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 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
3.34K+ 4.2% |
$311K - $463K
|
82.8K
$9.57M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.33K+ 8.96% |
$310K - $461K
|
40.5K
$4.68M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
BUY
|
- |
3.32K+ 15.69% |
$310K - $461K
|
24.5K
$2.83M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.3K+ 7.06% |
$308K - $457K
|
50K
$5.78M
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.27K+ 119.23% |
$305K - $454K
|
6.02K
$696K
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
3.27K+ 10.54% |
$305K - $453K
|
34.2K
$3.96M
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.26K+ 18.36% |
$304K - $452K
|
21K
$2.43M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.26K+ 75.2% |
$304K - $452K
|
7.6K
$879K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.26K+ 14.05% |
$304K - $452K
|
26.5K
$3.06M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.21K+ 18.55% |
$299K - $445K
|
20.5K
$2.37M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.15K+ 2.03% |
$293K - $436K
|
158K
$18.3M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.15K+ 3.32% |
$293K - $436K
|
97.8K
$11.3M
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
3.15KNew |
$293K - $436K
|
3.15K
$364K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
3.14K+ 2.21% |
$293K - $435K
|
145K
$16.8M
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.1K+ 6.38% |
$289K - $430K
|
51.7K
$5.98M
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$287K - $426K
|
3.08K
$356K
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 18.81% |
$286K - $424K
|
19.3K
$2.24M
|
|
Jul 19, 2022
Q2 2022
|
Family Capital Trust CO
|
BUY
|
- |
3.06K+ 8.27% |
$285K - $423K
|
40K
$4.62M
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
3.04KNew |
$283K - $421K
|
3.04K
$351K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
3.03K+ 6.39% |
$283K - $420K
|
50.4K
$5.83M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.03K+ 6.18% |
$282K - $420K
|
52K
$6.02M
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
BUY
|
- |
3K+ 14.17% |
$280K - $416K
|
24.2K
$2.8M
|
|
Aug 08, 2022
Q2 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3K+ 107.14% |
$280K - $416K
|
5.8K
$671K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.98K+ 13.9% |
$278K - $413K
|
24.4K
$2.82M
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.98K+ 13.18% |
$278K - $413K
|
25.6K
$2.96M
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 19.31% |
$278K - $413K
|
18.4K
$2.13M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.94K+ 9.1% |
$274K - $408K
|
35.3K
$4.08M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.93K+ 6.92% |
$274K - $406K
|
45.3K
$5.24M
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.93KNew |
$273K - $406K
|
2.93K
$339K
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.92K+ 5.46% |
$273K - $405K
|
56.5K
$6.53M
|
|
Jul 26, 2022
Q2 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
2.9K+ 6.11% |
$271K - $402K
|
50.4K
$5.83M
|
|
Jul 21, 2022
Q2 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.9K+ 3.0% |
$270K - $402K
|
99.4K
$11.5M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.9K+ 5.24% |
$270K - $401K
|
58.2K
$6.73M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.9K+ 73.71% |
$270K - $401K
|
6.83K
$789K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.88K+ 8.92% |
$269K - $400K
|
35.2K
$4.07M
|
|
Aug 09, 2022
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.88K+ 38.06% |
$269K - $399K
|
10.4K
$1.21M
|
|
Aug 01, 2022
Q2 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
2.88K+ 1.64% |
$268K - $398K
|
178K
$20.6M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.88KNew |
$268K - $398K
|
2.88K
$332K
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.87K+ 32.12% |
$268K - $398K
|
11.8K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.86K+ 123.51% |
$267K - $396K
|
5.17K
$598K
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.83K+ 5.44% |
$264K - $392K
|
54.8K
$6.34M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 20.0% |
$263K - $391K
|
16.9K
$1.96M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.79KNew |
$261K - $387K
|
2.79K
$323K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.79K+ 26.69% |
$260K - $387K
|
13.2K
$1.53M
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.78K+ 5.19% |
$259K - $385K
|
56.3K
$6.52M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.78K+ 1.52% |
$259K - $385K
|
185K
$21.4M
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
2.77K+ 328.11% |
$258K - $383K
|
3.61K
$417K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.76K+ 16.59% |
$258K - $383K
|
19.4K
$2.24M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.74K+ 20.4% |
$255K - $379K
|
16.1K
$1.87M
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 44.28% |
$254K - $378K
|
8.88K
$1.03M
|