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 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-38- 3.53% |
$4.9K - $6K
|
1.04K
$122K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-38- 1.31% |
$4.9K - $6K
|
2.86K
$337K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-38- 2.63% |
$4.9K - $6K
|
1.41K
$166K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-39- 2.3% |
$5.03K - $6.16K
|
1.66K
$195K
|
|
|
May 16, 2022
Q1 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-39- 0.26% |
$5.03K - $6.16K
|
15.3K
$1.79M
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-39Closed |
$5.03K - $6.16K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 0.36% |
$5.16K - $6.32K
|
11.1K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-40- 1.78% |
$5.16K - $6.32K
|
2.2K
$259K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 0.76% |
$5.16K - $6.32K
|
5.25K
$618K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-40- 0.86% |
$5.16K - $6.32K
|
4.63K
$544K
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-42- 0.32% |
$5.42K - $6.63K
|
13.1K
$1.54M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-43- 1.11% |
$5.55K - $6.79K
|
3.83K
$451K
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-45- 2.32% |
$5.81K - $7.11K
|
1.89K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-45- 0.74% |
$5.81K - $7.11K
|
6.01K
$707K
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-46- 0.36% |
$5.94K - $7.26K
|
12.7K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-47- 0.32% |
$6.06K - $7.42K
|
14.8K
$1.74M
|
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-47- 0.07% |
$6.06K - $7.42K
|
64.2K
$7.55M
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-47- 1.73% |
$6.06K - $7.42K
|
2.67K
$314K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-47- 0.54% |
$6.06K - $7.42K
|
8.63K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 1.13% |
$6.06K - $7.42K
|
4.11K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-49- 0.24% |
$6.32K - $7.74K
|
20.1K
$2.36M
|
|
|
Apr 25, 2022
Q1 2022
|
Independent Investors Inc
|
SELL
|
- |
-50- 0.1% |
$6.45K - $7.89K
|
48.9K
$5.75M
|
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-50- 0.33% |
$6.45K - $7.89K
|
15K
$1.76M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-50- 1.15% |
$6.45K - $7.89K
|
4.29K
$504K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-51- 0.54% |
$6.58K - $8.05K
|
9.45K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-51- 2.36% |
$6.58K - $8.05K
|
2.11K
$248K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-52- 1.67% |
$6.71K - $8.21K
|
3.06K
$359K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-52- 0.6% |
$6.71K - $8.21K
|
8.58K
$1.01M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-54- 1.49% |
$6.97K - $8.53K
|
3.57K
$420K
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-55- 0.51% |
$7.1K - $8.68K
|
10.8K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 0.39% |
$7.23K - $8.84K
|
14.3K
$1.69M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-56- 0.22% |
$7.23K - $8.84K
|
25.6K
$3.01M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-56- 1.83% |
$7.23K - $8.84K
|
3.01K
$354K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-57- 2.64% |
$7.35K - $9K
|
2.1K
$247K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-57- 3.36% |
$7.35K - $9K
|
1.64K
$193K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-57- 0.8% |
$7.35K - $9K
|
7.03K
$826K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-57- 79.17% |
$7.35K - $9K
|
15
$1.76K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-57- 0.8% |
$7.35K - $9K
|
7.06K
$830K
|
|
|
Apr 20, 2022
Q1 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-58- 0.18% |
$7.48K - $9.16K
|
31.7K
$3.73M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-58- 0.68% |
$7.48K - $9.16K
|
8.49K
$998K
|
|
|
Apr 11, 2022
Q1 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-60- 0.07% |
$7.74K - $9.47K
|
82.6K
$9.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-60- 1.86% |
$7.74K - $9.47K
|
3.16K
$372K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-61- 0.68% |
$7.87K - $9.63K
|
8.89K
$1.05M
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-62- 7.52% |
$8K - $9.79K
|
762
$89.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-62- 2.43% |
$8K - $9.79K
|
2.49K
$293K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-63- 1.92% |
$8.13K - $9.95K
|
3.22K
$379K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-63Closed |
$8.13K - $9.95K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-63- 1.64% |
$8.13K - $9.95K
|
3.78K
$445K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-64- 3.48% |
$8.26K - $10.1K
|
1.77K
$209K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 0.82% |
$8.26K - $10.1K
|
7.77K
$914K
|