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 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
640+ 29.0% |
$59.7K - $88.7K
|
2.85K
$335K
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
638+ 2.43% |
$59.5K - $88.4K
|
26.9K
$3.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
638+ 3.99% |
$59.5K - $88.4K
|
16.6K
$1.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
622+ 6.57% |
$58K - $86.2K
|
10.1K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
620+ 39.07% |
$57.8K - $85.9K
|
2.21K
$260K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
619+ 2.89% |
$57.7K - $85.8K
|
22K
$2.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
614+ 0.07% |
$57.3K - $85.1K
|
820K
$96.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
612+ 24.05% |
$57.1K - $84.8K
|
3.16K
$371K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
610+ 0.21% |
$56.9K - $84.5K
|
297K
$34.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
610+ 10.99% |
$56.9K - $84.5K
|
6.16K
$724K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
608+ 2.45% |
$56.7K - $84.3K
|
25.4K
$2.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
606+ 27.08% |
$56.5K - $84K
|
2.84K
$334K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
600+ 18.56% |
$56K - $83.1K
|
3.83K
$451K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
598+ 20.31% |
$55.8K - $82.9K
|
3.54K
$417K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
597+ 0.64% |
$55.7K - $82.7K
|
93.8K
$11M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
593+ 15.58% |
$55.3K - $82.2K
|
4.4K
$517K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
593+ 2.99% |
$55.3K - $82.2K
|
20.4K
$2.4M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
591+ 1.01% |
$55.1K - $81.9K
|
59.2K
$6.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
590+ 2.53% |
$55K - $81.8K
|
23.9K
$2.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
589+ 5.23% |
$54.9K - $81.6K
|
11.8K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
585+ 2.1% |
$54.6K - $81.1K
|
28.4K
$3.34M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
583New |
$54.4K - $80.8K
|
583
$68.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
581+ 6.61% |
$54.2K - $80.5K
|
9.38K
$1.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
576+ 21.77% |
$53.7K - $79.8K
|
3.22K
$379K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
575+ 29.84% |
$53.6K - $79.7K
|
2.5K
$294K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
573+ 2.43% |
$53.5K - $79.4K
|
24.1K
$2.84M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
570+ 1.82% |
$53.2K - $79K
|
32K
$3.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
565+ 9.72% |
$52.7K - $78.3K
|
6.38K
$750K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
560+ 3.74% |
$52.2K - $77.6K
|
15.5K
$1.83M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
556+ 26.01% |
$51.9K - $77.1K
|
2.69K
$317K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
555+ 2.5% |
$51.8K - $76.9K
|
22.7K
$2.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
BUY
|
- |
554+ 0.07% |
$51.7K - $76.8K
|
740K
$87M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
550+ 1.76% |
$51.3K - $76.2K
|
31.8K
$3.75M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
550+ 2.86% |
$51.3K - $76.2K
|
19.8K
$2.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
550+ 0.16% |
$51.3K - $76.2K
|
336K
$39.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
550+ 4.61% |
$51.3K - $76.2K
|
12.5K
$1.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
547+ 1.48% |
$51K - $75.8K
|
37.4K
$4.4M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
538+ 4.07% |
$50.2K - $74.6K
|
13.8K
$1.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
531+ 11.28% |
$49.5K - $73.6K
|
5.24K
$616K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
531+ 4.38% |
$49.5K - $73.6K
|
12.7K
$1.49M
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
527+ 4.23% |
$49.2K - $73K
|
13K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
526+ 0.73% |
$49.1K - $72.9K
|
72.2K
$8.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
525+ 6.55% |
$49K - $72.8K
|
8.54K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
525+ 6.22% |
$49K - $72.8K
|
8.97K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
525+ 1.89% |
$49K - $72.8K
|
28.4K
$3.33M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
520+ 0.76% |
$48.5K - $72.1K
|
69.2K
$8.14M
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
514+ 20.34% |
$48K - $71.2K
|
3.04K
$358K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
509+ 4.99% |
$47.5K - $70.5K
|
10.7K
$1.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
503+ 16.54% |
$46.9K - $69.7K
|
3.54K
$417K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
502+ 16.67% |
$46.8K - $69.6K
|
3.51K
$413K
|