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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
1.68K+ 49.11% |
$227K - $253K
|
5.09K
$521K
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.67K+ 30.81% |
$226K - $253K
|
7.09K
$727K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.67K+ 33.78% |
$226K - $252K
|
6.6K
$676K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.66KNew |
$225K - $252K
|
1.66K
$171K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.65KNew |
$224K - $250K
|
1.65K
$169K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.65K+ 13.76% |
$223K - $249K
|
13.6K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
1.64K+ 39.14% |
$222K - $248K
|
5.83K
$598K
|
|
|
Jan 24, 2022
Q4 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
1.64K+ 0.1% |
$222K - $248K
|
1.69M
$173M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.64K+ 38.09% |
$222K - $248K
|
5.95K
$609K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.63KNew |
$221K - $247K
|
1.63K
$167K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.63KNew |
$220K - $246K
|
1.63K
$167K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.62K+ 3.84% |
$219K - $244K
|
43.7K
$4.48M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
1.61K+ 26.12% |
$217K - $243K
|
7.75K
$794K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.54% |
$217K - $243K
|
64.7K
$6.63M
|
|
|
May 03, 2022
Q4 2021
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
1.6KNew |
$217K - $242K
|
1.6K
$164K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.59K+ 44.44% |
$215K - $240K
|
5.17K
$529K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.58K+ 26.65% |
$214K - $239K
|
7.5K
$769K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.58K+ 3.02% |
$213K - $238K
|
53.8K
$5.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.58KNew |
$213K - $238K
|
1.58K
$161K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.57K+ 38.8% |
$213K - $238K
|
5.63K
$577K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.57K+ 12.23% |
$213K - $238K
|
14.4K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 14.93% |
$212K - $237K
|
12K
$1.23M
|
|
|
Feb 16, 2022
Q4 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.56KNew |
$212K - $237K
|
1.56K
$160K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
1.56KNew |
$212K - $236K
|
1.56K
$160K
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
1.56KNew |
$212K - $236K
|
1.56K
$160K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.56K+ 6.86% |
$211K - $236K
|
24.3K
$2.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$211K - $236K
|
1.56K
$160K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.56KNew |
$211K - $236K
|
1.56K
$160K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.55KNew |
$210K - $235K
|
1.55K
$159K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.55KNew |
$210K - $234K
|
1.55K
$159K
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.54KNew |
$209K - $233K
|
1.54K
$158K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$209K - $233K
|
1.54K
$158K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.52KNew |
$206K - $230K
|
1.52K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.51K+ 2.59% |
$204K - $228K
|
59.7K
$6.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$204K - $227K
|
1.5K
$154K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.5K+ 6.99% |
$203K - $227K
|
23K
$2.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$203K - $227K
|
1.5K
$154K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.5K+ 4.28% |
$203K - $227K
|
36.5K
$3.74M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
1.49K+ 2.85% |
$202K - $225K
|
53.7K
$5.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.49K+ 2.28% |
$201K - $225K
|
66.5K
$6.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.47K+ 3.32% |
$200K - $223K
|
45.9K
$4.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.47K+ 6.07% |
$199K - $223K
|
25.7K
$2.63M
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
1.47K+ 58.1% |
$199K - $222K
|
4K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.47KNew |
$199K - $222K
|
1.47K
$151K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.47KNew |
$199K - $222K
|
1.47K
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.47K+ 25.99% |
$199K - $222K
|
7.13K
$730K
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.47KNew |
$199K - $222K
|
1.47K
$151K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.46KNew |
$197K - $220K
|
1.46K
$149K
|
|
|
Jan 20, 2022
Q4 2021
|
Blossom Wealth Management
|
BUY
|
- |
1.45KNew |
$197K - $220K
|
1.45K
$149K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.45KNew |
$196K - $219K
|
1.45K
$148K
|