Purchases and Sales Made in Q4 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2022. 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 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
391+ 2.82% |
$50.3K - $60K
|
14.2K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
390+ 6.88% |
$50.1K - $59.9K
|
6.06K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
389+ 15.52% |
$50K - $59.7K
|
2.9K
$297K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
384+ 0.6% |
$49.4K - $58.9K
|
64.4K
$6.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
383+ 1.26% |
$49.2K - $58.8K
|
30.8K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
382+ 1.52% |
$49.1K - $58.6K
|
25.5K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
369New |
$47.4K - $56.6K
|
369
$37.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
361+ 11.48% |
$46.4K - $55.4K
|
3.51K
$359K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
357+ 3.44% |
$45.9K - $54.8K
|
10.7K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
355+ 1.25% |
$45.6K - $54.5K
|
28.7K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
351New |
$45.1K - $53.9K
|
351
$36K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
350+ 1.99% |
$45K - $53.7K
|
17.9K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
350+ 7.41% |
$45K - $53.7K
|
5.08K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
347+ 4.55% |
$44.6K - $53.3K
|
7.98K
$818K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
345+ 1.73% |
$44.4K - $53K
|
20.3K
$2.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
345+ 3.09% |
$44.4K - $53K
|
11.5K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
345+ 2.04% |
$44.4K - $53K
|
17.3K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
345+ 19.76% |
$44.4K - $53K
|
2.09K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
342+ 7.5% |
$44K - $52.5K
|
4.9K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
341+ 13.29% |
$43.8K - $52.3K
|
2.91K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
337+ 0.9% |
$43.3K - $51.7K
|
37.7K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
336+ 20.24% |
$43.2K - $51.6K
|
2K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
336+ 11.23% |
$43.2K - $51.6K
|
3.33K
$341K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
333+ 21.06% |
$42.8K - $51.1K
|
1.91K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
333+ 15.82% |
$42.8K - $51.1K
|
2.44K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
330+ 0.17% |
$42.4K - $50.6K
|
196K
$20.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
330New |
$42.4K - $50.6K
|
330
$33.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
329+ 3.51% |
$42.3K - $50.5K
|
9.71K
$995K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
326+ 4.47% |
$41.9K - $50K
|
7.63K
$781K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
325+ 0.13% |
$41.8K - $49.9K
|
256K
$26.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
322+ 5.17% |
$41.4K - $49.4K
|
6.55K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
319+ 1.15% |
$41K - $49K
|
28K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
306+ 4.51% |
$39.3K - $47K
|
7.1K
$727K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
304+ 0.34% |
$39.1K - $46.7K
|
90.2K
$9.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
304+ 1.78% |
$39.1K - $46.7K
|
17.4K
$1.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
302+ 5.74% |
$38.8K - $46.4K
|
5.57K
$570K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
301+ 1.59% |
$38.7K - $46.2K
|
19.2K
$1.97M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
300+ 5.12% |
$38.6K - $46K
|
6.16K
$631K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
300+ 0.68% |
$38.6K - $46K
|
44.7K
$4.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
300+ 1.57% |
$38.6K - $46K
|
19.4K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
300+ 11.71% |
$38.6K - $46K
|
2.86K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
299+ 1.99% |
$38.4K - $45.9K
|
15.4K
$1.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
297+ 4.49% |
$38.2K - $45.6K
|
6.91K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
297+ 4.3% |
$38.2K - $45.6K
|
7.2K
$737K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
297+ 1.84% |
$38.2K - $45.6K
|
16.5K
$1.69M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
297+ 7.66% |
$38.2K - $45.6K
|
4.17K
$428K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
295+ 1.34% |
$37.9K - $45.3K
|
22.3K
$2.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
295New |
$37.9K - $45.3K
|
295
$30.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
290+ 0.87% |
$37.3K - $44.5K
|
33.6K
$3.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
281+ 0.98% |
$36.1K - $43.1K
|
28.9K
$2.96M
|