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 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
214+ 1.53% |
$27.6K - $33.8K
|
14.2K
$1.45M
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
214+ 6.77% |
$27.6K - $33.8K
|
3.37K
$347K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
212+ 31.27% |
$27.4K - $33.5K
|
890
$91.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
210+ 0.61% |
$27.1K - $33.2K
|
34.8K
$3.57M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
209+ 8.51% |
$27K - $33K
|
2.67K
$274K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
209+ 1.51% |
$27K - $33K
|
14.1K
$1.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
208+ 0.94% |
$26.8K - $32.8K
|
22.3K
$2.29M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
208+ 10.28% |
$26.8K - $32.8K
|
2.23K
$229K
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
207+ 0.82% |
$26.7K - $32.7K
|
25.5K
$2.62M
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
205+ 0.56% |
$26.5K - $32.4K
|
36.9K
$3.79M
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
205+ 9.62% |
$26.5K - $32.4K
|
2.34K
$240K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
200+ 13.6% |
$25.8K - $31.6K
|
1.67K
$172K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
200+ 16.99% |
$25.8K - $31.6K
|
1.38K
$141K
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
200+ 0.65% |
$25.8K - $31.6K
|
31.1K
$3.19M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
200+ 1.04% |
$25.8K - $31.6K
|
19.4K
$1.99M
|
|
|
May 11, 2022
Q1 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 6.25% |
$25.8K - $31.6K
|
3.4K
$349K
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
195+ 10.53% |
$25.2K - $30.8K
|
2.05K
$210K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
195+ 162.5% |
$25.2K - $30.8K
|
315
$32.4K
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
192+ 8.66% |
$24.8K - $30.3K
|
2.41K
$248K
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
188+ 11.79% |
$24.3K - $29.7K
|
1.78K
$183K
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
186+ 4.69% |
$24K - $29.4K
|
4.15K
$427K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
185+ 8.21% |
$23.9K - $29.2K
|
2.44K
$250K
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
184+ 1.99% |
$23.7K - $29.1K
|
9.42K
$967K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
183+ 2.34% |
$23.6K - $28.9K
|
8.02K
$824K
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
183+ 9.81% |
$23.6K - $28.9K
|
2.05K
$210K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
181+ 5.0% |
$23.4K - $28.6K
|
3.8K
$391K
|
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
181+ 1.12% |
$23.4K - $28.6K
|
16.4K
$1.68M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
180+ 9.49% |
$23.2K - $28.4K
|
2.08K
$213K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
180+ 1.17% |
$23.2K - $28.4K
|
15.6K
$1.6M
|
|
|
May 02, 2022
Q1 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
179+ 1.12% |
$23.1K - $28.3K
|
16.1K
$1.66M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
176+ 8.67% |
$22.7K - $27.8K
|
2.21K
$227K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
175+ 3.46% |
$22.6K - $27.6K
|
5.23K
$538K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
173+ 4.14% |
$22.3K - $27.3K
|
4.35K
$447K
|
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
172+ 0.78% |
$22.2K - $27.2K
|
22.3K
$2.29M
|
|
|
May 11, 2022
Q1 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
172+ 0.66% |
$22.2K - $27.2K
|
26.4K
$2.71M
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
171+ 164.42% |
$22.1K - $27K
|
275
$28.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
170+ 4.31% |
$21.9K - $26.8K
|
4.12K
$423K
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
167+ 4.44% |
$21.5K - $26.4K
|
3.93K
$403K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
166+ 5.77% |
$21.4K - $26.2K
|
3.04K
$312K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
165+ 4.22% |
$21.3K - $26.1K
|
4.07K
$418K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
165+ 3.77% |
$21.3K - $26.1K
|
4.55K
$467K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
164+ 8.72% |
$21.2K - $25.9K
|
2.04K
$210K
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
164+ 2.58% |
$21.2K - $25.9K
|
6.52K
$669K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
163+ 0.81% |
$21K - $25.7K
|
20.2K
$2.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
162+ 5.37% |
$20.9K - $25.6K
|
3.18K
$327K
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
160+ 0.18% |
$20.6K - $25.3K
|
87.6K
$8.99M
|
|
|
May 13, 2022
Q1 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
160+ 10.14% |
$20.6K - $25.3K
|
1.74K
$179K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
159+ 2.54% |
$20.5K - $25.1K
|
6.42K
$660K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
157New |
$20.3K - $24.8K
|
157
$16.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
155+ 5.78% |
$20K - $24.5K
|
2.84K
$291K
|