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 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
402+ 4.35% |
$51.9K - $63.5K
|
9.65K
$1.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
401+ 4.45% |
$51.7K - $63.3K
|
9.42K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
401+ 4.25% |
$51.7K - $63.3K
|
9.83K
$1.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
400+ 2.24% |
$51.6K - $63.2K
|
18.3K
$1.99M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
400+ 17.2% |
$51.6K - $63.2K
|
2.73K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
400+ 21.86% |
$51.6K - $63.2K
|
2.23K
$243K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
400+ 16.67% |
$51.6K - $63.2K
|
2.8K
$306K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
399+ 8.19% |
$51.5K - $63K
|
5.27K
$575K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
398+ 5.64% |
$51.4K - $62.8K
|
7.45K
$813K
|
|
|
May 12, 2022
Q1 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
397+ 0.19% |
$51.2K - $62.7K
|
210K
$22.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
397+ 1.35% |
$51.2K - $62.7K
|
29.8K
$3.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
395+ 1.24% |
$51K - $62.4K
|
32.3K
$3.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
395+ 9.93% |
$51K - $62.4K
|
4.37K
$477K
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
395+ 2.54% |
$51K - $62.4K
|
16K
$1.74M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
392+ 1.01% |
$50.6K - $61.9K
|
39.1K
$4.27M
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
390+ 3.84% |
$50.3K - $61.6K
|
10.5K
$1.15M
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
BUY
|
- |
388+ 1.87% |
$50.1K - $61.3K
|
21.2K
$2.31M
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
387+ 1.29% |
$49.9K - $61.1K
|
30.5K
$3.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
387+ 8.25% |
$49.9K - $61.1K
|
5.08K
$554K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
385+ 12.74% |
$49.7K - $60.8K
|
3.41K
$372K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
385+ 5.23% |
$49.7K - $60.8K
|
7.75K
$845K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
380+ 10.42% |
$49K - $60K
|
4.03K
$440K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
380+ 4.56% |
$49K - $60K
|
8.71K
$951K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
379+ 15.38% |
$48.9K - $59.8K
|
2.84K
$310K
|
|
|
Apr 26, 2022
Q1 2022
|
Penbrook Management LLC
|
BUY
|
- |
375+ 17.73% |
$48.4K - $59.2K
|
2.49K
$272K
|
|
|
May 16, 2022
Q1 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
375+ 1.98% |
$48.4K - $59.2K
|
19.3K
$2.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
372+ 29.11% |
$48K - $58.7K
|
1.65K
$180K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
371+ 18.8% |
$47.9K - $58.6K
|
2.34K
$256K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
369+ 6.46% |
$47.6K - $58.3K
|
6.08K
$664K
|
|
|
May 12, 2022
Q1 2022
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
367+ 0.55% |
$47.4K - $57.9K
|
66.7K
$7.28M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
366+ 5.77% |
$47.2K - $57.8K
|
6.71K
$732K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
366+ 13.42% |
$47.2K - $57.8K
|
3.09K
$338K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
365+ 10.34% |
$47.1K - $57.6K
|
3.9K
$425K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
363New |
$46.8K - $57.3K
|
363
$39.6K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
358+ 3.98% |
$46.2K - $56.5K
|
9.36K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
357+ 3.1% |
$46.1K - $56.4K
|
11.9K
$1.3M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
357+ 0.54% |
$46.1K - $56.4K
|
66.3K
$7.23M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
351+ 1.56% |
$45.3K - $55.4K
|
22.9K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
350+ 18.03% |
$45.2K - $55.3K
|
2.29K
$250K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
350+ 16.37% |
$45.2K - $55.3K
|
2.49K
$271K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
348+ 7.55% |
$44.9K - $54.9K
|
4.96K
$541K
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
345+ 4.57% |
$44.5K - $54.5K
|
7.9K
$862K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
342+ 27.08% |
$44.1K - $54K
|
1.61K
$175K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
340+ 163.46% |
$43.9K - $53.7K
|
548
$59.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
339+ 17.17% |
$43.7K - $53.5K
|
2.31K
$252K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
339+ 0.32% |
$43.7K - $53.5K
|
108K
$11.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
BUY
|
- |
338+ 0.83% |
$43.6K - $53.4K
|
41.3K
$4.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
337+ 2.39% |
$43.5K - $53.2K
|
14.4K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
BUY
|
- |
335+ 49.63% |
$43.2K - $52.9K
|
1.01K
$110K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
335+ 111.67% |
$43.2K - $52.9K
|
635
$69.3K
|