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 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
797+ 0.97% |
$103K - $126K
|
82.8K
$9.04M
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
797+ 3.14% |
$103K - $126K
|
26.2K
$2.85M
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
794+ 17.29% |
$102K - $125K
|
5.39K
$588K
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
794+ 8.67% |
$102K - $125K
|
9.95K
$1.09M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
791+ 11.7% |
$102K - $125K
|
7.55K
$824K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
788+ 1.78% |
$102K - $124K
|
45.1K
$4.92M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
780+ 8.15% |
$101K - $123K
|
10.3K
$1.13M
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
779+ 33.48% |
$101K - $123K
|
3.11K
$339K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
777+ 24.24% |
$100K - $123K
|
3.98K
$435K
|
|
Apr 14, 2022
Q1 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
776+ 8.3% |
$100K - $123K
|
10.1K
$1.1M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
771+ 2.41% |
$99.5K - $122K
|
32.7K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
770+ 2.85% |
$99.4K - $122K
|
27.8K
$3.04M
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
769+ 4.16% |
$99.2K - $121K
|
19.3K
$2.1M
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
768+ 222.61% |
$99.1K - $121K
|
1.11K
$121K
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
763+ 11.0% |
$98.4K - $120K
|
7.7K
$840K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
753+ 1.74% |
$97.2K - $119K
|
44.1K
$4.81M
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
753+ 19.53% |
$97.2K - $119K
|
4.61K
$503K
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
751+ 2.49% |
$96.9K - $119K
|
31K
$3.38M
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
750+ 12.5% |
$96.8K - $118K
|
6.75K
$737K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
748+ 14.21% |
$96.5K - $118K
|
6.01K
$656K
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
745+ 0.91% |
$96.1K - $118K
|
82.9K
$9.04M
|
|
May 10, 2022
Q1 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
741+ 1.85% |
$95.6K - $117K
|
40.8K
$4.45M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
737+ 3.84% |
$95.1K - $116K
|
19.9K
$2.18M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
732+ 28.42% |
$94.4K - $116K
|
3.31K
$361K
|
|
May 16, 2022
Q1 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
732+ 0.02% |
$94.4K - $116K
|
3.51M
$383M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
725+ 53.31% |
$93.5K - $114K
|
2.09K
$228K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
715New |
$92.3K - $113K
|
715
$78K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
714+ 7.67% |
$92.1K - $113K
|
10K
$1.09M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
714+ 9.54% |
$92.1K - $113K
|
8.2K
$895K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
709+ 6.02% |
$91.5K - $112K
|
12.5K
$1.36M
|
|
May 09, 2022
Q1 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
709+ 1.53% |
$91.5K - $112K
|
47K
$5.13M
|
|
May 13, 2022
Q1 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
706+ 2.19% |
$91.1K - $111K
|
33K
$3.6M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
706+ 8.82% |
$91.1K - $111K
|
8.71K
$950K
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
705+ 6.65% |
$91K - $111K
|
11.3K
$1.23M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
702+ 38.15% |
$90.6K - $111K
|
2.54K
$277K
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
700+ 42.04% |
$90.3K - $111K
|
2.37K
$258K
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
696+ 4.73% |
$89.8K - $110K
|
15.4K
$1.68M
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
695+ 1.54% |
$89.7K - $110K
|
45.9K
$5.01M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
693+ 1.88% |
$89.4K - $109K
|
37.6K
$4.11M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
693+ 10.83% |
$89.4K - $109K
|
7.09K
$774K
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
689+ 2.29% |
$88.9K - $109K
|
30.8K
$3.36M
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
688+ 7.71% |
$88.8K - $109K
|
9.62K
$1.05M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
687+ 22.95% |
$88.6K - $108K
|
3.68K
$402K
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
686+ 36.63% |
$88.5K - $108K
|
2.56K
$279K
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
686+ 6.76% |
$88.5K - $108K
|
10.8K
$1.18M
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
685+ 2.31% |
$88.4K - $108K
|
30.3K
$3.31M
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
680+ 4.95% |
$87.7K - $107K
|
14.4K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
679+ 1.76% |
$87.6K - $107K
|
39.2K
$4.28M
|
|
May 17, 2022
Q1 2022
|
Puzo Michael J
|
BUY
|
- |
677+ 1.49% |
$87.4K - $107K
|
46.1K
$5.03M
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
676+ 3.95% |
$87.2K - $107K
|
17.8K
$1.94M
|