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 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-396- 3.74% |
$36.9K - $54.9K
|
10.2K
$1.11M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-399- 13.3% |
$37.2K - $55.3K
|
2.6K
$283K
|
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-400- 9.26% |
$37.3K - $55.4K
|
3.92K
$426K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-400- 12.21% |
$37.3K - $55.4K
|
2.88K
$313K
|
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-400- 3.64% |
$37.3K - $55.4K
|
10.6K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-400- 8.4% |
$37.3K - $55.4K
|
4.36K
$474K
|
|
|
Aug 15, 2022
Q2 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-400- 12.12% |
$37.3K - $55.4K
|
2.9K
$315K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-401- 12.65% |
$37.4K - $55.6K
|
2.77K
$301K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-402- 11.41% |
$37.5K - $55.7K
|
3.12K
$339K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-403- 2.95% |
$37.6K - $55.8K
|
13.3K
$1.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-403- 1.2% |
$37.6K - $55.8K
|
33.3K
$3.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-404- 29.04% |
$37.7K - $56K
|
987
$107K
|
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-405- 0.2% |
$37.8K - $56.1K
|
204K
$22.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-406- 1.33% |
$37.9K - $56.3K
|
30.1K
$3.27M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-406- 2.04% |
$37.9K - $56.3K
|
19.5K
$2.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-406- 12.25% |
$37.9K - $56.3K
|
2.91K
$316K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-408- 8.63% |
$38.1K - $56.5K
|
4.32K
$470K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-409- 12.6% |
$38.2K - $56.7K
|
2.84K
$308K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-410- 5.58% |
$38.2K - $56.8K
|
6.94K
$754K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-411- 4.9% |
$38.3K - $57K
|
7.97K
$866K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-411- 4.9% |
$38.3K - $57K
|
7.97K
$866K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-415- 89.25% |
$38.7K - $57.5K
|
50
$5.43K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-415- 3.5% |
$38.7K - $57.5K
|
11.4K
$1.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-421- 0.59% |
$39.3K - $58.3K
|
71.1K
$7.72M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-425- 1.2% |
$39.6K - $58.9K
|
35K
$3.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-427- 10.92% |
$39.8K - $59.2K
|
3.48K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-433- 1.25% |
$40.4K - $60K
|
34.1K
$3.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-434- 12.72% |
$40.5K - $60.1K
|
2.98K
$323K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-441- 15.27% |
$41.1K - $61.1K
|
2.45K
$266K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-441- 7.89% |
$41.1K - $61.1K
|
5.15K
$559K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-442Closed |
$41.2K - $61.3K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-443- 2.49% |
$41.3K - $61.4K
|
17.4K
$1.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-443- 7.37% |
$41.3K - $61.4K
|
5.57K
$605K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-446- 2.44% |
$41.6K - $61.8K
|
17.8K
$1.94M
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-446- 1.3% |
$41.6K - $61.8K
|
34K
$3.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-447- 7.83% |
$41.7K - $61.9K
|
5.26K
$572K
|
|
|
Aug 11, 2022
Q2 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-449- 1.6% |
$41.9K - $62.2K
|
27.7K
$3.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-450- 15.19% |
$42K - $62.4K
|
2.51K
$273K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-450- 0.6% |
$42K - $62.4K
|
74.9K
$8.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-450- 9.08% |
$42K - $62.4K
|
4.51K
$490K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-450- 4.08% |
$42K - $62.4K
|
10.6K
$1.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-451- 14.52% |
$42.1K - $62.5K
|
2.66K
$288K
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-452- 0.48% |
$42.2K - $62.6K
|
93.7K
$10.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-452- 12.3% |
$42.2K - $62.6K
|
3.22K
$350K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-455- 6.03% |
$42.4K - $63.1K
|
7.09K
$771K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-456- 8.65% |
$42.5K - $63.2K
|
4.82K
$523K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-462- 5.33% |
$43.1K - $64K
|
8.21K
$892K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-463- 4.08% |
$43.2K - $64.2K
|
10.9K
$1.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-463- 4.28% |
$43.2K - $64.2K
|
10.4K
$1.13M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-466- 10.88% |
$43.5K - $64.6K
|
3.82K
$415K
|