Purchases and Sales Made in Q4 2021 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
2.77KNew |
$375K - $419K
|
2.77K
$262K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.76K+ 2.56% |
$374K - $418K
|
111K
$10.5M
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.76KNew |
$374K - $417K
|
2.76K
$261K
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.76KNew |
$374K - $417K
|
2.76K
$261K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
2.75K+ 21.37% |
$372K - $415K
|
15.6K
$1.47M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73K+ 28.0% |
$370K - $413K
|
12.5K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.72K+ 11.71% |
$368K - $411K
|
25.9K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$366K - $409K
|
2.7K
$255K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
2.67K+ 12.87% |
$362K - $404K
|
23.4K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.65K+ 22.2% |
$359K - $401K
|
14.6K
$1.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.65K+ 9.21% |
$359K - $401K
|
31.4K
$2.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.65K+ 0.74% |
$359K - $401K
|
360K
$34M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
2.62K+ 16.97% |
$354K - $396K
|
18K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
2.61KNew |
$354K - $395K
|
2.61K
$247K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.61K+ 3.64% |
$354K - $395K
|
74.4K
$7.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$354K - $395K
|
2.61K
$247K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
2.61K+ 7.84% |
$354K - $395K
|
35.9K
$3.39M
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.61KNew |
$353K - $395K
|
2.61K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.6K+ 136.84% |
$352K - $393K
|
4.5K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 9.95% |
$352K - $393K
|
28.7K
$2.71M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.6KNew |
$352K - $393K
|
2.6K
$246K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.6K+ 5.11% |
$352K - $393K
|
53.5K
$5.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.6K+ 49.61% |
$352K - $393K
|
7.84K
$740K
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.55K+ 44.97% |
$345K - $386K
|
8.22K
$776K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.55KNew |
$345K - $385K
|
2.55K
$240K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.54KNew |
$344K - $384K
|
2.54K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.52K+ 6.82% |
$342K - $382K
|
39.5K
$3.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.52KNew |
$341K - $381K
|
2.52K
$238K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.52K+ 7.51% |
$341K - $381K
|
36K
$3.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.51KNew |
$340K - $379K
|
2.51K
$237K
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
2.51K+ 1.62% |
$339K - $379K
|
158K
$14.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.5K+ 3.14% |
$339K - $379K
|
82.2K
$7.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.5KNew |
$339K - $378K
|
2.5K
$236K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.49KNew |
$338K - $377K
|
2.49K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
2.49KNew |
$338K - $377K
|
2.49K
$235K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.48KNew |
$336K - $375K
|
2.48K
$234K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.47KNew |
$334K - $373K
|
2.47K
$233K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.44KNew |
$330K - $369K
|
2.44K
$230K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.42K+ 3.98% |
$328K - $366K
|
63.3K
$5.98M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4K+ 5.35% |
$325K - $362K
|
47.2K
$4.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.39K+ 2.56% |
$324K - $362K
|
95.9K
$9.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 11.04% |
$323K - $361K
|
24K
$2.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
2.38KNew |
$322K - $360K
|
2.38K
$225K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2.35K+ 41.18% |
$319K - $356K
|
8.07K
$762K
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.35KNew |
$318K - $355K
|
2.35K
$222K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
2.34K+ 0.12% |
$316K - $353K
|
1.94M
$183M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 7.88% |
$313K - $350K
|
31.7K
$2.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
2.31K+ 3.51% |
$313K - $350K
|
68.1K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.31KNew |
$312K - $349K
|
2.31K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.3KNew |
$312K - $348K
|
2.3K
$217K
|