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 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-266- 9.89% |
$36K - $40.2K
|
2.42K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-266- 1.64% |
$36K - $40.2K
|
15.9K
$1.63M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-268- 11.82% |
$36.3K - $40.5K
|
2K
$205K
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-268- 3.75% |
$36.3K - $40.5K
|
6.88K
$705K
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-269- 1.89% |
$36.4K - $40.7K
|
14K
$1.43M
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-276- 0.76% |
$37.4K - $41.8K
|
35.8K
$3.67M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-277- 6.73% |
$37.5K - $41.9K
|
3.84K
$393K
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-277- 1.68% |
$37.5K - $41.9K
|
16.2K
$1.66M
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-280- 7.0% |
$37.9K - $42.4K
|
3.72K
$381K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-280Closed |
$37.9K - $42.4K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-282- 0.18% |
$38.2K - $42.7K
|
157K
$16M
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-282- 1.1% |
$38.2K - $42.7K
|
25.3K
$2.59M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-282- 4.33% |
$38.2K - $42.7K
|
6.23K
$638K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-285- 2.98% |
$38.6K - $43.1K
|
9.29K
$952K
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-292- 0.67% |
$39.6K - $44.2K
|
43.1K
$4.41M
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-300- 4.46% |
$40.6K - $45.4K
|
6.43K
$659K
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-300- 2.26% |
$40.6K - $45.4K
|
13K
$1.33M
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-300- 7.62% |
$40.6K - $45.4K
|
3.64K
$373K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-303- 4.87% |
$41K - $45.8K
|
5.92K
$607K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-304- 1.53% |
$41.2K - $46K
|
19.6K
$2.01M
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-305- 7.95% |
$41.3K - $46.1K
|
3.53K
$362K
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-305- 0.58% |
$41.3K - $46.1K
|
52K
$5.33M
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-306- 47.15% |
$41.5K - $46.3K
|
343
$35.1K
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-307- 3.06% |
$41.6K - $46.4K
|
9.73K
$997K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-312- 3.56% |
$42.3K - $47.2K
|
8.46K
$867K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312- 1.59% |
$42.3K - $47.2K
|
19.4K
$1.98M
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-315- 9.47% |
$42.7K - $47.7K
|
3.01K
$308K
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-317- 8.05% |
$42.9K - $48K
|
3.62K
$371K
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-318- 2.81% |
$43.1K - $48.1K
|
11K
$1.13M
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-320- 7.06% |
$43.4K - $48.4K
|
4.21K
$432K
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
SELL
|
- |
-323- 0.66% |
$43.8K - $48.9K
|
48.9K
$5.01M
|
|
Feb 09, 2022
Q4 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-324- 0.32% |
$43.9K - $49K
|
101K
$10.3M
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-325- 2.28% |
$44K - $49.2K
|
13.9K
$1.43M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-326- 1.55% |
$44.2K - $49.3K
|
20.7K
$2.12M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-327- 5.33% |
$44.3K - $49.5K
|
5.81K
$595K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-329- 4.0% |
$44.6K - $49.8K
|
7.9K
$809K
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-330- 1.45% |
$44.7K - $49.9K
|
22.5K
$2.3M
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-330- 5.93% |
$44.7K - $49.9K
|
5.23K
$536K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-335- 1.37% |
$45.4K - $50.7K
|
24.1K
$2.47M
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-337- 3.3% |
$45.7K - $51K
|
9.89K
$1.01M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-338- 2.11% |
$45.8K - $51.1K
|
15.7K
$1.61M
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-339- 5.73% |
$45.9K - $51.3K
|
5.57K
$571K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-343Closed |
$46.5K - $51.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
SELL
|
- |
-345- 4.74% |
$46.7K - $52.2K
|
6.93K
$710K
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-345- 1.54% |
$46.7K - $52.2K
|
22K
$2.26M
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-347- 0.96% |
$47K - $52.5K
|
35.6K
$3.65M
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-350- 10.25% |
$47.4K - $52.9K
|
3.06K
$314K
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
SELL
|
- |
-351- 1.3% |
$47.5K - $53.1K
|
26.6K
$2.72M
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
SELL
|
- |
-352- 5.62% |
$47.7K - $53.3K
|
5.91K
$606K
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-354- 8.89% |
$48K - $53.6K
|
3.63K
$372K
|