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 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
93+ 39.08% |
$12K - $14.7K
|
331
$34K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
92+ 38.66% |
$11.9K - $14.5K
|
330
$33.9K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
92+ 2.19% |
$11.9K - $14.5K
|
4.28K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
92+ 5.79% |
$11.9K - $14.5K
|
1.68K
$173K
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
90+ 1.12% |
$11.6K - $14.2K
|
8.12K
$834K
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
89+ 1.01% |
$11.5K - $14.1K
|
8.87K
$911K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
86+ 1.82% |
$11.1K - $13.6K
|
4.8K
$493K
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
85+ 4.42% |
$11K - $13.4K
|
2.01K
$206K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
85+ 97.7% |
$11K - $13.4K
|
172
$17.7K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
84+ 3.26% |
$10.8K - $13.3K
|
2.66K
$273K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
83+ 6.35% |
$10.7K - $13.1K
|
1.39K
$143K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
83+ 1.89% |
$10.7K - $13.1K
|
4.47K
$459K
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
82+ 1.5% |
$10.6K - $12.9K
|
5.54K
$569K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
81+ 3.79% |
$10.5K - $12.8K
|
2.22K
$228K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
81+ 1.99% |
$10.5K - $12.8K
|
4.16K
$427K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
80+ 0.29% |
$10.3K - $12.6K
|
28K
$2.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
80+ 3.56% |
$10.3K - $12.6K
|
2.33K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
80+ 26.76% |
$10.3K - $12.6K
|
379
$38.9K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
80+ 3.81% |
$10.3K - $12.6K
|
2.18K
$224K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
76+ 1.59% |
$9.81K - $12K
|
4.84K
$497K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
74+ 3.05% |
$9.55K - $11.7K
|
2.5K
$257K
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
74+ 0.28% |
$9.55K - $11.7K
|
26.2K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
74+ 0.33% |
$9.55K - $11.7K
|
22.4K
$2.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
72+ 1.1% |
$9.29K - $11.4K
|
6.64K
$682K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
72+ 4.42% |
$9.29K - $11.4K
|
1.7K
$175K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
71+ 1.24% |
$9.16K - $11.2K
|
5.78K
$593K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
71+ 3.32% |
$9.16K - $11.2K
|
2.21K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
71+ 0.29% |
$9.16K - $11.2K
|
24.6K
$2.53M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
68+ 11.02% |
$8.77K - $10.7K
|
685
$70.4K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
68+ 1.71% |
$8.77K - $10.7K
|
4.04K
$415K
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
67+ 1.81% |
$8.65K - $10.6K
|
3.77K
$387K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
67+ 1.14% |
$8.65K - $10.6K
|
5.94K
$610K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66+ 13.81% |
$8.52K - $10.4K
|
544
$55.9K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
66+ 1.1% |
$8.52K - $10.4K
|
6.05K
$621K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
66+ 1.3% |
$8.52K - $10.4K
|
5.16K
$530K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
65+ 0.85% |
$8.39K - $10.3K
|
7.69K
$790K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
65+ 0.55% |
$8.39K - $10.3K
|
11.9K
$1.22M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
64+ 0.08% |
$8.26K - $10.1K
|
76.7K
$7.88M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
64+ 0.49% |
$8.26K - $10.1K
|
13.1K
$1.34M
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
64+ 3.81% |
$8.26K - $10.1K
|
1.75K
$179K
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
62+ 3.71% |
$8K - $9.79K
|
1.73K
$178K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
62+ 2.32% |
$8K - $9.79K
|
2.74K
$281K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
62+ 12.58% |
$8K - $9.79K
|
555
$57K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
61+ 1.82% |
$7.87K - $9.63K
|
3.41K
$350K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
60+ 1.38% |
$7.74K - $9.47K
|
4.39K
$451K
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
60+ 1.42% |
$7.74K - $9.47K
|
4.29K
$440K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
60+ 2.55% |
$7.74K - $9.47K
|
2.41K
$248K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
60+ 2.98% |
$7.74K - $9.47K
|
2.07K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
60+ 1.63% |
$7.74K - $9.47K
|
3.74K
$384K
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
60+ 0.8% |
$7.74K - $9.47K
|
7.57K
$777K
|