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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3.02K+ 9.23% |
$390K - $477K
|
35.7K
$3.9M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
3.02K+ 3.01% |
$389K - $476K
|
103K
$11.3M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.01K+ 16.02% |
$389K - $475K
|
21.8K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3KNew |
$387K - $474K
|
3K
$327K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.99K+ 7.03% |
$386K - $472K
|
45.6K
$4.97M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.99K+ 32.63% |
$386K - $472K
|
12.2K
$1.33M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.95K+ 215.97% |
$380K - $465K
|
4.31K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.95K+ 41.05% |
$380K - $465K
|
10.1K
$1.1M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.95KNew |
$380K - $465K
|
2.95K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.93K+ 17.97% |
$378K - $463K
|
19.3K
$2.1M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.92K+ 80.13% |
$377K - $461K
|
6.56K
$716K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.91K+ 6.25% |
$376K - $460K
|
49.6K
$5.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
2.9K+ 18.29% |
$374K - $458K
|
18.7K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.89K+ 45.49% |
$373K - $456K
|
9.24K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.86K+ 4.29% |
$369K - $451K
|
69.5K
$7.58M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.86K+ 7.23% |
$369K - $451K
|
42.4K
$4.62M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.86K+ 3.44% |
$368K - $451K
|
85.8K
$9.36M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.85K+ 7.32% |
$368K - $450K
|
41.8K
$4.56M
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
2.85K+ 2.13% |
$368K - $450K
|
137K
$14.9M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
2.84K+ 153.16% |
$366K - $448K
|
4.69K
$511K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
2.83KNew |
$365K - $447K
|
2.83K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.82K+ 37.95% |
$363K - $445K
|
10.2K
$1.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.81K+ 19.13% |
$362K - $444K
|
17.5K
$1.91M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
2.81K+ 15.51% |
$362K - $443K
|
20.9K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.81K+ 8.7% |
$362K - $443K
|
35.1K
$3.82M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
2.79K+ 69.04% |
$360K - $441K
|
6.84K
$746K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.77K+ 4.75% |
$358K - $438K
|
61.1K
$6.67M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.77K+ 1.26% |
$357K - $437K
|
221K
$24.2M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.76K+ 33.02% |
$356K - $436K
|
11.1K
$1.21M
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
2.75K+ 15.07% |
$355K - $434K
|
21K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.75KNew |
$354K - $434K
|
2.75K
$300K
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.73K+ 24.3% |
$353K - $431K
|
14K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.73K+ 3.6% |
$352K - $431K
|
78.6K
$8.57M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
2.72K+ 24.86% |
$351K - $430K
|
13.7K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
2.72K+ 3.64% |
$351K - $430K
|
77.4K
$8.44M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.71K+ 25.9% |
$350K - $429K
|
13.2K
$1.44M
|
|
|
May 10, 2022
Q1 2022
|
Ar Asset Management Inc
|
BUY
|
- |
2.7K+ 5.57% |
$348K - $426K
|
51.2K
$5.58M
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.66K+ 8.21% |
$344K - $420K
|
35.1K
$3.83M
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.64K+ 12.38% |
$341K - $417K
|
24K
$2.62M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.63K+ 6.63% |
$340K - $416K
|
42.4K
$4.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.62K+ 3.56% |
$338K - $414K
|
76.3K
$8.33M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.61K+ 2.3% |
$336K - $411K
|
116K
$12.6M
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.6K+ 1.16% |
$335K - $411K
|
227K
$24.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 8.67% |
$331K - $405K
|
32.1K
$3.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.55K+ 43.32% |
$329K - $402K
|
8.43K
$920K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.55KNew |
$328K - $402K
|
2.55K
$278K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.54K+ 5.3% |
$327K - $400K
|
50.3K
$5.49M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.53K+ 8.42% |
$327K - $400K
|
32.6K
$3.56M
|
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
2.53K+ 30.45% |
$326K - $399K
|
10.8K
$1.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.52K+ 39.89% |
$325K - $398K
|
8.84K
$965K
|