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
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
39+ 0.44% |
$5.28K - $5.9K
|
8.8K
$902K
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
38+ 2.64% |
$5.15K - $5.75K
|
1.48K
$152K
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
38+ 2.23% |
$5.15K - $5.75K
|
1.74K
$178K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
38+ 0.92% |
$5.15K - $5.75K
|
4.16K
$426K
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
38+ 0.84% |
$5.15K - $5.75K
|
4.59K
$470K
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
38+ 0.88% |
$5.15K - $5.75K
|
4.35K
$445K
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
37+ 1.35% |
$5.01K - $5.6K
|
2.78K
$285K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
37New |
$5.01K - $5.6K
|
37
$3.79K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
35+ 35.0% |
$4.74K - $5.29K
|
135
$13.8K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
35New |
$4.74K - $5.29K
|
35
$3.59K
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
35+ 0.7% |
$4.74K - $5.29K
|
5.06K
$519K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
35+ 2.1% |
$4.74K - $5.29K
|
1.7K
$175K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
35+ 0.7% |
$4.74K - $5.29K
|
5.02K
$514K
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
35+ 0.42% |
$4.74K - $5.29K
|
8.44K
$865K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
34+ 2.25% |
$4.61K - $5.14K
|
1.54K
$158K
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
34+ 0.91% |
$4.61K - $5.14K
|
3.77K
$387K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
33+ 5.43% |
$4.47K - $4.99K
|
641
$65.7K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
33+ 1.02% |
$4.47K - $4.99K
|
3.25K
$333K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
33+ 33.0% |
$4.47K - $4.99K
|
133
$13.6K
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
32+ 1.54% |
$4.34K - $4.84K
|
2.11K
$216K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
32+ 0.36% |
$4.34K - $4.84K
|
9.03K
$925K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
32+ 1.99% |
$4.34K - $4.84K
|
1.64K
$168K
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
31+ 1.33% |
$4.2K - $4.69K
|
2.37K
$242K
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
30+ 1.69% |
$4.06K - $4.54K
|
1.8K
$185K
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
30+ 1.37% |
$4.06K - $4.54K
|
2.22K
$228K
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
30+ 1.47% |
$4.06K - $4.54K
|
2.07K
$212K
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
30+ 1.04% |
$4.06K - $4.54K
|
2.91K
$299K
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.75% |
$4.06K - $4.54K
|
4.05K
$415K
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
28+ 0.38% |
$3.79K - $4.24K
|
7.31K
$749K
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
28+ 0.93% |
$3.79K - $4.24K
|
3.04K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.23% |
$3.79K - $4.24K
|
12K
$1.23M
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27+ 1.22% |
$3.66K - $4.08K
|
2.25K
$230K
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
26+ 0.25% |
$3.52K - $3.93K
|
10.2K
$1.05M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 0.01% |
$3.52K - $3.93K
|
356K
$36.5M
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
25+ 1.09% |
$3.39K - $3.78K
|
2.32K
$238K
|
|
Feb 08, 2022
Q4 2021
|
Page Arthur B
|
BUY
|
- |
25+ 0.15% |
$3.39K - $3.78K
|
17K
$1.74M
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
24+ 1.07% |
$3.25K - $3.63K
|
2.28K
$233K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
24+ 1.19% |
$3.25K - $3.63K
|
2.04K
$209K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
23+ 4.55% |
$3.12K - $3.48K
|
529
$54.2K
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
21+ 0.14% |
$2.84K - $3.18K
|
15.4K
$1.58M
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21+ 0.43% |
$2.84K - $3.18K
|
4.91K
$503K
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
BUY
|
- |
21+ 0.59% |
$2.84K - $3.18K
|
3.58K
$367K
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.76% |
$2.71K - $3.03K
|
2.65K
$272K
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
20New |
$2.71K - $3.03K
|
20
$2.05K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.09% |
$2.71K - $3.03K
|
23.3K
$2.39M
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20+ 3.28% |
$2.71K - $3.03K
|
630
$64.6K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
19+ 0.37% |
$2.57K - $2.87K
|
5.16K
$529K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
19+ 0.34% |
$2.57K - $2.87K
|
5.68K
$582K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
18+ 0.08% |
$2.44K - $2.72K
|
21.9K
$2.24M
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 15.65% |
$2.44K - $2.72K
|
133
$13.6K
|