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 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
17+ 1.64% |
$2.3K - $2.57K
|
1.05K
$108K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16+ 0.0% |
$2.17K - $2.42K
|
413K
$42.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.3% |
$2.17K - $2.42K
|
5.41K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
15+ 0.27% |
$2.03K - $2.27K
|
5.61K
$574K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
15+ 0.09% |
$2.03K - $2.27K
|
17.1K
$1.75M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14+ 0.74% |
$1.9K - $2.12K
|
1.91K
$195K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
13+ 0.18% |
$1.76K - $1.97K
|
7.17K
$735K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.34% |
$1.76K - $1.97K
|
3.8K
$390K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
13+ 0.07% |
$1.76K - $1.97K
|
18.7K
$1.92M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12+ 0.18% |
$1.63K - $1.82K
|
6.76K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
12+ 0.38% |
$1.63K - $1.82K
|
3.15K
$323K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
11+ 0.11% |
$1.49K - $1.66K
|
9.61K
$985K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
10+ 0.22% |
$1.35K - $1.51K
|
4.54K
$465K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
10New |
$1.35K - $1.51K
|
10
$1.02K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
10New |
$1.35K - $1.51K
|
10
$1.02K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
10+ 0.68% |
$1.35K - $1.51K
|
1.48K
$151K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10+ 0.13% |
$1.35K - $1.51K
|
7.88K
$808K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 0.23% |
$1.35K - $1.51K
|
4.31K
$441K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
9+ 0.13% |
$1.22K - $1.36K
|
7.19K
$736K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 1.33% |
$1.08K - $1.21K
|
609
$62.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
8+ 0.17% |
$1.08K - $1.21K
|
4.85K
$497K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
7+ 0.08% |
$948 - $1.06K
|
8.39K
$860K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
7+ 0.38% |
$948 - $1.06K
|
1.85K
$189K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
7New |
$948 - $1.06K
|
7
$717
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.13% |
$813 - $908
|
4.64K
$475K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
6+ 0.31% |
$813 - $908
|
1.95K
$200K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
6+ 0.41% |
$813 - $908
|
1.48K
$151K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$677 - $756
|
7.07K
$724K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5+ 0.11% |
$677 - $756
|
4.43K
$454K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
5+ 0.21% |
$677 - $756
|
2.36K
$242K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.05% |
$542 - $605
|
7.52K
$770K
|
|
|
Feb 11, 2022
Q4 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4+ 0.07% |
$542 - $605
|
6.07K
$621K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
4+ 0.01% |
$542 - $605
|
57.2K
$5.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4+ 0.06% |
$542 - $605
|
7.01K
$718K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
3+ 0.03% |
$406 - $454
|
9.31K
$953K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.28% |
$271 - $303
|
707
$72.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
2+ 0.1% |
$271 - $303
|
1.93K
$198K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$271 - $303
|
3.46K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1New |
$135 - $151
|
1
$102
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.26% |
$135 - $151
|
386
$39.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.12% |
$135 - $151
|
836
$85.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.71% |
$135 - $151
|
141
$14.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$135 - $151
|
4.34K
$445K
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1- 0.05% |
$135 - $151
|
1.92K
$197K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.04% |
$135 - $151
|
2.65K
$271K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2- 0.04% |
$271 - $303
|
5.3K
$543K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-4- 0.01% |
$542 - $605
|
31.7K
$3.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.26% |
$542 - $605
|
1.54K
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-5- 0.06% |
$677 - $756
|
8.32K
$853K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.21% |
$677 - $756
|
2.38K
$244K
|