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
|
Csenge Advisory Group
|
BUY
|
- |
3.47K+ 21.68% |
$448K - $549K
|
19.5K
$2.13M
|
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.46K+ 5.83% |
$446K - $546K
|
62.8K
$6.86M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.46K+ 10.11% |
$446K - $546K
|
37.7K
$4.11M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.46K+ 1.98% |
$446K - $546K
|
178K
$19.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.45K+ 7.57% |
$445K - $544K
|
49K
$5.35M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.44K+ 12.07% |
$444K - $543K
|
31.9K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 9.23% |
$444K - $543K
|
40.7K
$4.44M
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.44K+ 12.6% |
$443K - $543K
|
30.7K
$3.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.43KNew |
$443K - $542K
|
3.43K
$374K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.42K+ 3.34% |
$441K - $540K
|
106K
$11.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.4K+ 198.08% |
$439K - $537K
|
5.12K
$559K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.38K+ 1.27% |
$437K - $534K
|
269K
$29.4M
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
3.38K+ 9.63% |
$436K - $534K
|
38.5K
$4.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
3.37K+ 4.95% |
$435K - $533K
|
71.5K
$7.8M
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.37K+ 200.36% |
$435K - $532K
|
5.05K
$551K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3.35K+ 8.97% |
$432K - $528K
|
40.7K
$4.44M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3.34K+ 3.93% |
$431K - $527K
|
88.4K
$9.64M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.3K+ 33.34% |
$426K - $522K
|
13.2K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.29K+ 2.64% |
$425K - $520K
|
128K
$14M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3.27K+ 11.68% |
$421K - $516K
|
31.2K
$3.41M
|
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
3.24K+ 56.88% |
$419K - $512K
|
8.95K
$976K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3.24K+ 212.24% |
$418K - $512K
|
4.77K
$521K
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.22K+ 19.12% |
$415K - $508K
|
20K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.21K+ 4.16% |
$415K - $507K
|
80.5K
$8.79M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.21K+ 12.96% |
$414K - $507K
|
28K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.2K+ 33.38% |
$413K - $506K
|
12.8K
$1.4M
|
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.2K+ 33.04% |
$412K - $505K
|
12.9K
$1.4M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.19K+ 27.68% |
$412K - $504K
|
14.7K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.19K+ 4.67% |
$412K - $504K
|
71.5K
$7.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
3.18K+ 16.78% |
$410K - $502K
|
22.1K
$2.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
3.18K+ 6.41% |
$410K - $501K
|
52.7K
$5.75M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.16K+ 16.2% |
$408K - $499K
|
22.7K
$2.48M
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
3.16K+ 56.06% |
$408K - $499K
|
8.79K
$960K
|
|
|
Apr 18, 2022
Q1 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
3.15KNew |
$406K - $497K
|
3.15K
$344K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
3.14K+ 6.34% |
$405K - $496K
|
52.7K
$5.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.13K+ 10.01% |
$403K - $494K
|
34.4K
$3.75M
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
3.13K+ 11.36% |
$403K - $494K
|
30.6K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.12K+ 11.27% |
$403K - $493K
|
30.8K
$3.36M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.1K+ 2.21% |
$401K - $490K
|
143K
$15.6M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 16.85% |
$398K - $487K
|
21.4K
$2.33M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.08K+ 16.85% |
$398K - $487K
|
21.4K
$2.33M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.08KNew |
$397K - $486K
|
3.08K
$336K
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.07K+ 4.32% |
$397K - $485K
|
74.2K
$8.1M
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3.07KNew |
$396K - $485K
|
3.07K
$335K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 14.53% |
$396K - $484K
|
24.2K
$2.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.06K+ 3.87% |
$395K - $484K
|
82.1K
$8.96M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 12.99% |
$395K - $483K
|
26.6K
$2.9M
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.05K+ 1.27% |
$393K - $481K
|
243K
$26.5M
|
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
3.04K+ 106.89% |
$392K - $480K
|
5.88K
$642K
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.04K+ 22.95% |
$392K - $479K
|
16.3K
$1.77M
|