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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-287- 27.76% |
$37K - $45.3K
|
747
$81.4K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-288- 4.49% |
$37.2K - $45.5K
|
6.13K
$668K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-288- 16.45% |
$37.2K - $45.5K
|
1.46K
$159K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-288- 11.69% |
$37.2K - $45.5K
|
2.18K
$237K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-289- 1.9% |
$37.3K - $45.6K
|
14.9K
$1.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-291- 1.09% |
$37.5K - $45.9K
|
26.3K
$2.87M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-292- 2.5% |
$37.7K - $46.1K
|
11.4K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-293- 1.37% |
$37.8K - $46.3K
|
21.1K
$2.3M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-293- 4.25% |
$37.8K - $46.3K
|
6.61K
$720K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-295- 1.63% |
$38.1K - $46.6K
|
17.8K
$1.94M
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-295- 14.95% |
$38.1K - $46.6K
|
1.68K
$183K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-297- 0.3% |
$38.3K - $46.9K
|
98.8K
$10.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-298- 2.08% |
$38.5K - $47.1K
|
14K
$1.53M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-300- 47.02% |
$38.7K - $47.4K
|
338
$36.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-301- 3.98% |
$38.8K - $47.5K
|
7.27K
$793K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-310Closed |
$40K - $48.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-314- 4.09% |
$40.5K - $49.6K
|
7.36K
$802K
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-315- 1.93% |
$40.6K - $49.7K
|
16K
$1.75M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-315- 1.76% |
$40.6K - $49.7K
|
17.6K
$1.92M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-316- 2.59% |
$40.8K - $49.9K
|
11.9K
$1.3M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-318- 1.96% |
$41K - $50.2K
|
15.9K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-318- 5.43% |
$41K - $50.2K
|
5.54K
$604K
|
|
|
May 12, 2022
Q1 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-319- 1.17% |
$41.2K - $50.4K
|
26.9K
$2.93M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-320- 6.09% |
$41.3K - $50.5K
|
4.93K
$538K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-321Closed |
$41.4K - $50.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-323- 20.63% |
$41.7K - $51K
|
1.24K
$136K
|
|
|
Apr 29, 2022
Q1 2022
|
Hendley & CO Inc
|
SELL
|
- |
-325- 3.22% |
$41.9K - $51.3K
|
9.75K
$1.06M
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
SELL
|
- |
-327- 11.75% |
$42.2K - $51.6K
|
2.46K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-331- 2.85% |
$42.7K - $52.3K
|
11.3K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-332- 1.54% |
$42.8K - $52.4K
|
21.2K
$2.31M
|
|
|
May 13, 2022
Q1 2022
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-333- 2.02% |
$43K - $52.6K
|
16.1K
$1.76M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-335- 0.96% |
$43.2K - $52.9K
|
34.7K
$3.78M
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-338- 7.46% |
$43.6K - $53.4K
|
4.19K
$457K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-338- 17.84% |
$43.6K - $53.4K
|
1.56K
$170K
|
|
|
May 11, 2022
Q1 2022
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-338- 13.0% |
$43.6K - $53.4K
|
2.26K
$247K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-339- 3.49% |
$43.7K - $53.5K
|
9.36K
$1.02M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-343- 11.78% |
$44.3K - $54.2K
|
2.57K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-344- 4.47% |
$44.4K - $54.3K
|
7.35K
$802K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-346- 11.75% |
$44.6K - $54.6K
|
2.6K
$283K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-348- 0.03% |
$44.9K - $54.9K
|
1.26M
$137M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-349- 9.42% |
$45K - $55.1K
|
3.35K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-349- 6.35% |
$45K - $55.1K
|
5.15K
$561K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-350- 5.29% |
$45.2K - $55.3K
|
6.27K
$683K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-350- 1.73% |
$45.2K - $55.3K
|
19.9K
$2.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-351- 3.01% |
$45.3K - $55.4K
|
11.3K
$1.23M
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-352- 3.43% |
$45.4K - $55.6K
|
9.9K
$1.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-353- 2.26% |
$45.5K - $55.7K
|
15.2K
$1.66M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-355- 13.32% |
$45.8K - $56.1K
|
2.31K
$252K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-356- 5.95% |
$45.9K - $56.2K
|
5.63K
$613K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-356- 0.65% |
$45.9K - $56.2K
|
54.3K
$5.92M
|