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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
171+ 3.64% |
$22K - $26.2K
|
4.87K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
169+ 2.75% |
$21.7K - $25.9K
|
6.32K
$589K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
167+ 1.18% |
$21.5K - $25.6K
|
14.3K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
167+ 0.31% |
$21.5K - $25.6K
|
53.3K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
166+ 1.73% |
$21.3K - $25.5K
|
9.75K
$909K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
166+ 0.59% |
$21.3K - $25.5K
|
28.5K
$2.66M
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
164+ 1.47% |
$21.1K - $25.2K
|
11.3K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
164+ 3.65% |
$21.1K - $25.2K
|
4.66K
$435K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
163+ 0.73% |
$21K - $25K
|
22.4K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
162+ 3.99% |
$20.8K - $24.9K
|
4.22K
$393K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
161+ 3.51% |
$20.7K - $24.7K
|
4.74K
$442K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
160+ 7.63% |
$20.6K - $24.6K
|
2.26K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
160+ 2.25% |
$20.6K - $24.6K
|
7.26K
$677K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
159+ 7.14% |
$20.4K - $24.4K
|
2.39K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
157+ 0.84% |
$20.2K - $24.1K
|
18.9K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
156+ 6.0% |
$20.1K - $23.9K
|
2.75K
$257K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
153+ 5.82% |
$19.7K - $23.5K
|
2.78K
$259K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
151+ 3.18% |
$19.4K - $23.2K
|
4.9K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
150+ 9.38% |
$19.3K - $23K
|
1.75K
$163K
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
BUY
|
- |
150+ 0.19% |
$19.3K - $23K
|
80.6K
$7.52M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
148+ 8.14% |
$19K - $22.7K
|
1.97K
$183K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
146+ 15.73% |
$18.8K - $22.4K
|
1.07K
$100K
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
145+ 1.78% |
$18.6K - $22.3K
|
8.28K
$772K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
144+ 4.4% |
$18.5K - $22.1K
|
3.42K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
144+ 0.05% |
$18.5K - $22.1K
|
267K
$24.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
143+ 0.47% |
$18.4K - $21.9K
|
30.3K
$2.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
143+ 5.66% |
$18.4K - $21.9K
|
2.67K
$249K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
140+ 0.23% |
$18K - $21.5K
|
60K
$5.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
139+ 5.36% |
$17.9K - $21.3K
|
2.73K
$255K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
139+ 3.06% |
$17.9K - $21.3K
|
4.68K
$436K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
138+ 1.63% |
$17.7K - $21.2K
|
8.61K
$802K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
137+ 8.77% |
$17.6K - $21K
|
1.7K
$158K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
137+ 7.93% |
$17.6K - $21K
|
1.87K
$174K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
136+ 3.26% |
$17.5K - $20.9K
|
4.31K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
136+ 5.98% |
$17.5K - $20.9K
|
2.41K
$225K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
136+ 2.6% |
$17.5K - $20.9K
|
5.36K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
136+ 1.54% |
$17.5K - $20.9K
|
8.96K
$835K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
133+ 0.85% |
$17.1K - $20.4K
|
15.8K
$1.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
130+ 1.87% |
$16.7K - $20K
|
7.07K
$659K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
126New |
$16.2K - $19.3K
|
126
$11.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
126+ 0.27% |
$16.2K - $19.3K
|
47.6K
$4.43M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
125+ 1.77% |
$16.1K - $19.2K
|
7.21K
$672K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
125+ 6.35% |
$16.1K - $19.2K
|
2.09K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
123+ 0.94% |
$15.8K - $18.9K
|
13.2K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
123+ 0.66% |
$15.8K - $18.9K
|
18.8K
$1.75M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 0.66% |
$15.8K - $18.9K
|
18.8K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
122+ 7.48% |
$15.7K - $18.7K
|
1.75K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
122+ 1.04% |
$15.7K - $18.7K
|
11.8K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
121+ 3.05% |
$15.6K - $18.6K
|
4.09K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
121+ 4.52% |
$15.6K - $18.6K
|
2.8K
$261K
|