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 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
397+ 7.36% |
$37K - $55K
|
5.79K
$669K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
396+ 8.81% |
$36.9K - $54.9K
|
4.89K
$566K
|
|
|
Jul 19, 2022
Q2 2022
|
Puzo Michael J
|
BUY
|
- |
395+ 0.86% |
$36.8K - $54.7K
|
46.5K
$5.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
395+ 3.93% |
$36.8K - $54.7K
|
10.4K
$1.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
395+ 3.97% |
$36.8K - $54.7K
|
10.4K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
388+ 3.87% |
$36.2K - $53.8K
|
10.4K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
386+ 1.34% |
$36K - $53.5K
|
29.3K
$3.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
383+ 3.95% |
$35.7K - $53.1K
|
10.1K
$1.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
375+ 7.12% |
$35K - $52K
|
5.64K
$653K
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
375+ 2.29% |
$35K - $52K
|
16.7K
$1.94M
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
369+ 5.6% |
$34.4K - $51.1K
|
6.96K
$805K
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
369+ 13.04% |
$34.4K - $51.1K
|
3.2K
$370K
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
366+ 4.71% |
$34.1K - $50.7K
|
8.14K
$941K
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
365+ 16.63% |
$34.1K - $50.6K
|
2.56K
$296K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
363+ 11.73% |
$33.9K - $50.3K
|
3.46K
$400K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
361+ 3.56% |
$33.7K - $50K
|
10.5K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
359+ 17.46% |
$33.5K - $49.8K
|
2.42K
$279K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
359+ 10.54% |
$33.5K - $49.8K
|
3.77K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
359+ 9.49% |
$33.5K - $49.8K
|
4.14K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
356+ 3.36% |
$33.2K - $49.3K
|
11K
$1.27M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
353+ 9.07% |
$32.9K - $48.9K
|
4.24K
$491K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
351+ 0.75% |
$32.7K - $48.6K
|
47.3K
$5.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
350+ 6.34% |
$32.7K - $48.5K
|
5.87K
$679K
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
350+ 7.95% |
$32.7K - $48.5K
|
4.75K
$549K
|
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
343+ 1.04% |
$32K - $47.5K
|
33.4K
$3.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
342+ 0.87% |
$31.9K - $47.4K
|
39.8K
$4.61M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
334+ 14.87% |
$31.2K - $46.3K
|
2.58K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
327+ 0.69% |
$30.5K - $45.3K
|
47.7K
$5.52M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
325+ 25.81% |
$30.3K - $45K
|
1.58K
$183K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
325+ 1.13% |
$30.3K - $45K
|
29.1K
$3.36M
|
|
|
Aug 15, 2022
Q2 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
325+ 16.46% |
$30.3K - $45K
|
2.3K
$266K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
325+ 3.71% |
$30.3K - $45K
|
9.09K
$1.05M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
324+ 4.61% |
$30.2K - $44.9K
|
7.35K
$850K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
319+ 7.36% |
$29.8K - $44.2K
|
4.66K
$538K
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
319+ 7.77% |
$29.8K - $44.2K
|
4.43K
$512K
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
317+ 8.88% |
$29.6K - $43.9K
|
3.89K
$449K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
315+ 12.02% |
$29.4K - $43.7K
|
2.94K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
315+ 3.67% |
$29.4K - $43.7K
|
8.89K
$1.03M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
310+ 1.66% |
$28.9K - $43K
|
19K
$2.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
309+ 3.94% |
$28.8K - $42.8K
|
8.15K
$943K
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
307+ 1.78% |
$28.6K - $42.5K
|
17.6K
$2.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
305+ 7.96% |
$28.5K - $42.3K
|
4.14K
$479K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
303+ 12.52% |
$28.3K - $42K
|
2.72K
$315K
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
303+ 9.97% |
$28.3K - $42K
|
3.34K
$386K
|
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
BUY
|
- |
300+ 3.89% |
$28K - $41.6K
|
8.01K
$926K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
300+ 5.63% |
$28K - $41.6K
|
5.63K
$651K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
295+ 13.73% |
$27.5K - $40.9K
|
2.44K
$283K
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
290+ 14.74% |
$27.1K - $40.2K
|
2.26K
$261K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
288+ 2.61% |
$26.9K - $39.9K
|
11.3K
$1.31M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
288+ 3.3% |
$26.9K - $39.9K
|
9.03K
$1.04M
|