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 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
441New |
$59.7K - $66.7K
|
441
$45.2K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
437+ 4.97% |
$59.2K - $66.1K
|
9.24K
$946K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
433+ 1.37% |
$58.7K - $65.5K
|
32K
$3.28M
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
430+ 7.84% |
$58.3K - $65.1K
|
5.91K
$606K
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
425+ 1.18% |
$57.6K - $64.3K
|
36.3K
$3.72M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
425+ 15.67% |
$57.6K - $64.3K
|
3.14K
$321K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
420+ 3.8% |
$56.9K - $63.5K
|
11.5K
$1.17M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
418+ 2.41% |
$56.6K - $63.2K
|
17.7K
$1.82M
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
417+ 21.46% |
$56.5K - $63.1K
|
2.36K
$242K
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
415+ 5.37% |
$56.2K - $62.8K
|
8.15K
$835K
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
415+ 4.85% |
$56.2K - $62.8K
|
8.98K
$920K
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
413+ 1.42% |
$55.9K - $62.5K
|
29.6K
$3.03M
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
412+ 5.97% |
$55.8K - $62.3K
|
7.31K
$749K
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
412+ 8.21% |
$55.8K - $62.3K
|
5.43K
$557K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
411+ 16.09% |
$55.7K - $62.2K
|
2.97K
$304K
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
410+ 2.09% |
$55.5K - $62K
|
20.1K
$2.05M
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
407+ 10.47% |
$55.1K - $61.6K
|
4.29K
$440K
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
405+ 8.29% |
$54.9K - $61.3K
|
5.29K
$542K
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
400+ 9.03% |
$54.2K - $60.5K
|
4.83K
$495K
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
400+ 25.16% |
$54.2K - $60.5K
|
1.99K
$204K
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
396+ 7.45% |
$53.6K - $59.9K
|
5.71K
$585K
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
389+ 1.51% |
$52.7K - $58.8K
|
26.2K
$2.68M
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
388+ 13.38% |
$52.6K - $58.7K
|
3.29K
$337K
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
388+ 4.3% |
$52.6K - $58.7K
|
9.41K
$965K
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
385+ 23.16% |
$52.2K - $58.2K
|
2.05K
$210K
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
384+ 5.36% |
$52K - $58.1K
|
7.55K
$774K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
383+ 1.7% |
$51.9K - $57.9K
|
22.8K
$2.34M
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
381+ 3.34% |
$51.6K - $57.6K
|
11.8K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
379+ 11.96% |
$51.3K - $57.3K
|
3.55K
$363K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
377+ 8.69% |
$51.1K - $57K
|
4.72K
$483K
|
|
Jan 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
376+ 1.16% |
$50.9K - $56.9K
|
32.8K
$3.36M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
369+ 21.86% |
$50K - $55.8K
|
2.06K
$211K
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
369+ 2.66% |
$50K - $55.8K
|
14.2K
$1.46M
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
368+ 0.48% |
$49.9K - $55.7K
|
77.3K
$7.92M
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
365+ 3.04% |
$49.4K - $55.2K
|
12.4K
$1.27M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
360+ 1.37% |
$48.8K - $54.5K
|
26.6K
$2.72M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
360+ 19.99% |
$48.8K - $54.5K
|
2.16K
$221K
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
351+ 1.27% |
$47.5K - $53.1K
|
28K
$2.87M
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
347+ 1.2% |
$47K - $52.5K
|
29.2K
$2.99M
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
345+ 3.65% |
$46.7K - $52.2K
|
9.81K
$1M
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
342+ 6.1% |
$46.3K - $51.7K
|
5.95K
$609K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
339+ 1.43% |
$45.9K - $51.3K
|
24K
$2.46M
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
335+ 19.88% |
$45.4K - $50.7K
|
2.02K
$207K
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
332+ 2.37% |
$45K - $50.2K
|
14.3K
$1.47M
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
325+ 0.98% |
$44K - $49.2K
|
33.5K
$3.43M
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
324+ 0.73% |
$43.9K - $49K
|
44.6K
$4.57M
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
321+ 2.13% |
$43.5K - $48.6K
|
15.4K
$1.58M
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
320+ 3.59% |
$43.4K - $48.4K
|
9.22K
$945K
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
320+ 10.17% |
$43.4K - $48.4K
|
3.47K
$355K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
318+ 1.51% |
$43.1K - $48.1K
|
21.3K
$2.19M
|