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
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
520+ 5.85% |
$70.4K - $78.7K
|
9.41K
$964K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
518+ 2.34% |
$70.2K - $78.4K
|
22.6K
$2.32M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
515+ 47.2% |
$69.8K - $77.9K
|
1.61K
$165K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
510+ 2.55% |
$69.1K - $77.2K
|
20.5K
$2.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
509New |
$69K - $77K
|
509
$52.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
504+ 42.64% |
$68.3K - $76.2K
|
1.69K
$173K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
503+ 3.94% |
$68.1K - $76.1K
|
13.3K
$1.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
503+ 2.79% |
$68.1K - $76.1K
|
18.5K
$1.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
500New |
$67.7K - $75.6K
|
500
$51.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
500+ 8.67% |
$67.7K - $75.6K
|
6.27K
$642K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
500+ 6.71% |
$67.7K - $75.6K
|
7.95K
$815K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500+ 24.67% |
$67.7K - $75.6K
|
2.53K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
500+ 24.28% |
$67.7K - $75.6K
|
2.56K
$262K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
495+ 6.59% |
$67.1K - $74.9K
|
8.01K
$821K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
495+ 0.86% |
$67.1K - $74.9K
|
57.9K
$5.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
493+ 5.47% |
$66.8K - $74.6K
|
9.51K
$974K
|
|
|
Feb 11, 2022
Q4 2021
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
493+ 7.19% |
$66.8K - $74.6K
|
7.35K
$753K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
490+ 1.61% |
$66.4K - $74.1K
|
30.9K
$3.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
487+ 1.03% |
$66K - $73.7K
|
47.8K
$4.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
485+ 1.88% |
$65.7K - $73.4K
|
26.3K
$2.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
482+ 15.13% |
$65.3K - $72.9K
|
3.67K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
481+ 14.59% |
$65.2K - $72.8K
|
3.78K
$387K
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
481+ 18.2% |
$65.2K - $72.8K
|
3.12K
$320K
|
|
|
Jan 24, 2022
Q4 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
478New |
$64.8K - $72.3K
|
478
$49K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
477+ 2.4% |
$64.6K - $72.2K
|
20.3K
$2.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
475+ 17.38% |
$64.3K - $71.9K
|
3.21K
$329K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
475+ 18.77% |
$64.3K - $71.9K
|
3.01K
$308K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
469+ 0.21% |
$63.5K - $71K
|
227K
$23.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
466+ 4.14% |
$63.1K - $70.5K
|
11.7K
$1.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
466+ 7.16% |
$63.1K - $70.5K
|
6.97K
$714K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
465+ 4.13% |
$63K - $70.3K
|
11.7K
$1.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
464+ 0.98% |
$62.9K - $70.2K
|
48K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
464+ 2.37% |
$62.9K - $70.2K
|
20K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
463+ 25.98% |
$62.7K - $70K
|
2.25K
$230K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
458+ 2.53% |
$62K - $69.3K
|
18.6K
$1.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
455+ 11.0% |
$61.6K - $68.8K
|
4.59K
$470K
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
452+ 18.65% |
$61.2K - $68.4K
|
2.88K
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
452+ 2.34% |
$61.2K - $68.4K
|
19.8K
$2.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
452+ 9.96% |
$61.2K - $68.4K
|
4.99K
$511K
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
452+ 13.22% |
$61.2K - $68.4K
|
3.87K
$397K
|
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
450+ 1.67% |
$61K - $68.1K
|
27.5K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
450+ 36.47% |
$61K - $68.1K
|
1.68K
$173K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
450New |
$61K - $68.1K
|
450
$46.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
448+ 11.16% |
$60.7K - $67.8K
|
4.46K
$457K
|
|
|
Feb 11, 2022
Q4 2021
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
448+ 1.89% |
$60.7K - $67.8K
|
24.2K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
445+ 3.3% |
$60.3K - $67.3K
|
13.9K
$1.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
443+ 18.41% |
$60K - $67K
|
2.85K
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
441+ 21.27% |
$59.7K - $66.7K
|
2.51K
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
441+ 11.66% |
$59.7K - $66.7K
|
4.22K
$433K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
441New |
$59.7K - $66.7K
|
441
$45.2K
|