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
|
Covestor LTD
Boston, MA |
BUY
|
- |
581+ 24.72% |
$75K - $91.7K
|
2.93K
$320K
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
580+ 17.17% |
$74.8K - $91.6K
|
3.96K
$432K
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
580+ 4.4% |
$74.8K - $91.6K
|
13.8K
$1.5M
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
565+ 10.9% |
$72.9K - $89.2K
|
5.75K
$627K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
564+ 5.3% |
$72.8K - $89K
|
11.2K
$1.22M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
564+ 11.46% |
$72.8K - $89K
|
5.49K
$599K
|
|
May 10, 2022
Q1 2022
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
563+ 0.17% |
$72.6K - $88.9K
|
332K
$36.2M
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
561+ 9.71% |
$72.4K - $88.6K
|
6.34K
$692K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
561+ 9.97% |
$72.4K - $88.6K
|
6.19K
$675K
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
560+ 3.15% |
$72.3K - $88.4K
|
18.4K
$2M
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
559+ 8.27% |
$72.1K - $88.3K
|
7.32K
$799K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
558+ 16.75% |
$72K - $88.1K
|
3.89K
$424K
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
556+ 14.1% |
$71.7K - $87.8K
|
4.5K
$491K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
556+ 33.76% |
$71.7K - $87.8K
|
2.2K
$240K
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
553+ 4.78% |
$71.4K - $87.3K
|
12.1K
$1.32M
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
550+ 2.4% |
$71K - $86.8K
|
23.5K
$2.56M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
546+ 10.35% |
$70.5K - $86.2K
|
5.82K
$635K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
544+ 1.29% |
$70.2K - $85.9K
|
42.6K
$4.65M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
542+ 6.34% |
$69.9K - $85.6K
|
9.09K
$992K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
541+ 7.66% |
$69.8K - $85.4K
|
7.6K
$830K
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
541+ 4.73% |
$69.8K - $85.4K
|
12K
$1.31M
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
532+ 1.74% |
$68.6K - $84K
|
31.2K
$3.4M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
531+ 27.27% |
$68.5K - $83.8K
|
2.48K
$270K
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
530+ 24.98% |
$68.4K - $83.7K
|
2.65K
$289K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
529+ 2.33% |
$68.3K - $83.5K
|
23.2K
$2.53M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
528+ 11.13% |
$68.1K - $83.4K
|
5.27K
$575K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
527+ 3.67% |
$68K - $83.2K
|
14.9K
$1.62M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
524+ 2.37% |
$67.6K - $82.7K
|
22.6K
$2.47M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
524+ 4.95% |
$67.6K - $82.7K
|
11.1K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
520+ 14.31% |
$67.1K - $82.1K
|
4.15K
$453K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
516New |
$66.6K - $81.5K
|
516
$56.3K
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
515+ 4.38% |
$66.5K - $81.3K
|
12.3K
$1.34M
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
510+ 26.69% |
$65.8K - $80.5K
|
2.42K
$264K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
508+ 7.05% |
$65.5K - $80.2K
|
7.72K
$842K
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
506+ 10.42% |
$65.3K - $79.9K
|
5.36K
$585K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
506+ 7.77% |
$65.3K - $79.9K
|
7.02K
$766K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
506+ 5.02% |
$65.3K - $79.9K
|
10.6K
$1.16M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
501+ 0.63% |
$64.6K - $79.1K
|
79.4K
$8.67M
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
501+ 19.2% |
$64.6K - $79.1K
|
3.11K
$339K
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 17.86% |
$64.5K - $78.9K
|
3.3K
$360K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
500+ 227.27% |
$64.5K - $78.9K
|
720
$78.6K
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
500+ 22.55% |
$64.5K - $78.9K
|
2.72K
$296K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
500+ 20.96% |
$64.5K - $78.9K
|
2.89K
$315K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
498+ 0.72% |
$64.3K - $78.6K
|
69.8K
$7.62M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
498+ 0.72% |
$64.3K - $78.6K
|
69.7K
$7.6M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
496+ 2.61% |
$64K - $78.3K
|
19.5K
$2.13M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
494+ 0.44% |
$63.7K - $78K
|
112K
$12.2M
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
494+ 78.04% |
$63.7K - $78K
|
1.13K
$123K
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
493+ 24.24% |
$63.6K - $77.8K
|
2.53K
$276K
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
490+ 5.27% |
$63.2K - $77.4K
|
9.79K
$1.07M
|