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
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.24KClosed |
$289K - $354K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.26K- 7.68% |
$291K - $357K
|
27.2K
$2.96M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.3K- 50.5% |
$296K - $362K
|
2.25K
$245K
|
|
|
May 09, 2022
Q1 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.3K- 7.67% |
$297K - $363K
|
27.7K
$3.02M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.31KClosed |
$298K - $364K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.32KClosed |
$299K - $366K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.33K- 50.22% |
$301K - $369K
|
2.31K
$252K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.34KClosed |
$302K - $370K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.35K- 5.27% |
$303K - $371K
|
42.2K
$4.6M
|
|
|
May 06, 2022
Q1 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-2.36K- 0.46% |
$304K - $372K
|
512K
$55.8M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 3.72% |
$308K - $377K
|
61.7K
$6.73M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-2.4K- 5.57% |
$310K - $379K
|
40.7K
$4.43M
|
|
|
May 13, 2022
Q1 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-2.41K- 11.83% |
$311K - $381K
|
18K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.42K- 2.08% |
$312K - $382K
|
114K
$12.4M
|
|
|
May 18, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.42K- 0.48% |
$313K - $383K
|
502K
$54.7M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.47K- 12.15% |
$319K - $390K
|
17.9K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.49K- 41.42% |
$321K - $392K
|
3.51K
$383K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 15.29% |
$329K - $402K
|
14.1K
$1.54M
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.56KClosed |
$330K - $404K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.14% |
$332K - $406K
|
118K
$12.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.58K- 0.81% |
$332K - $407K
|
317K
$34.5M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.58K- 94.4% |
$333K - $407K
|
153
$16.7K
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.59KClosed |
$334K - $408K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.61K- 17.38% |
$337K - $412K
|
12.4K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-2.66K- 0.95% |
$344K - $420K
|
277K
$30.2M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.67K- 2.1% |
$344K - $421K
|
124K
$13.6M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.69K- 23.33% |
$347K - $425K
|
8.84K
$964K
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.71K- 31.53% |
$350K - $429K
|
5.9K
$643K
|
|
|
May 09, 2022
Q1 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-2.74KClosed |
$353K - $432K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-2.76KClosed |
$356K - $435K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.76K- 3.18% |
$356K - $436K
|
83.9K
$9.15M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.76K- 12.56% |
$356K - $436K
|
19.2K
$2.1M
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.78K- 2.82% |
$359K - $440K
|
96K
$10.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.8K- 6.98% |
$361K - $442K
|
37.3K
$4.07M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 29.94% |
$363K - $444K
|
6.58K
$717K
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.86K- 7.62% |
$369K - $451K
|
34.6K
$3.77M
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.87K- 6.56% |
$370K - $452K
|
40.8K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.88K- 8.54% |
$372K - $455K
|
30.9K
$3.36M
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.89K- 14.12% |
$373K - $456K
|
17.6K
$1.91M
|
|
|
May 09, 2022
Q1 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-2.89K- 6.28% |
$373K - $457K
|
43.2K
$4.71M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.91K- 10.85% |
$375K - $459K
|
23.9K
$2.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.95K- 8.64% |
$381K - $466K
|
31.2K
$3.4M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.96KClosed |
$382K - $467K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.96K- 10.28% |
$382K - $467K
|
25.8K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-2.97KClosed |
$383K - $469K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 20.66% |
$387K - $474K
|
11.5K
$1.26M
|
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-3K- 20.94% |
$388K - $474K
|
11.3K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Eulav Asset Management
|
SELL
|
- |
-3.01K- 5.37% |
$388K - $475K
|
53K
$5.78M
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.04KClosed |
$393K - $481K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.06K- 0.94% |
$394K - $483K
|
324K
$35.3M
|