Purchases and Sales Made in Q3 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
93+ 4.63% |
$11.3K - $13K
|
2.1K
$215K
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
91+ 0.35% |
$11.1K - $12.7K
|
26.4K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
90+ 0.73% |
$11K - $12.6K
|
12.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
90+ 8.51% |
$11K - $12.6K
|
1.15K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
89+ 3.39% |
$10.9K - $12.4K
|
2.71K
$278K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
89+ 1.19% |
$10.9K - $12.4K
|
7.57K
$776K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
86+ 0.92% |
$10.5K - $12K
|
9.4K
$963K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
85+ 2.71% |
$10.4K - $11.9K
|
3.23K
$331K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
85+ 0.84% |
$10.4K - $11.9K
|
10.3K
$1.05M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
83+ 1.38% |
$10.1K - $11.6K
|
6.1K
$625K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
83+ 4.64% |
$10.1K - $11.6K
|
1.87K
$192K
|
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
83+ 2.37% |
$10.1K - $11.6K
|
3.59K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
83+ 1.14% |
$10.1K - $11.6K
|
7.36K
$755K
|
|
|
Nov 03, 2022
Q3 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
80+ 0.08% |
$9.76K - $11.2K
|
96.6K
$9.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
80+ 2.01% |
$9.76K - $11.2K
|
4.06K
$416K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
79+ 0.58% |
$9.64K - $11K
|
13.8K
$1.41M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
77+ 0.45% |
$9.39K - $10.7K
|
17.4K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
77+ 4.05% |
$9.39K - $10.7K
|
1.98K
$203K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
76+ 2.87% |
$9.27K - $10.6K
|
2.73K
$279K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
75+ 0.71% |
$9.15K - $10.5K
|
10.7K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
73+ 8.8% |
$8.9K - $10.2K
|
903
$92.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
72+ 3.96% |
$8.78K - $10K
|
1.89K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
72+ 1.21% |
$8.78K - $10K
|
6.05K
$619K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
71+ 3.34% |
$8.66K - $9.91K
|
2.2K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
71+ 1.03% |
$8.66K - $9.91K
|
6.95K
$712K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
70+ 1.51% |
$8.54K - $9.77K
|
4.72K
$484K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
70+ 134.62% |
$8.54K - $9.77K
|
122
$12.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
70+ 0.67% |
$8.54K - $9.77K
|
10.6K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
70+ 0.27% |
$8.54K - $9.77K
|
25.6K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
70+ 1.24% |
$8.54K - $9.77K
|
5.71K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
69+ 0.96% |
$8.42K - $9.63K
|
7.29K
$747K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
68+ 1.13% |
$8.29K - $9.49K
|
6.09K
$624K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
68+ 1.55% |
$8.29K - $9.49K
|
4.44K
$455K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
67+ 0.23% |
$8.17K - $9.35K
|
29K
$2.97M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
67+ 0.47% |
$8.17K - $9.35K
|
14.3K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
67+ 1.82% |
$8.17K - $9.35K
|
3.74K
$383K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
66+ 0.5% |
$8.05K - $9.21K
|
13.2K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
66+ 1.13% |
$8.05K - $9.21K
|
5.9K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
64+ 1.55% |
$7.81K - $8.93K
|
4.2K
$430K
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
63+ 3.31% |
$7.68K - $8.79K
|
1.97K
$202K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
63+ 2.03% |
$7.68K - $8.79K
|
3.17K
$325K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
63+ 0.45% |
$7.68K - $8.79K
|
14.1K
$1.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
63+ 0.43% |
$7.68K - $8.79K
|
14.6K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
63+ 0.66% |
$7.68K - $8.79K
|
9.65K
$989K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
62+ 3.6% |
$7.56K - $8.65K
|
1.79K
$183K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
62+ 0.98% |
$7.56K - $8.65K
|
6.42K
$657K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
61+ 0.29% |
$7.44K - $8.51K
|
21.1K
$2.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
60+ 2.71% |
$7.32K - $8.37K
|
2.28K
$233K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
60+ 0.5% |
$7.32K - $8.37K
|
12.1K
$1.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
59+ 12.42% |
$7.2K - $8.23K
|
534
$54.7K
|