Purchases and Sales Made in Q2 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
95+ 1.6% |
$11.2K - $15.2K
|
6.04K
$498K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
94+ 2.38% |
$11.1K - $15K
|
4.04K
$333K
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
94+ 1.33% |
$11.1K - $15K
|
7.17K
$591K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
94+ 2.38% |
$11.1K - $15K
|
4.04K
$333K
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
93+ 0.7% |
$11K - $14.9K
|
13.4K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
92+ 3.85% |
$10.9K - $14.7K
|
2.48K
$204K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
91+ 1.66% |
$10.8K - $14.5K
|
5.58K
$460K
|
|
|
Jul 14, 2022
Q2 2022
|
Wendell David Associates Inc
|
BUY
|
- |
87+ 0.28% |
$10.3K - $13.9K
|
30.8K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
87+ 0.6% |
$10.3K - $13.9K
|
14.5K
$1.2M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
85+ 1.93% |
$10.1K - $13.6K
|
4.48K
$370K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
83+ 1.2% |
$9.82K - $13.3K
|
7.02K
$578K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
82+ 3.08% |
$9.7K - $13.1K
|
2.75K
$226K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
82+ 3.64% |
$9.7K - $13.1K
|
2.33K
$192K
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
80+ 0.37% |
$9.46K - $12.8K
|
21.8K
$1.79M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
80+ 0.49% |
$9.46K - $12.8K
|
16.4K
$1.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
80+ 0.44% |
$9.46K - $12.8K
|
18.1K
$1.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
80+ 0.98% |
$9.46K - $12.8K
|
8.24K
$679K
|
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
78+ 3.15% |
$9.23K - $12.5K
|
2.56K
$211K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
77+ 2.93% |
$9.11K - $12.3K
|
2.71K
$223K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
77+ 0.94% |
$9.11K - $12.3K
|
8.26K
$681K
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
76+ 2.69% |
$8.99K - $12.2K
|
2.9K
$239K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
75New |
$8.87K - $12K
|
75
$6.18K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
75+ 2.95% |
$8.87K - $12K
|
2.62K
$216K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
75+ 0.63% |
$8.87K - $12K
|
12K
$988K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 1.05% |
$8.87K - $12K
|
7.2K
$594K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
72+ 2.68% |
$8.52K - $11.5K
|
2.76K
$228K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
71+ 1.61% |
$8.4K - $11.4K
|
4.49K
$370K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
71+ 2.11% |
$8.4K - $11.4K
|
3.44K
$284K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
71+ 0.5% |
$8.4K - $11.4K
|
14.3K
$1.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
70+ 1.46% |
$8.28K - $11.2K
|
4.86K
$400K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
69+ 0.5% |
$8.16K - $11K
|
13.8K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
68+ 2.93% |
$8.04K - $10.9K
|
2.39K
$197K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
67+ 3.15% |
$7.93K - $10.7K
|
2.19K
$181K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
64+ 1.33% |
$7.57K - $10.2K
|
4.88K
$403K
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
64+ 0.47% |
$7.57K - $10.2K
|
13.6K
$1.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
63+ 0.76% |
$7.45K - $10.1K
|
8.41K
$693K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
62+ 2.35% |
$7.33K - $9.91K
|
2.7K
$223K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
62+ 4.62% |
$7.33K - $9.91K
|
1.4K
$116K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
62+ 1.55% |
$7.33K - $9.91K
|
4.06K
$335K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
60+ 55.56% |
$7.1K - $9.59K
|
168
$13.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
60+ 3.71% |
$7.1K - $9.59K
|
1.68K
$138K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
BUY
|
- |
60+ 1.23% |
$7.1K - $9.59K
|
4.94K
$407K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
60+ 2.82% |
$7.1K - $9.59K
|
2.18K
$180K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
59+ 1.02% |
$6.98K - $9.43K
|
5.83K
$481K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.86% |
$6.86K - $9.27K
|
2.08K
$172K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
58+ 0.98% |
$6.86K - $9.27K
|
5.98K
$493K
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
57+ 2.26% |
$6.74K - $9.11K
|
2.58K
$213K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
56+ 0.28% |
$6.62K - $8.95K
|
20.1K
$1.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
56+ 3.14% |
$6.62K - $8.95K
|
1.84K
$151K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56+ 1.83% |
$6.62K - $8.95K
|
3.12K
$258K
|