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 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.86KNew |
$497K - $593K
|
3.86K
$361K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.86K+ 0.71% |
$496K - $592K
|
544K
$50.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.84KNew |
$493K - $589K
|
3.84K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.81KNew |
$489K - $584K
|
3.81K
$356K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.78KNew |
$485K - $579K
|
3.78K
$353K
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.76K+ 3.63% |
$484K - $578K
|
107K
$10M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.75K+ 114.16% |
$482K - $575K
|
7.03K
$657K
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
3.75K+ 3.59% |
$482K - $575K
|
108K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.72K+ 24.35% |
$479K - $572K
|
19K
$1.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.65KNew |
$469K - $560K
|
3.65K
$341K
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3.64K+ 23.89% |
$468K - $559K
|
18.9K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.62K+ 32.76% |
$466K - $556K
|
14.7K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.59K+ 8.81% |
$461K - $551K
|
44.3K
$4.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.58K+ 85.39% |
$461K - $550K
|
7.78K
$727K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.58KNew |
$460K - $550K
|
3.58K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.55KNew |
$456K - $544K
|
3.55K
$332K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.54KNew |
$456K - $544K
|
3.54K
$331K
|
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
3.54KNew |
$455K - $543K
|
3.54K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.52K+ 133.8% |
$453K - $541K
|
6.16K
$576K
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
3.52K+ 4.0% |
$453K - $540K
|
91.6K
$8.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.52KNew |
$452K - $540K
|
3.52K
$329K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
3.51K+ 0.97% |
$451K - $539K
|
364K
$34.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.51K+ 0.72% |
$451K - $538K
|
494K
$46.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
3.5KNew |
$450K - $537K
|
3.5K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.5K+ 15.95% |
$450K - $537K
|
25.4K
$2.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.46KNew |
$445K - $532K
|
3.46K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.45K+ 38.3% |
$443K - $529K
|
12.5K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.44K+ 18.17% |
$443K - $528K
|
22.4K
$2.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.44KNew |
$442K - $528K
|
3.44K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
3.44KNew |
$442K - $527K
|
3.44K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
3.42K+ 23.08% |
$440K - $525K
|
18.2K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.4K+ 1.75% |
$438K - $522K
|
197K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.4KNew |
$437K - $522K
|
3.4K
$318K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
3.39K+ 59.44% |
$436K - $521K
|
9.1K
$851K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.39K+ 8.21% |
$435K - $520K
|
44.6K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.38K+ 3.62% |
$434K - $518K
|
96.6K
$9.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.35K+ 25.48% |
$430K - $514K
|
16.5K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.34KNew |
$430K - $513K
|
3.34K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.32KNew |
$427K - $510K
|
3.32K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.31K+ 17.01% |
$425K - $508K
|
22.8K
$2.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.3KNew |
$425K - $507K
|
3.3K
$309K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.29K+ 60.05% |
$423K - $505K
|
8.77K
$820K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.28KNew |
$422K - $503K
|
3.28K
$307K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.22KNew |
$413K - $494K
|
3.22K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
3.18K+ 41.99% |
$409K - $488K
|
10.8K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.16K+ 1.7% |
$407K - $486K
|
190K
$17.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.16K+ 127.63% |
$407K - $486K
|
5.64K
$528K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.15K+ 3.7% |
$404K - $483K
|
88.2K
$8.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 8.37% |
$403K - $481K
|
40.6K
$3.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.12KNew |
$401K - $479K
|
3.12K
$292K
|