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 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
60+ 1.97% |
$7.71K - $9.21K
|
3.1K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
60+ 0.48% |
$7.71K - $9.21K
|
12.4K
$1.16M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
59+ 0.3% |
$7.59K - $9.06K
|
19.9K
$1.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
58+ 0.6% |
$7.46K - $8.9K
|
9.77K
$911K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
58+ 0.15% |
$7.46K - $8.9K
|
39.8K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
58+ 1.4% |
$7.46K - $8.9K
|
4.19K
$390K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
57+ 0.64% |
$7.33K - $8.75K
|
8.97K
$836K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
56+ 0.33% |
$7.2K - $8.59K
|
17.2K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
56+ 0.25% |
$7.2K - $8.59K
|
22.2K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
56+ 3.28% |
$7.2K - $8.59K
|
1.76K
$164K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
56+ 47.46% |
$7.2K - $8.59K
|
174
$16.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
54+ 0.55% |
$6.94K - $8.29K
|
9.88K
$921K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
54+ 17.88% |
$6.94K - $8.29K
|
356
$33.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
54+ 0.94% |
$6.94K - $8.29K
|
5.83K
$543K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
53+ 0.43% |
$6.81K - $8.13K
|
12.4K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
53New |
$6.81K - $8.13K
|
53
$4.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53+ 5.27% |
$6.81K - $8.13K
|
1.06K
$98.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 1.92% |
$6.56K - $7.83K
|
2.71K
$253K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
50New |
$6.43K - $7.67K
|
50
$4.66K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
50+ 0.33% |
$6.43K - $7.67K
|
15.4K
$1.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
50+ 2.23% |
$6.43K - $7.67K
|
2.3K
$214K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
50+ 1.45% |
$6.43K - $7.67K
|
3.49K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
50+ 10.42% |
$6.43K - $7.67K
|
530
$49.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
49New |
$6.3K - $7.52K
|
49
$4.57K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
49+ 1.01% |
$6.3K - $7.52K
|
4.9K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
48+ 0.41% |
$6.17K - $7.37K
|
11.7K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
47New |
$6.04K - $7.21K
|
47
$4.38K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
46+ 0.84% |
$5.91K - $7.06K
|
5.55K
$517K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
46+ 0.93% |
$5.91K - $7.06K
|
5K
$466K
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
46+ 1.54% |
$5.91K - $7.06K
|
3.04K
$283K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45+ 1.22% |
$5.79K - $6.91K
|
3.74K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
45+ 0.96% |
$5.79K - $6.91K
|
4.72K
$440K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
43+ 0.21% |
$5.53K - $6.6K
|
20.5K
$1.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
43+ 2.06% |
$5.53K - $6.6K
|
2.13K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
43+ 2.0% |
$5.53K - $6.6K
|
2.19K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
43+ 0.16% |
$5.53K - $6.6K
|
26.8K
$2.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
42+ 2.02% |
$5.4K - $6.45K
|
2.13K
$198K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 3.02% |
$5.4K - $6.45K
|
1.43K
$133K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
40+ 2.25% |
$5.14K - $6.14K
|
1.82K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
40+ 1.53% |
$5.14K - $6.14K
|
2.66K
$248K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
39+ 2.43% |
$5.01K - $5.99K
|
1.65K
$153K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 0.15% |
$4.76K - $5.68K
|
24K
$2.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
37+ 1.29% |
$4.76K - $5.68K
|
2.91K
$271K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
37+ 0.7% |
$4.76K - $5.68K
|
5.33K
$497K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
37+ 1.35% |
$4.76K - $5.68K
|
2.79K
$260K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36+ 0.21% |
$4.63K - $5.53K
|
17.3K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
36+ 0.35% |
$4.63K - $5.53K
|
10.3K
$965K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 0.73% |
$4.63K - $5.53K
|
4.95K
$461K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
35+ 5.57% |
$4.5K - $5.37K
|
663
$61.8K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
35+ 0.74% |
$4.5K - $5.37K
|
4.77K
$445K
|