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 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.92KNew |
$248K - $304K
|
1.92K
$210K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.92K+ 10.19% |
$248K - $303K
|
20.8K
$2.27M
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.91K+ 2.16% |
$247K - $302K
|
90.6K
$9.89M
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 11.15% |
$247K - $302K
|
19.1K
$2.08M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
1.9K+ 7.62% |
$246K - $300K
|
26.9K
$2.93M
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 0.98% |
$245K - $300K
|
196K
$21.4M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.89K+ 4.39% |
$244K - $298K
|
45K
$4.91M
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.88KNew |
$243K - $297K
|
1.88K
$205K
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.87KNew |
$241K - $295K
|
1.87K
$204K
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.87K+ 628.62% |
$241K - $295K
|
2.16K
$236K
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.87K+ 5.86% |
$241K - $295K
|
33.7K
$3.68M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.86K+ 26.93% |
$240K - $294K
|
8.78K
$958K
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.86K+ 8.49% |
$239K - $293K
|
23.7K
$2.59M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.85K+ 5.28% |
$239K - $292K
|
36.9K
$4.02M
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.85K+ 132.95% |
$238K - $292K
|
3.24K
$353K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.84K+ 4.96% |
$237K - $290K
|
38.9K
$4.24M
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
1.84K+ 19.41% |
$237K - $290K
|
11.3K
$1.23M
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.82K+ 8.51% |
$235K - $288K
|
23.2K
$2.53M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.82KNew |
$234K - $287K
|
1.82K
$198K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.8K+ 5.02% |
$232K - $283K
|
37.5K
$4.09M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.79K+ 18.83% |
$231K - $282K
|
11.3K
$1.23M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.78KNew |
$229K - $281K
|
1.78K
$194K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.78K+ 5.52% |
$229K - $281K
|
34K
$3.71M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.78K+ 34.93% |
$229K - $280K
|
6.86K
$748K
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$229K - $280K
|
1.77K
$193K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
1.77K+ 5.57% |
$228K - $279K
|
33.5K
$3.65M
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.77K+ 13.66% |
$228K - $279K
|
14.7K
$1.6M
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.76K+ 14.26% |
$227K - $278K
|
14.1K
$1.54M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.76KNew |
$227K - $277K
|
1.76K
$192K
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.75K+ 4.13% |
$226K - $276K
|
44.1K
$4.81M
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.75K+ 3.83% |
$226K - $276K
|
47.5K
$5.18M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
1.73K+ 3.16% |
$223K - $273K
|
56.6K
$6.18M
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.73K+ 2.54% |
$223K - $273K
|
69.9K
$7.63M
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.73K+ 26.75% |
$223K - $273K
|
8.18K
$893K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.71K+ 2.06% |
$221K - $270K
|
84.9K
$9.27M
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.7K+ 16.27% |
$220K - $269K
|
12.2K
$1.33M
|
|
May 16, 2022
Q1 2022
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.7KNew |
$219K - $268K
|
1.7K
$186K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.7K+ 5.99% |
$219K - $268K
|
30K
$3.28M
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$219K - $268K
|
1.7K
$185K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.68KNew |
$217K - $265K
|
1.68K
$183K
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.67K+ 5.63% |
$216K - $264K
|
31.4K
$3.42M
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.67K+ 12.46% |
$216K - $264K
|
15.1K
$1.65M
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
1.67KNew |
$215K - $263K
|
1.67K
$182K
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.67K+ 5.65% |
$215K - $263K
|
31.2K
$3.4M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.67K+ 5.25% |
$215K - $263K
|
33.4K
$3.64M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 22.86% |
$214K - $262K
|
8.93K
$975K
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.66K+ 1.34% |
$214K - $262K
|
126K
$13.7M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
1.65K+ 3.49% |
$213K - $261K
|
49.1K
$5.35M
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.65K+ 25.31% |
$213K - $260K
|
8.17K
$891K
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.65K+ 8.25% |
$213K - $260K
|
21.6K
$2.36M
|