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 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
91+ 0.99% |
$11.7K - $14K
|
9.25K
$862K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
90+ 4.28% |
$11.6K - $13.8K
|
2.19K
$204K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
90+ 2.94% |
$11.6K - $13.8K
|
3.15K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89+ 1.83% |
$11.4K - $13.7K
|
4.97K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
89+ 0.66% |
$11.4K - $13.7K
|
13.5K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
88+ 0.86% |
$11.3K - $13.5K
|
10.3K
$961K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
88+ 3.86% |
$11.3K - $13.5K
|
2.37K
$220K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
87+ 3.33% |
$11.2K - $13.4K
|
2.7K
$252K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 37.5% |
$11.2K - $13.4K
|
319
$29.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
86+ 2.83% |
$11.1K - $13.2K
|
3.13K
$291K
|
|
|
Jan 12, 2023
Q4 2022
|
Foundation Resource Management Inc
|
BUY
|
- |
85+ 1.7% |
$10.9K - $13K
|
5.09K
$474K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
85+ 3.19% |
$10.9K - $13K
|
2.75K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
85+ 0.07% |
$10.9K - $13K
|
122K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
83+ 1.43% |
$10.7K - $12.7K
|
5.88K
$548K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
82+ 4.28% |
$10.5K - $12.6K
|
2K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
82+ 4.55% |
$10.5K - $12.6K
|
1.89K
$176K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
81+ 4.42% |
$10.4K - $12.4K
|
1.91K
$178K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
80+ 2.67% |
$10.3K - $12.3K
|
3.08K
$287K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
80+ 2.55% |
$10.3K - $12.3K
|
3.22K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
80+ 3.68% |
$10.3K - $12.3K
|
2.25K
$210K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
77+ 4.58% |
$9.9K - $11.8K
|
1.76K
$164K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
77+ 1.42% |
$9.9K - $11.8K
|
5.5K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
76+ 3.33% |
$9.77K - $11.7K
|
2.36K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
75+ 1.37% |
$9.64K - $11.5K
|
5.55K
$517K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
BUY
|
- |
75+ 0.69% |
$9.64K - $11.5K
|
11K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75+ 0.44% |
$9.64K - $11.5K
|
17K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
74+ 4.02% |
$9.51K - $11.4K
|
1.92K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
74+ 1.61% |
$9.51K - $11.4K
|
4.68K
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
71+ 2.36% |
$9.13K - $10.9K
|
3.08K
$287K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
71+ 1.81% |
$9.13K - $10.9K
|
4K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71+ 1.07% |
$9.13K - $10.9K
|
6.7K
$625K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
71+ 0.99% |
$9.13K - $10.9K
|
7.21K
$672K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
70+ 3.61% |
$9K - $10.7K
|
2.01K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
70+ 0.08% |
$9K - $10.7K
|
85.8K
$8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
69+ 3.45% |
$8.87K - $10.6K
|
2.07K
$193K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
69+ 0.32% |
$8.87K - $10.6K
|
21.3K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
68+ 2.51% |
$8.74K - $10.4K
|
2.78K
$259K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
68+ 0.77% |
$8.74K - $10.4K
|
8.94K
$834K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
67+ 0.87% |
$8.61K - $10.3K
|
7.73K
$721K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
66+ 0.78% |
$8.48K - $10.1K
|
8.51K
$794K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
66+ 2.04% |
$8.48K - $10.1K
|
3.29K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 11.83% |
$8.48K - $10.1K
|
624
$58.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
65+ 0.54% |
$8.36K - $9.98K
|
12K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
63+ 2.66% |
$8.1K - $9.67K
|
2.43K
$226K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
62+ 0.5% |
$7.97K - $9.52K
|
12.4K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
62+ 3.82% |
$7.97K - $9.52K
|
1.69K
$157K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
62+ 1.0% |
$7.97K - $9.52K
|
6.23K
$581K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
62+ 0.57% |
$7.97K - $9.52K
|
10.9K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62+ 0.79% |
$7.97K - $9.52K
|
7.92K
$738K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
60New |
$7.71K - $9.21K
|
60
$5.59K
|