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 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-479- 14.99% |
$44.7K - $66.4K
|
2.72K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-479- 3.41% |
$44.7K - $66.4K
|
13.6K
$1.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-481- 17.25% |
$44.9K - $66.7K
|
2.31K
$267K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-481- 2.52% |
$44.9K - $66.7K
|
18.6K
$2.15M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-484- 0.63% |
$45.2K - $67.1K
|
76.2K
$8.82M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-488- 11.4% |
$45.5K - $67.6K
|
3.79K
$439K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-488- 22.61% |
$45.5K - $67.6K
|
1.67K
$193K
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-491- 14.02% |
$45.8K - $68K
|
3.01K
$348K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-493Closed |
$46K - $68.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-501- 13.11% |
$46.7K - $69.4K
|
3.32K
$384K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-503- 1.11% |
$46.9K - $69.7K
|
45K
$5.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-505- 5.04% |
$47.1K - $70K
|
9.51K
$1.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-507- 5.56% |
$47.3K - $70.3K
|
8.61K
$996K
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-507- 0.49% |
$47.3K - $70.3K
|
103K
$11.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-507- 5.6% |
$47.3K - $70.3K
|
8.55K
$989K
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-515- 2.32% |
$48K - $71.4K
|
21.7K
$2.51M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-516- 0.72% |
$48.1K - $71.5K
|
71K
$8.21M
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-522- 1.52% |
$48.7K - $72.3K
|
33.9K
$3.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-523- 2.48% |
$48.8K - $72.5K
|
20.6K
$2.38M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-527- 16.45% |
$49.2K - $73K
|
2.68K
$309K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-527- 1.62% |
$49.2K - $73K
|
32.1K
$3.71M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-528- 6.53% |
$49.3K - $73.2K
|
7.56K
$874K
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-528- 2.15% |
$49.3K - $73.2K
|
24.1K
$2.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-531- 10.81% |
$49.5K - $73.6K
|
4.38K
$507K
|
|
|
Aug 15, 2022
Q2 2022
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-532- 0.37% |
$49.6K - $73.7K
|
143K
$16.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-535- 0.83% |
$49.9K - $74.1K
|
63.9K
$7.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-536- 19.7% |
$50K - $74.3K
|
2.19K
$253K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-539- 1.12% |
$50.3K - $74.7K
|
47.4K
$5.49M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-545- 0.2% |
$50.8K - $75.5K
|
273K
$31.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-549- 16.0% |
$51.2K - $76.1K
|
2.88K
$333K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-550- 14.95% |
$51.3K - $76.2K
|
3.13K
$362K
|
|
|
Jul 19, 2022
Q2 2022
|
Bender Robert & Associates
|
SELL
|
- |
-550- 1.56% |
$51.3K - $76.2K
|
34.8K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-554- 13.34% |
$51.7K - $76.8K
|
3.6K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-555- 3.15% |
$51.8K - $76.9K
|
17.1K
$1.98M
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-560- 5.27% |
$52.2K - $77.6K
|
10.1K
$1.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-560- 13.75% |
$52.2K - $77.6K
|
3.51K
$406K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-561- 9.22% |
$52.3K - $77.7K
|
5.52K
$639K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-565- 9.51% |
$52.7K - $78.3K
|
5.38K
$622K
|
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-566- 0.37% |
$52.8K - $78.4K
|
151K
$17.4M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-569- 1.51% |
$53.1K - $78.9K
|
37.1K
$4.29M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-571- 9.92% |
$53.3K - $79.1K
|
5.18K
$600K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-577- 0.6% |
$53.8K - $80K
|
95.9K
$11.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-580- 1.12% |
$54.1K - $80.4K
|
51.2K
$5.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-581- 4.64% |
$54.2K - $80.5K
|
11.9K
$1.38M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-582- 3.68% |
$54.3K - $80.7K
|
15.2K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-582- 21.42% |
$54.3K - $80.7K
|
2.14K
$247K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-585- 6.78% |
$54.6K - $81.1K
|
8.04K
$930K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-586- 9.69% |
$54.7K - $81.2K
|
5.46K
$631K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-589- 1.83% |
$54.9K - $81.6K
|
31.5K
$3.65M
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-597- 4.42% |
$55.7K - $82.7K
|
12.9K
$1.49M
|