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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.72K- 2.04% |
$160K - $238K
|
82.6K
$8.97M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.72K- 22.36% |
$161K - $239K
|
5.99K
$650K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.73K- 14.22% |
$161K - $240K
|
10.4K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.73KClosed |
$161K - $240K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1.74KClosed |
$162K - $241K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.74K- 2.99% |
$162K - $241K
|
56.5K
$6.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.74KClosed |
$163K - $241K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.75KClosed |
$163K - $242K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.75K- 41.17% |
$163K - $243K
|
2.5K
$272K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.75K- 8.99% |
$164K - $243K
|
17.7K
$1.93M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.75K- 2.0% |
$164K - $243K
|
85.7K
$9.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.76KClosed |
$164K - $243K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.76K- 2.18% |
$164K - $244K
|
79.1K
$8.59M
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.77KClosed |
$165K - $245K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$165K - $245K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.77KClosed |
$165K - $246K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.77KClosed |
$165K - $246K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$166K - $246K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.78K- 10.73% |
$166K - $247K
|
14.8K
$1.61M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$166K - $247K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-1.79K- 3.69% |
$167K - $247K
|
46.5K
$5.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.79KClosed |
$167K - $248K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.79K- 5.13% |
$167K - $248K
|
33.1K
$3.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.79K- 26.62% |
$167K - $248K
|
4.94K
$536K
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.79KClosed |
$167K - $248K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-1.79KClosed |
$167K - $249K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.8KClosed |
$167K - $249K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.81KClosed |
$168K - $250K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.81K- 1.05% |
$169K - $250K
|
170K
$18.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.81K- 8.14% |
$169K - $250K
|
20.4K
$2.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.82KClosed |
$170K - $252K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$170K - $253K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$171K - $253K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.83K- 45.4% |
$171K - $253K
|
2.2K
$239K
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.84KClosed |
$172K - $255K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.84KClosed |
$172K - $255K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-1.85KClosed |
$172K - $256K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.85K- 1.85% |
$172K - $256K
|
97.8K
$10.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.85K- 10.96% |
$172K - $256K
|
15K
$1.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.85KClosed |
$172K - $256K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.86KClosed |
$173K - $258K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.86KClosed |
$173K - $258K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.86K- 46.72% |
$174K - $258K
|
2.12K
$231K
|
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.87K- 1.93% |
$174K - $259K
|
94.9K
$10.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.87KClosed |
$174K - $259K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.87KClosed |
$174K - $259K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-1.87K- 36.36% |
$175K - $259K
|
3.28K
$356K
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.87KClosed |
$175K - $260K
|
0
$0
|