Purchases and Sales Made in Q3 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11+ 0.18% |
$1.34K - $1.53K
|
5.96K
$611K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
10+ 0.56% |
$1.22K - $1.4K
|
1.8K
$185K
|
|
|
Nov 03, 2022
Q3 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
9+ 0.02% |
$1.1K - $1.26K
|
37.5K
$3.84M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.38% |
$1.1K - $1.26K
|
2.35K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
9+ 0.33% |
$1.1K - $1.26K
|
2.77K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.35% |
$1.1K - $1.26K
|
2.58K
$264K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8+ 0.22% |
$976 - $1.12K
|
3.7K
$379K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8+ 0.31% |
$976 - $1.12K
|
2.58K
$265K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8+ 0.44% |
$976 - $1.12K
|
1.85K
$189K
|
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
8+ 0.28% |
$976 - $1.12K
|
2.84K
$291K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
8+ 0.3% |
$976 - $1.12K
|
2.66K
$272K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
8+ 0.19% |
$976 - $1.12K
|
4.14K
$424K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$976 - $1.12K
|
7.1K
$727K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8+ 0.44% |
$976 - $1.12K
|
1.81K
$185K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7+ 0.08% |
$854 - $977
|
8.38K
$858K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7+ 0.42% |
$854 - $977
|
1.68K
$172K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.44% |
$854 - $977
|
1.59K
$163K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
7+ 0.11% |
$854 - $977
|
6.16K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 0.31% |
$854 - $977
|
2.24K
$229K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
7+ 0.12% |
$854 - $977
|
5.78K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6+ 0.36% |
$732 - $837
|
1.65K
$169K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6+ 0.26% |
$732 - $837
|
2.32K
$238K
|
|
|
Feb 07, 2023
Q3 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
6+ 0.02% |
$732 - $837
|
24.2K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5+ 0.09% |
$610 - $698
|
5.4K
$553K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
5+ 0.0% |
$610 - $698
|
110K
$11.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
5+ 0.04% |
$610 - $698
|
13.9K
$1.43M
|
|
|
Oct 21, 2022
Q3 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
5+ 0.06% |
$610 - $698
|
8.81K
$902K
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
5+ 0.02% |
$610 - $698
|
23.1K
$2.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.23% |
$610 - $698
|
2.22K
$227K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5+ 0.18% |
$610 - $698
|
2.76K
$283K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.16% |
$610 - $698
|
3.16K
$324K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.54% |
$610 - $698
|
928
$95.1K
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.15% |
$610 - $698
|
3.37K
$346K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
4+ 0.24% |
$488 - $558
|
1.67K
$171K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.1% |
$488 - $558
|
4.07K
$417K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4+ 0.25% |
$488 - $558
|
1.58K
$162K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
4+ 2.38% |
$488 - $558
|
172
$17.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.07% |
$488 - $558
|
6.05K
$619K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.36% |
$488 - $558
|
1.11K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4+ 3.48% |
$488 - $558
|
119
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.06% |
$488 - $558
|
6.82K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
4+ 0.13% |
$488 - $558
|
3.12K
$319K
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.48% |
$488 - $558
|
846
$86.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$366 - $419
|
4.96K
$508K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3+ 0.17% |
$366 - $419
|
1.73K
$177K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 0.39% |
$366 - $419
|
776
$79.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3+ 0.02% |
$366 - $419
|
16.5K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.05% |
$366 - $419
|
5.54K
$568K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.15% |
$366 - $419
|
2K
$205K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$244 - $279
|
17.9K
$1.84M
|