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 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
250+ 3.27% |
$34.8K - $37.9K
|
7.9K
$651K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
250+ 10.86% |
$34.8K - $37.9K
|
2.55K
$210K
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
246+ 1.77% |
$34.3K - $37.3K
|
14.2K
$1.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
246+ 10.61% |
$34.3K - $37.3K
|
2.56K
$211K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
246+ 17.3% |
$34.3K - $37.3K
|
1.67K
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
BUY
|
- |
245+ 1.76% |
$34.1K - $37.1K
|
14.2K
$1.17M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
244+ 0.47% |
$34K - $37K
|
52K
$4.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
241+ 1.19% |
$33.6K - $36.5K
|
20.4K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
240+ 64.86% |
$33.4K - $36.3K
|
610
$50.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
240+ 5.73% |
$33.4K - $36.3K
|
4.43K
$365K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
239+ 6.24% |
$33.3K - $36.2K
|
4.07K
$335K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
237+ 0.7% |
$33K - $35.9K
|
33.9K
$2.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
237+ 1.52% |
$33K - $35.9K
|
15.8K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
237+ 0.95% |
$33K - $35.9K
|
25.2K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
236+ 0.31% |
$32.9K - $35.7K
|
77.1K
$6.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
226+ 0.87% |
$31.5K - $34.2K
|
26.2K
$2.16M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
223+ 1.77% |
$31.1K - $33.8K
|
12.8K
$1.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
221+ 1.23% |
$30.8K - $33.5K
|
18.2K
$1.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
221+ 11.59% |
$30.8K - $33.5K
|
2.13K
$175K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
216New |
$30.1K - $32.7K
|
216
$17.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
215+ 0.85% |
$30K - $32.6K
|
25.5K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
214+ 7.65% |
$29.8K - $32.4K
|
3.01K
$248K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
213+ 1.25% |
$29.7K - $32.3K
|
17.3K
$1.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
212+ 12.87% |
$29.5K - $32.1K
|
1.86K
$153K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
211+ 1.91% |
$29.4K - $32K
|
11.3K
$928K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
207+ 0.85% |
$28.8K - $31.4K
|
24.7K
$2.04M
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
BUY
|
- |
207+ 0.68% |
$28.8K - $31.4K
|
30.5K
$2.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
206+ 1.28% |
$28.7K - $31.2K
|
16.3K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
205+ 7.86% |
$28.6K - $31K
|
2.81K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
Crossvault Capital Management LLC
|
BUY
|
- |
205+ 0.41% |
$28.6K - $31K
|
50.8K
$4.19M
|
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
204+ 2.67% |
$28.4K - $30.9K
|
7.84K
$646K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
204+ 1.78% |
$28.4K - $30.9K
|
11.7K
$963K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
204+ 0.65% |
$28.4K - $30.9K
|
31.6K
$2.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
200+ 6.23% |
$27.9K - $30.3K
|
3.41K
$281K
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
198+ 360.0% |
$27.6K - $30K
|
253
$20.9K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
198+ 7.53% |
$27.6K - $30K
|
2.83K
$233K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
198+ 3.6% |
$27.6K - $30K
|
5.7K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
198+ 0.74% |
$27.6K - $30K
|
26.9K
$2.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
197+ 2.18% |
$27.4K - $29.8K
|
9.23K
$761K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
197+ 3.42% |
$27.4K - $29.8K
|
5.95K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
196+ 2.85% |
$27.3K - $29.7K
|
7.06K
$582K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
193+ 0.35% |
$26.9K - $29.2K
|
56K
$4.61M
|
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
192+ 0.46% |
$26.7K - $29.1K
|
42K
$3.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
192+ 1.25% |
$26.7K - $29.1K
|
15.6K
$1.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
192+ 0.94% |
$26.7K - $29.1K
|
20.6K
$1.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
190+ 0.3% |
$26.5K - $28.8K
|
64.2K
$5.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
190+ 30.79% |
$26.5K - $28.8K
|
807
$66.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
190+ 1.63% |
$26.5K - $28.8K
|
11.8K
$974K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
189+ 11.14% |
$26.3K - $28.6K
|
1.89K
$156K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
189+ 8.38% |
$26.3K - $28.6K
|
2.44K
$202K
|