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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4- 0.24% |
$514 - $614
|
1.63K
$153K
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5- 0.02% |
$643 - $767
|
29.4K
$2.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-5- 0.32% |
$643 - $767
|
1.58K
$148K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5- 0.25% |
$643 - $767
|
1.99K
$187K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-5- 0.09% |
$643 - $767
|
5.28K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5- 0.1% |
$643 - $767
|
4.84K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-5- 0.01% |
$643 - $767
|
46.5K
$4.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-6- 0.02% |
$771 - $921
|
30.4K
$2.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 0.41% |
$771 - $921
|
1.45K
$136K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-6- 0.13% |
$771 - $921
|
4.72K
$444K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-6- 0.13% |
$771 - $921
|
4.73K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6- 0.09% |
$771 - $921
|
6.95K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6- 0.18% |
$771 - $921
|
3.25K
$306K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7- 0.18% |
$900 - $1.07K
|
3.98K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-7- 0.02% |
$900 - $1.07K
|
30K
$2.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-8- 0.06% |
$1.03K - $1.23K
|
13.9K
$1.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9- 0.11% |
$1.16K - $1.38K
|
7.98K
$750K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-10- 0.12% |
$1.29K - $1.53K
|
8.46K
$796K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-10- 1.87% |
$1.29K - $1.53K
|
525
$49.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-10- 0.04% |
$1.29K - $1.53K
|
22.8K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.07% |
$1.29K - $1.53K
|
13.5K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10- 0.28% |
$1.29K - $1.53K
|
3.54K
$333K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-11- 0.5% |
$1.41K - $1.69K
|
2.19K
$206K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-12- 0.32% |
$1.54K - $1.84K
|
3.79K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-12- 0.06% |
$1.54K - $1.84K
|
21.7K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-12- 0.37% |
$1.54K - $1.84K
|
3.25K
$305K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-13- 0.36% |
$1.67K - $2K
|
3.56K
$335K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-13- 0.16% |
$1.67K - $2K
|
7.87K
$740K
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.49% |
$1.67K - $2K
|
2.65K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13- 0.06% |
$1.67K - $2K
|
22.2K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-14- 0.81% |
$1.8K - $2.15K
|
1.72K
$161K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-14- 0.34% |
$1.8K - $2.15K
|
4.12K
$388K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
SELL
|
- |
-15- 0.23% |
$1.93K - $2.3K
|
6.37K
$599K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-15- 0.34% |
$1.93K - $2.3K
|
4.41K
$415K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-15- 0.55% |
$1.93K - $2.3K
|
2.74K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15- 0.02% |
$1.93K - $2.3K
|
79.1K
$7.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-16- 0.34% |
$2.06K - $2.46K
|
4.75K
$447K
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-17- 0.81% |
$2.19K - $2.61K
|
2.09K
$196K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-17- 0.38% |
$2.19K - $2.61K
|
4.51K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-18- 0.1% |
$2.31K - $2.76K
|
18.5K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-19- 0.53% |
$2.44K - $2.92K
|
3.54K
$333K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.52% |
$2.44K - $2.92K
|
3.62K
$340K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-19- 0.53% |
$2.44K - $2.92K
|
3.6K
$338K
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-20- 0.06% |
$2.57K - $3.07K
|
32.5K
$3.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 1.08% |
$2.57K - $3.07K
|
1.83K
$172K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 0.1% |
$2.57K - $3.07K
|
19.6K
$1.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-20- 0.9% |
$2.57K - $3.07K
|
2.21K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-21- 0.2% |
$2.7K - $3.22K
|
10.4K
$980K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-22- 0.51% |
$2.83K - $3.38K
|
4.32K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-23- 1.09% |
$2.96K - $3.53K
|
2.09K
$196K
|