Purchases and Sales Made in Q2 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.73K- 56.57% |
$348K - $516K
|
2.86K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.73K- 48.7% |
$348K - $516K
|
3.93K
$426K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.74K- 1.62% |
$348K - $518K
|
227K
$24.7M
|
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-3.75K- 33.08% |
$350K - $520K
|
7.59K
$825K
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.76K- 26.64% |
$350K - $521K
|
10.3K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.76KClosed |
$351K - $521K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 37.73% |
$352K - $523K
|
6.23K
$676K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.78K- 13.51% |
$353K - $524K
|
24.2K
$2.63M
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3.83K- 3.15% |
$357K - $530K
|
118K
$12.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.84K- 45.54% |
$358K - $532K
|
4.59K
$499K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-3.85KClosed |
$360K - $534K
|
0
$0
|
|
|
Jan 30, 2025
Q2 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.87KClosed |
$361K - $537K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.87KClosed |
$361K - $537K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.89K- 60.28% |
$363K - $539K
|
2.56K
$278K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.89KClosed |
$363K - $539K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.91K- 4.76% |
$365K - $542K
|
78.3K
$8.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.94K- 25.5% |
$367K - $545K
|
11.5K
$1.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.97K- 5.83% |
$370K - $550K
|
64.1K
$6.96M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-3.98KClosed |
$371K - $551K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.98K- 43.83% |
$371K - $552K
|
5.1K
$554K
|
|
|
Aug 10, 2022
Q2 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-3.99K- 2.03% |
$372K - $552K
|
192K
$20.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-4K- 5.06% |
$373K - $554K
|
75K
$8.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Proem Advisors LLC
|
SELL
|
- |
-4K- 50.0% |
$373K - $554K
|
4K
$435K
|
|
|
Aug 11, 2022
Q2 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-4KClosed |
$373K - $554K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.01K- 8.96% |
$374K - $555K
|
40.7K
$4.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-4.02K- 14.97% |
$375K - $558K
|
22.9K
$2.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-4.04K- 2.45% |
$376K - $559K
|
161K
$17.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.07K- 5.13% |
$380K - $564K
|
75.2K
$8.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.08KClosed |
$381K - $566K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-4.13K- 9.0% |
$385K - $572K
|
41.8K
$4.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.16K- 2.6% |
$388K - $576K
|
156K
$16.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-4.17K- 15.33% |
$389K - $577K
|
23K
$2.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.17K- 42.08% |
$389K - $578K
|
5.74K
$623K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.21K- 30.35% |
$392K - $583K
|
9.65K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.21K- 9.4% |
$393K - $583K
|
40.6K
$4.41M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.23K- 5.14% |
$394K - $586K
|
77.9K
$8.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-4.24K- 13.33% |
$395K - $587K
|
27.6K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.26KClosed |
$397K - $590K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-4.26K- 2.91% |
$397K - $590K
|
142K
$15.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-4.29K- 30.35% |
$400K - $594K
|
9.84K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-4.29K- 22.93% |
$400K - $595K
|
14.4K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-4.3K- 6.41% |
$401K - $596K
|
62.8K
$6.82M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.35K- 8.83% |
$406K - $603K
|
44.9K
$4.88M
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-4.4K- 37.54% |
$411K - $610K
|
7.32K
$795K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.41KClosed |
$411K - $610K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-4.42K- 5.74% |
$412K - $612K
|
72.5K
$7.88M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.42K- 49.01% |
$412K - $613K
|
4.6K
$500K
|
|
|
Aug 02, 2022
Q2 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-4.44KClosed |
$414K - $615K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-4.48K- 6.56% |
$418K - $621K
|
63.9K
$6.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.5K- 9.51% |
$420K - $624K
|
42.8K
$4.65M
|