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 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
40+ 0.18% |
$5.16K - $6.32K
|
22.1K
$2.55M
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39+ 1.79% |
$5.03K - $6.16K
|
2.21K
$256K
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
39New |
$5.03K - $6.16K
|
39
$4.51K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.92% |
$5.03K - $6.16K
|
2.07K
$239K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
38+ 2.27% |
$4.9K - $6K
|
1.71K
$198K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38+ 0.11% |
$4.9K - $6K
|
33.7K
$3.89M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
37+ 1.56% |
$4.77K - $5.84K
|
2.4K
$278K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
37+ 1.13% |
$4.77K - $5.84K
|
3.31K
$383K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
36+ 0.85% |
$4.65K - $5.68K
|
4.29K
$496K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36+ 0.24% |
$4.65K - $5.68K
|
15.1K
$1.75M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
35+ 1.38% |
$4.52K - $5.53K
|
2.57K
$297K
|
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
35+ 0.62% |
$4.52K - $5.53K
|
5.68K
$657K
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
35+ 1.33% |
$4.52K - $5.53K
|
2.68K
$309K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
35+ 0.18% |
$4.52K - $5.53K
|
19.7K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
35+ 2.4% |
$4.52K - $5.53K
|
1.5K
$173K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
33+ 0.2% |
$4.26K - $5.21K
|
16.4K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
32+ 2.13% |
$4.13K - $5.05K
|
1.53K
$177K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
31+ 0.29% |
$4K - $4.89K
|
10.6K
$1.22M
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
31+ 2.14% |
$4K - $4.89K
|
1.48K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
31+ 2.14% |
$4K - $4.89K
|
1.48K
$171K
|
|
|
May 13, 2022
Q1 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
30+ 1.66% |
$3.87K - $4.74K
|
1.83K
$212K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
29+ 0.23% |
$3.74K - $4.58K
|
12.5K
$1.45M
|
|
|
May 10, 2022
Q1 2022
|
Biechele Royce Advisors
|
BUY
|
- |
29+ 1.47% |
$3.74K - $4.58K
|
2K
$231K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
28+ 1.08% |
$3.61K - $4.42K
|
2.62K
$303K
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
28+ 5.27% |
$3.61K - $4.42K
|
559
$64.6K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
26+ 0.28% |
$3.35K - $4.11K
|
9.31K
$1.08M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
25+ 0.13% |
$3.23K - $3.95K
|
19.2K
$2.22M
|
|
|
May 02, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.18% |
$3.23K - $3.95K
|
14.1K
$1.63M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
25+ 1.26% |
$3.23K - $3.95K
|
2.01K
$233K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
25+ 1.52% |
$3.23K - $3.95K
|
1.67K
$193K
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
25+ 0.4% |
$3.23K - $3.95K
|
6.24K
$722K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
24+ 0.53% |
$3.1K - $3.79K
|
4.54K
$525K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
24+ 1.53% |
$3.1K - $3.79K
|
1.59K
$184K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
22+ 0.31% |
$2.84K - $3.47K
|
7.15K
$827K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
22+ 0.27% |
$2.84K - $3.47K
|
8.09K
$935K
|
|
|
Apr 06, 2022
Q1 2022
|
Advisory Resource Group
|
BUY
|
- |
20+ 0.57% |
$2.58K - $3.16K
|
3.5K
$405K
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
20+ 0.71% |
$2.58K - $3.16K
|
2.85K
$330K
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20+ 0.88% |
$2.58K - $3.16K
|
2.3K
$266K
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
20+ 0.18% |
$2.58K - $3.16K
|
10.9K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
20+ 68.97% |
$2.58K - $3.16K
|
49
$5.67K
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
20+ 0.81% |
$2.58K - $3.16K
|
2.48K
$287K
|
|
|
May 09, 2022
Q1 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
20+ 0.24% |
$2.58K - $3.16K
|
8.3K
$959K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
20+ 0.27% |
$2.58K - $3.16K
|
7.52K
$869K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
20+ 0.81% |
$2.58K - $3.16K
|
2.5K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.34% |
$2.58K - $3.16K
|
5.99K
$693K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
19+ 2.48% |
$2.45K - $3K
|
786
$90.9K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
19+ 1.06% |
$2.45K - $3K
|
1.82K
$210K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
18+ 0.07% |
$2.32K - $2.84K
|
24K
$2.78M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18+ 0.97% |
$2.32K - $2.84K
|
1.88K
$218K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18+ 0.19% |
$2.32K - $2.84K
|
9.39K
$1.09M
|