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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-198- 1.26% |
$26.8K - $30K
|
15.5K
$1.59M
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-198- 3.86% |
$26.8K - $30K
|
4.94K
$506K
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-199- 6.82% |
$27K - $30.1K
|
2.72K
$278K
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-200- 10.58% |
$27.1K - $30.3K
|
1.69K
$173K
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-200- 5.56% |
$27.1K - $30.3K
|
3.4K
$348K
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-200- 2.17% |
$27.1K - $30.3K
|
9K
$922K
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-200- 7.76% |
$27.1K - $30.3K
|
2.38K
$243K
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 5.11% |
$27.1K - $30.3K
|
3.72K
$381K
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-200- 9.65% |
$27.1K - $30.3K
|
1.87K
$192K
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-200- 10.49% |
$27.1K - $30.3K
|
1.71K
$175K
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-200- 0.16% |
$27.1K - $30.3K
|
124K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 2.8% |
$27.1K - $30.3K
|
6.94K
$711K
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-200- 9.09% |
$27.1K - $30.3K
|
2K
$205K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-202- 6.2% |
$27.4K - $30.6K
|
3.06K
$313K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-203- 1.0% |
$27.5K - $30.7K
|
20.1K
$2.06M
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-207- 25.65% |
$28K - $31.3K
|
600
$61.5K
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-208- 11.11% |
$28.2K - $31.5K
|
1.66K
$171K
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-212- 0.11% |
$28.7K - $32.1K
|
196K
$20.1M
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-214- 5.08% |
$29K - $32.4K
|
4K
$410K
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-214- 6.12% |
$29K - $32.4K
|
3.28K
$336K
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-215- 10.1% |
$29.1K - $32.5K
|
1.91K
$196K
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-216Closed |
$29.3K - $32.7K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Blooom, Inc.
|
SELL
|
- |
-216- 3.93% |
$29.3K - $32.7K
|
5.28K
$541K
|
|
Feb 10, 2022
Q4 2021
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-220- 0.48% |
$29.8K - $33.3K
|
45.7K
$4.69M
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-221- 3.46% |
$29.9K - $33.4K
|
6.18K
$633K
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-224- 1.48% |
$30.3K - $33.9K
|
14.9K
$1.52M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-225- 4.2% |
$30.5K - $34K
|
5.13K
$525K
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-225- 5.37% |
$30.5K - $34K
|
3.96K
$406K
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-225- 4.14% |
$30.5K - $34K
|
5.21K
$533K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-226- 6.59% |
$30.6K - $34.2K
|
3.21K
$328K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-228- 5.78% |
$30.9K - $34.5K
|
3.72K
$381K
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-229- 5.01% |
$31K - $34.6K
|
4.34K
$445K
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-234- 5.46% |
$31.7K - $35.4K
|
4.05K
$415K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-236- 1.25% |
$32K - $35.7K
|
18.7K
$1.91M
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-236- 1.06% |
$32K - $35.7K
|
22.1K
$2.26M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-240- 1.04% |
$32.5K - $36.3K
|
22.8K
$2.34M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-240- 13.79% |
$32.5K - $36.3K
|
1.5K
$154K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-245- 12.98% |
$33.2K - $37.1K
|
1.64K
$168K
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-245- 2.48% |
$33.2K - $37.1K
|
9.64K
$988K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-249- 7.94% |
$33.7K - $37.7K
|
2.89K
$296K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-250- 15.24% |
$33.9K - $37.8K
|
1.39K
$142K
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-250- 8.77% |
$33.9K - $37.8K
|
2.6K
$266K
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
SELL
|
- |
-253- 0.56% |
$34.3K - $38.3K
|
45.2K
$4.63M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-255- 1.92% |
$34.5K - $38.6K
|
13K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-257- 11.39% |
$34.8K - $38.9K
|
2K
$205K
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-259- 8.89% |
$35.1K - $39.2K
|
2.65K
$272K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-261- 0.92% |
$35.4K - $39.5K
|
28.2K
$2.89M
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-263- 37.73% |
$35.6K - $39.8K
|
434
$44.5K
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-265- 14.21% |
$35.9K - $40.1K
|
1.6K
$164K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-265- 0.84% |
$35.9K - $40.1K
|
31.3K
$3.21M
|