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 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.15K+ 15.36% |
$148K - $176K
|
8.62K
$884K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 4.4% |
$147K - $176K
|
27.2K
$2.79M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.14K+ 22.58% |
$146K - $175K
|
6.18K
$634K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.14K+ 8.27% |
$146K - $175K
|
14.9K
$1.53M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.14K+ 11.18% |
$146K - $174K
|
11.3K
$1.16M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.13K+ 22.07% |
$145K - $173K
|
6.25K
$640K
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
1.12K+ 5.25% |
$144K - $172K
|
22.5K
$2.3M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 2.94% |
$144K - $172K
|
39.1K
$4.01M
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.12KNew |
$143K - $171K
|
1.12K
$114K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.11KNew |
$143K - $171K
|
1.11K
$114K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.11K+ 2.83% |
$142K - $170K
|
40.1K
$4.11M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.09K+ 11.95% |
$140K - $167K
|
10.2K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.09K+ 17.31% |
$139K - $167K
|
7.35K
$753K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.08K+ 30.08% |
$139K - $166K
|
4.68K
$479K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 18.79% |
$138K - $165K
|
6.8K
$697K
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.07K+ 3.21% |
$138K - $165K
|
34.4K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.06K+ 1.0% |
$136K - $163K
|
107K
$11M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.05KNew |
$135K - $161K
|
1.05K
$108K
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.04K+ 8.75% |
$133K - $159K
|
12.9K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.03K+ 11.98% |
$133K - $159K
|
9.66K
$990K
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.03K+ 2.11% |
$132K - $158K
|
49.9K
$5.11M
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.03K+ 6.26% |
$132K - $157K
|
17.4K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.02K+ 3.86% |
$131K - $157K
|
27.5K
$2.82M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$130K - $155K
|
1.01K
$103K
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1K+ 10.64% |
$129K - $154K
|
10.4K
$1.07M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1K+ 0.86% |
$129K - $154K
|
118K
$12.1M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1K+ 30.42% |
$129K - $153K
|
4.29K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1KNew |
$129K - $153K
|
1K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
998+ 29.28% |
$128K - $153K
|
4.41K
$451K
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
989+ 9.58% |
$127K - $152K
|
11.3K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
985+ 9.94% |
$127K - $151K
|
10.9K
$1.12M
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
982+ 12.08% |
$126K - $151K
|
9.11K
$934K
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
981+ 2.71% |
$126K - $151K
|
37.2K
$3.81M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
979+ 0.92% |
$126K - $150K
|
107K
$11M
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
977+ 3.51% |
$126K - $150K
|
28.8K
$2.95M
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
975+ 1.85% |
$125K - $150K
|
53.7K
$5.51M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
975+ 7.87% |
$125K - $150K
|
13.4K
$1.37M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
971+ 12.17% |
$125K - $149K
|
8.95K
$917K
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
970+ 13.92% |
$125K - $149K
|
7.94K
$814K
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
969+ 4.8% |
$125K - $149K
|
21.2K
$2.17M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
969+ 9.83% |
$125K - $149K
|
10.8K
$1.11M
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
968+ 0.21% |
$124K - $149K
|
461K
$47.2M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
957+ 1.91% |
$123K - $147K
|
51.1K
$5.24M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
949+ 26.56% |
$122K - $146K
|
4.52K
$463K
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
942+ 0.73% |
$121K - $145K
|
130K
$13.3M
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
928+ 48.26% |
$119K - $142K
|
2.85K
$292K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
921+ 12.76% |
$118K - $141K
|
8.14K
$834K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
921+ 3.63% |
$118K - $141K
|
26.3K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
918+ 33.38% |
$118K - $141K
|
3.67K
$376K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
912+ 0.2% |
$117K - $140K
|
468K
$47.9M
|