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 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $151
|
3.51K
$289K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.14% |
$139 - $151
|
730
$60.2K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.03% |
$139 - $151
|
3.77K
$311K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.12% |
$139 - $151
|
835
$68.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$139 - $151
|
18.3K
$1.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$139 - $151
|
36.1K
$2.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$139 - $151
|
2.46K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 0.01% |
$139 - $151
|
7.31K
$602K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.72% |
$139 - $151
|
140
$11.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$139 - $151
|
5.66K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1+ 0.06% |
$139 - $151
|
1.65K
$136K
|
|
|
Nov 15, 2021
Q3 2021
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
1+ 0.06% |
$139 - $151
|
1.71K
$141K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.54% |
$139 - $151
|
186
$15.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$139 - $151
|
5.33K
$439K
|
|
|
Nov 15, 2021
Q3 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1+ 0.03% |
$139 - $151
|
3.36K
$277K
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$139 - $151
|
13.5K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1- 0.14% |
$139 - $151
|
705
$58.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1- 0.04% |
$139 - $151
|
2.28K
$188K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-1- 0.05% |
$139 - $151
|
1.92K
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Aigen Investment Management, LP
|
SELL
|
- |
-1- 0.01% |
$139 - $151
|
11.5K
$945K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$139 - $151
|
2.96K
$244K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$279 - $303
|
4.07K
$335K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2- -0.0% |
$279 - $303
|
50.9K
$4.19M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-3- 0.13% |
$418 - $454
|
2.29K
$189K
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3- 0.1% |
$418 - $454
|
2.92K
$241K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.18% |
$418 - $454
|
1.69K
$139K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3- 0.59% |
$418 - $454
|
506
$41.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.13% |
$557 - $606
|
2.96K
$244K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$557 - $606
|
6.62K
$546K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.12% |
$697 - $757
|
4.18K
$344K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-6- 0.03% |
$836 - $909
|
22.8K
$1.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-7- 0.36% |
$975 - $1.06K
|
1.92K
$158K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-8- 0.52% |
$1.11K - $1.21K
|
1.52K
$125K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-8- 1.13% |
$1.11K - $1.21K
|
700
$57.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-9- 0.05% |
$1.25K - $1.36K
|
19.1K
$1.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-9- 0.55% |
$1.25K - $1.36K
|
1.62K
$134K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-9- 0.26% |
$1.25K - $1.36K
|
3.44K
$283K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-9- 0.16% |
$1.25K - $1.36K
|
5.53K
$456K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-10- 0.04% |
$1.39K - $1.51K
|
22.9K
$1.89M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.21% |
$1.39K - $1.51K
|
4.85K
$400K
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-10- 0.33% |
$1.39K - $1.51K
|
3.01K
$248K
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
SELL
|
- |
-10- 0.04% |
$1.39K - $1.51K
|
26.9K
$2.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10- 0.96% |
$1.39K - $1.51K
|
1.03K
$84.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-11- 0.5% |
$1.53K - $1.67K
|
2.19K
$181K
|
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-11- 0.21% |
$1.53K - $1.67K
|
5.15K
$425K
|
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-11- 0.02% |
$1.53K - $1.67K
|
67.6K
$5.58M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12- 0.04% |
$1.67K - $1.82K
|
28.5K
$2.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-12- 0.44% |
$1.67K - $1.82K
|
2.71K
$224K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 0.25% |
$1.67K - $1.82K
|
4.8K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12Closed |
$1.67K - $1.82K
|
0
$0
|