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 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.02K+ 0.97% |
$951K - $1.06M
|
727K
$74.8M
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.97K+ 4.0% |
$944K - $1.05M
|
181K
$18.7M
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6.95KNew |
$941K - $1.05M
|
6.95K
$715K
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6.92KNew |
$938K - $1.05M
|
6.92K
$713K
|
|
Jan 24, 2022
Q4 2021
|
Tlw Wealth Management, LLC
|
BUY
|
- |
6.92K+ 11.97% |
$937K - $1.05M
|
64.7K
$6.66M
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6.91KNew |
$937K - $1.05M
|
6.91K
$711K
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$933K - $1.04M
|
6.88K
$709K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 8.9% |
$930K - $1.04M
|
84K
$8.64M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.85KNew |
$927K - $1.04M
|
6.85K
$704K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
6.83KNew |
$925K - $1.03M
|
6.83K
$703K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.82K+ 1.13% |
$923K - $1.03M
|
610K
$62.7M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
6.59KNew |
$893K - $997K
|
6.59K
$678K
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
6.58K+ 37.39% |
$891K - $995K
|
24.2K
$2.49M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.51K+ 84.28% |
$882K - $985K
|
14.2K
$1.47M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.47K+ 3.42% |
$876K - $979K
|
196K
$20.1M
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
6.45K+ 56.32% |
$874K - $976K
|
17.9K
$1.84M
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
6.37KNew |
$863K - $964K
|
6.37K
$656K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.37K+ 12.81% |
$863K - $963K
|
56.1K
$5.77M
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.34K+ 83.94% |
$859K - $959K
|
13.9K
$1.43M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 6.81% |
$850K - $949K
|
98.3K
$10.1M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.27K+ 28.43% |
$849K - $948K
|
28.3K
$2.91M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.26K+ 41.77% |
$849K - $948K
|
21.3K
$2.19M
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.23KNew |
$844K - $942K
|
6.23K
$641K
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.23KNew |
$844K - $942K
|
6.23K
$641K
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
6.19K+ 128.91% |
$839K - $937K
|
11K
$1.13M
|
|
Feb 02, 2022
Q4 2021
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.11K+ 28.23% |
$828K - $925K
|
27.8K
$2.86M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.06K+ 15.58% |
$821K - $917K
|
45K
$4.63M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
5.99KNew |
$812K - $907K
|
5.99K
$617K
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
5.99KNew |
$811K - $906K
|
5.99K
$616K
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.98KNew |
$811K - $905K
|
5.98K
$616K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.9K+ 2.58% |
$799K - $893K
|
234K
$24.1M
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
5.88KNew |
$796K - $889K
|
5.88K
$605K
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.86KNew |
$794K - $886K
|
5.86K
$603K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
5.86K+ 4.23% |
$794K - $886K
|
144K
$14.8M
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
5.85KNew |
$792K - $884K
|
5.85K
$602K
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.81K+ 3.11% |
$787K - $879K
|
192K
$19.8M
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.81KNew |
$787K - $878K
|
5.81K
$598K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
5.8KNew |
$785K - $877K
|
5.8K
$597K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.79K+ 4.07% |
$785K - $877K
|
148K
$15.3M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.75K+ 204.23% |
$779K - $869K
|
8.56K
$881K
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.64K+ 7.01% |
$764K - $854K
|
86.1K
$8.86M
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.64K+ 32.54% |
$764K - $853K
|
23K
$2.36M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
5.63KNew |
$762K - $851K
|
5.63K
$579K
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.62KNew |
$761K - $850K
|
5.62K
$579K
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.62KNew |
$761K - $850K
|
5.62K
$578K
|
|
Mar 09, 2022
Q4 2021
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
5.61KNew |
$760K - $849K
|
5.61K
$578K
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.61KNew |
$760K - $848K
|
5.61K
$577K
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.6KNew |
$759K - $847K
|
5.6K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
5.6KNew |
$759K - $847K
|
5.6K
$576K
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
5.59KNew |
$757K - $846K
|
5.59K
$575K
|