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 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
971+ 3.48% |
$125K - $153K
|
28.9K
$3.15M
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
970+ 323.33% |
$125K - $153K
|
1.27K
$139K
|
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
BUY
|
- |
960+ 1.48% |
$124K - $152K
|
66K
$7.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
958+ 8.72% |
$124K - $151K
|
11.9K
$1.3M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
958+ 2.68% |
$124K - $151K
|
36.7K
$4M
|
|
|
May 16, 2022
Q1 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
956+ 4.63% |
$123K - $151K
|
21.6K
$2.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
954+ 11.02% |
$123K - $151K
|
9.61K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
954+ 4.78% |
$123K - $151K
|
20.9K
$2.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
951+ 19.22% |
$123K - $150K
|
5.9K
$644K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
950+ 5.2% |
$123K - $150K
|
19.2K
$2.1M
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
941+ 2.44% |
$121K - $149K
|
39.5K
$4.31M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
940+ 1.97% |
$121K - $148K
|
48.6K
$5.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
939+ 1.62% |
$121K - $148K
|
58.9K
$6.43M
|
|
|
May 03, 2022
Q1 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
938+ 16.2% |
$121K - $148K
|
6.73K
$734K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
937+ 31.56% |
$121K - $148K
|
3.91K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
918+ 5.62% |
$118K - $145K
|
17.3K
$1.88M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
915+ 14.61% |
$118K - $144K
|
7.18K
$783K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
913+ 10.3% |
$118K - $144K
|
9.78K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
913+ 2.86% |
$118K - $144K
|
32.9K
$3.59M
|
|
|
May 10, 2022
Q1 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
912+ 1.23% |
$118K - $144K
|
75.3K
$8.22M
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
911+ 9.82% |
$118K - $144K
|
10.2K
$1.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
901+ 3.77% |
$116K - $142K
|
24.8K
$2.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
900+ 15.0% |
$116K - $142K
|
6.9K
$753K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
891+ 3.88% |
$115K - $141K
|
23.9K
$2.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
887+ 1.3% |
$114K - $140K
|
69.2K
$7.55M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
887+ 15.29% |
$114K - $140K
|
6.69K
$730K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
885+ 1.19% |
$114K - $140K
|
75.1K
$8.19M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
882+ 7.71% |
$114K - $139K
|
12.3K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
882+ 8.04% |
$114K - $139K
|
11.9K
$1.29M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
879+ 2.8% |
$113K - $139K
|
32.2K
$3.52M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
879+ 28.82% |
$113K - $139K
|
3.93K
$429K
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
878+ 6.68% |
$113K - $139K
|
14K
$1.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
877+ 10.04% |
$113K - $138K
|
9.61K
$1.05M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
872+ 6.69% |
$113K - $138K
|
13.9K
$1.52M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
869New |
$112K - $137K
|
869
$94.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
866+ 6.21% |
$112K - $137K
|
14.8K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
866+ 4.62% |
$112K - $137K
|
19.6K
$2.14M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
865+ 15.39% |
$112K - $137K
|
6.49K
$708K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
853+ 6.42% |
$110K - $135K
|
14.1K
$1.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
850+ 3.34% |
$110K - $134K
|
26.3K
$2.87M
|
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
850+ 4.36% |
$110K - $134K
|
20.3K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
844+ 5.41% |
$109K - $133K
|
16.5K
$1.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Qvr LLC
|
BUY
|
- |
843New |
$109K - $133K
|
843
$92K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
841+ 64.84% |
$109K - $133K
|
2.14K
$233K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
839+ 2.63% |
$108K - $132K
|
32.7K
$3.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
819+ 0.79% |
$106K - $129K
|
104K
$11.4M
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
818+ 13.99% |
$106K - $129K
|
6.67K
$728K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
815+ 19.1% |
$105K - $129K
|
5.08K
$555K
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
798+ 19.48% |
$103K - $126K
|
4.9K
$534K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
798+ 10.62% |
$103K - $126K
|
8.32K
$907K
|