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 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.31% |
$93.3K - $139K
|
325K
$37.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
993+ 7.59% |
$92.6K - $138K
|
14.1K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
987+ 8.73% |
$92.1K - $137K
|
12.3K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
976+ 1.11% |
$91.1K - $135K
|
89.2K
$10.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
975+ 8.26% |
$91K - $135K
|
12.8K
$1.48M
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
974+ 2.99% |
$90.9K - $135K
|
33.6K
$3.89M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
973+ 10.7% |
$90.8K - $135K
|
10.1K
$1.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
971+ 33.38% |
$90.6K - $135K
|
3.88K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
971+ 35.63% |
$90.6K - $135K
|
3.7K
$427K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
970+ 14.49% |
$90.5K - $134K
|
7.66K
$886K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
969+ 11.54% |
$90.4K - $134K
|
9.37K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
967New |
$90.2K - $134K
|
967
$112K
|
|
|
Aug 08, 2022
Q2 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
963+ 1.62% |
$89.8K - $133K
|
60.4K
$6.99M
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
954+ 6.78% |
$89K - $132K
|
15K
$1.74M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
942+ 3.54% |
$87.9K - $131K
|
27.5K
$3.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
942+ 11.58% |
$87.9K - $131K
|
9.08K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
941+ 4.55% |
$87.8K - $130K
|
21.6K
$2.5M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
934+ 25.09% |
$87.1K - $129K
|
4.66K
$539K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
931+ 3.87% |
$86.9K - $129K
|
25K
$2.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
918+ 47.79% |
$85.6K - $127K
|
2.84K
$328K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
915+ 2.06% |
$85.4K - $127K
|
45.3K
$5.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
912+ 21.96% |
$85.1K - $126K
|
5.07K
$586K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
912+ 21.96% |
$85.1K - $126K
|
5.07K
$586K
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
909+ 2.06% |
$84.8K - $126K
|
45K
$5.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
902+ 3.18% |
$84.1K - $125K
|
29.2K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
901+ 3.09% |
$84.1K - $125K
|
30.1K
$3.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
900+ 2.9% |
$84K - $125K
|
32K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
894+ 3.7% |
$83.4K - $124K
|
25.1K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
893+ 14.85% |
$83.3K - $124K
|
6.91K
$799K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
887+ 55.26% |
$82.7K - $123K
|
2.49K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
875+ 57.83% |
$81.6K - $121K
|
2.39K
$276K
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
873+ 41.12% |
$81.4K - $121K
|
3K
$346K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
864+ 13.56% |
$80.6K - $120K
|
7.23K
$837K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
864+ 7.47% |
$80.6K - $120K
|
12.4K
$1.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
862+ 4.33% |
$80.4K - $119K
|
20.8K
$2.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
861+ 3.85% |
$80.3K - $119K
|
23.2K
$2.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
859+ 16.61% |
$80.1K - $119K
|
6.03K
$697K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
855+ 25.82% |
$79.8K - $118K
|
4.17K
$482K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
854+ 10.45% |
$79.7K - $118K
|
9.02K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
851+ 12.11% |
$79.4K - $118K
|
7.88K
$911K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
846+ 48.29% |
$78.9K - $117K
|
2.6K
$300K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
842+ 26.76% |
$78.6K - $117K
|
3.99K
$461K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
835+ 7.68% |
$77.9K - $116K
|
11.7K
$1.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
833+ 2.09% |
$77.7K - $115K
|
40.7K
$4.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
828+ 8.69% |
$77.2K - $115K
|
10.4K
$1.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
813+ 9.33% |
$75.8K - $113K
|
9.53K
$1.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
811+ 11.47% |
$75.7K - $112K
|
7.88K
$911K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
810+ 16.12% |
$75.6K - $112K
|
5.84K
$675K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
798+ 7.61% |
$74.4K - $111K
|
11.3K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
792+ 13.03% |
$73.9K - $110K
|
6.87K
$795K
|