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
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-757- 4.67% |
$97.7K - $120K
|
15.4K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-759- 6.5% |
$97.9K - $120K
|
10.9K
$1.08M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-763- 22.72% |
$98.4K - $120K
|
2.6K
$257K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-763- 2.71% |
$98.4K - $120K
|
27.4K
$2.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-766- 15.8% |
$98.8K - $121K
|
4.08K
$404K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-766- 4.93% |
$98.8K - $121K
|
14.8K
$1.46M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-773- 17.2% |
$99.7K - $122K
|
3.72K
$368K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-785- 18.82% |
$101K - $124K
|
3.39K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-786- 2.4% |
$101K - $124K
|
31.9K
$3.16M
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-791- 32.35% |
$102K - $125K
|
1.65K
$164K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-792- 3.24% |
$102K - $125K
|
23.7K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-795- 3.38% |
$103K - $126K
|
22.7K
$2.25M
|
|
|
May 06, 2022
Q1 2022
|
Blooom, Inc.
|
SELL
|
- |
-798- 8.98% |
$103K - $126K
|
8.09K
$800K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-800- 16.9% |
$103K - $126K
|
3.94K
$389K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-801- 24.47% |
$103K - $126K
|
2.47K
$245K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-812- 20.56% |
$105K - $128K
|
3.14K
$310K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-814Closed |
$105K - $129K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-814- 19.09% |
$105K - $129K
|
3.45K
$341K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-816- 9.26% |
$105K - $129K
|
7.99K
$791K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-821- 11.83% |
$106K - $130K
|
6.12K
$606K
|
|
|
May 12, 2022
Q1 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-835- 3.62% |
$108K - $132K
|
22.2K
$2.2M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-838- 26.36% |
$108K - $132K
|
2.34K
$232K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-841Closed |
$109K - $133K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-846- 0.67% |
$109K - $134K
|
125K
$12.4M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-846- 19.7% |
$109K - $134K
|
3.45K
$341K
|
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-857- 0.42% |
$111K - $135K
|
206K
$20.3M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-859- 3.55% |
$111K - $136K
|
23.4K
$2.31M
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-863- 2.09% |
$111K - $136K
|
40.4K
$3.99M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-865- 3.04% |
$112K - $137K
|
27.6K
$2.73M
|
|
|
May 16, 2022
Q1 2022
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-868Closed |
$112K - $137K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-878- 5.04% |
$113K - $139K
|
16.6K
$1.64M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-879- 2.5% |
$113K - $139K
|
34.2K
$3.39M
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-881- 3.11% |
$114K - $139K
|
27.5K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-903- 4.96% |
$117K - $143K
|
17.3K
$1.71M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-906- 4.34% |
$117K - $143K
|
20K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-908- 14.73% |
$117K - $143K
|
5.26K
$520K
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-915- 18.49% |
$118K - $144K
|
4.03K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-916- 1.05% |
$118K - $145K
|
86.5K
$8.55M
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-917- 28.66% |
$118K - $145K
|
2.28K
$226K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-917- 8.93% |
$118K - $145K
|
9.35K
$925K
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-920- 21.4% |
$119K - $145K
|
3.38K
$334K
|
|
|
May 02, 2022
Q1 2022
|
Montis Financial, LLC
|
SELL
|
- |
-921- 2.99% |
$119K - $145K
|
29.9K
$2.95M
|
|
|
May 10, 2022
Q1 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-923- 34.3% |
$119K - $146K
|
1.77K
$175K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-925- 8.14% |
$119K - $146K
|
10.4K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-928- 4.91% |
$120K - $147K
|
18K
$1.78M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-931- 96.08% |
$120K - $147K
|
38
$3.76K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-945- 39.33% |
$122K - $149K
|
1.46K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-958- 9.25% |
$124K - $151K
|
9.4K
$930K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-963- 6.85% |
$124K - $152K
|
13.1K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-967- 4.99% |
$125K - $153K
|
18.4K
$1.82M
|