Purchases and Sales Made in Q1 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2022. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.71K+ 7.06% |
$608K - $744K
|
71.5K
$7.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.7K+ 8.52% |
$607K - $742K
|
59.9K
$6.54M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.7K+ 9.68% |
$606K - $741K
|
53.2K
$5.8M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.69K+ 9.92% |
$605K - $741K
|
52K
$5.67M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
4.67K+ 18.67% |
$602K - $737K
|
29.7K
$3.24M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.66K+ 7.36% |
$601K - $736K
|
68K
$7.42M
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
4.64KNew |
$599K - $733K
|
4.64K
$506K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.6K+ 4.77% |
$594K - $727K
|
101K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
4.57K+ 1.64% |
$590K - $722K
|
284K
$31M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.57K+ 9.32% |
$589K - $721K
|
53.6K
$5.85M
|
|
|
May 10, 2024
Q1 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
4.53K+ 51.25% |
$585K - $716K
|
13.4K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4.52K+ 9.08% |
$584K - $714K
|
54.3K
$5.93M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.45K+ 3.22% |
$574K - $702K
|
143K
$15.6M
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
4.43K+ 9.69% |
$572K - $699K
|
50.2K
$5.47M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.43K+ 33.94% |
$571K - $699K
|
17.5K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.4K+ 24.74% |
$568K - $695K
|
22.2K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.4K+ 293.33% |
$568K - $695K
|
5.9K
$644K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.36K+ 34.04% |
$562K - $688K
|
17.2K
$1.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$561K - $686K
|
4.35K
$474K
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
4.33K+ 4.7% |
$559K - $684K
|
96.5K
$10.5M
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.33K+ 4.69% |
$559K - $684K
|
96.7K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.32K+ 13.28% |
$557K - $682K
|
36.8K
$4.02M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.28K+ 29.3% |
$552K - $675K
|
18.9K
$2.06M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.26K+ 60.43% |
$550K - $672K
|
11.3K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.26K+ 74.75% |
$550K - $672K
|
9.96K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
4.25K+ 133.97% |
$549K - $671K
|
7.42K
$810K
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
4.25K+ 21.99% |
$548K - $671K
|
23.6K
$2.57M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.24K+ 81.26% |
$548K - $670K
|
9.47K
$1.03M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.24K+ 9.84% |
$546K - $669K
|
47.3K
$5.16M
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.22K+ 2.11% |
$545K - $667K
|
204K
$22.3M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.21K+ 67.46% |
$544K - $665K
|
10.5K
$1.14M
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
4.19K+ 4.25% |
$541K - $661K
|
103K
$11.2M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.19K+ 3.74% |
$540K - $661K
|
116K
$12.7M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.15K+ 18.57% |
$536K - $656K
|
26.5K
$2.89M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.15K+ 18.71% |
$536K - $655K
|
26.3K
$2.87M
|
|
|
Apr 01, 2022
Q1 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
4.14K+ 0.86% |
$534K - $653K
|
483K
$52.7M
|
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
BUY
|
- |
4.14K+ 342.18% |
$534K - $653K
|
5.35K
$583K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.13K+ 4.69% |
$533K - $653K
|
92.2K
$10.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.08K+ 9.04% |
$526K - $644K
|
49.2K
$5.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.07K+ 8.51% |
$525K - $643K
|
51.9K
$5.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
4.07K+ 20.38% |
$525K - $642K
|
24K
$2.62M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 9.06% |
$521K - $638K
|
48.6K
$5.31M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.03K+ 130.61% |
$520K - $636K
|
7.11K
$776K
|
|
|
May 13, 2022
Q1 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
4KNew |
$516K - $632K
|
4K
$436K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
3.99K+ 1.6% |
$515K - $630K
|
253K
$27.6M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.98KNew |
$513K - $628K
|
3.98K
$434K
|
|
|
May 03, 2022
Q1 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.97K+ 15.25% |
$512K - $626K
|
30K
$3.27M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
3.96K+ 6.12% |
$511K - $626K
|
68.7K
$7.5M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.94K+ 2.18% |
$508K - $621K
|
185K
$20.2M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
3.93KNew |
$508K - $621K
|
3.93K
$429K
|