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 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$129 - $158
|
2.65K
$272K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.12% |
$129 - $158
|
842
$86.5K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1- 0.34% |
$129 - $158
|
289
$29.7K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$129 - $158
|
9.68K
$994K
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1Closed |
$129 - $158
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2- 0.06% |
$258 - $316
|
3.38K
$347K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-2- 0.07% |
$258 - $316
|
2.92K
$300K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-3- 0.17% |
$387 - $474
|
1.79K
$184K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3- 0.07% |
$387 - $474
|
4.34K
$445K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3- 0.12% |
$387 - $474
|
2.44K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.2% |
$387 - $474
|
1.47K
$150K
|
|
|
May 12, 2022
Q1 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.1% |
$387 - $474
|
3.1K
$318K
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-3- 0.02% |
$387 - $474
|
13.6K
$1.4M
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4- 1.15% |
$516 - $632
|
344
$35.3K
|
|
|
May 16, 2022
Q1 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-4- -0.0% |
$516 - $632
|
155K
$15.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$645 - $789
|
27.1K
$2.78M
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5- 0.26% |
$645 - $789
|
1.94K
$200K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-5- 0.34% |
$645 - $789
|
1.47K
$150K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5- 0.33% |
$645 - $789
|
1.53K
$157K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-5Closed |
$645 - $789
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 25.0% |
$645 - $789
|
15
$1.54K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-6- 0.11% |
$774 - $947
|
5.51K
$566K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6- 0.14% |
$774 - $947
|
4.38K
$450K
|
|
|
May 13, 2022
Q1 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.06% |
$774 - $947
|
9.58K
$984K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6- 0.12% |
$774 - $947
|
4.88K
$502K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.97% |
$903 - $1.11K
|
715
$73.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7- 3.26% |
$903 - $1.11K
|
208
$21.4K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7- 0.19% |
$903 - $1.11K
|
3.59K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-8- 0.07% |
$1.03K - $1.26K
|
11.7K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 0.66% |
$1.03K - $1.26K
|
1.2K
$123K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8- 0.27% |
$1.03K - $1.26K
|
2.93K
$301K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-9- 0.02% |
$1.16K - $1.42K
|
38.1K
$3.91M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-9- 1.0% |
$1.16K - $1.42K
|
891
$91.5K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-9- 0.53% |
$1.16K - $1.42K
|
1.7K
$175K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-10- 0.38% |
$1.29K - $1.58K
|
2.64K
$271K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10- 0.06% |
$1.29K - $1.58K
|
17.8K
$1.83M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-11- 6.25% |
$1.42K - $1.74K
|
165
$16.9K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-12- 0.02% |
$1.55K - $1.89K
|
53.7K
$5.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-13- 0.24% |
$1.68K - $2.05K
|
5.37K
$552K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-13- 0.39% |
$1.68K - $2.05K
|
3.35K
$344K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-14- 0.03% |
$1.81K - $2.21K
|
50K
$5.13M
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-14- 7.57% |
$1.81K - $2.21K
|
171
$17.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 3.07% |
$1.81K - $2.21K
|
442
$45.4K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-14Closed |
$1.81K - $2.21K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-14- 0.62% |
$1.81K - $2.21K
|
2.25K
$231K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$1.94K - $2.37K
|
22.2K
$2.28M
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-15- 0.03% |
$1.94K - $2.37K
|
57.6K
$5.92M
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-15- 0.07% |
$1.94K - $2.37K
|
20.9K
$2.15M
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-15- 0.08% |
$1.94K - $2.37K
|
18.6K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-15- 0.68% |
$1.94K - $2.37K
|
2.2K
$226K
|