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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
SELL
|
- |
-50- 10.94% |
$4.66K - $6.93K
|
407
$47.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-50- 0.33% |
$4.66K - $6.93K
|
15.3K
$1.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-50- 1.75% |
$4.66K - $6.93K
|
2.81K
$325K
|
|
|
Aug 04, 2022
Q2 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-50- 0.91% |
$4.66K - $6.93K
|
5.44K
$629K
|
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-50- 1.94% |
$4.66K - $6.93K
|
2.52K
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-50- 0.6% |
$4.66K - $6.93K
|
8.28K
$957K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-50- 5.75% |
$4.66K - $6.93K
|
819
$94.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-51- 0.58% |
$4.76K - $7.07K
|
8.67K
$1M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-53- 25.6% |
$4.94K - $7.34K
|
154
$17.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-54- 1.24% |
$5.04K - $7.48K
|
4.3K
$497K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-56- 0.1% |
$5.22K - $7.76K
|
54.9K
$6.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-56- 1.95% |
$5.22K - $7.76K
|
2.82K
$326K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-57- 1.04% |
$5.32K - $7.9K
|
5.43K
$628K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-58- 0.96% |
$5.41K - $8.04K
|
5.97K
$691K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-58- 0.4% |
$5.41K - $8.04K
|
14.3K
$1.65M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-58- 0.18% |
$5.41K - $8.04K
|
32.2K
$3.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-58- 1.17% |
$5.41K - $8.04K
|
4.9K
$567K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-58- 0.31% |
$5.41K - $8.04K
|
18.9K
$2.19M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-59- 1.05% |
$5.5K - $8.18K
|
5.54K
$641K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-60- 18.81% |
$5.6K - $8.31K
|
259
$30K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-60- 1.98% |
$5.6K - $8.31K
|
2.96K
$343K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-60- 0.15% |
$5.6K - $8.31K
|
40.8K
$4.71M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-60- 6.02% |
$5.6K - $8.31K
|
937
$108K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-61- 0.58% |
$5.69K - $8.45K
|
10.4K
$1.2M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-63- 0.19% |
$5.88K - $8.73K
|
33.3K
$3.85M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-65- 2.1% |
$6.06K - $9.01K
|
3.02K
$350K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-65- 1.84% |
$6.06K - $9.01K
|
3.46K
$401K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-65- 1.37% |
$6.06K - $9.01K
|
4.66K
$539K
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-66- 2.85% |
$6.16K - $9.15K
|
2.25K
$260K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-67- 0.29% |
$6.25K - $9.28K
|
23.3K
$2.69M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-68- 0.69% |
$6.34K - $9.42K
|
9.83K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Broderick Brian C
|
SELL
|
- |
-69- 0.13% |
$6.44K - $9.56K
|
51.9K
$6.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-69- 2.65% |
$6.44K - $9.56K
|
2.54K
$293K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-70- 11.02% |
$6.53K - $9.7K
|
565
$65.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-71- 0.5% |
$6.62K - $9.84K
|
14K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-71- 1.92% |
$6.62K - $9.84K
|
3.64K
$421K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-72- 1.14% |
$6.72K - $9.98K
|
6.27K
$725K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-72- 1.02% |
$6.72K - $9.98K
|
7.02K
$812K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-72- 0.66% |
$6.72K - $9.98K
|
10.8K
$1.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-73- 0.21% |
$6.81K - $10.1K
|
34.2K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-73- 0.51% |
$6.81K - $10.1K
|
14.1K
$1.63M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-74- 1.16% |
$6.9K - $10.3K
|
6.33K
$732K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-75- 13.79% |
$7K - $10.4K
|
469
$54.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-75- 3.21% |
$7K - $10.4K
|
2.26K
$261K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-75- 0.35% |
$7K - $10.4K
|
21.4K
$2.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-75- 2.89% |
$7K - $10.4K
|
2.52K
$291K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-75- 43.6% |
$7K - $10.4K
|
97
$11.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-76- 2.14% |
$7.09K - $10.5K
|
3.48K
$403K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-76- 0.13% |
$7.09K - $10.5K
|
57.5K
$6.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-76- 2.66% |
$7.09K - $10.5K
|
2.78K
$322K
|