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 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
904New |
$116K - $139K
|
904
$92.6K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
900+ 9.22% |
$116K - $138K
|
10.7K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
900+ 3.31% |
$116K - $138K
|
28.1K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
899+ 18.51% |
$116K - $138K
|
5.76K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
891New |
$115K - $137K
|
891
$91.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
889+ 1.76% |
$114K - $136K
|
51.3K
$5.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
864+ 9.84% |
$111K - $133K
|
9.65K
$988K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
862+ 4.55% |
$111K - $132K
|
19.8K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
860+ 9.0% |
$111K - $132K
|
10.4K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
845+ 9.98% |
$109K - $130K
|
9.31K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
845New |
$109K - $130K
|
845
$86.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
842+ 9.62% |
$108K - $129K
|
9.6K
$983K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
835+ 0.83% |
$107K - $128K
|
102K
$10.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
831+ 1.22% |
$107K - $128K
|
68.7K
$7.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
828+ 5.22% |
$106K - $127K
|
16.7K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
825+ 6.59% |
$106K - $127K
|
13.3K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
825+ 1.87% |
$106K - $127K
|
45K
$4.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
825+ 2.71% |
$106K - $127K
|
31.3K
$3.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
820New |
$105K - $126K
|
820
$84K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
817+ 0.11% |
$105K - $125K
|
757K
$77.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
816New |
$105K - $125K
|
816
$83.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
809+ 9.44% |
$104K - $124K
|
9.38K
$961K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
806+ 1.74% |
$104K - $124K
|
47.1K
$4.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
805+ 0.76% |
$103K - $124K
|
106K
$10.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
805+ 25.7% |
$103K - $124K
|
3.94K
$403K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
804+ 2.1% |
$103K - $123K
|
39.2K
$4.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
801New |
$103K - $123K
|
801
$82.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
800+ 0.99% |
$103K - $123K
|
81.4K
$8.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
797New |
$102K - $122K
|
797
$81.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
787+ 5.04% |
$101K - $121K
|
16.4K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
773+ 32.29% |
$99.4K - $119K
|
3.17K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
772+ 2.22% |
$99.2K - $118K
|
35.6K
$3.65M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
769+ 5.6% |
$98.9K - $118K
|
14.5K
$1.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
767+ 1.88% |
$98.6K - $118K
|
41.6K
$4.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
755+ 1.67% |
$97.1K - $116K
|
46K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
753+ 25.73% |
$96.8K - $116K
|
3.68K
$377K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
750+ 6.01% |
$96.4K - $115K
|
13.2K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
749+ 2.79% |
$96.3K - $115K
|
27.6K
$2.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
743+ 8.13% |
$95.5K - $114K
|
9.88K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
737New |
$94.7K - $113K
|
737
$75.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
737+ 18.04% |
$94.7K - $113K
|
4.82K
$494K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
735+ 16.21% |
$94.5K - $113K
|
5.27K
$540K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
735+ 5.27% |
$94.5K - $113K
|
14.7K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
732+ 1.66% |
$94.1K - $112K
|
45K
$4.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
729+ 2.59% |
$93.7K - $112K
|
28.9K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
725+ 6.27% |
$93.2K - $111K
|
12.3K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
713+ 10.75% |
$91.7K - $109K
|
7.34K
$752K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
708+ 6.88% |
$91K - $109K
|
11K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
708+ 1.56% |
$91K - $109K
|
46.1K
$4.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
706+ 2.76% |
$90.8K - $108K
|
26.3K
$2.7M
|