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 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
16New |
$2.06K - $2.46K
|
16
$1.64K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 0.8% |
$2.06K - $2.46K
|
2.01K
$206K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.48% |
$2.06K - $2.46K
|
3.36K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
16+ 0.09% |
$2.06K - $2.46K
|
18K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 0.96% |
$1.93K - $2.3K
|
1.57K
$161K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
15+ 0.56% |
$1.93K - $2.3K
|
2.67K
$274K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14+ 0.37% |
$1.8K - $2.15K
|
3.84K
$394K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
14+ 1.26% |
$1.8K - $2.15K
|
1.12K
$115K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.27% |
$1.67K - $2K
|
4.82K
$494K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.1% |
$1.54K - $1.84K
|
11.5K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
12+ 0.31% |
$1.54K - $1.84K
|
3.83K
$392K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 0.8% |
$1.29K - $1.53K
|
1.25K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
9+ 0.39% |
$1.16K - $1.38K
|
2.3K
$236K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
8+ 0.84% |
$1.03K - $1.23K
|
960
$98.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.14% |
$1.03K - $1.23K
|
5.61K
$575K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
8+ 0.05% |
$1.03K - $1.23K
|
15.6K
$1.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.38% |
$900 - $1.07K
|
1.87K
$192K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
7New |
$900 - $1.07K
|
7
$717
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.87% |
$900 - $1.07K
|
808
$82.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
6+ 0.15% |
$771 - $921
|
4.14K
$425K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
5+ 0.03% |
$643 - $767
|
17.5K
$1.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5+ 0.07% |
$643 - $767
|
6.96K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5+ 13.89% |
$643 - $767
|
41
$4.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.23% |
$643 - $767
|
2.21K
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.19% |
$643 - $767
|
2.69K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5New |
$643 - $767
|
5
$512
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$643 - $767
|
5
$512
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
4+ 0.09% |
$514 - $614
|
4.7K
$482K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.05% |
$514 - $614
|
8.75K
$897K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
3+ 0.06% |
$386 - $460
|
5.01K
$513K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.88% |
$386 - $460
|
345
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
2+ 0.13% |
$257 - $307
|
1.58K
$162K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$257 - $307
|
2
$205
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2+ 0.07% |
$257 - $307
|
2.94K
$301K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.04% |
$257 - $307
|
5.54K
$568K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.11% |
$257 - $307
|
1.85K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 0.3% |
$257 - $307
|
665
$68.1K
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$257 - $307
|
10.7K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.03% |
$257 - $307
|
7.14K
$732K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $153
|
3.4K
$349K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$129 - $153
|
1.66K
$170K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$129 - $153
|
3.54K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$129 - $153
|
28.4K
$2.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $153
|
2.54K
$260K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.24% |
$129 - $153
|
418
$42.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.21% |
$129 - $153
|
471
$48.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.05% |
$129 - $153
|
1.89K
$194K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$129 - $153
|
3.7K
$379K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$129 - $153
|
3.7K
$379K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2- 0.02% |
$257 - $307
|
9.07K
$930K
|