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 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-225- 5.99% |
$29K - $35.5K
|
3.53K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-225- 7.98% |
$29K - $35.5K
|
2.6K
$262K
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-225- 2.03% |
$29K - $35.5K
|
10.9K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
SELL
|
- |
-227- 2.15% |
$29.3K - $35.8K
|
10.3K
$1.04M
|
|
|
May 20, 2022
Q1 2022
|
Quilter PLC
|
SELL
|
- |
-227- 0.06% |
$29.3K - $35.8K
|
381K
$38.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-230- 3.64% |
$29.7K - $36.3K
|
6.1K
$615K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-231- 0.49% |
$29.8K - $36.5K
|
47.3K
$4.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-232- 1.12% |
$29.9K - $36.6K
|
20.4K
$2.06M
|
|
|
May 13, 2022
Q1 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-232- 5.0% |
$29.9K - $36.6K
|
4.41K
$445K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-234- 2.78% |
$30.2K - $36.9K
|
8.17K
$824K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-237- 3.05% |
$30.6K - $37.4K
|
7.53K
$759K
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-237- 4.14% |
$30.6K - $37.4K
|
5.49K
$553K
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-237- 3.23% |
$30.6K - $37.4K
|
7.1K
$716K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-238- 0.47% |
$30.7K - $37.6K
|
50.7K
$5.12M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-240- 2.19% |
$31K - $37.9K
|
10.7K
$1.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-243- 0.33% |
$31.4K - $38.4K
|
74.3K
$7.5M
|
|
|
May 06, 2022
Q1 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-243- 11.36% |
$31.4K - $38.4K
|
1.9K
$191K
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-244- 7.61% |
$31.5K - $38.5K
|
2.96K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-248- 3.48% |
$32K - $39.2K
|
6.88K
$694K
|
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 6.33% |
$32.3K - $39.5K
|
3.7K
$373K
|
|
|
May 13, 2022
Q1 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-250- 0.38% |
$32.3K - $39.5K
|
66.4K
$6.7M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-250- 69.83% |
$32.3K - $39.5K
|
108
$10.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-252Closed |
$32.5K - $39.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-252- 2.98% |
$32.5K - $39.8K
|
8.2K
$827K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-253- 0.77% |
$32.6K - $39.9K
|
32.5K
$3.27M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-254- 14.52% |
$32.8K - $40.1K
|
1.5K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-254- 1.92% |
$32.8K - $40.1K
|
12.9K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-257- 2.72% |
$33.2K - $40.6K
|
9.18K
$926K
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-258- 2.47% |
$33.3K - $40.7K
|
10.2K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-258- 1.75% |
$33.3K - $40.7K
|
14.5K
$1.46M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-258- 1.82% |
$33.3K - $40.7K
|
13.9K
$1.4M
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-261- 6.38% |
$33.7K - $41.2K
|
3.83K
$386K
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-261- 2.12% |
$33.7K - $41.2K
|
12K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-262- 0.21% |
$33.8K - $41.4K
|
127K
$12.8M
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-262- 0.75% |
$33.8K - $41.4K
|
34.5K
$3.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-264- 2.72% |
$34.1K - $41.7K
|
9.46K
$954K
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-272- 0.2% |
$35.1K - $42.9K
|
133K
$13.4M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-273- 0.44% |
$35.2K - $43.1K
|
62.5K
$6.3M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-276- 46.46% |
$35.6K - $43.6K
|
318
$32.1K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
SELL
|
- |
-280- 3.53% |
$36.1K - $44.2K
|
7.66K
$772K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-280- 4.29% |
$36.1K - $44.2K
|
6.25K
$631K
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-283- 2.28% |
$36.5K - $44.7K
|
12.1K
$1.22M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-285- 10.97% |
$36.8K - $45K
|
2.31K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-287- 27.76% |
$37K - $45.3K
|
747
$75.3K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-288- 4.49% |
$37.2K - $45.5K
|
6.13K
$618K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-288- 16.45% |
$37.2K - $45.5K
|
1.46K
$148K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-288- 11.69% |
$37.2K - $45.5K
|
2.18K
$219K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-289- 1.9% |
$37.3K - $45.6K
|
14.9K
$1.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-291- 1.09% |
$37.5K - $45.9K
|
26.3K
$2.66M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-292- 2.5% |
$37.7K - $46.1K
|
11.4K
$1.15M
|