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 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
5.53KNew |
$749K - $837K
|
5.53K
$517K
|
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
5.53KNew |
$749K - $836K
|
5.53K
$517K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
5.44KNew |
$737K - $823K
|
5.44K
$508K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.41K+ 5.73% |
$733K - $819K
|
99.8K
$9.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
5.38K+ 7.91% |
$729K - $814K
|
73.4K
$6.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.38KNew |
$728K - $813K
|
5.38K
$503K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.28K+ 38.84% |
$716K - $799K
|
18.9K
$1.77M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.27KNew |
$714K - $798K
|
5.27K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
5.26K+ 9.97% |
$712K - $796K
|
58K
$5.42M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.26KNew |
$712K - $795K
|
5.26K
$492K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
5.24KNew |
$710K - $793K
|
5.24K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.23K+ 7.59% |
$709K - $791K
|
74.2K
$6.94M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.22KNew |
$707K - $789K
|
5.22K
$488K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.21K+ 39.27% |
$706K - $789K
|
18.5K
$1.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.21K+ 53.22% |
$706K - $788K
|
15K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.21K+ 6.06% |
$706K - $788K
|
91.2K
$8.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
5.2K+ 22.23% |
$705K - $787K
|
28.6K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.18K+ 40.69% |
$701K - $783K
|
17.9K
$1.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.18K+ 165.51% |
$701K - $783K
|
8.31K
$777K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
5.16K+ 213.72% |
$698K - $780K
|
7.57K
$708K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.15K+ 14.54% |
$698K - $779K
|
40.6K
$3.79M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.03KNew |
$681K - $761K
|
5.03K
$470K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 13.56% |
$681K - $760K
|
42.1K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.99K+ 83.63% |
$675K - $754K
|
10.9K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.89K+ 6.83% |
$663K - $740K
|
76.5K
$7.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.88K+ 10.01% |
$661K - $738K
|
53.6K
$5.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
4.87K+ 9.9% |
$659K - $736K
|
54.1K
$5.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.86K+ 10.79% |
$659K - $735K
|
49.9K
$4.67M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.86K+ 9.94% |
$658K - $735K
|
53.7K
$5.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4.86K+ 7.49% |
$658K - $735K
|
69.8K
$6.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
4.78KNew |
$647K - $722K
|
4.78K
$447K
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.78K+ 10.02% |
$647K - $722K
|
52.5K
$4.9M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.76KNew |
$644K - $719K
|
4.76K
$445K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
4.74KNew |
$642K - $717K
|
4.74K
$443K
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.74KNew |
$642K - $716K
|
4.74K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.73K+ 19.63% |
$641K - $715K
|
28.8K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.72KNew |
$639K - $714K
|
4.72K
$441K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.71K+ 306.84% |
$638K - $713K
|
6.25K
$584K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.7K+ 3.85% |
$637K - $711K
|
127K
$11.9M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.68K+ 59.43% |
$634K - $708K
|
12.5K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.66KNew |
$631K - $705K
|
4.66K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
4.57KNew |
$618K - $691K
|
4.57K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.53KNew |
$613K - $685K
|
4.53K
$423K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$613K - $684K
|
4.52K
$423K
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
4.46KNew |
$604K - $674K
|
4.46K
$417K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
4.45K+ 5.09% |
$602K - $672K
|
91.8K
$8.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.43K+ 5.28% |
$600K - $670K
|
88.3K
$8.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
4.42KNew |
$598K - $668K
|
4.42K
$413K
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
4.37K+ 9.85% |
$591K - $660K
|
48.7K
$4.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
4.35K+ 324.46% |
$589K - $658K
|
5.69K
$532K
|