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 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
278+ 4.53% |
$35.9K - $43.9K
|
6.42K
$659K
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
278+ 6.83% |
$35.9K - $43.9K
|
4.35K
$447K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
276+ 2.49% |
$35.6K - $43.6K
|
11.4K
$1.17M
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
274+ 0.61% |
$35.4K - $43.3K
|
44.9K
$4.61M
|
|
May 03, 2022
Q1 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
272+ 5.52% |
$35.1K - $42.9K
|
5.2K
$535K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
270+ 15.97% |
$34.8K - $42.6K
|
1.96K
$201K
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
270+ 7.53% |
$34.8K - $42.6K
|
3.86K
$396K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
267+ 1.37% |
$34.5K - $42.2K
|
19.8K
$2.03M
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
267+ 22.08% |
$34.5K - $42.2K
|
1.48K
$152K
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
266+ 13.49% |
$34.3K - $42K
|
2.24K
$230K
|
|
Apr 19, 2022
Q1 2022
|
Tlw Wealth Management, LLC
|
BUY
|
- |
264+ 0.52% |
$34.1K - $41.7K
|
50.9K
$5.22M
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
262+ 0.21% |
$33.8K - $41.4K
|
127K
$13M
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
261+ 2.31% |
$33.7K - $41.2K
|
11.6K
$1.19M
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
260+ 32.83% |
$33.5K - $41.1K
|
1.05K
$108K
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
255+ 19.69% |
$32.9K - $40.3K
|
1.55K
$159K
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
255+ 1.72% |
$32.9K - $40.3K
|
15.1K
$1.55M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
252+ 1.72% |
$32.5K - $39.8K
|
14.9K
$1.53M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
250+ 3.26% |
$32.3K - $39.5K
|
7.93K
$814K
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
250+ 18.52% |
$32.3K - $39.5K
|
1.6K
$164K
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
249+ 6.67% |
$32.1K - $39.3K
|
3.98K
$409K
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
247+ 1.41% |
$31.9K - $39K
|
17.8K
$1.82M
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
246+ 17.86% |
$31.7K - $38.8K
|
1.62K
$167K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
246+ 6.83% |
$31.7K - $38.8K
|
3.85K
$395K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
245+ 1.02% |
$31.6K - $38.7K
|
24.3K
$2.5M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
239+ 3.54% |
$30.8K - $37.7K
|
7K
$719K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
239+ 3.76% |
$30.8K - $37.7K
|
6.59K
$677K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
237+ 1.0% |
$30.6K - $37.4K
|
24K
$2.46M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
236+ 18.29% |
$30.5K - $37.3K
|
1.53K
$157K
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
235+ 1.59% |
$30.3K - $37.1K
|
15K
$1.54M
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
235+ 5.7% |
$30.3K - $37.1K
|
4.36K
$447K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
234New |
$30.2K - $36.9K
|
234
$24K
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
232+ 6.04% |
$29.9K - $36.6K
|
4.07K
$418K
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
231+ 1.34% |
$29.8K - $36.5K
|
17.5K
$1.79M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
231+ 0.51% |
$29.8K - $36.5K
|
45.5K
$4.67M
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
230+ 4.13% |
$29.7K - $36.3K
|
5.79K
$595K
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
230+ 5.99% |
$29.7K - $36.3K
|
4.07K
$418K
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
229+ 1.27% |
$29.5K - $36.2K
|
18.3K
$1.88M
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
229+ 15.73% |
$29.5K - $36.2K
|
1.69K
$173K
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
227+ 12.77% |
$29.3K - $35.8K
|
2.01K
$206K
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
227+ 5.02% |
$29.3K - $35.8K
|
4.75K
$488K
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226+ 17.06% |
$29.2K - $35.7K
|
1.55K
$159K
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
225+ 1.49% |
$29K - $35.5K
|
15.3K
$1.57M
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
225+ 0.71% |
$29K - $35.5K
|
31.9K
$3.28M
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
224+ 9.41% |
$28.9K - $35.4K
|
2.61K
$268K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
220+ 2.26% |
$28.4K - $34.7K
|
9.96K
$1.02M
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
BUY
|
- |
217+ 0.62% |
$28K - $34.3K
|
35.2K
$3.62M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
217+ 5.08% |
$28K - $34.3K
|
4.49K
$461K
|
|
May 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
217+ 2.87% |
$28K - $34.3K
|
7.78K
$799K
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
215+ 4.79% |
$27.7K - $33.9K
|
4.7K
$483K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
215+ 4.71% |
$27.7K - $33.9K
|
4.78K
$491K
|