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 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-857- 7.28% |
$79.9K - $119K
|
10.9K
$1.28M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-860- 14.11% |
$80.2K - $119K
|
5.24K
$616K
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-865- 15.8% |
$80.7K - $120K
|
4.61K
$542K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-867- 2.78% |
$80.9K - $120K
|
30.4K
$3.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-870- 0.13% |
$81.2K - $121K
|
671K
$78.9M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-870- 0.13% |
$81.2K - $121K
|
671K
$78.9M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-874- 11.61% |
$81.5K - $121K
|
6.66K
$783K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-876- 21.97% |
$81.7K - $121K
|
3.11K
$366K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-885- 2.53% |
$82.6K - $123K
|
34.1K
$4.01M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-886- 1.73% |
$82.7K - $123K
|
50.5K
$5.93M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-889- 2.16% |
$82.9K - $123K
|
40.2K
$4.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-890Closed |
$83K - $123K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-899- 3.66% |
$83.9K - $125K
|
23.6K
$2.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-902- 3.01% |
$84.1K - $125K
|
29.1K
$3.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-903- 0.73% |
$84.2K - $125K
|
123K
$14.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-903- 2.83% |
$84.2K - $125K
|
31K
$3.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-904- 4.65% |
$84.3K - $125K
|
18.5K
$2.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-905- 2.04% |
$84.4K - $125K
|
43.5K
$5.11M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-905- 10.66% |
$84.4K - $125K
|
7.58K
$892K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-908- 3.31% |
$84.7K - $126K
|
26.6K
$3.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-910- 15.21% |
$84.9K - $126K
|
5.07K
$597K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-921Closed |
$85.9K - $128K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-925- 0.7% |
$86.3K - $128K
|
131K
$15.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-926- 25.13% |
$86.4K - $128K
|
2.76K
$324K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-926Closed |
$86.4K - $128K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-928- 2.18% |
$86.6K - $129K
|
41.7K
$4.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-928- 18.25% |
$86.6K - $129K
|
4.16K
$489K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-931- 17.26% |
$86.9K - $129K
|
4.46K
$525K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-932- 1.7% |
$86.9K - $129K
|
54K
$6.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-932- 2.05% |
$86.9K - $129K
|
44.6K
$5.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-936- 2.7% |
$87.3K - $130K
|
33.8K
$3.97M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-941- 1.35% |
$87.8K - $130K
|
68.5K
$8.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-945- 14.45% |
$88.2K - $131K
|
5.59K
$658K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-947- 9.69% |
$88.3K - $131K
|
8.83K
$1.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-955- 4.25% |
$89.1K - $132K
|
21.5K
$2.53M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-965- 12.5% |
$90K - $134K
|
6.75K
$794K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-974- 12.64% |
$90.9K - $135K
|
6.73K
$792K
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-975- 3.06% |
$91K - $135K
|
30.9K
$3.64M
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-983- 26.01% |
$91.7K - $136K
|
2.8K
$329K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-984- 3.19% |
$91.8K - $136K
|
29.9K
$3.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-987- 7.9% |
$92.1K - $137K
|
11.5K
$1.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-996- 1.85% |
$92.9K - $138K
|
52.8K
$6.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-997- 1.95% |
$93K - $138K
|
50.2K
$5.9M
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1K- 24.04% |
$93.3K - $139K
|
3.16K
$371K
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
SELL
|
- |
-1K- 26.19% |
$93.3K - $139K
|
2.82K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1K- 28.95% |
$93.3K - $139K
|
2.45K
$289K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.01K- 7.36% |
$94K - $140K
|
12.7K
$1.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-1.02K- 3.75% |
$94.7K - $141K
|
26.1K
$3.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.02K- 13.79% |
$95.5K - $142K
|
6.4K
$753K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1.03K- 18.85% |
$95.6K - $142K
|
4.41K
$519K
|