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 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$3.27K - $4.85K
|
35
$4.05K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 16.35% |
$3.17K - $4.71K
|
242
$28K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
33+ 0.2% |
$3.08K - $4.57K
|
16.4K
$1.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
33+ 0.51% |
$3.08K - $4.57K
|
6.52K
$754K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
32+ 1.12% |
$2.99K - $4.43K
|
2.89K
$334K
|
|
|
Aug 12, 2022
Q2 2022
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.33% |
$2.99K - $4.43K
|
9.61K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
32+ 290.91% |
$2.99K - $4.43K
|
43
$4.97K
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
30+ 0.29% |
$2.8K - $4.16K
|
10.3K
$1.2M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 2.38% |
$2.8K - $4.16K
|
1.29K
$149K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
28+ 0.52% |
$2.61K - $3.88K
|
5.42K
$626K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
27+ 0.8% |
$2.52K - $3.74K
|
3.4K
$393K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
26+ 0.84% |
$2.43K - $3.6K
|
3.1K
$359K
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
25+ 1.02% |
$2.33K - $3.46K
|
2.48K
$287K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.05% |
$2.33K - $3.46K
|
47.8K
$5.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
25+ 0.04% |
$2.33K - $3.46K
|
70.5K
$8.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
25+ 0.23% |
$2.33K - $3.46K
|
10.7K
$1.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
25+ 0.07% |
$2.33K - $3.46K
|
36.5K
$4.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
24+ 0.45% |
$2.24K - $3.33K
|
5.38K
$623K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
24+ 22.22% |
$2.24K - $3.33K
|
132
$15.3K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22New |
$2.05K - $3.05K
|
22
$2.54K
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
22+ 0.33% |
$2.05K - $3.05K
|
6.66K
$770K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21+ 0.22% |
$1.96K - $2.91K
|
9.48K
$1.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
21+ 0.25% |
$1.96K - $2.91K
|
8.59K
$993K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
21+ 0.07% |
$1.96K - $2.91K
|
29.1K
$3.36M
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
21+ 0.21% |
$1.96K - $2.91K
|
10K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21+ 0.51% |
$1.96K - $2.91K
|
4.11K
$476K
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.28% |
$1.87K - $2.77K
|
7.13K
$825K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
19+ 38.78% |
$1.77K - $2.63K
|
68
$7.86K
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
19+ 0.4% |
$1.77K - $2.63K
|
4.82K
$557K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
16+ 0.66% |
$1.49K - $2.22K
|
2.43K
$281K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
15+ 0.6% |
$1.4K - $2.08K
|
2.52K
$291K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
15+ 2.48% |
$1.4K - $2.08K
|
620
$71.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15+ 0.26% |
$1.4K - $2.08K
|
5.87K
$678K
|
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
15+ 0.67% |
$1.4K - $2.08K
|
2.27K
$262K
|
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
14+ 0.47% |
$1.31K - $1.94K
|
2.99K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
14New |
$1.31K - $1.94K
|
14
$1.62K
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
13+ 0.19% |
$1.21K - $1.8K
|
6.78K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13+ 0.51% |
$1.21K - $1.8K
|
2.54K
$294K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 0.37% |
$1.21K - $1.8K
|
3.53K
$408K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.32% |
$1.12K - $1.66K
|
3.76K
$434K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
11+ 0.01% |
$1.03K - $1.52K
|
95.6K
$11.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
10+ 25.0% |
$933 - $1.39K
|
50
$5.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.14% |
$933 - $1.39K
|
7.02K
$811K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
8+ 0.36% |
$746 - $1.11K
|
2.2K
$254K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 0.52% |
$746 - $1.11K
|
1.54K
$178K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$746 - $1.11K
|
4.78K
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8+ 0.23% |
$746 - $1.11K
|
3.54K
$409K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
8+ 0.05% |
$746 - $1.11K
|
15.8K
$1.83M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.59% |
$653 - $970
|
1.2K
$139K
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6+ 0.33% |
$560 - $831
|
1.84K
$213K
|