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 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
198+ 3.17% |
$26.8K - $30K
|
6.44K
$660K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
193+ 7.85% |
$26.1K - $29.2K
|
2.65K
$272K
|
|
|
Jan 25, 2022
Q4 2021
|
Exeter Financial, LLC
|
BUY
|
- |
191+ 0.65% |
$25.9K - $28.9K
|
29.4K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
191+ 12.57% |
$25.9K - $28.9K
|
1.71K
$175K
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
190+ 3.29% |
$25.7K - $28.7K
|
5.96K
$611K
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
190+ 5.72% |
$25.7K - $28.7K
|
3.51K
$360K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
188+ 3.14% |
$25.5K - $28.4K
|
6.18K
$633K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
188+ 2.6% |
$25.5K - $28.4K
|
7.42K
$760K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
186+ 4.25% |
$25.2K - $28.1K
|
4.57K
$468K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
186+ 2.21% |
$25.2K - $28.1K
|
8.6K
$881K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
184+ 2.39% |
$24.9K - $27.8K
|
7.89K
$808K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
184+ 0.85% |
$24.9K - $27.8K
|
21.7K
$2.23M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
183+ 10.28% |
$24.8K - $27.7K
|
1.96K
$201K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
179+ 1.46% |
$24.2K - $27.1K
|
12.4K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
179+ 11.04% |
$24.2K - $27.1K
|
1.8K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
178+ 4.36% |
$24.1K - $26.9K
|
4.26K
$437K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
176+ 2.45% |
$23.8K - $26.6K
|
7.36K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
173+ 0.43% |
$23.4K - $26.2K
|
40.7K
$4.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
171+ 1.49% |
$23.2K - $25.9K
|
11.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
171+ 3.11% |
$23.2K - $25.9K
|
5.67K
$581K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
170+ 9.51% |
$23K - $25.7K
|
1.96K
$201K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
170+ 21.28% |
$23K - $25.7K
|
969
$99.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
169+ 4.94% |
$22.9K - $25.6K
|
3.59K
$368K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
168+ 1.38% |
$22.8K - $25.4K
|
12.4K
$1.27M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
166+ 7.69% |
$22.5K - $25.1K
|
2.32K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
166+ 1.87% |
$22.5K - $25.1K
|
9.06K
$929K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
165+ 0.35% |
$22.4K - $25K
|
47.4K
$4.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
163+ 0.5% |
$22.1K - $24.7K
|
33K
$3.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
162+ 0.88% |
$21.9K - $24.5K
|
18.7K
$1.91M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
160+ 0.61% |
$21.7K - $24.2K
|
26.4K
$2.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
160+ 5.03% |
$21.7K - $24.2K
|
3.34K
$343K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
160+ 1.35% |
$21.7K - $24.2K
|
12K
$1.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
160+ 0.63% |
$21.7K - $24.2K
|
25.4K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
159+ 3.64% |
$21.5K - $24.1K
|
4.53K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
159+ 1.56% |
$21.5K - $24.1K
|
10.3K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
158+ 0.11% |
$21.4K - $23.9K
|
146K
$14.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
157+ 2.48% |
$21.3K - $23.8K
|
6.49K
$665K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
155+ 2.9% |
$21K - $23.4K
|
5.5K
$563K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
153+ 10.38% |
$20.7K - $23.1K
|
1.63K
$167K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
152+ 6.78% |
$20.6K - $23K
|
2.39K
$245K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
151+ 6.89% |
$20.5K - $22.8K
|
2.34K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
151+ 0.41% |
$20.5K - $22.8K
|
37.3K
$3.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
150+ 7.14% |
$20.3K - $22.7K
|
2.25K
$231K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
150+ 4.62% |
$20.3K - $22.7K
|
3.39K
$348K
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
150+ 3.16% |
$20.3K - $22.7K
|
4.9K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
150+ 3.26% |
$20.3K - $22.7K
|
4.75K
$487K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
149+ 0.86% |
$20.2K - $22.5K
|
17.4K
$1.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
148+ 5.27% |
$20K - $22.4K
|
2.95K
$303K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
148+ 0.6% |
$20K - $22.4K
|
24.8K
$2.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
147+ 4.77% |
$19.9K - $22.2K
|
3.23K
$331K
|