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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.29KNew |
$310K - $347K
|
2.29K
$216K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.28K+ 257.98% |
$309K - $345K
|
3.16K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 14.99% |
$308K - $344K
|
17.5K
$1.65M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.28KNew |
$308K - $344K
|
2.28K
$215K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.25K+ 13.55% |
$305K - $341K
|
18.9K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2.25KNew |
$305K - $340K
|
2.25K
$213K
|
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
2.25KNew |
$305K - $340K
|
2.25K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$303K - $338K
|
2.23K
$211K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$301K - $336K
|
2.22K
$210K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.22K+ 2.7% |
$301K - $336K
|
84.4K
$7.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.21K+ 7.76% |
$300K - $335K
|
30.7K
$2.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.21KNew |
$299K - $334K
|
2.21K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.21KNew |
$299K - $334K
|
2.21K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.19KNew |
$297K - $332K
|
2.19K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.19KNew |
$296K - $331K
|
2.19K
$207K
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2.17K+ 16.03% |
$293K - $328K
|
15.7K
$1.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.17K+ 1.68% |
$293K - $328K
|
131K
$12.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.14KNew |
$290K - $323K
|
2.14K
$202K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.13KNew |
$289K - $322K
|
2.13K
$201K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.13KNew |
$288K - $322K
|
2.13K
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.12K+ 2.61% |
$287K - $320K
|
83.1K
$7.85M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
2.12K+ 4.63% |
$287K - $320K
|
47.8K
$4.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.1KNew |
$285K - $318K
|
2.1K
$199K
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
2.1KNew |
$284K - $318K
|
2.1K
$198K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$284K - $318K
|
2.1K
$198K
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.1KNew |
$284K - $318K
|
2.1K
$198K
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.1K+ 45.31% |
$284K - $318K
|
6.74K
$636K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
2.09KNew |
$283K - $316K
|
2.09K
$197K
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.09KNew |
$282K - $315K
|
2.09K
$197K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.08KNew |
$282K - $315K
|
2.08K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.06K+ 1.58% |
$279K - $311K
|
133K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.06K+ 3.18% |
$279K - $311K
|
66.7K
$6.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05K+ 11.75% |
$278K - $311K
|
19.5K
$1.85M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
2.05K+ 3.2% |
$278K - $311K
|
66.3K
$6.26M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.05KNew |
$278K - $310K
|
2.05K
$194K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.05K+ 0.81% |
$277K - $310K
|
254K
$24M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 26.59% |
$277K - $310K
|
9.74K
$920K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
2.04K+ 5.65% |
$277K - $309K
|
38.2K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.02KNew |
$274K - $306K
|
2.02K
$191K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$273K - $305K
|
2.02K
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.01K+ 66.26% |
$273K - $305K
|
5.05K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.01KNew |
$272K - $304K
|
2.01K
$190K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 4.94% |
$272K - $304K
|
42.7K
$4.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.01KNew |
$272K - $304K
|
2.01K
$190K
|
|
|
Feb 07, 2022
Q4 2021
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.99K+ 3.37% |
$269K - $300K
|
60.8K
$5.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.98K+ 8.4% |
$269K - $300K
|
25.6K
$2.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.97KNew |
$267K - $298K
|
1.97K
$186K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.97KNew |
$267K - $298K
|
1.97K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.97K+ 99.14% |
$266K - $298K
|
3.95K
$373K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.96KNew |
$265K - $296K
|
1.96K
$185K
|