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 22, 2022
Q1 2022
|
Blossom Wealth Management
|
BUY
|
- |
155+ 5.78% |
$20K - $24.5K
|
2.84K
$328K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
155+ 2.36% |
$20K - $24.5K
|
6.72K
$777K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
154+ 4.98% |
$19.9K - $24.3K
|
3.25K
$376K
|
|
|
Apr 11, 2022
Q1 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
151+ 0.14% |
$19.5K - $23.8K
|
108K
$12.5M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
150+ 3.54% |
$19.4K - $23.7K
|
4.39K
$508K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
150+ 11.01% |
$19.4K - $23.7K
|
1.51K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
149+ 2.72% |
$19.2K - $23.5K
|
5.62K
$650K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
147+ 2.12% |
$19K - $23.2K
|
7.07K
$818K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
146+ 7.16% |
$18.8K - $23.1K
|
2.18K
$253K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
145+ 0.94% |
$18.7K - $22.9K
|
15.6K
$1.81M
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
143+ 0.86% |
$18.5K - $22.6K
|
16.7K
$1.93M
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
BUY
|
- |
143+ 5.74% |
$18.5K - $22.6K
|
2.63K
$305K
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
143+ 4.87% |
$18.5K - $22.6K
|
3.08K
$356K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
142+ 9.24% |
$18.3K - $22.4K
|
1.68K
$194K
|
|
|
May 10, 2022
Q1 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
142+ 0.5% |
$18.3K - $22.4K
|
28.7K
$3.32M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
142+ 8.43% |
$18.3K - $22.4K
|
1.83K
$211K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
142+ 6.07% |
$18.3K - $22.4K
|
2.48K
$287K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
140+ 6.31% |
$18.1K - $22.1K
|
2.36K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
140+ 6.72% |
$18.1K - $22.1K
|
2.22K
$257K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
140+ 6.42% |
$18.1K - $22.1K
|
2.32K
$269K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
139+ 0.82% |
$17.9K - $21.9K
|
17.2K
$1.99M
|
|
|
Apr 08, 2022
Q1 2022
|
New Capital Management LP
|
BUY
|
- |
135+ 7.26% |
$17.4K - $21.3K
|
2K
$231K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
132+ 2.44% |
$17K - $20.8K
|
5.54K
$640K
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
132+ 2.55% |
$17K - $20.8K
|
5.31K
$614K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.34% |
$17K - $20.8K
|
10K
$1.16M
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
130+ 2.91% |
$16.8K - $20.5K
|
4.6K
$532K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
130+ 7.81% |
$16.8K - $20.5K
|
1.8K
$208K
|
|
|
May 24, 2022
Q1 2022
|
Chelsea Counsel CO
|
BUY
|
- |
130+ 1.71% |
$16.8K - $20.5K
|
7.71K
$892K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
130+ 1.12% |
$16.8K - $20.5K
|
11.8K
$1.36M
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
BUY
|
- |
129+ 8.43% |
$16.6K - $20.4K
|
1.66K
$192K
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
128+ 4.91% |
$16.5K - $20.2K
|
2.73K
$316K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
128+ 2.38% |
$16.5K - $20.2K
|
5.51K
$637K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
127+ 5.04% |
$16.4K - $20.1K
|
2.65K
$306K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
127+ 5.58% |
$16.4K - $20.1K
|
2.4K
$278K
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
125+ 1.82% |
$16.1K - $19.7K
|
7.01K
$810K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
125+ 0.9% |
$16.1K - $19.7K
|
14K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
125+ 3.86% |
$16.1K - $19.7K
|
3.37K
$389K
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
125+ 0.53% |
$16.1K - $19.7K
|
23.7K
$2.74M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
123+ 2.89% |
$15.9K - $19.4K
|
4.38K
$506K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
121+ 2.16% |
$15.6K - $19.1K
|
5.71K
$660K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
120+ 0.66% |
$15.5K - $18.9K
|
18.3K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
120+ 1.95% |
$15.5K - $18.9K
|
6.28K
$726K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
118+ 0.74% |
$15.2K - $18.6K
|
16K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
118+ 2.34% |
$15.2K - $18.6K
|
5.17K
$598K
|
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
117+ 0.23% |
$15.1K - $18.5K
|
52.1K
$6.02M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
115+ 0.32% |
$14.8K - $18.2K
|
35.9K
$4.15M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
115+ 1.03% |
$14.8K - $18.2K
|
11.3K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
114+ 3.93% |
$14.7K - $18K
|
3.01K
$348K
|
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
113+ 0.64% |
$14.6K - $17.8K
|
17.8K
$2.06M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
112+ 3.89% |
$14.5K - $17.7K
|
2.99K
$346K
|