Purchases and Sales Made in Q1 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.13KNew |
$1.09M - $1.22M
|
8.13K
$802K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
8.1K+ 5.62% |
$1.08M - $1.21M
|
152K
$15M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
7.99K+ 9.46% |
$1.07M - $1.2M
|
92.5K
$9.12M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.93K+ 92.33% |
$1.06M - $1.19M
|
16.5K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.66K+ 205.99% |
$1.02M - $1.15M
|
11.4K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
7.24K+ 6.57% |
$967K - $1.08M
|
117K
$11.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.24K+ 15.34% |
$966K - $1.08M
|
54.4K
$5.36M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
7.02KNew |
$937K - $1.05M
|
7.02K
$692K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
6.99KNew |
$934K - $1.05M
|
6.99K
$689K
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.93KNew |
$926K - $1.04M
|
6.93K
$684K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.91K+ 6906.0% |
$922K - $1.04M
|
7.01K
$691K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.75K+ 3.04% |
$901K - $1.01M
|
229K
$22.6M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.71K+ 2.6% |
$896K - $1.01M
|
264K
$26.1M
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.7K+ 0.06% |
$894K - $1M
|
10.5M
$1.04B
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.61K+ 3.83% |
$883K - $991K
|
179K
$17.7M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.58K+ 1.85% |
$878K - $986K
|
363K
$35.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.55K+ 6.66% |
$874K - $981K
|
105K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.46K+ 33.0% |
$863K - $969K
|
26K
$2.57M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
6.46K+ 23.81% |
$863K - $968K
|
33.6K
$3.31M
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
6.37KNew |
$850K - $955K
|
6.37K
$628K
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
6.32K+ 15.57% |
$843K - $946K
|
46.9K
$4.62M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6.3K+ 4.13% |
$841K - $944K
|
159K
$15.6M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.25K+ 166.7% |
$835K - $937K
|
10K
$986K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
6.14KNew |
$819K - $920K
|
6.14K
$605K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.1K+ 16.49% |
$815K - $915K
|
43.1K
$4.25M
|
|
|
May 13, 2022
Q1 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.09KNew |
$813K - $912K
|
6.09K
$600K
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.01KNew |
$802K - $900K
|
6.01K
$592K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.99K+ 205.53% |
$800K - $898K
|
8.9K
$878K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
5.95K+ 11.08% |
$795K - $892K
|
59.7K
$5.88M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.94K+ 8.0% |
$793K - $889K
|
80.1K
$7.9M
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
5.91K+ 43.67% |
$788K - $885K
|
19.4K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.87K+ 1.65% |
$784K - $880K
|
362K
$35.7M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
5.85K+ 123.9% |
$781K - $876K
|
10.6K
$1.04M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
5.78KNew |
$771K - $865K
|
5.78K
$569K
|
|
|
May 13, 2022
Q1 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
5.76K+ 22.6% |
$769K - $863K
|
31.2K
$3.08M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.73K+ 22.1% |
$765K - $859K
|
31.7K
$3.12M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.63K+ 17.97% |
$752K - $844K
|
37K
$3.65M
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.62K+ 19.85% |
$750K - $842K
|
33.9K
$3.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5.53KNew |
$739K - $829K
|
5.53K
$546K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.53KNew |
$738K - $828K
|
5.53K
$545K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.48KNew |
$732K - $822K
|
5.48K
$541K
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
5.44KNew |
$727K - $816K
|
5.44K
$537K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
5.43K+ 11.21% |
$724K - $813K
|
53.8K
$5.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.28K+ 8.17% |
$706K - $792K
|
70K
$6.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
5.27K+ 9.09% |
$704K - $790K
|
63.3K
$6.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
5.23K+ 2.08% |
$699K - $784K
|
257K
$25.3M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.22K+ 0.18% |
$697K - $782K
|
2.91M
$287M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.2KNew |
$694K - $779K
|
5.2K
$512K
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
5K+ 9.24% |
$667K - $749K
|
59.1K
$5.82M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.97K+ 310.63% |
$664K - $745K
|
6.57K
$648K
|