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
|
New Square Capital LLC
|
BUY
|
- |
120New |
$15.4K - $18.4K
|
120
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
120+ 22.14% |
$15.4K - $18.4K
|
662
$67.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
119+ 0.71% |
$15.3K - $18.3K
|
16.8K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
117+ 0.31% |
$15K - $18K
|
37.6K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.83% |
$15K - $18K
|
14.2K
$1.45M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
117+ 0.62% |
$15K - $18K
|
18.9K
$1.93M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
116+ 3.92% |
$14.9K - $17.8K
|
3.08K
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
116+ 4.61% |
$14.9K - $17.8K
|
2.63K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
115+ 1.8% |
$14.8K - $17.7K
|
6.51K
$667K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
114+ 14.73% |
$14.7K - $17.5K
|
888
$91K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
113+ 0.49% |
$14.5K - $17.3K
|
23.1K
$2.37M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
113+ 5.16% |
$14.5K - $17.3K
|
2.3K
$236K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
112+ 7.01% |
$14.4K - $17.2K
|
1.71K
$175K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
112+ 0.01% |
$14.4K - $17.2K
|
1.64M
$169M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
112+ 1.43% |
$14.4K - $17.2K
|
7.93K
$812K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
112+ 4.2% |
$14.4K - $17.2K
|
2.78K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
112+ 5.42% |
$14.4K - $17.2K
|
2.18K
$223K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
111+ 1.06% |
$14.3K - $17K
|
10.6K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
111+ 6.16% |
$14.3K - $17K
|
1.91K
$196K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
110New |
$14.1K - $16.9K
|
110
$11.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
109+ 2.83% |
$14K - $16.7K
|
3.97K
$406K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
107+ 0.44% |
$13.8K - $16.4K
|
24.6K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
107+ 2.01% |
$13.8K - $16.4K
|
5.42K
$555K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
106+ 1.66% |
$13.6K - $16.3K
|
6.49K
$665K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
105+ 1.91% |
$13.5K - $16.1K
|
5.6K
$574K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
105+ 1.55% |
$13.5K - $16.1K
|
6.89K
$706K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
104+ 41.6% |
$13.4K - $16K
|
354
$36.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
104+ 1.03% |
$13.4K - $16K
|
10.2K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
103+ 5.77% |
$13.2K - $15.8K
|
1.89K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
103+ 1.74% |
$13.2K - $15.8K
|
6.04K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
103+ 3.28% |
$13.2K - $15.8K
|
3.24K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
103+ 0.52% |
$13.2K - $15.8K
|
20K
$2.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
101+ 0.8% |
$13K - $15.5K
|
12.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
101New |
$13K - $15.5K
|
101
$10.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 42.74% |
$12.9K - $15.3K
|
334
$34.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
100+ 10.62% |
$12.9K - $15.3K
|
1.04K
$107K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
100+ 105.26% |
$12.9K - $15.3K
|
195
$20K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
100+ 6.36% |
$12.9K - $15.3K
|
1.67K
$171K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
100+ 2.47% |
$12.9K - $15.3K
|
4.15K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$12.9K - $15.3K
|
100
$10.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
99+ 0.63% |
$12.7K - $15.2K
|
15.8K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
99+ 0.53% |
$12.7K - $15.2K
|
18.9K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
97+ 0.66% |
$12.5K - $14.9K
|
14.8K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
97+ 1.62% |
$12.5K - $14.9K
|
6.1K
$625K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
96+ 5.52% |
$12.3K - $14.7K
|
1.84K
$188K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
95+ 33.69% |
$12.2K - $14.6K
|
377
$38.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
94+ 1.74% |
$12.1K - $14.4K
|
5.49K
$562K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
92+ 2.17% |
$11.8K - $14.1K
|
4.34K
$445K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
92+ 3.52% |
$11.8K - $14.1K
|
2.7K
$277K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
91+ 0.99% |
$11.7K - $14K
|
9.25K
$947K
|