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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.58K- 3.84% |
$203K - $249K
|
39.5K
$4.57M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.58KClosed |
$204K - $249K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.58KClosed |
$204K - $249K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.61K- 76.48% |
$207K - $254K
|
494
$57.1K
|
|
|
May 10, 2022
Q1 2022
|
Contrarius Investment Management LTD
St. Helier, Y9 |
SELL
|
- |
-1.61K- 4.12% |
$208K - $255K
|
37.6K
$4.34M
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-1.62K- 2.2% |
$209K - $256K
|
72.1K
$8.34M
|
|
|
Apr 20, 2022
Q1 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.64K- 43.19% |
$211K - $258K
|
2.15K
$249K
|
|
|
May 11, 2022
Q1 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.64KClosed |
$212K - $259K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.65KClosed |
$213K - $260K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.66K- 7.12% |
$215K - $263K
|
21.7K
$2.51M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.67K- 22.74% |
$215K - $263K
|
5.67K
$656K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.68K- 5.68% |
$216K - $265K
|
27.8K
$3.22M
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.69KClosed |
$218K - $266K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-1.69K- 1.37% |
$218K - $267K
|
121K
$14M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.69KClosed |
$218K - $267K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.69K- 6.21% |
$219K - $267K
|
25.6K
$2.96M
|
|
|
May 13, 2022
Q1 2022
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-1.7K- 94.44% |
$219K - $268K
|
100
$11.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.71K- 83.15% |
$220K - $270K
|
346
$40K
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.71K- 3.64% |
$220K - $270K
|
45.2K
$5.23M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.72K- 6.39% |
$222K - $272K
|
25.2K
$2.92M
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.73KClosed |
$223K - $272K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.73K- 15.08% |
$223K - $273K
|
9.74K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1.74KClosed |
$224K - $274K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.74KClosed |
$224K - $275K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.74KClosed |
$224K - $275K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.74K- 16.09% |
$225K - $275K
|
9.09K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1.75K- 16.43% |
$226K - $276K
|
8.9K
$1.03M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.75K- 4.68% |
$226K - $276K
|
35.7K
$4.13M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.75K- 4.68% |
$226K - $276K
|
35.7K
$4.13M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.76K- 1.12% |
$227K - $278K
|
156K
$18M
|
|
|
May 11, 2022
Q1 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.76K- 20.96% |
$227K - $278K
|
6.64K
$767K
|
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 4.08% |
$227K - $278K
|
41.4K
$4.79M
|
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
SELL
|
- |
-1.77K- 37.16% |
$228K - $279K
|
2.99K
$346K
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.77K- 1.18% |
$229K - $280K
|
148K
$17.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.78K- 30.32% |
$230K - $281K
|
4.1K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.79K- 85.78% |
$231K - $283K
|
297
$34.3K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.8K- 18.35% |
$232K - $284K
|
8K
$925K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.8K- 18.35% |
$232K - $284K
|
8K
$925K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.81KClosed |
$233K - $285K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.82K- 10.47% |
$234K - $287K
|
15.5K
$1.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-1.82KClosed |
$235K - $287K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.82KClosed |
$235K - $287K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-1.82KClosed |
$235K - $287K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.84K- 15.05% |
$237K - $290K
|
10.4K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.84K- 5.26% |
$238K - $291K
|
33.2K
$3.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.86K- 38.99% |
$240K - $294K
|
2.91K
$336K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-1.86KClosed |
$240K - $294K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.89K- 11.43% |
$244K - $299K
|
14.7K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-1.91K- 6.4% |
$247K - $302K
|
28K
$3.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.92K- 2.04% |
$248K - $303K
|
92.4K
$10.7M
|