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
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-147- 5.84% |
$13.7K - $20.4K
|
2.37K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-147- 3.23% |
$13.7K - $20.4K
|
4.4K
$517K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-147- 2.82% |
$13.7K - $20.4K
|
5.07K
$596K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-149- 2.17% |
$13.9K - $20.6K
|
6.71K
$790K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-149- 2.36% |
$13.9K - $20.6K
|
6.15K
$724K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-150- 3.9% |
$14K - $20.8K
|
3.7K
$435K
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-150- 6.57% |
$14K - $20.8K
|
2.13K
$251K
|
|
|
Aug 03, 2022
Q2 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-150- 4.48% |
$14K - $20.8K
|
3.2K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-150- 4.24% |
$14K - $20.8K
|
3.39K
$399K
|
|
|
Aug 11, 2022
Q2 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-150- 2.31% |
$14K - $20.8K
|
6.34K
$746K
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-151- 0.14% |
$14.1K - $20.9K
|
107K
$12.5M
|
|
|
Jul 01, 2022
Q2 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-152- 0.14% |
$14.2K - $21.1K
|
108K
$12.7M
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-153- 1.58% |
$14.3K - $21.2K
|
9.53K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-154- 2.63% |
$14.4K - $21.3K
|
5.71K
$671K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-155- 1.88% |
$14.5K - $21.5K
|
8.1K
$953K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-157- 0.38% |
$14.6K - $21.8K
|
41.6K
$4.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-157- 0.39% |
$14.6K - $21.8K
|
40.5K
$4.77M
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-158- 2.46% |
$14.7K - $21.9K
|
6.26K
$736K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-161- 1.37% |
$15K - $22.3K
|
11.6K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-161- 6.45% |
$15K - $22.3K
|
2.34K
$275K
|
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-161- 1.4% |
$15K - $22.3K
|
11.4K
$1.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-163- 0.82% |
$15.2K - $22.6K
|
19.7K
$2.32M
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-165- 2.21% |
$15.4K - $22.9K
|
7.3K
$859K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-165- 2.98% |
$15.4K - $22.9K
|
5.38K
$632K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-165Closed |
$15.4K - $22.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 0.93% |
$15.5K - $23K
|
17.6K
$2.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-168- 1.06% |
$15.7K - $23.3K
|
15.6K
$1.84M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-168- 4.04% |
$15.7K - $23.3K
|
3.99K
$469K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-169- 93.37% |
$15.8K - $23.4K
|
12
$1.41K
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-170- 5.05% |
$15.9K - $23.6K
|
3.2K
$376K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-171- 1.35% |
$16K - $23.7K
|
12.5K
$1.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-175- 2.64% |
$16.3K - $24.3K
|
6.45K
$758K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-175- 5.05% |
$16.3K - $24.3K
|
3.29K
$387K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-175- 55.03% |
$16.3K - $24.3K
|
143
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-175- 1.08% |
$16.3K - $24.3K
|
16K
$1.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-175- 0.26% |
$16.3K - $24.3K
|
66.2K
$7.79M
|
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-175- 2.03% |
$16.3K - $24.3K
|
8.45K
$994K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-177- 2.14% |
$16.5K - $24.5K
|
8.08K
$950K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-179- 4.56% |
$16.7K - $24.8K
|
3.75K
$441K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-180- 1.27% |
$16.8K - $24.9K
|
13.9K
$1.64M
|
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-182- 3.95% |
$17K - $25.2K
|
4.42K
$520K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-182- 36.84% |
$17K - $25.2K
|
312
$36.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-185- 7.45% |
$17.3K - $25.6K
|
2.3K
$270K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-186- 2.3% |
$17.4K - $25.8K
|
7.92K
$931K
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-190- 9.3% |
$17.7K - $26.3K
|
1.85K
$218K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-191- 4.16% |
$17.8K - $26.5K
|
4.4K
$517K
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-192- 2.63% |
$17.9K - $26.6K
|
7.11K
$836K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-192- 9.1% |
$17.9K - $26.6K
|
1.92K
$225K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-193- 90.61% |
$18K - $26.7K
|
20
$2.35K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-195- 2.28% |
$18.2K - $27K
|
8.37K
$984K
|