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 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
189+ 0.57% |
$26.3K - $28.6K
|
33.5K
$2.77M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
186+ 2.38% |
$25.9K - $28.2K
|
8K
$660K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
186+ 0.95% |
$25.9K - $28.2K
|
19.7K
$1.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
186+ 0.71% |
$25.9K - $28.2K
|
26.3K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
185+ 5.58% |
$25.8K - $28K
|
3.5K
$289K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
183+ 18.15% |
$25.5K - $27.7K
|
1.19K
$98.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
183+ 4.15% |
$25.5K - $27.7K
|
4.6K
$379K
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Securities Usa LLC
|
BUY
|
- |
183+ 1.39% |
$25.5K - $27.7K
|
13.4K
$1.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
181+ 4.74% |
$25.2K - $27.4K
|
4K
$330K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
180+ 1.34% |
$25.1K - $27.3K
|
13.6K
$1.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
178+ 9.8% |
$24.8K - $27K
|
1.99K
$164K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
177+ 3.11% |
$24.7K - $26.8K
|
5.87K
$484K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
177+ 0.4% |
$24.7K - $26.8K
|
44.4K
$3.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
177+ 2.12% |
$24.7K - $26.8K
|
8.52K
$702K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
176+ 0.57% |
$24.5K - $26.7K
|
31.2K
$2.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
174+ 1.85% |
$24.2K - $26.4K
|
9.6K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
173+ 6.92% |
$24.1K - $26.2K
|
2.67K
$220K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
172+ 1.14% |
$24K - $26K
|
15.2K
$1.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
166+ 2.33% |
$23.1K - $25.1K
|
7.28K
$600K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
161+ 3.93% |
$22.4K - $24.4K
|
4.26K
$351K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
161+ 45.35% |
$22.4K - $24.4K
|
516
$42.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
160+ 7.59% |
$22.3K - $24.2K
|
2.27K
$187K
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
160+ 7.11% |
$22.3K - $24.2K
|
2.41K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
159+ 2.25% |
$22.2K - $24.1K
|
7.21K
$595K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
159+ 1.15% |
$22.2K - $24.1K
|
14K
$1.16M
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
158+ 2.45% |
$22K - $23.9K
|
6.61K
$545K
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
157+ 1.19% |
$21.9K - $23.8K
|
13.3K
$1.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
155+ 2.5% |
$21.6K - $23.5K
|
6.35K
$524K
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
152+ 7.58% |
$21.2K - $23K
|
2.16K
$178K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
151+ 8.9% |
$21K - $22.9K
|
1.85K
$152K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
151+ 5.45% |
$21K - $22.9K
|
2.92K
$241K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
150+ 2.18% |
$20.9K - $22.7K
|
7.02K
$579K
|
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
BUY
|
- |
150+ 10.48% |
$20.9K - $22.7K
|
1.58K
$130K
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
148+ 0.67% |
$20.6K - $22.4K
|
22.3K
$1.84M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
147+ 2.93% |
$20.5K - $22.3K
|
5.16K
$425K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
147+ 8.0% |
$20.5K - $22.3K
|
1.98K
$164K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
145+ 0.39% |
$20.2K - $22K
|
36.9K
$3.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
145+ 3.82% |
$20.2K - $22K
|
3.94K
$325K
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
142+ 3.74% |
$19.8K - $21.5K
|
3.94K
$325K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
141+ 0.73% |
$19.6K - $21.4K
|
19.5K
$1.61M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
141+ 4.25% |
$19.6K - $21.4K
|
3.46K
$285K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
141+ 0.55% |
$19.6K - $21.4K
|
25.8K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
140+ 1.7% |
$19.5K - $21.2K
|
8.37K
$690K
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
138+ 5.54% |
$19.2K - $20.9K
|
2.63K
$217K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
136+ 0.12% |
$18.9K - $20.6K
|
117K
$9.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
135+ 5.81% |
$18.8K - $20.4K
|
2.46K
$203K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
132+ 6.76% |
$18.4K - $20K
|
2.08K
$172K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
132+ 17.21% |
$18.4K - $20K
|
899
$74.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
127+ 0.67% |
$17.7K - $19.2K
|
19.1K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
126+ 1.72% |
$17.6K - $19.1K
|
7.45K
$614K
|