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 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-61- 1.75% |
$8.5K - $9.24K
|
3.42K
$282K
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-61- 0.83% |
$8.5K - $9.24K
|
7.25K
$598K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-62- 3.77% |
$8.64K - $9.39K
|
1.58K
$131K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-63- 55.75% |
$8.78K - $9.54K
|
50
$4.12K
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-64- 0.17% |
$8.92K - $9.69K
|
38.2K
$3.15M
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-65- 2.68% |
$9.06K - $9.84K
|
2.36K
$194K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-67- 2.39% |
$9.33K - $10.1K
|
2.74K
$226K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-67- 0.82% |
$9.33K - $10.1K
|
8.07K
$665K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-68- 20.48% |
$9.47K - $10.3K
|
264
$21.8K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-68- 2.59% |
$9.47K - $10.3K
|
2.55K
$211K
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-68- 0.9% |
$9.47K - $10.3K
|
7.49K
$617K
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-70- 1.96% |
$9.75K - $10.6K
|
3.5K
$289K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-70- 0.11% |
$9.75K - $10.6K
|
64.6K
$5.33M
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-70Closed |
$9.75K - $10.6K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-71- 1.84% |
$9.89K - $10.8K
|
3.78K
$311K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-71- 0.25% |
$9.89K - $10.8K
|
28.7K
$2.37M
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
SELL
|
- |
-72- 3.26% |
$10K - $10.9K
|
2.14K
$176K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-72- 1.26% |
$10K - $10.9K
|
5.63K
$464K
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-75- 0.27% |
$10.4K - $11.4K
|
27.6K
$2.27M
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-75- 1.86% |
$10.4K - $11.4K
|
3.95K
$326K
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-78- 3.91% |
$10.9K - $11.8K
|
1.92K
$158K
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-80- 2.23% |
$11.1K - $12.1K
|
3.51K
$289K
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-81- 2.52% |
$11.3K - $12.3K
|
3.14K
$259K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-81- 0.3% |
$11.3K - $12.3K
|
26.8K
$2.21M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-82- 7.39% |
$11.4K - $12.4K
|
1.03K
$84.7K
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-84- 1.46% |
$11.7K - $12.7K
|
5.67K
$468K
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-85- 4.29% |
$11.8K - $12.9K
|
1.9K
$156K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-86- 0.1% |
$12K - $13K
|
87.7K
$7.23M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-86- 86.0% |
$12K - $13K
|
14
$1.15K
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-88- 0.4% |
$12.3K - $13.3K
|
22K
$1.81M
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-89- 2.0% |
$12.4K - $13.5K
|
4.37K
$360K
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-90- 2.57% |
$12.5K - $13.6K
|
3.41K
$281K
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-91- 1.04% |
$12.7K - $13.8K
|
8.68K
$716K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-93- 0.4% |
$13K - $14.1K
|
23.4K
$1.93M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-93- 1.84% |
$13K - $14.1K
|
4.97K
$410K
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
SELL
|
- |
-94- 1.28% |
$13.1K - $14.2K
|
7.26K
$599K
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-95- 2.36% |
$13.2K - $14.4K
|
3.94K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-95- 0.21% |
$13.2K - $14.4K
|
46K
$3.79M
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-95- 2.14% |
$13.2K - $14.4K
|
4.34K
$358K
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-99- 5.92% |
$13.8K - $15K
|
1.57K
$130K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-99- 6.14% |
$13.8K - $15K
|
1.51K
$125K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-100- 0.75% |
$13.9K - $15.1K
|
13.3K
$1.1M
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-100- 3.57% |
$13.9K - $15.1K
|
2.71K
$223K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-100- 5.36% |
$13.9K - $15.1K
|
1.77K
$146K
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 2.92% |
$13.9K - $15.1K
|
3.32K
$274K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 4.49% |
$13.9K - $15.1K
|
2.13K
$176K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-100- 5.02% |
$13.9K - $15.1K
|
1.89K
$156K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-100- 1.08% |
$13.9K - $15.1K
|
9.18K
$757K
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-100- 5.0% |
$13.9K - $15.1K
|
1.9K
$157K
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-100- 1.57% |
$13.9K - $15.1K
|
6.28K
$518K
|