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 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-64- 2.69% |
$8.26K - $10.1K
|
2.31K
$267K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-64- 0.34% |
$8.26K - $10.1K
|
19K
$2.2M
|
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-65- 0.36% |
$8.39K - $10.3K
|
17.8K
$2.05M
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-65- 3.5% |
$8.39K - $10.3K
|
1.79K
$207K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-67- 2.97% |
$8.65K - $10.6K
|
2.19K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-68- 2.08% |
$8.77K - $10.7K
|
3.2K
$370K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-70- 0.6% |
$9.03K - $11.1K
|
11.7K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-70- 0.53% |
$9.03K - $11.1K
|
13.1K
$1.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-71- 0.41% |
$9.16K - $11.2K
|
17.2K
$1.99M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-72- 1.06% |
$9.29K - $11.4K
|
6.73K
$778K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-72- 0.91% |
$9.29K - $11.4K
|
7.84K
$906K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72- 28.13% |
$9.29K - $11.4K
|
184
$21.3K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-73- 26.74% |
$9.42K - $11.5K
|
200
$23.1K
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-73- 0.1% |
$9.42K - $11.5K
|
74.9K
$8.66M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-73- 4.6% |
$9.42K - $11.5K
|
1.52K
$175K
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-75- 0.09% |
$9.68K - $11.8K
|
83.7K
$9.68M
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-75- 3.11% |
$9.68K - $11.8K
|
2.34K
$271K
|
|
|
May 11, 2022
Q1 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-75- 1.88% |
$9.68K - $11.8K
|
3.93K
$454K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-76- 2.88% |
$9.81K - $12K
|
2.56K
$297K
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-76- 1.31% |
$9.81K - $12K
|
5.71K
$660K
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-76- 2.92% |
$9.81K - $12K
|
2.53K
$293K
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-78- 0.89% |
$10.1K - $12.3K
|
8.7K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-78- 2.91% |
$10.1K - $12.3K
|
2.6K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-78- 1.55% |
$10.1K - $12.3K
|
4.96K
$574K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-79- 0.33% |
$10.2K - $12.5K
|
24.2K
$2.8M
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-79- 1.5% |
$10.2K - $12.5K
|
5.2K
$601K
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-80- 1.81% |
$10.3K - $12.6K
|
4.35K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-80- 1.57% |
$10.3K - $12.6K
|
5K
$578K
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-83- 0.12% |
$10.7K - $13.1K
|
68.2K
$7.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-85- 4.9% |
$11K - $13.4K
|
1.65K
$191K
|
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-85- 2.32% |
$11K - $13.4K
|
3.58K
$413K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-86- 0.98% |
$11.1K - $13.6K
|
8.72K
$1.01M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-87- 59.18% |
$11.2K - $13.7K
|
60
$6.94K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-89- 9.58% |
$11.5K - $14.1K
|
840
$97.1K
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-90- 90.0% |
$11.6K - $14.2K
|
10
$1.16K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-91- 0.22% |
$11.7K - $14.4K
|
40.5K
$4.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-92- 22.38% |
$11.9K - $14.5K
|
319
$36.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-92- 0.84% |
$11.9K - $14.5K
|
10.9K
$1.26M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-92- 1.04% |
$11.9K - $14.5K
|
8.77K
$1.01M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-93- 2.29% |
$12K - $14.7K
|
3.97K
$459K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 2.92% |
$12K - $14.7K
|
3.1K
$358K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-95- 2.71% |
$12.3K - $15K
|
3.42K
$395K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-95- 0.17% |
$12.3K - $15K
|
56.5K
$6.54M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-96- 0.51% |
$12.4K - $15.2K
|
18.7K
$2.17M
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-96- 2.92% |
$12.4K - $15.2K
|
3.2K
$370K
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-99- 2.36% |
$12.8K - $15.6K
|
4.09K
$473K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-99- 3.06% |
$12.8K - $15.6K
|
3.13K
$362K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-100- 5.68% |
$12.9K - $15.8K
|
1.66K
$192K
|
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-100- 1.13% |
$12.9K - $15.8K
|
8.74K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-100- 0.1% |
$12.9K - $15.8K
|
95.2K
$11M
|