Purchases and Sales Made in Q1 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
170+ 2.94% |
$22.7K - $25.5K
|
5.95K
$491K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
170New |
$22.7K - $25.5K
|
170
$14K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
167+ 4.88% |
$22.3K - $25K
|
3.59K
$296K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
167+ 1.84% |
$22.3K - $25K
|
9.26K
$763K
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
167+ 4.91% |
$22.3K - $25K
|
3.57K
$294K
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
167+ 1.31% |
$22.3K - $25K
|
12.9K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
167+ 0.58% |
$22.3K - $25K
|
28.8K
$2.38M
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
165+ 1.79% |
$22K - $24.7K
|
9.39K
$774K
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
165+ 11.36% |
$22K - $24.7K
|
1.62K
$133K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
165+ 1.59% |
$22K - $24.7K
|
10.5K
$870K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
164+ 5.65% |
$21.9K - $24.6K
|
3.07K
$253K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
161+ 5.32% |
$21.5K - $24.1K
|
3.19K
$263K
|
|
Apr 19, 2022
Q1 2022
|
Sitrin Capital Management LLC
|
BUY
|
- |
161+ 0.37% |
$21.5K - $24.1K
|
44.1K
$3.63M
|
|
May 13, 2022
Q1 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
161+ 2.19% |
$21.5K - $24.1K
|
7.51K
$619K
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
BUY
|
- |
160+ 3.03% |
$21.4K - $24K
|
5.44K
$449K
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
160+ 9.0% |
$21.4K - $24K
|
1.94K
$160K
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
159+ 2.3% |
$21.2K - $23.8K
|
7.09K
$584K
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
158+ 1.5% |
$21.1K - $23.7K
|
10.7K
$880K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
157+ 3.0% |
$21K - $23.5K
|
5.4K
$445K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
156+ 10.61% |
$20.8K - $23.4K
|
1.63K
$134K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
155+ 442.86% |
$20.7K - $23.2K
|
190
$15.7K
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
155+ 0.62% |
$20.7K - $23.2K
|
25K
$2.06M
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
153+ 6.85% |
$20.4K - $22.9K
|
2.39K
$197K
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
150+ 0.28% |
$20K - $22.5K
|
53.9K
$4.45M
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
150New |
$20K - $22.5K
|
150
$12.4K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
150+ 2.48% |
$20K - $22.5K
|
6.19K
$511K
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
150+ 5.66% |
$20K - $22.5K
|
2.8K
$231K
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
150+ 4.43% |
$20K - $22.5K
|
3.54K
$292K
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
150+ 3.59% |
$20K - $22.5K
|
4.33K
$357K
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
150+ 2.91% |
$20K - $22.5K
|
5.31K
$438K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 2.96% |
$20K - $22.5K
|
5.22K
$430K
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
150+ 3.46% |
$20K - $22.5K
|
4.49K
$370K
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
150New |
$20K - $22.5K
|
150
$12.4K
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
150+ 2.34% |
$20K - $22.5K
|
6.55K
$540K
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
150+ 3.77% |
$20K - $22.5K
|
4.13K
$340K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
149+ 3.04% |
$19.9K - $22.3K
|
5.05K
$416K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
148+ 5.29% |
$19.8K - $22.2K
|
2.95K
$243K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
147+ 0.19% |
$19.6K - $22K
|
75.6K
$6.23M
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
145+ 0.6% |
$19.4K - $21.7K
|
24.3K
$2.01M
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
144+ 5.22% |
$19.2K - $21.6K
|
2.9K
$239K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
143+ 1.62% |
$19.1K - $21.4K
|
8.98K
$740K
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
142+ 0.67% |
$19K - $21.3K
|
21.4K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
142+ 0.96% |
$19K - $21.3K
|
15K
$1.24M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
141+ 7.35% |
$18.8K - $21.1K
|
2.06K
$170K
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 3.3% |
$18.7K - $21K
|
4.39K
$362K
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
140+ 3.65% |
$18.7K - $21K
|
3.98K
$328K
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
135+ 3.33% |
$18K - $20.2K
|
4.19K
$345K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
134+ 6.12% |
$17.9K - $20.1K
|
2.33K
$192K
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
132+ 1.62% |
$17.6K - $19.8K
|
8.27K
$682K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
131+ 1.41% |
$17.5K - $19.6K
|
9.4K
$775K
|