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
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-4.67KClosed |
$602K - $737K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.68KClosed |
$604K - $739K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.72K- 13.64% |
$608K - $744K
|
29.8K
$2.95M
|
|
|
May 17, 2022
Q1 2022
|
Somerville Kurt F
|
SELL
|
- |
-4.75K- 5.54% |
$612K - $749K
|
80.9K
$8M
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.76KClosed |
$614K - $751K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-4.77K- 51.79% |
$615K - $753K
|
4.44K
$439K
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-4.81K- 12.8% |
$620K - $759K
|
32.7K
$3.24M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.87K- 59.5% |
$628K - $769K
|
3.31K
$328K
|
|
|
May 05, 2022
Q1 2022
|
Hosking Partners LLP
|
SELL
|
- |
-4.88K- 2.18% |
$629K - $770K
|
219K
$21.7M
|
|
|
Apr 05, 2024
Q1 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.9K- 5.51% |
$632K - $774K
|
84.1K
$8.32M
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.97K- 25.48% |
$642K - $785K
|
14.5K
$1.44M
|
|
|
May 17, 2022
Q1 2022
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-5KClosed |
$645K - $789K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-5K- 33.33% |
$645K - $789K
|
10K
$989K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.01K- 29.72% |
$646K - $791K
|
11.8K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-5.04KClosed |
$650K - $795K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-5.05KClosed |
$652K - $798K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.1K- 4.6% |
$658K - $805K
|
106K
$10.5M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.1K- 2.77% |
$658K - $806K
|
179K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-5.12KClosed |
$661K - $808K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-5.13K- 18.75% |
$662K - $810K
|
22.2K
$2.2M
|
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-5.14K- 1.64% |
$664K - $812K
|
308K
$30.4M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.15K- 55.83% |
$665K - $813K
|
4.07K
$403K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.18K- 8.81% |
$668K - $817K
|
53.6K
$5.3M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-5.3K- 1.61% |
$684K - $837K
|
324K
$32.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5.33K- 26.71% |
$687K - $841K
|
14.6K
$1.45M
|
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-5.37K- 26.54% |
$692K - $847K
|
14.9K
$1.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-5.4K- 3.97% |
$697K - $852K
|
131K
$12.9M
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.41K- 26.06% |
$698K - $854K
|
15.3K
$1.52M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.5K- 25.4% |
$710K - $868K
|
16.2K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
S. Muoio & Co. LLC
New York, NY |
SELL
|
- |
-5.5KClosed |
$710K - $868K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-5.56K- 64.96% |
$718K - $878K
|
3K
$297K
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-5.61KClosed |
$723K - $885K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-5.68K- 50.86% |
$732K - $896K
|
5.48K
$542K
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-5.69KClosed |
$734K - $899K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-5.79K- 0.33% |
$747K - $914K
|
1.77M
$175M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-5.83K- 5.17% |
$752K - $920K
|
107K
$10.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-5.88K- 23.86% |
$758K - $928K
|
18.8K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-5.95K- 34.21% |
$767K - $939K
|
11.4K
$1.13M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-5.95K- 49.58% |
$768K - $940K
|
6.05K
$599K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.99K- 73.64% |
$773K - $945K
|
2.14K
$212K
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-6.03K- 35.93% |
$778K - $952K
|
10.8K
$1.06M
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.15K- 6.56% |
$793K - $971K
|
87.6K
$8.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-6.16KClosed |
$794K - $972K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.16K- 22.63% |
$794K - $972K
|
21.1K
$2.08M
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.18K- 5.25% |
$797K - $975K
|
111K
$11M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.19K- 26.59% |
$799K - $977K
|
17.1K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.33K- 4.74% |
$817K - $999K
|
127K
$12.6M
|
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.35K- 1.1% |
$819K - $1M
|
571K
$56.5M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6.4K- 99.91% |
$825K - $1.01M
|
6
$594
|
|
|
May 10, 2022
Q1 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-6.44K- 15.25% |
$830K - $1.02M
|
35.8K
$3.54M
|