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 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
75+ 3.3% |
$7K - $10.4K
|
2.35K
$272K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
75New |
$7K - $10.4K
|
75
$8.67K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
73+ 0.84% |
$6.81K - $10.1K
|
8.74K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
72+ 0.88% |
$6.72K - $9.98K
|
8.24K
$953K
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
72+ 2.03% |
$6.72K - $9.98K
|
3.62K
$418K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.59% |
$6.44K - $9.56K
|
11.8K
$1.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
69+ 2.94% |
$6.44K - $9.56K
|
2.41K
$279K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
67+ 17.68% |
$6.25K - $9.28K
|
446
$51.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
66+ 2.13% |
$6.16K - $9.15K
|
3.17K
$366K
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
65+ 1.47% |
$6.06K - $9.01K
|
4.48K
$518K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
64+ 0.56% |
$5.97K - $8.87K
|
11.6K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
64+ 2.91% |
$5.97K - $8.87K
|
2.26K
$262K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
61+ 1.3% |
$5.69K - $8.45K
|
4.77K
$551K
|
|
|
Jul 22, 2022
Q2 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
60+ 0.1% |
$5.6K - $8.31K
|
57.7K
$6.67M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
56+ 0.93% |
$5.22K - $7.76K
|
6.1K
$706K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
56New |
$5.22K - $7.76K
|
56
$6.48K
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
54+ 0.79% |
$5.04K - $7.48K
|
6.89K
$797K
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
54+ 22.31% |
$5.04K - $7.48K
|
296
$34.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
53+ 0.3% |
$4.94K - $7.34K
|
17.5K
$2.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
53+ 0.71% |
$4.94K - $7.34K
|
7.55K
$874K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.1% |
$4.94K - $7.34K
|
54.3K
$6.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
52+ 0.84% |
$4.85K - $7.21K
|
6.25K
$722K
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.19% |
$4.66K - $6.93K
|
2.34K
$270K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
50New |
$4.66K - $6.93K
|
50
$5.78K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
50+ 2.07% |
$4.66K - $6.93K
|
2.46K
$284K
|
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
50+ 0.23% |
$4.66K - $6.93K
|
21.5K
$2.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
50New |
$4.66K - $6.93K
|
50
$5.78K
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
50+ 1.6% |
$4.66K - $6.93K
|
3.18K
$368K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
49+ 1.29% |
$4.57K - $6.79K
|
3.85K
$445K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
48+ 2.91% |
$4.48K - $6.65K
|
1.7K
$196K
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
48+ 2.06% |
$4.48K - $6.65K
|
2.38K
$275K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
48+ 1.65% |
$4.48K - $6.65K
|
2.96K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
48+ 2.67% |
$4.48K - $6.65K
|
1.85K
$214K
|
|
|
Oct 18, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
48+ 1.02% |
$4.48K - $6.65K
|
4.74K
$548K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
47+ 0.36% |
$4.38K - $6.51K
|
13.1K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
46+ 2.7% |
$4.29K - $6.37K
|
1.75K
$202K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
44+ 1.06% |
$4.1K - $6.1K
|
4.2K
$486K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
43+ 0.98% |
$4.01K - $5.96K
|
4.42K
$511K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
43+ 0.1% |
$4.01K - $5.96K
|
42.4K
$4.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
BUY
|
- |
41+ 1.57% |
$3.82K - $5.68K
|
2.66K
$308K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
41+ 1.53% |
$3.82K - $5.68K
|
2.72K
$315K
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
40+ 1.18% |
$3.73K - $5.54K
|
3.42K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40+ 1.37% |
$3.73K - $5.54K
|
2.97K
$343K
|
|
|
Jul 12, 2022
Q2 2022
|
Golden Green, Inc.
|
BUY
|
- |
39+ 1.78% |
$3.64K - $5.4K
|
2.23K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
38+ 1.71% |
$3.55K - $5.27K
|
2.26K
$261K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
38+ 6.85% |
$3.55K - $5.27K
|
593
$68.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
37+ 1.19% |
$3.45K - $5.13K
|
3.14K
$363K
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
36+ 1.35% |
$3.36K - $4.99K
|
2.7K
$312K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
36+ 3.86% |
$3.36K - $4.99K
|
968
$112K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
35+ 1.2% |
$3.27K - $4.85K
|
2.96K
$343K
|