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 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.19K+ 2.94% |
$282K - $345K
|
76.4K
$8.34M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 58.52% |
$279K - $341K
|
5.85K
$638K
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
2.15K+ 5.05% |
$278K - $340K
|
44.8K
$4.89M
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.15KNew |
$277K - $339K
|
2.15K
$235K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$277K - $339K
|
2.15K
$234K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.15K+ 2.2% |
$277K - $339K
|
99.7K
$10.9M
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.15K+ 7.93% |
$277K - $339K
|
29.2K
$3.19M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
2.14KNew |
$276K - $338K
|
2.14K
$234K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.14K+ 24.11% |
$276K - $338K
|
11K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.14K+ 22.85% |
$276K - $338K
|
11.5K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.13KNew |
$274K - $336K
|
2.13K
$232K
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
2.11K+ 6.05% |
$273K - $334K
|
37K
$4.04M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.11K+ 2.45% |
$272K - $333K
|
88.2K
$9.63M
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.1K+ 1.68% |
$271K - $332K
|
127K
$13.9M
|
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
2.1KNew |
$271K - $332K
|
2.1K
$229K
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.1KNew |
$271K - $332K
|
2.1K
$229K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.1K+ 2.58% |
$270K - $331K
|
83.3K
$9.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.09K+ 14.39% |
$270K - $331K
|
16.6K
$1.82M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.08K+ 4.02% |
$269K - $329K
|
53.9K
$5.88M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.08K+ 4.04% |
$268K - $328K
|
53.5K
$5.84M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.07K+ 2.03% |
$267K - $326K
|
104K
$11.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.06K+ 3.29% |
$266K - $326K
|
64.8K
$7.07M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.06K+ 2.36% |
$266K - $325K
|
89.5K
$9.76M
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.06K+ 27.44% |
$266K - $325K
|
9.57K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
2.06K+ 2.61% |
$265K - $325K
|
80.8K
$8.82M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.06K+ 22.03% |
$265K - $325K
|
11.4K
$1.24M
|
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 22.28% |
$265K - $324K
|
11.3K
$1.23M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$264K - $324K
|
2.05K
$224K
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
2.04K+ 2.03% |
$263K - $322K
|
102K
$11.2M
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.04K+ 24.51% |
$263K - $322K
|
10.4K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.03K+ 14.3% |
$262K - $321K
|
16.2K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.03K+ 20.77% |
$262K - $320K
|
11.8K
$1.29M
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.02K+ 6.19% |
$261K - $319K
|
34.7K
$3.78M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
2.02K+ 0.44% |
$260K - $319K
|
459K
$50.1M
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2K+ 126.68% |
$259K - $316K
|
3.59K
$391K
|
|
|
Apr 28, 2022
Q1 2022
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 10.0% |
$258K - $316K
|
22K
$2.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2K+ 6.09% |
$258K - $316K
|
34.9K
$3.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2K+ 7.83% |
$258K - $316K
|
27.5K
$3M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.99KNew |
$256K - $314K
|
1.99K
$217K
|
|
|
May 16, 2022
Q1 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.98K+ 82.08% |
$256K - $313K
|
4.4K
$480K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.98K+ 7.95% |
$255K - $313K
|
26.9K
$2.93M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.98KNew |
$255K - $313K
|
1.98K
$216K
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.98K+ 21.98% |
$255K - $312K
|
11K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
1.98KNew |
$255K - $312K
|
1.98K
$216K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.97K+ 2.37% |
$255K - $312K
|
85.1K
$9.28M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.97K+ 0.25% |
$255K - $312K
|
799K
$87.2M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.97K+ 13.4% |
$254K - $311K
|
16.6K
$1.82M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.96K+ 17.0% |
$253K - $309K
|
13.5K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.94K+ 1.14% |
$250K - $306K
|
172K
$18.7M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.93K+ 1.52% |
$249K - $304K
|
129K
$14M
|