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 11, 2022
Q1 2022
|
Boit C F David
Boston, MA |
SELL
|
- |
-600- 10.0% |
$77.4K - $94.7K
|
5.4K
$625K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-602- 25.19% |
$77.7K - $95K
|
1.79K
$207K
|
|
|
Apr 22, 2022
Q1 2022
|
Peavine Capital, LLC
|
SELL
|
- |
-605- 23.22% |
$78.1K - $95.5K
|
2K
$231K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-605- 16.56% |
$78.1K - $95.5K
|
3.05K
$353K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-608- 5.1% |
$78.5K - $96K
|
11.3K
$1.31M
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-608- 22.02% |
$78.5K - $96K
|
2.15K
$249K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-608- 12.77% |
$78.5K - $96K
|
4.15K
$480K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-611- 3.41% |
$78.8K - $96.5K
|
17.3K
$2M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-623- 2.49% |
$80.4K - $98.4K
|
24.4K
$2.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-624- 23.96% |
$80.5K - $98.5K
|
1.98K
$229K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-628- 4.52% |
$81K - $99.2K
|
13.3K
$1.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-629- 5.2% |
$81.2K - $99.3K
|
11.5K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-633- 4.78% |
$81.7K - $99.9K
|
12.6K
$1.46M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-633- 7.51% |
$81.7K - $99.9K
|
7.8K
$902K
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-635- 12.82% |
$81.9K - $100K
|
4.32K
$499K
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-638- 1.61% |
$82.3K - $101K
|
39K
$4.51M
|
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-639- 6.45% |
$82.5K - $101K
|
9.27K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-641- 4.61% |
$82.7K - $101K
|
13.3K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-642- 3.94% |
$82.8K - $101K
|
15.6K
$1.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-645Closed |
$83.2K - $102K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-646- 30.53% |
$83.4K - $102K
|
1.47K
$170K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-647- 11.56% |
$83.5K - $102K
|
4.95K
$572K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-649- 2.65% |
$83.7K - $102K
|
23.8K
$2.76M
|
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-650- 5.82% |
$83.9K - $103K
|
10.5K
$1.22M
|
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-651- 5.44% |
$84K - $103K
|
11.3K
$1.31M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-669- 6.46% |
$86.3K - $106K
|
9.68K
$1.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-683- 17.23% |
$88.1K - $108K
|
3.28K
$379K
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-684- 11.58% |
$88.3K - $108K
|
5.22K
$604K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-685- 33.64% |
$88.4K - $108K
|
1.35K
$156K
|
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-700- 0.23% |
$90.3K - $111K
|
303K
$35.1M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-705- 2.93% |
$91K - $111K
|
23.4K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-706- 2.65% |
$91.1K - $111K
|
26K
$3.01M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-716- 9.42% |
$92.4K - $113K
|
6.88K
$796K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-717- 5.96% |
$92.5K - $113K
|
11.3K
$1.31M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-725- 10.7% |
$93.5K - $114K
|
6.05K
$699K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-727- 3.34% |
$93.8K - $115K
|
21.1K
$2.44M
|
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-728- 15.62% |
$93.9K - $115K
|
3.93K
$455K
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-729- 3.02% |
$94.1K - $115K
|
23.4K
$2.7M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-729- 2.56% |
$94.1K - $115K
|
27.7K
$3.21M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-730- 10.75% |
$94.2K - $115K
|
6.06K
$701K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-730- 11.42% |
$94.2K - $115K
|
5.67K
$655K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-734- 80.22% |
$94.7K - $116K
|
181
$20.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-735- 8.47% |
$94.8K - $116K
|
7.94K
$919K
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-735- 8.46% |
$94.8K - $116K
|
7.96K
$920K
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-742- 1.65% |
$95.7K - $117K
|
44.1K
$5.1M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-742- 0.21% |
$95.7K - $117K
|
345K
$39.9M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-748- 18.63% |
$96.5K - $118K
|
3.27K
$378K
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-748- 0.12% |
$96.5K - $118K
|
628K
$72.6M
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-748- 0.79% |
$96.5K - $118K
|
93.7K
$10.8M
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-751- 1.59% |
$96.9K - $119K
|
46.6K
$5.39M
|