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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
13.5KNew |
$1.83M - $2.04M
|
13.5K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 1.57% |
$1.81M - $2.02M
|
863K
$82M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.79M - $2M
|
13.2K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
13.2KNew |
$1.79M - $2M
|
13.2K
$1.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2K+ 5.73% |
$1.78M - $1.99M
|
243K
$23M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 71.51% |
$1.78M - $1.99M
|
31.5K
$2.99M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.1K+ 71.51% |
$1.78M - $1.99M
|
31.5K
$2.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Granite Shares Advisors LLC
|
BUY
|
- |
13KNew |
$1.76M - $1.97M
|
13K
$1.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.75M - $1.96M
|
12.9K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
12.8K+ 48.33% |
$1.74M - $1.94M
|
39.4K
$3.74M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12.8KNew |
$1.74M - $1.94M
|
12.8K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12.8K+ 9.17% |
$1.73M - $1.94M
|
152K
$14.5M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.8KNew |
$1.73M - $1.94M
|
12.8K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
12.8K+ 2.12% |
$1.73M - $1.93M
|
615K
$58.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
12.6KNew |
$1.71M - $1.9M
|
12.6K
$1.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
12.5KNew |
$1.7M - $1.9M
|
12.5K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
12.5K+ 28.1% |
$1.69M - $1.88M
|
56.8K
$5.39M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4KNew |
$1.67M - $1.87M
|
12.4K
$1.17M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
12.2K+ 243.0% |
$1.66M - $1.85M
|
17.3K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
12.1KNew |
$1.64M - $1.83M
|
12.1K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12K+ 18.13% |
$1.62M - $1.81M
|
78.2K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12K+ 79.33% |
$1.62M - $1.81M
|
27.1K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
11.9K+ 7.5% |
$1.61M - $1.8M
|
170K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.9K+ 278.92% |
$1.61M - $1.8M
|
16.1K
$1.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.8K+ 150.94% |
$1.6M - $1.79M
|
19.6K
$1.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.8KNew |
$1.6M - $1.78M
|
11.8K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
11.7KNew |
$1.58M - $1.77M
|
11.7K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.58M - $1.76M
|
11.7K
$1.11M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
11.6KNew |
$1.58M - $1.76M
|
11.6K
$1.11M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$1.57M - $1.75M
|
11.6K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
11.6K+ 156.54% |
$1.57M - $1.75M
|
18.9K
$1.8M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$1.56M - $1.74M
|
11.5K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.4K+ 18.07% |
$1.54M - $1.72M
|
74.4K
$7.07M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 6.3% |
$1.52M - $1.69M
|
189K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 80.16% |
$1.51M - $1.69M
|
25.1K
$2.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
10.9K+ 7.77% |
$1.48M - $1.66M
|
152K
$14.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.7KNew |
$1.45M - $1.62M
|
10.7K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnbrook Capital Management LP
|
BUY
|
- |
10.7KNew |
$1.45M - $1.62M
|
10.7K
$1.02M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
10.6KNew |
$1.43M - $1.6M
|
10.6K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5KNew |
$1.43M - $1.59M
|
10.5K
$999K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.5KNew |
$1.43M - $1.59M
|
10.5K
$999K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.4K+ 7.16% |
$1.41M - $1.57M
|
156K
$14.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
10.4KNew |
$1.41M - $1.57M
|
10.4K
$988K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$1.38M - $1.54M
|
10.2K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.2KNew |
$1.38M - $1.54M
|
10.2K
$967K
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
BUY
|
- |
10.1KNew |
$1.36M - $1.52M
|
10.1K
$957K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
10.1KNew |
$1.36M - $1.52M
|
10.1K
$955K
|
|
|
Feb 02, 2022
Q4 2021
|
Gabalex Capital Management LLC
|
BUY
|
- |
10K+ 8.7% |
$1.35M - $1.51M
|
125K
$11.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
9.96K+ 24.94% |
$1.35M - $1.51M
|
49.9K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.8K+ 13.84% |
$1.33M - $1.48M
|
80.6K
$7.65M
|