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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
17+ 0.15% |
$2.19K - $2.68K
|
11.1K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
17+ 0.28% |
$2.19K - $2.68K
|
6.08K
$703K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16+ 1.09% |
$2.06K - $2.53K
|
1.49K
$172K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15+ 0.59% |
$1.94K - $2.37K
|
2.57K
$297K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15+ 0.6% |
$1.94K - $2.37K
|
2.52K
$291K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
15+ 0.18% |
$1.94K - $2.37K
|
8.45K
$977K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
15+ 0.77% |
$1.94K - $2.37K
|
1.96K
$227K
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
15+ 0.37% |
$1.94K - $2.37K
|
4.05K
$468K
|
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
15+ 0.35% |
$1.94K - $2.37K
|
4.29K
$496K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.86% |
$1.81K - $2.21K
|
1.65K
$191K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
13+ 0.22% |
$1.68K - $2.05K
|
6.03K
$697K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.79% |
$1.55K - $1.89K
|
1.53K
$177K
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
12+ 0.17% |
$1.55K - $1.89K
|
7K
$810K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
12+ 0.33% |
$1.55K - $1.89K
|
3.65K
$422K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 0.93% |
$1.42K - $1.74K
|
1.19K
$138K
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
11+ 0.48% |
$1.42K - $1.74K
|
2.32K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.22% |
$1.42K - $1.74K
|
4.95K
$572K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
10+ 0.53% |
$1.29K - $1.58K
|
1.89K
$218K
|
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
10+ 0.53% |
$1.29K - $1.58K
|
1.91K
$221K
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
10+ 0.2% |
$1.29K - $1.58K
|
4.98K
$576K
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.33% |
$1.29K - $1.58K
|
3.07K
$355K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 1.05% |
$1.29K - $1.58K
|
960
$111K
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
9+ 0.02% |
$1.16K - $1.42K
|
47.8K
$5.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
9+ 2.5% |
$1.16K - $1.42K
|
369
$42.7K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.16K - $1.42K
|
14.4K
$1.67M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9+ 0.26% |
$1.16K - $1.42K
|
3.53K
$408K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9+ 450.0% |
$1.16K - $1.42K
|
11
$1.27K
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
BUY
|
- |
8+ 0.24% |
$1.03K - $1.26K
|
3.33K
$385K
|
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
7+ 0.27% |
$903 - $1.11K
|
2.57K
$297K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
6+ 0.17% |
$774 - $947
|
3.5K
$405K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6+ 0.33% |
$774 - $947
|
1.84K
$213K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6+ 0.39% |
$774 - $947
|
1.54K
$178K
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
6+ 0.27% |
$774 - $947
|
2.22K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 60.0% |
$774 - $947
|
16
$1.85K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6+ 18.75% |
$774 - $947
|
38
$4.39K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
5+ 0.16% |
$645 - $789
|
3.15K
$364K
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
5+ 0.11% |
$645 - $789
|
4.62K
$535K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$645 - $789
|
6.66K
$771K
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
5+ 0.07% |
$645 - $789
|
7.65K
$885K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
5+ 0.3% |
$645 - $789
|
1.65K
$191K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5+ 0.48% |
$645 - $789
|
1.05K
$122K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.17% |
$516 - $632
|
2.42K
$280K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4+ 0.1% |
$516 - $632
|
3.9K
$451K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.14% |
$516 - $632
|
2.92K
$337K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
3+ 0.08% |
$387 - $474
|
3.74K
$432K
|
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$387 - $474
|
38.4K
$4.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
2+ 0.13% |
$258 - $316
|
1.5K
$174K
|
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$258 - $316
|
3.57K
$413K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.04% |
$258 - $316
|
5.02K
$581K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$258 - $316
|
4.71K
$544K
|