Purchases and Sales Made in Q4 2021 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.97KNew |
$267K - $298K
|
1.97K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.97K+ 99.14% |
$266K - $298K
|
3.95K
$407K
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.96KNew |
$265K - $296K
|
1.96K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.96K+ 52.35% |
$265K - $296K
|
5.7K
$586K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.93KNew |
$261K - $291K
|
1.93K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
1.92KNew |
$260K - $290K
|
1.92K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.92K+ 53.05% |
$260K - $290K
|
5.53K
$569K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.91K+ 8.49% |
$259K - $289K
|
24.4K
$2.51M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.9K+ 2505.26% |
$258K - $288K
|
1.98K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.9K+ 7.58% |
$258K - $288K
|
27K
$2.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.9K+ 7.01% |
$257K - $287K
|
29K
$2.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.9K+ 3.61% |
$257K - $287K
|
54.5K
$5.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.9K+ 344.1% |
$257K - $287K
|
2.45K
$252K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.89K+ 30.99% |
$256K - $286K
|
8K
$824K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.89K+ 45.39% |
$256K - $285K
|
6.04K
$622K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.89K+ 10.11% |
$255K - $285K
|
20.5K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.87K+ 7.95% |
$253K - $282K
|
25.3K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.87K+ 12.56% |
$253K - $282K
|
16.7K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.86KNew |
$252K - $281K
|
1.86K
$191K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.86K+ 555.39% |
$251K - $281K
|
2.19K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.85KNew |
$251K - $280K
|
1.85K
$191K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.85KNew |
$250K - $279K
|
1.85K
$190K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 33.81% |
$249K - $278K
|
7.26K
$747K
|
|
|
Feb 02, 2022
Q4 2021
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.84K+ 7.05% |
$249K - $278K
|
27.9K
$2.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.84K+ 5.88% |
$249K - $278K
|
33.1K
$3.4M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
1.83K+ 2.93% |
$248K - $277K
|
64.3K
$6.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.83K+ 16.19% |
$248K - $277K
|
13.1K
$1.35M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.81KNew |
$246K - $274K
|
1.81K
$187K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.81K+ 15.09% |
$245K - $274K
|
13.8K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.81KNew |
$245K - $274K
|
1.81K
$186K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.81K+ 3.11% |
$245K - $274K
|
60K
$6.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.8KNew |
$244K - $272K
|
1.8K
$185K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.8K+ 7.8% |
$244K - $272K
|
24.9K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.79KNew |
$243K - $271K
|
1.79K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.76K+ 10.18% |
$239K - $267K
|
19.1K
$1.96M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.74K+ 2.19% |
$236K - $264K
|
81.4K
$8.37M
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.74K+ 7.22% |
$235K - $263K
|
25.8K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.73KNew |
$234K - $262K
|
1.73K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.72K+ 11.9% |
$233K - $260K
|
16.2K
$1.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
1.71KNew |
$232K - $259K
|
1.71K
$176K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.71K+ 24.33% |
$232K - $259K
|
8.73K
$899K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.71K+ 6.82% |
$231K - $258K
|
26.8K
$2.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.71K+ 5.04% |
$231K - $258K
|
35.6K
$3.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.7KNew |
$231K - $257K
|
1.7K
$175K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
1.7KNew |
$230K - $257K
|
1.7K
$175K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.7K+ 5.14% |
$230K - $257K
|
34.7K
$3.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.52% |
$229K - $256K
|
49.7K
$5.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.45% |
$229K - $256K
|
50.8K
$5.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.69KNew |
$229K - $256K
|
1.69K
$174K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.68KNew |
$228K - $255K
|
1.68K
$173K
|