Purchases and Sales Made in Q4 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
216+ 7.37% |
$27.8K - $33.2K
|
3.15K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
214+ 10.08% |
$27.5K - $32.8K
|
2.34K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
213+ 0.94% |
$27.4K - $32.7K
|
23K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
212+ 2.66% |
$27.3K - $32.5K
|
8.17K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
205+ 2.74% |
$26.4K - $31.5K
|
7.68K
$747K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
205+ 7.47% |
$26.4K - $31.5K
|
2.95K
$287K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
205+ 1.09% |
$26.4K - $31.5K
|
19.1K
$1.85M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
204+ 0.15% |
$26.2K - $31.3K
|
140K
$13.6M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
204+ 0.15% |
$26.2K - $31.3K
|
140K
$13.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
203+ 4.9% |
$26.1K - $31.2K
|
4.34K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
202+ 1.88% |
$26K - $31K
|
10.9K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
202+ 5.56% |
$26K - $31K
|
3.84K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
202+ 1.52% |
$26K - $31K
|
13.5K
$1.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
201+ 5.61% |
$25.8K - $30.8K
|
3.79K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
201+ 2.55% |
$25.8K - $30.8K
|
8.07K
$785K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
200+ 7.79% |
$25.7K - $30.7K
|
2.77K
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
200+ 10.07% |
$25.7K - $30.7K
|
2.19K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
200+ 2.77% |
$25.7K - $30.7K
|
7.43K
$723K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
200+ 7.69% |
$25.7K - $30.7K
|
2.8K
$272K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
198New |
$25.5K - $30.4K
|
198
$19.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
198+ 0.93% |
$25.5K - $30.4K
|
21.6K
$2.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
197+ 1.42% |
$25.3K - $30.2K
|
14K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
197+ 12.22% |
$25.3K - $30.2K
|
1.81K
$176K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
195+ 0.63% |
$25.1K - $29.9K
|
31.2K
$3.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
195+ 2.48% |
$25.1K - $29.9K
|
8.07K
$785K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
193+ 2.17% |
$24.8K - $29.6K
|
9.1K
$886K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
192+ 1.35% |
$24.7K - $29.5K
|
14.4K
$1.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
190+ 0.67% |
$24.4K - $29.2K
|
28.4K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
189New |
$24.3K - $29K
|
189
$18.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
188+ 6.13% |
$24.2K - $28.9K
|
3.25K
$316K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
187+ 4.2% |
$24K - $28.7K
|
4.64K
$451K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
186+ 2.18% |
$23.9K - $28.5K
|
8.72K
$848K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
185New |
$23.8K - $28.4K
|
185
$18K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
185+ 3.25% |
$23.8K - $28.4K
|
5.87K
$571K
|
|
|
Jan 30, 2023
Q4 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
185+ 0.59% |
$23.8K - $28.4K
|
31.5K
$3.06M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
184+ 3.3% |
$23.7K - $28.2K
|
5.76K
$560K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
183+ 2.31% |
$23.5K - $28.1K
|
8.1K
$788K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
183+ 6.63% |
$23.5K - $28.1K
|
2.94K
$286K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
183+ 2.52% |
$23.5K - $28.1K
|
7.44K
$724K
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
183+ 4.52% |
$23.5K - $28.1K
|
4.23K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
182+ 0.52% |
$23.4K - $27.9K
|
35K
$3.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
179+ 3.51% |
$23K - $27.5K
|
5.28K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
179+ 3.93% |
$23K - $27.5K
|
4.73K
$460K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
176+ 5.12% |
$22.6K - $27K
|
3.61K
$351K
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
175+ 4.0% |
$22.5K - $26.9K
|
4.55K
$443K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
175+ 7.73% |
$22.5K - $26.9K
|
2.44K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
175+ 0.07% |
$22.5K - $26.9K
|
254K
$24.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
175+ 0.71% |
$22.5K - $26.9K
|
24.9K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
175+ 3.69% |
$22.5K - $26.9K
|
4.92K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
174New |
$22.4K - $26.7K
|
174
$16.9K
|