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
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
112+ 4.72% |
$14.5K - $17.7K
|
2.49K
$255K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
112+ 6.78% |
$14.5K - $17.7K
|
1.76K
$181K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
111+ 0.28% |
$14.3K - $17.5K
|
40.2K
$4.13M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
111+ 3.21% |
$14.3K - $17.5K
|
3.57K
$367K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
111+ 4.11% |
$14.3K - $17.5K
|
2.82K
$289K
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
110+ 0.34% |
$14.2K - $17.4K
|
32K
$3.29M
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
108+ 1.69% |
$13.9K - $17.1K
|
6.51K
$669K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
107+ 3.69% |
$13.8K - $16.9K
|
3.01K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
107+ 2.39% |
$13.8K - $16.9K
|
4.59K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
107+ 6.54% |
$13.8K - $16.9K
|
1.74K
$179K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
106+ 1.94% |
$13.7K - $16.7K
|
5.58K
$573K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
106+ 5.19% |
$13.7K - $16.7K
|
2.15K
$221K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
106+ 1.64% |
$13.7K - $16.7K
|
6.59K
$677K
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
105+ 0.97% |
$13.5K - $16.6K
|
11K
$1.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
105+ 2.67% |
$13.5K - $16.6K
|
4.04K
$415K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
105+ 0.51% |
$13.5K - $16.6K
|
20.8K
$2.14M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 1.93% |
$13.4K - $16.4K
|
5.5K
$565K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
103+ 74.1% |
$13.3K - $16.3K
|
242
$24.9K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
102+ 0.29% |
$13.2K - $16.1K
|
35.2K
$3.62M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
101+ 96.19% |
$13K - $15.9K
|
206
$21.2K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
101+ 126.25% |
$13K - $15.9K
|
181
$18.6K
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
100+ 6.88% |
$12.9K - $15.8K
|
1.55K
$160K
|
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
100New |
$12.9K - $15.8K
|
100
$10.3K
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
100+ 2.59% |
$12.9K - $15.8K
|
3.97K
$408K
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 0.63% |
$12.9K - $15.8K
|
16K
$1.65M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
100New |
$12.9K - $15.8K
|
100
$10.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 2.48% |
$12.9K - $15.8K
|
4.14K
$425K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.27% |
$12.9K - $15.8K
|
4.5K
$462K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
100+ 2.05% |
$12.9K - $15.8K
|
4.98K
$512K
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
BUY
|
- |
100+ 0.49% |
$12.9K - $15.8K
|
20.7K
$2.13M
|
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
100+ 3.55% |
$12.9K - $15.8K
|
2.92K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
100+ 3.93% |
$12.9K - $15.8K
|
2.65K
$272K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 1.43% |
$12.9K - $15.8K
|
7.1K
$730K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
100+ 1.16% |
$12.9K - $15.8K
|
8.75K
$899K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
100+ 2.88% |
$12.9K - $15.8K
|
3.58K
$367K
|
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
100+ 2.45% |
$12.9K - $15.8K
|
4.17K
$429K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
100+ 4.89% |
$12.9K - $15.8K
|
2.15K
$221K
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
BUY
|
- |
99+ 0.22% |
$12.8K - $15.6K
|
44.4K
$4.56M
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
99+ 1.78% |
$12.8K - $15.6K
|
5.67K
$583K
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98+ 1.66% |
$12.6K - $15.5K
|
6.01K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.36% |
$12.6K - $15.5K
|
27.4K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
98+ 3.55% |
$12.6K - $15.5K
|
2.86K
$294K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
97+ 2.38% |
$12.5K - $15.3K
|
4.17K
$428K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
97+ 2.27% |
$12.5K - $15.3K
|
4.38K
$449K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
96+ 0.3% |
$12.4K - $15.2K
|
32.3K
$3.32M
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
96+ 0.19% |
$12.4K - $15.2K
|
50K
$5.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
95+ 0.35% |
$12.3K - $15K
|
27.1K
$2.78M
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
95+ 1.09% |
$12.3K - $15K
|
8.8K
$904K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
95+ 0.56% |
$12.3K - $15K
|
17K
$1.75M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
94+ 0.82% |
$12.1K - $14.8K
|
11.5K
$1.18M
|