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 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 1.73% |
$179K - $219K
|
78.7K
$9.11M
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.39KClosed |
$179K - $219K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.39K- 3.58% |
$179K - $219K
|
37.5K
$4.33M
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.39KClosed |
$180K - $220K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.4KClosed |
$180K - $220K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.4KClosed |
$181K - $221K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.41KClosed |
$182K - $222K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.41KClosed |
$182K - $223K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.41KClosed |
$182K - $223K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.42K- 5.96% |
$183K - $223K
|
22.3K
$2.58M
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.42KClosed |
$183K - $224K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$183K - $224K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-1.42KClosed |
$183K - $224K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.42KClosed |
$183K - $224K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.42K- 11.44% |
$184K - $225K
|
11K
$1.27M
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-1.43KClosed |
$185K - $226K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.44K- 1.51% |
$185K - $227K
|
93.7K
$10.8M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.44K- 13.1% |
$185K - $227K
|
9.52K
$1.1M
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.44K- 1.8% |
$185K - $227K
|
78.4K
$9.06M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.44KClosed |
$185K - $227K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.44K- 1.17% |
$186K - $227K
|
122K
$14.1M
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.44KClosed |
$186K - $228K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-1.45KClosed |
$187K - $228K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.45KClosed |
$187K - $229K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$188K - $230K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.46K- 3.04% |
$188K - $230K
|
46.5K
$5.37M
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-1.46KClosed |
$188K - $230K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.46K- 61.21% |
$189K - $231K
|
926
$107K
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.47K- 3.18% |
$189K - $232K
|
44.6K
$5.16M
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.48KClosed |
$191K - $234K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.49K- 17.47% |
$192K - $235K
|
7.03K
$813K
|
|
May 13, 2022
Q1 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.49KClosed |
$193K - $236K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.49KClosed |
$193K - $236K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.5K- 0.23% |
$194K - $237K
|
639K
$73.9M
|
|
Apr 26, 2022
Q1 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 6.91% |
$194K - $237K
|
20.2K
$2.34M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 3.04% |
$194K - $237K
|
47.9K
$5.54M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.5KClosed |
$194K - $237K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.51K- 6.81% |
$195K - $238K
|
20.7K
$2.39M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 0.83% |
$195K - $238K
|
181K
$20.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 0.17% |
$195K - $239K
|
867K
$100M
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.52KClosed |
$195K - $239K
|
0
$0
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.52K- 98.57% |
$196K - $240K
|
22
$2.54K
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.53K- 4.59% |
$197K - $241K
|
31.7K
$3.67M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.53KClosed |
$197K - $241K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.53K- 3.6% |
$198K - $242K
|
41K
$4.74M
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-1.54KClosed |
$199K - $243K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 3.68% |
$199K - $243K
|
40.3K
$4.66M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.54K- 21.3% |
$199K - $244K
|
5.71K
$660K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.55KClosed |
$199K - $244K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.55KClosed |
$200K - $245K
|
0
$0
|