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 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
200+ 1.27% |
$18.7K - $27.7K
|
15.9K
$1.84M
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 1.41% |
$18.7K - $27.7K
|
14.3K
$1.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
200+ 10.19% |
$18.7K - $27.7K
|
2.16K
$250K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 9.29% |
$18.7K - $27.7K
|
2.35K
$272K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 0.92% |
$18.7K - $27.7K
|
22K
$2.54M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
196+ 0.35% |
$18.3K - $27.2K
|
56.8K
$6.57M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
193+ 0.64% |
$18K - $26.7K
|
30.5K
$3.52M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
192+ 7.49% |
$17.9K - $26.6K
|
2.76K
$319K
|
|
|
Jul 22, 2022
Q2 2022
|
Blossom Wealth Management
|
BUY
|
- |
191+ 6.73% |
$17.8K - $26.5K
|
3.03K
$350K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
183+ 4.33% |
$17.1K - $25.4K
|
4.41K
$510K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
179+ 25.03% |
$16.7K - $24.8K
|
894
$103K
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
176+ 7.63% |
$16.4K - $24.4K
|
2.48K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
175+ 23.43% |
$16.3K - $24.3K
|
922
$107K
|
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
175+ 0.78% |
$16.3K - $24.3K
|
22.5K
$2.61M
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
175+ 4.87% |
$16.3K - $24.3K
|
3.77K
$436K
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
174+ 1.99% |
$16.2K - $24.1K
|
8.92K
$1.03M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
174+ 7.24% |
$16.2K - $24.1K
|
2.58K
$298K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
171+ 6.24% |
$16K - $23.7K
|
2.91K
$337K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
167+ 1.35% |
$15.6K - $23.1K
|
12.6K
$1.45M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
166+ 2.87% |
$15.5K - $23K
|
5.94K
$687K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
165+ 14.64% |
$15.4K - $22.9K
|
1.29K
$149K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
164+ 1.18% |
$15.3K - $22.7K
|
14.1K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
163+ 24.89% |
$15.2K - $22.6K
|
818
$94.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
161+ 1.14% |
$15K - $22.3K
|
14.3K
$1.66M
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
157+ 10.22% |
$14.6K - $21.8K
|
1.69K
$196K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
155+ 1.16% |
$14.5K - $21.5K
|
13.6K
$1.57M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
152+ 2.23% |
$14.2K - $21.1K
|
6.98K
$808K
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
BUY
|
- |
152+ 0.55% |
$14.2K - $21.1K
|
27.8K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
152+ 0.69% |
$14.2K - $21.1K
|
22.2K
$2.57M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
151+ 0.65% |
$14.1K - $20.9K
|
23.3K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
151+ 0.76% |
$14.1K - $20.9K
|
20K
$2.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
151+ 0.03% |
$14.1K - $20.9K
|
446K
$51.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
150+ 4.57% |
$14K - $20.8K
|
3.43K
$397K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
150+ 1.88% |
$14K - $20.8K
|
8.14K
$942K
|
|
|
Jul 21, 2022
Q2 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
150+ 0.61% |
$14K - $20.8K
|
24.8K
$2.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
BUY
|
- |
150+ 0.43% |
$14K - $20.8K
|
35.4K
$4.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
150+ 8.94% |
$14K - $20.8K
|
1.83K
$211K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
150+ 6.9% |
$14K - $20.8K
|
2.33K
$269K
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
BUY
|
- |
149+ 0.29% |
$13.9K - $20.6K
|
52.2K
$6.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
149+ 4.44% |
$13.9K - $20.6K
|
3.5K
$405K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
147+ 5.74% |
$13.7K - $20.4K
|
2.71K
$313K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
147+ 21.46% |
$13.7K - $20.4K
|
832
$96.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Kidder Stephen W
|
BUY
|
- |
145+ 0.34% |
$13.5K - $20.1K
|
42.8K
$4.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
145+ 1.9% |
$13.5K - $20.1K
|
7.77K
$899K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
145+ 1.87% |
$13.5K - $20.1K
|
7.89K
$913K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
144+ 7.05% |
$13.4K - $20K
|
2.19K
$253K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
144+ 6.2% |
$13.4K - $20K
|
2.47K
$285K
|
|
|
Aug 10, 2022
Q2 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
140+ 0.79% |
$13.1K - $19.4K
|
17.9K
$2.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
138+ 1.49% |
$12.9K - $19.1K
|
9.39K
$1.09M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
138+ 1.84% |
$12.9K - $19.1K
|
7.64K
$883K
|