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 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.31K+ 11.02% |
$442K - $497K
|
33.4K
$2.75M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.31K+ 11.02% |
$442K - $497K
|
33.4K
$2.75M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
3.31K+ 3.37% |
$442K - $496K
|
101K
$8.36M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.3KNew |
$440K - $494K
|
3.3K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.25K+ 11.28% |
$434K - $487K
|
32.1K
$2.64M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
3.25K+ 9.17% |
$434K - $487K
|
38.7K
$3.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.23K+ 3.84% |
$431K - $484K
|
87.4K
$7.21M
|
|
|
May 16, 2022
Q1 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
3.23KNew |
$431K - $484K
|
3.23K
$266K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.21KNew |
$429K - $481K
|
3.21K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.21K+ 9.69% |
$428K - $480K
|
36.3K
$2.99M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
3.2K+ 4.48% |
$427K - $479K
|
74.6K
$6.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.17K+ 7.05% |
$423K - $475K
|
48.2K
$3.97M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.16K+ 2.23% |
$422K - $473K
|
144K
$11.9M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.16K+ 2.23% |
$422K - $473K
|
144K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$419K - $470K
|
3.14K
$259K
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
3.14KNew |
$419K - $470K
|
3.14K
$258K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.12K+ 60.9% |
$417K - $468K
|
8.25K
$680K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.12K+ 14.49% |
$417K - $468K
|
24.7K
$2.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
3.11K+ 9.23% |
$415K - $465K
|
36.7K
$3.03M
|
|
|
May 05, 2022
Q1 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
3.1K+ 39.06% |
$414K - $465K
|
11K
$910K
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.08K+ 7.97% |
$412K - $462K
|
41.8K
$3.44M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.05K+ 48.06% |
$407K - $457K
|
9.39K
$774K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.04KNew |
$406K - $456K
|
3.04K
$251K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.03K+ 11.49% |
$405K - $454K
|
29.4K
$2.43M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3.03K+ 41.16% |
$405K - $454K
|
10.4K
$857K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.01K+ 2.55% |
$402K - $451K
|
121K
$9.99M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3K+ 53.94% |
$401K - $450K
|
8.56K
$706K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3K+ 51.35% |
$400K - $449K
|
8.83K
$728K
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.99K+ 12.35% |
$399K - $448K
|
27.2K
$2.24M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.95K+ 5.19% |
$393K - $442K
|
59.7K
$4.92M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.94K+ 11.69% |
$392K - $440K
|
28.1K
$2.31M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.92KNew |
$390K - $437K
|
2.92K
$241K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.9K+ 5.01% |
$388K - $435K
|
60.8K
$5.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.89K+ 4.34% |
$386K - $433K
|
69.4K
$5.72M
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
BUY
|
- |
2.88K+ 0.24% |
$385K - $432K
|
1.2M
$98.8M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 10.02% |
$384K - $431K
|
31.6K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.84K+ 3.79% |
$379K - $425K
|
77.8K
$6.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.81K+ 7.26% |
$375K - $421K
|
41.5K
$3.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Toews Corp
|
BUY
|
- |
2.8KNew |
$374K - $420K
|
2.8K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.8K+ 99.57% |
$374K - $420K
|
5.61K
$463K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.79K+ 11.04% |
$373K - $418K
|
28.1K
$2.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.78KNew |
$371K - $417K
|
2.78K
$229K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.78KNew |
$371K - $416K
|
2.78K
$229K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.74K+ 4.0% |
$365K - $410K
|
71.1K
$5.87M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.74K+ 16.36% |
$365K - $410K
|
19.5K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
2.71K+ 85.47% |
$362K - $406K
|
5.89K
$485K
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
2.68KNew |
$358K - $402K
|
2.68K
$221K
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$356K - $400K
|
2.67K
$220K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.6K+ 44.29% |
$347K - $389K
|
8.46K
$698K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.53K+ 2.78% |
$338K - $380K
|
93.7K
$7.73M
|