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 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
985+ 1.79% |
$133K - $149K
|
55.9K
$5.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
984+ 32.87% |
$133K - $149K
|
3.98K
$408K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
972+ 0.39% |
$132K - $147K
|
252K
$25.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
961+ 20.69% |
$130K - $145K
|
5.61K
$574K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
960+ 0.79% |
$130K - $145K
|
122K
$12.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
958+ 3.38% |
$130K - $145K
|
29.3K
$3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
952+ 4.88% |
$129K - $144K
|
20.5K
$2.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
946+ 6.21% |
$128K - $143K
|
16.2K
$1.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
945+ 9.36% |
$128K - $143K
|
11K
$1.13M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
942New |
$128K - $143K
|
942
$96.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
941+ 8.75% |
$127K - $142K
|
11.7K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
941+ 0.54% |
$127K - $142K
|
175K
$17.9M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
934+ 7.14% |
$127K - $141K
|
14K
$1.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
932+ 9.22% |
$126K - $141K
|
11K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
931+ 10.61% |
$126K - $141K
|
9.71K
$995K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
924+ 3.23% |
$125K - $140K
|
29.6K
$3.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
924+ 17.25% |
$125K - $140K
|
6.28K
$644K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
922+ 0.55% |
$125K - $139K
|
170K
$17.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
918New |
$124K - $139K
|
918
$94.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
918+ 1.29% |
$124K - $139K
|
71.9K
$7.36M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
915+ 12.84% |
$124K - $138K
|
8.04K
$824K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
914+ 8.01% |
$124K - $138K
|
12.3K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
910+ 15.74% |
$123K - $138K
|
6.69K
$686K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
907+ 1.9% |
$123K - $137K
|
48.8K
$5M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
905+ 10.59% |
$123K - $137K
|
9.45K
$969K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
904+ 9.3% |
$122K - $137K
|
10.6K
$1.09M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
900+ 12.86% |
$122K - $136K
|
7.9K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
900+ 4.71% |
$122K - $136K
|
20K
$2.05M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
897New |
$122K - $136K
|
897
$91.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
896+ 0.8% |
$121K - $136K
|
113K
$11.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
896+ 4.19% |
$121K - $136K
|
22.3K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
894+ 8.36% |
$121K - $135K
|
11.6K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
891+ 4.54% |
$121K - $135K
|
20.5K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
882New |
$119K - $133K
|
882
$90.4K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
880New |
$119K - $133K
|
880
$90.2K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
874+ 7.75% |
$118K - $132K
|
12.1K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
870New |
$118K - $132K
|
870
$89.1K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
869+ 1.23% |
$118K - $131K
|
71.4K
$7.31M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
866+ 72.71% |
$117K - $131K
|
2.06K
$211K
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
854+ 2.83% |
$116K - $129K
|
31K
$3.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
853+ 1.31% |
$116K - $129K
|
65.8K
$6.74M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
852+ 4.46% |
$115K - $129K
|
20K
$2.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
850+ 3.8% |
$115K - $129K
|
23.2K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
832+ 13.98% |
$113K - $126K
|
6.78K
$695K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
825+ 16.3% |
$112K - $125K
|
5.89K
$603K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
823New |
$111K - $125K
|
823
$84.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
823+ 1.93% |
$111K - $125K
|
43.5K
$4.46M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
822New |
$111K - $124K
|
822
$84.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
817+ 9.12% |
$111K - $124K
|
9.77K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
815+ 11.71% |
$110K - $123K
|
7.78K
$797K
|