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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 4.7% |
$163K - $191K
|
56K
$5.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-2.77K- 1.71% |
$163K - $191K
|
159K
$16.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.8K- 3.86% |
$165K - $193K
|
69.7K
$7.32M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-2.89K- 8.77% |
$170K - $199K
|
30.1K
$3.16M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 0.25% |
$171K - $200K
|
1.17M
$123M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2.91K- 12.04% |
$171K - $200K
|
21.3K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.92K- 2.36% |
$172K - $201K
|
121K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-2.93K- 4.02% |
$172K - $202K
|
69.9K
$7.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.94K- 42.2% |
$173K - $202K
|
4.03K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-2.94K- 3.99% |
$173K - $203K
|
70.8K
$7.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.95K- 2.7% |
$173K - $203K
|
106K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.96K- 15.22% |
$174K - $204K
|
16.5K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.99K- 10.02% |
$176K - $206K
|
26.9K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.99K- 2.27% |
$176K - $206K
|
129K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.99K- 19.28% |
$176K - $206K
|
12.5K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3K- 1.16% |
$177K - $207K
|
255K
$26.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-3K- 8.1% |
$177K - $207K
|
34K
$3.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.01K- 9.07% |
$177K - $207K
|
30.2K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.02K- 13.22% |
$178K - $208K
|
19.8K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-3.05K- 1.1% |
$180K - $210K
|
274K
$28.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.09K- 36.6% |
$182K - $213K
|
5.36K
$563K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.15K- 11.09% |
$185K - $217K
|
25.2K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.17K- 3.81% |
$186K - $218K
|
79.9K
$8.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.17K- 13.21% |
$187K - $219K
|
20.9K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.19K- 0.98% |
$187K - $220K
|
322K
$33.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-3.24K- 2.3% |
$190K - $223K
|
137K
$14.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 17.34% |
$191K - $223K
|
15.4K
$1.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.26K- 3.96% |
$192K - $224K
|
78.9K
$8.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.29K- 4.29% |
$194K - $227K
|
73.3K
$7.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.31K- 2.01% |
$195K - $228K
|
161K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.32K- 6.19% |
$195K - $229K
|
50.4K
$5.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.32K- 2.55% |
$195K - $229K
|
127K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.34K- 1.65% |
$197K - $230K
|
199K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.34K- 2.53% |
$197K - $230K
|
129K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.35K- 17.78% |
$197K - $231K
|
15.5K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-3.39K- 4.92% |
$200K - $234K
|
65.5K
$6.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.41K- 1.53% |
$201K - $235K
|
219K
$23M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.43K- 1.69% |
$202K - $236K
|
199K
$20.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.45K- 3.6% |
$203K - $238K
|
92.4K
$9.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 2.32% |
$203K - $238K
|
145K
$15.3M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.47K- 0.64% |
$204K - $239K
|
538K
$56.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.48K- 9.84% |
$205K - $239K
|
31.8K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.49K- 2.47% |
$205K - $240K
|
138K
$14.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.5K- 0.71% |
$206K - $241K
|
490K
$51.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-3.54K- 0.69% |
$208K - $244K
|
507K
$53.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.56K- 12.94% |
$210K - $245K
|
23.9K
$2.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-3.58K- 7.28% |
$210K - $246K
|
45.6K
$4.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-3.58K- 22.74% |
$211K - $247K
|
12.2K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-3.59K- 1.95% |
$211K - $247K
|
180K
$19M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-3.6K- 38.22% |
$212K - $248K
|
5.82K
$611K
|