Purchases and Sales Made in Q4 2022 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2022. 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, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.16K+ 127.63% |
$407K - $486K
|
5.64K
$581K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
3.15K+ 3.7% |
$404K - $483K
|
88.2K
$9.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 8.37% |
$403K - $481K
|
40.6K
$4.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.12KNew |
$401K - $479K
|
3.12K
$321K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.1K+ 10.21% |
$399K - $476K
|
33.5K
$3.45M
|
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.09K+ 0.84% |
$397K - $474K
|
371K
$38.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3.09K+ 9.02% |
$397K - $474K
|
37.3K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.07KNew |
$394K - $471K
|
3.07K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.01K+ 3.49% |
$387K - $462K
|
89.2K
$9.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3K+ 61.22% |
$386K - $460K
|
7.9K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3K+ 2.64% |
$385K - $460K
|
117K
$12M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
3KNew |
$385K - $460K
|
3K
$308K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.98K+ 8.69% |
$383K - $457K
|
37.3K
$3.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.98K+ 15.52% |
$383K - $457K
|
22.2K
$2.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.96KNew |
$381K - $455K
|
2.96K
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.94K+ 13.76% |
$378K - $452K
|
24.3K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.88K+ 26.9% |
$370K - $442K
|
13.6K
$1.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.88KNew |
$370K - $441K
|
2.88K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.87K+ 3.43% |
$369K - $441K
|
86.7K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.87KNew |
$369K - $440K
|
2.87K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.84K+ 16.18% |
$366K - $436K
|
20.4K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.84K+ 172.73% |
$365K - $436K
|
4.48K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.83KNew |
$364K - $435K
|
2.83K
$291K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.83K+ 4.88% |
$364K - $434K
|
60.8K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.81K+ 74.03% |
$361K - $431K
|
6.59K
$679K
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.8KNew |
$359K - $429K
|
2.8K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.78K+ 7.72% |
$358K - $427K
|
38.9K
$4M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.78KNew |
$357K - $427K
|
2.78K
$286K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.77K+ 0.77% |
$356K - $426K
|
362K
$37.3M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.77K+ 49.27% |
$356K - $425K
|
8.4K
$864K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.75K+ 11.51% |
$354K - $422K
|
26.7K
$2.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.74KNew |
$353K - $421K
|
2.74K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.74K+ 2.83% |
$352K - $420K
|
99.3K
$10.2M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.73KNew |
$351K - $420K
|
2.73K
$281K
|
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.73KNew |
$351K - $419K
|
2.73K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.7K+ 33.49% |
$347K - $414K
|
10.8K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.7KNew |
$347K - $414K
|
2.7K
$278K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.7K+ 5.3% |
$347K - $414K
|
53.6K
$5.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.65KNew |
$340K - $406K
|
2.65K
$272K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.64K+ 13.6% |
$340K - $405K
|
22.1K
$2.27M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.64KNew |
$340K - $405K
|
2.64K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.64K+ 44.53% |
$339K - $405K
|
8.56K
$881K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.63KNew |
$337K - $403K
|
2.63K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.62KNew |
$337K - $402K
|
2.62K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.62K+ 81.82% |
$336K - $401K
|
5.81K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.6K+ 10.02% |
$335K - $400K
|
28.6K
$2.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.58K+ 34.44% |
$332K - $397K
|
10.1K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.58KNew |
$331K - $395K
|
2.58K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.57KNew |
$330K - $394K
|
2.57K
$264K
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.54KNew |
$327K - $390K
|
2.54K
$261K
|