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 |
---|---|---|---|---|---|---|---|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-294- 3.48% |
$41K - $44.5K
|
8.16K
$673K
|
|
Oct 26, 2021
Q3 2021
|
Tcw Group Inc
|
SELL
|
- |
-295- 2.18% |
$41.1K - $44.7K
|
13.2K
$1.09M
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 1.72% |
$41.8K - $45.4K
|
17.2K
$1.41M
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 0.6% |
$41.8K - $45.4K
|
50.1K
$4.13M
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-301- 3.28% |
$41.9K - $45.6K
|
8.88K
$732K
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-301- 4.66% |
$41.9K - $45.6K
|
6.15K
$507K
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-301- 8.3% |
$41.9K - $45.6K
|
3.33K
$274K
|
|
Oct 26, 2021
Q3 2021
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-304- 0.35% |
$42.4K - $46K
|
85.7K
$7.06M
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-305- 0.43% |
$42.5K - $46.2K
|
71.1K
$5.87M
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
SELL
|
- |
-306- 2.61% |
$42.6K - $46.3K
|
11.4K
$940K
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-309- 9.32% |
$43K - $46.8K
|
3.01K
$248K
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-310- 1.51% |
$43.2K - $46.9K
|
20.2K
$1.67M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-313- 9.21% |
$43.6K - $47.4K
|
3.08K
$254K
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
SELL
|
- |
-316- 15.44% |
$44K - $47.9K
|
1.73K
$143K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-318Closed |
$44.3K - $48.2K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-324- 4.32% |
$45.1K - $49.1K
|
7.18K
$592K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-326- 3.27% |
$45.4K - $49.4K
|
9.63K
$794K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-327- 1.75% |
$45.6K - $49.5K
|
18.4K
$1.51M
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-329Closed |
$45.8K - $49.8K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-330- 7.59% |
$46K - $50K
|
4.02K
$331K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-331- 9.6% |
$46.1K - $50.1K
|
3.12K
$257K
|
|
Oct 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-331- 6.1% |
$46.1K - $50.1K
|
5.09K
$420K
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
SELL
|
- |
-332- 0.4% |
$46.3K - $50.3K
|
82K
$6.76M
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-332- 3.6% |
$46.3K - $50.3K
|
8.9K
$734K
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-333- 2.06% |
$46.4K - $50.4K
|
15.8K
$1.3M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-335- 2.95% |
$46.7K - $50.7K
|
11K
$908K
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-335- 5.48% |
$46.7K - $50.7K
|
5.78K
$477K
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-338- 17.81% |
$47.1K - $51.2K
|
1.56K
$129K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-340- 3.22% |
$47.4K - $51.5K
|
10.2K
$843K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340- 1.4% |
$47.4K - $51.5K
|
24K
$1.98M
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-341- 15.41% |
$47.5K - $51.6K
|
1.87K
$154K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-341- 1.77% |
$47.5K - $51.6K
|
18.9K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-342- 0.36% |
$47.6K - $51.8K
|
94.4K
$7.78M
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-347- 2.39% |
$48.3K - $52.6K
|
14.2K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-351- 2.55% |
$48.9K - $53.2K
|
13.4K
$1.11M
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-357- 2.4% |
$49.7K - $54.1K
|
14.5K
$1.2M
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-364- 1.24% |
$50.7K - $55.1K
|
28.9K
$2.38M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-365- 0.82% |
$50.9K - $55.3K
|
44.2K
$3.64M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-368- 4.19% |
$51.3K - $55.7K
|
8.41K
$694K
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-375- 0.55% |
$52.2K - $56.8K
|
68K
$5.61M
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-378- 7.18% |
$52.7K - $57.2K
|
4.89K
$403K
|
|
Nov 10, 2021
Q3 2021
|
Kbc Group Nv
|
SELL
|
- |
-381- 0.12% |
$53.1K - $57.7K
|
325K
$26.8M
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-386- 2.2% |
$53.8K - $58.5K
|
17.2K
$1.42M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-389- 20.22% |
$54.2K - $58.9K
|
1.54K
$127K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-393- 2.83% |
$54.8K - $59.5K
|
13.5K
$1.11M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-395- 2.77% |
$55K - $59.8K
|
13.9K
$1.14M
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-397- 8.67% |
$55.3K - $60.1K
|
4.18K
$345K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-397- 7.14% |
$55.3K - $60.1K
|
5.16K
$426K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-399- 1.25% |
$55.6K - $60.4K
|
31.6K
$2.6M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-399Closed |
$55.6K - $60.4K
|
0
$0
|