$141K - $165K
|
45.4K
$4.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.4K- 2.25% |
$141K - $165K
|
105K
$9.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.4K- 6.56% |
$141K - $166K
|
34.2K
$3.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-2.4K- 3.35% |
$141K - $166K
|
69.4K
$6.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.41K- 4.09% |
$142K - $166K
|
56.6K
$5.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.42K- 17.02% |
$142K - $167K
|
11.8K
$1.1M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.42K- 37.33% |
$143K - $167K
|
4.07K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.44K- 8.41% |
$144K - $168K
|
26.6K
$2.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.45K- 90.07% |
$144K - $169K
|
270
$25.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.47K- 2.39% |
$145K - $170K
|
101K
$9.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.51K- 11.65% |
$148K - $173K
|
19K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.52K- 11.63% |
$148K - $174K
|
19.1K
$1.78M
|