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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-147- 2.26% |
$20.5K - $22.3K
|
6.37K
$525K
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-148- 0.5% |
$20.6K - $22.4K
|
29.2K
$2.41M
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-148- 0.22% |
$20.6K - $22.4K
|
67.1K
$5.54M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-149- 1.83% |
$20.8K - $22.6K
|
8K
$659K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-149- 0.3% |
$20.8K - $22.6K
|
48.7K
$4.02M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-149- 2.75% |
$20.8K - $22.6K
|
5.28K
$435K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-149- 0.78% |
$20.8K - $22.6K
|
18.9K
$1.56M
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-150Closed |
$20.9K - $22.7K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-150- 0.67% |
$20.9K - $22.7K
|
22.2K
$1.83M
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-151- 7.93% |
$21K - $22.9K
|
1.75K
$144K
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-151- 6.94% |
$21K - $22.9K
|
2.03K
$167K
|
|
Oct 15, 2021
Q3 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-153- 1.74% |
$21.3K - $23.2K
|
8.62K
$710K
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-156- 3.04% |
$21.7K - $23.6K
|
4.97K
$410K
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-158- 0.38% |
$22K - $23.9K
|
41.8K
$3.45M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-159- 6.59% |
$22.2K - $24.1K
|
2.25K
$186K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-159- 2.6% |
$22.2K - $24.1K
|
5.96K
$491K
|
|
Nov 09, 2021
Q3 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-159- 0.02% |
$22.2K - $24.1K
|
856K
$70.6M
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-164- 0.88% |
$22.8K - $24.8K
|
18.5K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-166- 1.98% |
$23.1K - $25.1K
|
8.21K
$677K
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-173- 0.47% |
$24.1K - $26.2K
|
36.3K
$2.99M
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-177- 0.13% |
$24.7K - $26.8K
|
141K
$11.6M
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-177- 1.07% |
$24.7K - $26.8K
|
16.3K
$1.34M
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-177- 3.25% |
$24.7K - $26.8K
|
5.28K
$435K
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-178- 4.54% |
$24.8K - $27K
|
3.74K
$308K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-179- 1.28% |
$24.9K - $27.1K
|
13.8K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-180- 5.16% |
$25.1K - $27.3K
|
3.31K
$273K
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-180- 7.26% |
$25.1K - $27.3K
|
2.3K
$190K
|
|
Nov 15, 2021
Q3 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-180- 2.01% |
$25.1K - $27.3K
|
8.77K
$723K
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-183Closed |
$25.5K - $27.7K
|
0
$0
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-184- 2.67% |
$25.6K - $27.9K
|
6.7K
$552K
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-185- 1.97% |
$25.8K - $28K
|
9.2K
$758K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-186- 10.08% |
$25.9K - $28.2K
|
1.66K
$137K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-190Closed |
$26.5K - $28.8K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-197- 1.82% |
$27.4K - $29.8K
|
10.7K
$878K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-199- 2.32% |
$27.7K - $30.1K
|
8.37K
$690K
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-200- 5.75% |
$27.9K - $30.3K
|
3.28K
$270K
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
SELL
|
- |
-200- 2.38% |
$27.9K - $30.3K
|
8.19K
$675K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-200- 1.78% |
$27.9K - $30.3K
|
11K
$909K
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 1.2% |
$27.9K - $30.3K
|
16.5K
$1.36M
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-200- 66.67% |
$27.9K - $30.3K
|
100
$8.25K
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-200- 8.33% |
$27.9K - $30.3K
|
2.2K
$181K
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-201- 2.72% |
$28K - $30.4K
|
7.19K
$592K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-201- 3.11% |
$28K - $30.4K
|
6.27K
$517K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-203- 1.15% |
$28.3K - $30.7K
|
17.5K
$1.44M
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-206- 3.07% |
$28.7K - $31.2K
|
6.52K
$537K
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-208- 4.7% |
$29K - $31.5K
|
4.22K
$348K
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-215- 6.88% |
$30K - $32.6K
|
2.91K
$240K
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-215- 2.02% |
$30K - $32.6K
|
10.4K
$860K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-216- 20.85% |
$30.1K - $32.7K
|
820
$67.6K
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-217- 1.96% |
$30.2K - $32.9K
|
10.9K
$897K
|