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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
520+ 23.5% |
$72.4K - $78.8K
|
2.73K
$225K
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
520+ 4.85% |
$72.4K - $78.8K
|
11.3K
$928K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
520+ 17.11% |
$72.4K - $78.8K
|
3.56K
$293K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
517+ 9.15% |
$72K - $78.3K
|
6.17K
$508K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
514+ 10.89% |
$71.6K - $77.8K
|
5.24K
$432K
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
513+ 10.45% |
$71.5K - $77.7K
|
5.42K
$447K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
511+ 5.09% |
$71.2K - $77.4K
|
10.6K
$870K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
510+ 0.99% |
$71.1K - $77.2K
|
52.2K
$4.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
506+ 7.25% |
$70.5K - $76.6K
|
7.48K
$617K
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
506+ 3.89% |
$70.5K - $76.6K
|
13.5K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
503+ 13.59% |
$70.1K - $76.2K
|
4.21K
$347K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
500+ 14.63% |
$69.7K - $75.7K
|
3.92K
$323K
|
|
|
Oct 28, 2021
Q3 2021
|
Parthenon LLC
|
BUY
|
- |
500+ 0.6% |
$69.7K - $75.7K
|
83.4K
$6.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
499+ 7.15% |
$69.5K - $75.6K
|
7.48K
$616K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
495+ 6.84% |
$69K - $75K
|
7.73K
$637K
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
493+ 28.85% |
$68.7K - $74.7K
|
2.2K
$182K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
492+ 5.94% |
$68.5K - $74.5K
|
8.77K
$723K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
492+ 5.94% |
$68.5K - $74.5K
|
8.77K
$723K
|
|
|
Nov 15, 2021
Q3 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
488+ 1.05% |
$68K - $73.9K
|
46.9K
$3.87M
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
486+ 5.01% |
$67.7K - $73.6K
|
10.2K
$840K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
485+ 7.3% |
$67.6K - $73.5K
|
7.13K
$588K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
482+ 1.48% |
$67.2K - $73K
|
33K
$2.72M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
482+ 6.44% |
$67.2K - $73K
|
7.96K
$656K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
480+ 13.54% |
$66.9K - $72.7K
|
4.02K
$332K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
480+ 16.72% |
$66.9K - $72.7K
|
3.35K
$276K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
480+ 14.73% |
$66.9K - $72.7K
|
3.74K
$308K
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
475+ 1.44% |
$66.2K - $71.9K
|
33.4K
$2.75M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
472+ 2.65% |
$65.8K - $71.5K
|
18.3K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
472+ 1.08% |
$65.8K - $71.5K
|
44.1K
$3.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
472+ 5.52% |
$65.8K - $71.5K
|
9.03K
$744K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
468+ 0.56% |
$65.2K - $70.9K
|
84.7K
$6.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
466+ 0.5% |
$64.9K - $70.6K
|
93.8K
$7.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
465+ 5.7% |
$64.8K - $70.4K
|
8.63K
$711K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
461+ 15.1% |
$64.2K - $69.8K
|
3.51K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
461+ 6.41% |
$64.2K - $69.8K
|
7.65K
$631K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
461+ 23.26% |
$64.2K - $69.8K
|
2.44K
$201K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
451+ 2.44% |
$62.8K - $68.3K
|
18.9K
$1.56M
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
451+ 1.53% |
$62.8K - $68.3K
|
29.9K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
451+ 7.56% |
$62.8K - $68.3K
|
6.42K
$529K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
448+ 60.79% |
$62.4K - $67.8K
|
1.19K
$97.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
448+ 0.96% |
$62.4K - $67.8K
|
47.3K
$3.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
442+ 10.71% |
$61.6K - $66.9K
|
4.57K
$377K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
439+ 3.09% |
$61.2K - $66.5K
|
14.7K
$1.21M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
438+ 2.53% |
$61K - $66.3K
|
17.7K
$1.46M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
436+ 7.53% |
$60.7K - $66K
|
6.22K
$513K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
432+ 3.02% |
$60.2K - $65.4K
|
14.7K
$1.21M
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
BUY
|
- |
430+ 1.82% |
$59.9K - $65.1K
|
24.1K
$1.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
429+ 26.96% |
$59.8K - $65K
|
2.02K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
429+ 27.07% |
$59.8K - $65K
|
2.01K
$166K
|
|
|
Oct 19, 2021
Q3 2021
|
Asset Planning Services Inc
|
BUY
|
- |
425+ 1.39% |
$59.2K - $64.4K
|
31.1K
$2.56M
|