Purchases and Sales Made in Q3 2021 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.26K+ 11.06% |
$315K - $343K
|
22.7K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.24K+ 0.82% |
$312K - $339K
|
276K
$22.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.23K+ 44.85% |
$311K - $338K
|
7.2K
$594K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
2.2K+ 140.49% |
$307K - $333K
|
3.77K
$311K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2K+ 10.53% |
$307K - $333K
|
23.1K
$1.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.18K+ 6.65% |
$304K - $331K
|
35K
$2.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 2.98% |
$302K - $328K
|
74.9K
$6.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.16K+ 50.79% |
$301K - $327K
|
6.41K
$528K
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
2.14K+ 2.22% |
$298K - $324K
|
98.6K
$8.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
2.11KNew |
$294K - $320K
|
2.11K
$174K
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.11KNew |
$294K - $319K
|
2.11K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
2.1K+ 4.61% |
$293K - $318K
|
47.7K
$3.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
2.09K+ 12.27% |
$291K - $317K
|
19.1K
$1.58M
|
|
|
Oct 05, 2021
Q3 2021
|
Chickasaw Capital Management LLC
|
BUY
|
- |
2.08K+ 6.32% |
$289K - $314K
|
34.9K
$2.88M
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.06KNew |
$287K - $312K
|
2.06K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.06K+ 11.25% |
$286K - $311K
|
20.3K
$1.68M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.04K+ 3.23% |
$284K - $309K
|
65.1K
$5.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Geneva Capital Management LLC
|
BUY
|
- |
2.04K+ 17.05% |
$284K - $309K
|
14K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.03K+ 39.34% |
$283K - $307K
|
7.19K
$592K
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.01K+ 9.29% |
$280K - $304K
|
23.6K
$1.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
2KNew |
$279K - $303K
|
2K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2K+ 8.97% |
$278K - $302K
|
24.2K
$2M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.99K+ 33.1% |
$277K - $301K
|
8K
$660K
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
1.98K+ 19.17% |
$276K - $300K
|
12.3K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
1.97K+ 6.06% |
$275K - $299K
|
34.5K
$2.85M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.97K+ 14.61% |
$274K - $298K
|
15.4K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.95K+ 25.15% |
$271K - $295K
|
9.69K
$799K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
1.93KNew |
$269K - $293K
|
1.93K
$159K
|
|
|
Dec 08, 2021
Q3 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.45% |
$269K - $292K
|
57.8K
$4.77M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.92K+ 8.97% |
$268K - $291K
|
23.4K
$1.93M
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.9K+ 93.5% |
$265K - $288K
|
3.93K
$324K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.9KNew |
$264K - $287K
|
1.9K
$156K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 42.47% |
$264K - $287K
|
6.36K
$524K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.88K+ 3.71% |
$262K - $285K
|
52.6K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.88K+ 1.53% |
$261K - $284K
|
124K
$10.2M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
BUY
|
- |
1.88K+ 7.65% |
$261K - $284K
|
26.4K
$2.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 10.62% |
$261K - $283K
|
19.5K
$1.61M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.86K+ 18.52% |
$259K - $281K
|
11.9K
$979K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.83K+ 45.85% |
$255K - $277K
|
5.82K
$479K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.81K+ 8.37% |
$253K - $275K
|
23.5K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.8KNew |
$251K - $273K
|
1.8K
$149K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.79KNew |
$249K - $271K
|
1.79K
$147K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
1.78K+ 6.56% |
$249K - $270K
|
29K
$2.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.78KNew |
$248K - $270K
|
1.78K
$147K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.78K+ 14.55% |
$248K - $269K
|
14K
$1.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.78K+ 75.82% |
$248K - $269K
|
4.12K
$340K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.77K+ 0.2% |
$246K - $268K
|
888K
$73.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.76K+ 0.29% |
$245K - $267K
|
606K
$50M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.76K+ 4.92% |
$245K - $266K
|
37.5K
$3.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.76K+ 12.48% |
$245K - $266K
|
15.8K
$1.31M
|