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 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-100- 0.9% |
$12.9K - $15.8K
|
11K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 4.53% |
$12.9K - $15.8K
|
2.11K
$217K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-100- 4.37% |
$12.9K - $15.8K
|
2.19K
$225K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 0.79% |
$12.9K - $15.8K
|
12.6K
$1.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-101- 2.29% |
$13K - $15.9K
|
4.3K
$442K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-102- 1.9% |
$13.2K - $16.1K
|
5.28K
$542K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-102- 2.37% |
$13.2K - $16.1K
|
4.2K
$431K
|
|
|
May 13, 2022
Q1 2022
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-104- 0.02% |
$13.4K - $16.4K
|
480K
$49.3M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-106- 0.86% |
$13.7K - $16.7K
|
12.2K
$1.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-108- 0.3% |
$13.9K - $17.1K
|
36.2K
$3.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-110- 4.59% |
$14.2K - $17.4K
|
2.29K
$235K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-110- 2.51% |
$14.2K - $17.4K
|
4.28K
$440K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-110- 1.97% |
$14.2K - $17.4K
|
5.48K
$562K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-110- 5.62% |
$14.2K - $17.4K
|
1.85K
$190K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-111- 0.81% |
$14.3K - $17.5K
|
13.5K
$1.39M
|
|
|
May 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-112- 4.38% |
$14.5K - $17.7K
|
2.45K
$251K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-112- 0.8% |
$14.5K - $17.7K
|
13.9K
$1.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-113- 3.77% |
$14.6K - $17.8K
|
2.89K
$297K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-114- 2.47% |
$14.7K - $18K
|
4.5K
$462K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-115- 5.16% |
$14.8K - $18.2K
|
2.12K
$217K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-116- 0.18% |
$15K - $18.3K
|
62.9K
$6.46M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-117- 1.56% |
$15.1K - $18.5K
|
7.4K
$760K
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
SELL
|
- |
-117- 3.78% |
$15.1K - $18.5K
|
2.98K
$306K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.22% |
$15.4K - $18.8K
|
5.24K
$538K
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
SELL
|
- |
-120- 6.54% |
$15.5K - $18.9K
|
1.72K
$176K
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-120- 2.49% |
$15.5K - $18.9K
|
4.7K
$483K
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-120- 0.42% |
$15.5K - $18.9K
|
28.4K
$2.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-121- 2.14% |
$15.6K - $19.1K
|
5.53K
$568K
|
|
|
Apr 13, 2022
Q1 2022
|
Kempner Capital Management Inc.
|
SELL
|
- |
-122- 0.3% |
$15.7K - $19.3K
|
40.1K
$4.12M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-122- 8.29% |
$15.7K - $19.3K
|
1.35K
$139K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-123- 5.48% |
$15.9K - $19.4K
|
2.12K
$218K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-125- 1.81% |
$16.1K - $19.7K
|
6.79K
$698K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-126- 3.83% |
$16.3K - $19.9K
|
3.17K
$325K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-126- 4.53% |
$16.3K - $19.9K
|
2.65K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-128- 0.97% |
$16.5K - $20.2K
|
13K
$1.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-129- 1.56% |
$16.6K - $20.4K
|
8.14K
$836K
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-133- 3.78% |
$17.2K - $21K
|
3.39K
$348K
|
|
|
Apr 28, 2022
Q1 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-134- 0.53% |
$17.3K - $21.2K
|
25.4K
$2.61M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-134- 25.14% |
$17.3K - $21.2K
|
399
$41K
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-135- 0.4% |
$17.4K - $21.3K
|
33.3K
$3.42M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-138- 4.9% |
$17.8K - $21.8K
|
2.68K
$275K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-144- 37.4% |
$18.6K - $22.7K
|
241
$24.8K
|
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-149- 0.78% |
$19.2K - $23.5K
|
19.1K
$1.96M
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-150- 1.39% |
$19.4K - $23.7K
|
10.6K
$1.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-150- 2.32% |
$19.4K - $23.7K
|
6.31K
$648K
|
|
|
Apr 27, 2022
Q1 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-150- 0.09% |
$19.4K - $23.7K
|
175K
$18M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-151- 1.61% |
$19.5K - $23.8K
|
9.25K
$950K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-152- 9.34% |
$19.6K - $24K
|
1.48K
$152K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-155- 8.9% |
$20K - $24.5K
|
1.59K
$163K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-156- 6.6% |
$20.1K - $24.6K
|
2.21K
$227K
|