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 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.9K+ 1821.93% |
$630K - $752K
|
5.17K
$491K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.89KNew |
$629K - $751K
|
4.89K
$464K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.86K+ 4.72% |
$625K - $746K
|
108K
$10.2M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.86K+ 18.16% |
$625K - $746K
|
31.6K
$3M
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.79K+ 6.58% |
$616K - $735K
|
77.6K
$7.37M
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.78K+ 57.53% |
$615K - $734K
|
13.1K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.78K+ 8.87% |
$614K - $733K
|
58.6K
$5.57M
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.77K+ 145.84% |
$613K - $732K
|
8.04K
$764K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.77KNew |
$613K - $732K
|
4.77K
$453K
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
4.76K+ 3.57% |
$612K - $731K
|
138K
$13.1M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.73K+ 41.29% |
$608K - $726K
|
16.2K
$1.54M
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.71K+ 8.4% |
$605K - $723K
|
60.7K
$5.77M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.69K+ 3.1% |
$603K - $720K
|
156K
$14.8M
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.65KNew |
$598K - $714K
|
4.65K
$442K
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
4.63KNew |
$595K - $711K
|
4.63K
$440K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.61KNew |
$593K - $708K
|
4.61K
$438K
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.6K+ 9.2% |
$591K - $706K
|
54.6K
$5.18M
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.59KNew |
$590K - $705K
|
4.59K
$436K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.5K+ 1.47% |
$579K - $691K
|
311K
$29.6M
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
4.44KNew |
$571K - $681K
|
4.44K
$422K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.43K+ 1.42% |
$570K - $680K
|
317K
$30.1M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.42K+ 3.08% |
$568K - $679K
|
148K
$14M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.4K+ 4.96% |
$565K - $675K
|
93.1K
$8.84M
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.35K+ 37.33% |
$559K - $668K
|
16K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.21K+ 1.09% |
$541K - $646K
|
390K
$37M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.2K+ 14.46% |
$539K - $644K
|
33.2K
$3.15M
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
4.16KNew |
$534K - $638K
|
4.16K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
4.15KNew |
$534K - $637K
|
4.15K
$394K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.13K+ 9.97% |
$531K - $634K
|
45.6K
$4.33M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 12.45% |
$530K - $632K
|
37.2K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.11KNew |
$529K - $631K
|
4.11K
$390K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.09K+ 37.53% |
$526K - $628K
|
15K
$1.42M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.09K+ 8.24% |
$526K - $628K
|
53.8K
$5.11M
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.07KNew |
$523K - $624K
|
4.07K
$386K
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
4.05KNew |
$521K - $622K
|
4.05K
$385K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.04K+ 10.74% |
$520K - $620K
|
41.7K
$3.96M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.02K+ 14.78% |
$517K - $617K
|
31.2K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.01KNew |
$515K - $615K
|
4.01K
$380K
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
BUY
|
- |
4K+ 18.39% |
$514K - $614K
|
25.8K
$2.45M
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.99KNew |
$513K - $613K
|
3.99K
$379K
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.96KNew |
$509K - $608K
|
3.96K
$376K
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.96KNew |
$509K - $608K
|
3.96K
$376K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.96K+ 11.98% |
$509K - $608K
|
37K
$3.51M
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
3.95KNew |
$508K - $606K
|
3.95K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.95KNew |
$508K - $606K
|
3.95K
$375K
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.91K+ 36.26% |
$503K - $600K
|
14.7K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.89KNew |
$500K - $597K
|
3.89K
$369K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.89K+ 1.89% |
$500K - $597K
|
210K
$19.9M
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.88K+ 162.67% |
$499K - $596K
|
6.27K
$595K
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 0.64% |
$499K - $596K
|
606K
$57.5M
|