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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
35+ 1.04% |
$4.5K - $5.37K
|
3.41K
$318K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
35+ 1.56% |
$4.5K - $5.37K
|
2.28K
$213K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
34+ 0.5% |
$4.37K - $5.22K
|
6.77K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
34+ 0.14% |
$4.37K - $5.22K
|
24K
$2.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
33+ 0.41% |
$4.24K - $5.06K
|
8.07K
$752K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33New |
$4.24K - $5.06K
|
33
$3.08K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33+ 1.14% |
$4.24K - $5.06K
|
2.92K
$272K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
33+ 4.63% |
$4.24K - $5.06K
|
746
$69.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
33+ 0.35% |
$4.24K - $5.06K
|
9.43K
$879K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 1.31% |
$4.24K - $5.06K
|
2.55K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
33+ 1.47% |
$4.24K - $5.06K
|
2.27K
$212K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
31+ 1.86% |
$3.99K - $4.76K
|
1.7K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
31+ 1.48% |
$3.99K - $4.76K
|
2.12K
$198K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
31+ 4.66% |
$3.99K - $4.76K
|
696
$64.9K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
31+ 1.19% |
$3.99K - $4.76K
|
2.64K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
BUY
|
- |
29+ 1.8% |
$3.73K - $4.45K
|
1.64K
$153K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
28+ 0.52% |
$3.6K - $4.3K
|
5.42K
$505K
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
28+ 1.42% |
$3.6K - $4.3K
|
2K
$186K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
28+ 0.39% |
$3.6K - $4.3K
|
7.24K
$675K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
28+ 0.35% |
$3.6K - $4.3K
|
8.12K
$757K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
27+ 5.76% |
$3.47K - $4.14K
|
496
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
27+ 0.88% |
$3.47K - $4.14K
|
3.1K
$289K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
27+ 1.75% |
$3.47K - $4.14K
|
1.57K
$146K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
26+ 0.09% |
$3.34K - $3.99K
|
29.5K
$2.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
25+ 24.75% |
$3.21K - $3.84K
|
126
$11.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
25+ 1.12% |
$3.21K - $3.84K
|
2.26K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.46% |
$3.21K - $3.84K
|
5.42K
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
24+ 5.23% |
$3.09K - $3.68K
|
483
$45K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
24+ 0.63% |
$3.09K - $3.68K
|
3.82K
$356K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
24+ 1.33% |
$3.09K - $3.68K
|
1.83K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
24+ 0.42% |
$3.09K - $3.68K
|
5.74K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
24+ 0.81% |
$3.09K - $3.68K
|
2.97K
$277K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.18% |
$2.96K - $3.53K
|
12.9K
$1.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 0.54% |
$2.96K - $3.53K
|
4.29K
$400K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
BUY
|
- |
22+ 0.11% |
$2.83K - $3.38K
|
19.4K
$1.81M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
22New |
$2.83K - $3.38K
|
22
$2.05K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
20New |
$2.57K - $3.07K
|
20
$1.86K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
20+ 1.0% |
$2.57K - $3.07K
|
2.02K
$188K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
20+ 0.11% |
$2.57K - $3.07K
|
18.4K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
20+ 0.62% |
$2.57K - $3.07K
|
3.26K
$304K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20+ 1.24% |
$2.57K - $3.07K
|
1.63K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
20+ 0.15% |
$2.57K - $3.07K
|
13.8K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
20+ 1.06% |
$2.57K - $3.07K
|
1.91K
$178K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
19+ 0.27% |
$2.44K - $2.92K
|
7.1K
$662K
|
|
|
Jan 30, 2023
Q4 2022
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
19+ 0.13% |
$2.44K - $2.92K
|
14.6K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
19+ 0.81% |
$2.44K - $2.92K
|
2.36K
$220K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
18+ 1.07% |
$2.31K - $2.76K
|
1.69K
$158K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
18+ 0.16% |
$2.31K - $2.76K
|
11.6K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17+ 0.21% |
$2.19K - $2.61K
|
8.01K
$747K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
17New |
$2.19K - $2.61K
|
17
$1.58K
|