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 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.08K+ 6.49% |
$267K - $318K
|
34.1K
$3.58M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.08K+ 6.49% |
$267K - $318K
|
34.1K
$3.58M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.07K+ 8.98% |
$267K - $318K
|
25.2K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.07K+ 27.15% |
$267K - $318K
|
9.71K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
2.07K+ 2.21% |
$266K - $317K
|
95.7K
$10.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.04KNew |
$263K - $314K
|
2.04K
$215K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.03K+ 6.76% |
$261K - $312K
|
32.1K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
2.01KNew |
$258K - $308K
|
2.01K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2K+ 18.27% |
$257K - $307K
|
12.9K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2K+ 8.79% |
$257K - $307K
|
24.7K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2KNew |
$257K - $306K
|
2K
$210K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.99KNew |
$256K - $306K
|
1.99K
$209K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.98K+ 12.66% |
$254K - $304K
|
17.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.96KNew |
$252K - $301K
|
1.96K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.96K+ 10.11% |
$251K - $300K
|
21.3K
$2.24M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.95KNew |
$250K - $299K
|
1.95K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.93KNew |
$248K - $297K
|
1.93K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.93KNew |
$248K - $297K
|
1.93K
$203K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.93KNew |
$248K - $297K
|
1.93K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92K+ 1.25% |
$247K - $295K
|
156K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
1.91K+ 0.7% |
$246K - $293K
|
275K
$28.9M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.91KNew |
$245K - $293K
|
1.91K
$200K
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.9KNew |
$245K - $292K
|
1.9K
$200K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.9KNew |
$244K - $292K
|
1.9K
$200K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.89KNew |
$243K - $291K
|
1.89K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.89KNew |
$243K - $291K
|
1.89K
$199K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.89K+ 6.93% |
$242K - $289K
|
29.1K
$3.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.89K+ 628.33% |
$242K - $289K
|
2.19K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.88KNew |
$242K - $289K
|
1.88K
$198K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.87KNew |
$241K - $287K
|
1.87K
$197K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$240K - $286K
|
1.86K
$196K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$237K - $283K
|
1.84K
$194K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
1.84KNew |
$237K - $282K
|
1.84K
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.84K+ 8.8% |
$237K - $282K
|
22.7K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.84KNew |
$236K - $282K
|
1.84K
$193K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.84K+ 31.14% |
$236K - $282K
|
7.73K
$812K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.84K+ 22.1% |
$236K - $282K
|
10.1K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
1.83KNew |
$235K - $281K
|
1.83K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 13.35% |
$235K - $281K
|
15.5K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.82KNew |
$234K - $280K
|
1.82K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.82K+ 5.0% |
$233K - $279K
|
38.1K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.81K+ 14.93% |
$233K - $278K
|
14K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 11.46% |
$233K - $278K
|
17.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.81K+ 3.5% |
$233K - $278K
|
53.6K
$5.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$232K - $276K
|
1.8K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$231K - $276K
|
1.8K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.8KNew |
$231K - $276K
|
1.8K
$189K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.79KNew |
$231K - $275K
|
1.79K
$188K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.79K+ 4.32% |
$230K - $275K
|
43.3K
$4.54M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.78K+ 1.78% |
$228K - $273K
|
102K
$10.7M
|