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
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
60+ 0.8% |
$7.74K - $9.47K
|
7.57K
$875K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
60+ 6.1% |
$7.74K - $9.47K
|
1.04K
$121K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
59+ 3.81% |
$7.61K - $9.32K
|
1.61K
$186K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
59+ 2.48% |
$7.61K - $9.32K
|
2.44K
$282K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
59+ 2.13% |
$7.61K - $9.32K
|
2.83K
$327K
|
|
|
Apr 29, 2022
Q1 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
58+ 1.78% |
$7.48K - $9.16K
|
3.31K
$383K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
58+ 8.64% |
$7.48K - $9.16K
|
729
$84.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
58+ 0.11% |
$7.48K - $9.16K
|
54.6K
$6.31M
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
57+ 0.5% |
$7.35K - $9K
|
11.4K
$1.32M
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
57+ 1.61% |
$7.35K - $9K
|
3.61K
$417K
|
|
|
Apr 20, 2022
Q1 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
56+ 0.93% |
$7.23K - $8.84K
|
6.09K
$704K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
55+ 0.75% |
$7.1K - $8.68K
|
7.37K
$852K
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
54+ 0.47% |
$6.97K - $8.53K
|
11.6K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
53+ 1.67% |
$6.84K - $8.37K
|
3.23K
$374K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
53+ 0.99% |
$6.84K - $8.37K
|
5.39K
$624K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
52+ 1.78% |
$6.71K - $8.21K
|
2.97K
$343K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
52+ 0.19% |
$6.71K - $8.21K
|
27.8K
$3.21M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
51+ 16.5% |
$6.58K - $8.05K
|
360
$41.6K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
51+ 2.38% |
$6.58K - $8.05K
|
2.19K
$253K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
51+ 11.54% |
$6.58K - $8.05K
|
493
$57K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
50+ 1.11% |
$6.45K - $7.89K
|
4.55K
$527K
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
BUY
|
- |
50+ 12.29% |
$6.45K - $7.89K
|
457
$52.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.61% |
$6.45K - $7.89K
|
1.97K
$227K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50+ 12.05% |
$6.45K - $7.89K
|
465
$53.8K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
50+ 0.33% |
$6.45K - $7.89K
|
15.3K
$1.77M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 1.12% |
$6.45K - $7.89K
|
4.53K
$524K
|
|
|
May 02, 2022
Q1 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
50+ 0.33% |
$6.45K - $7.89K
|
15.2K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
50+ 31.85% |
$6.45K - $7.89K
|
207
$23.9K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.8% |
$6.45K - $7.89K
|
6.27K
$725K
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
50+ 3.16% |
$6.45K - $7.89K
|
1.63K
$189K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
50+ 2.64% |
$6.45K - $7.89K
|
1.94K
$225K
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
50+ 4.13% |
$6.45K - $7.89K
|
1.26K
$146K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
49+ 0.42% |
$6.32K - $7.74K
|
11.7K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
49+ 2.33% |
$6.32K - $7.74K
|
2.15K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
48+ 14.72% |
$6.19K - $7.58K
|
374
$43.3K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
48+ 3.27% |
$6.19K - $7.58K
|
1.52K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
47+ 5.31% |
$6.06K - $7.42K
|
932
$108K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
47+ 0.27% |
$6.06K - $7.42K
|
17.4K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
47+ 1.62% |
$6.06K - $7.42K
|
2.95K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
47+ 3.19% |
$6.06K - $7.42K
|
1.52K
$176K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$5.94K - $7.26K
|
17.8K
$2.06M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
46+ 0.69% |
$5.94K - $7.26K
|
6.69K
$774K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
46+ 0.27% |
$5.94K - $7.26K
|
17.2K
$1.99M
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
46+ 0.78% |
$5.94K - $7.26K
|
5.97K
$691K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
45+ 1.55% |
$5.81K - $7.11K
|
2.94K
$340K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
44+ 2.08% |
$5.68K - $6.95K
|
2.16K
$250K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
43+ 3.54% |
$5.55K - $6.79K
|
1.26K
$146K
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
43+ 2.35% |
$5.55K - $6.79K
|
1.87K
$217K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
42+ 0.42% |
$5.42K - $6.63K
|
9.98K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
40+ 0.59% |
$5.16K - $6.32K
|
6.77K
$783K
|