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 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-15- 0.65% |
$1.94K - $2.37K
|
2.31K
$237K
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-15- 0.05% |
$1.94K - $2.37K
|
31K
$3.19M
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-15- 0.66% |
$1.94K - $2.37K
|
2.25K
$231K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-16- 0.65% |
$2.06K - $2.53K
|
2.43K
$249K
|
|
|
May 10, 2022
Q1 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-16- 0.56% |
$2.06K - $2.53K
|
2.84K
$292K
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-16- 0.49% |
$2.06K - $2.53K
|
3.25K
$333K
|
|
|
May 10, 2022
Q1 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-16- 0.08% |
$2.06K - $2.53K
|
21K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-17- 0.12% |
$2.19K - $2.68K
|
14.1K
$1.45M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-18- 0.83% |
$2.32K - $2.84K
|
2.16K
$222K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 1.4% |
$2.32K - $2.84K
|
1.27K
$130K
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-19- 1.23% |
$2.45K - $3K
|
1.53K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-19- 0.12% |
$2.45K - $3K
|
16.3K
$1.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-20- 0.36% |
$2.58K - $3.16K
|
5.49K
$564K
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-20- 0.27% |
$2.58K - $3.16K
|
7.31K
$751K
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-20- 1.22% |
$2.58K - $3.16K
|
1.61K
$166K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-20- 0.78% |
$2.58K - $3.16K
|
2.53K
$260K
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-20- 0.24% |
$2.58K - $3.16K
|
8.33K
$855K
|
|
|
May 16, 2022
Q1 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-20- 0.25% |
$2.58K - $3.16K
|
7.9K
$812K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20- 0.8% |
$2.58K - $3.16K
|
2.47K
$254K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 1.26% |
$2.71K - $3.32K
|
1.65K
$170K
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-22- 0.18% |
$2.84K - $3.47K
|
12.4K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 0.5% |
$2.84K - $3.47K
|
4.42K
$454K
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-22- 1.27% |
$2.84K - $3.47K
|
1.71K
$176K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-23- 1.12% |
$2.97K - $3.63K
|
2.04K
$209K
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-23- 1.26% |
$2.97K - $3.63K
|
1.81K
$185K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-23- 0.54% |
$2.97K - $3.63K
|
4.26K
$438K
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-25- 0.98% |
$3.23K - $3.95K
|
2.54K
$261K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-25- 0.86% |
$3.23K - $3.95K
|
2.87K
$295K
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-25- 0.11% |
$3.23K - $3.95K
|
22.1K
$2.27M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 0.09% |
$3.35K - $4.11K
|
28.3K
$2.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 0.74% |
$3.35K - $4.11K
|
3.5K
$360K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-26- 1.34% |
$3.35K - $4.11K
|
1.92K
$197K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-27- 0.41% |
$3.48K - $4.26K
|
6.55K
$673K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-28- 1.23% |
$3.61K - $4.42K
|
2.25K
$231K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.03% |
$3.74K - $4.58K
|
2.79K
$286K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.7% |
$3.74K - $4.58K
|
4.13K
$424K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-30- 4.72% |
$3.87K - $4.74K
|
605
$62.1K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-30- 0.27% |
$3.87K - $4.74K
|
10.9K
$1.12M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-30- 0.44% |
$3.87K - $4.74K
|
6.76K
$695K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-30- 0.06% |
$3.87K - $4.74K
|
54.3K
$5.58M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-31- 2.03% |
$4K - $4.89K
|
1.5K
$154K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-35- 1.82% |
$4.52K - $5.53K
|
1.89K
$194K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-35- 0.09% |
$4.52K - $5.53K
|
39.6K
$4.07M
|
|
|
May 17, 2022
Q1 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-35- 0.22% |
$4.52K - $5.53K
|
15.7K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-35- 0.2% |
$4.52K - $5.53K
|
17.3K
$1.78M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-36- 0.99% |
$4.65K - $5.68K
|
3.59K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-37- 0.47% |
$4.77K - $5.84K
|
7.86K
$807K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-37- 16.23% |
$4.77K - $5.84K
|
191
$19.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-38- 3.53% |
$4.9K - $6K
|
1.04K
$107K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-38- 1.31% |
$4.9K - $6K
|
2.86K
$294K
|