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 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
8+ 0.36% |
$746 - $1.11K
|
2.2K
$243K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 0.52% |
$746 - $1.11K
|
1.54K
$170K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.17% |
$746 - $1.11K
|
4.78K
$528K
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8+ 0.23% |
$746 - $1.11K
|
3.54K
$391K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
8+ 0.05% |
$746 - $1.11K
|
15.8K
$1.75M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.59% |
$653 - $970
|
1.2K
$132K
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
6+ 0.33% |
$560 - $831
|
1.84K
$203K
|
|
|
Jul 13, 2022
Q2 2022
|
Professional Advisory Services Inc
|
BUY
|
- |
5+ 0.13% |
$466 - $693
|
4.01K
$442K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 3.79% |
$466 - $693
|
137
$15.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 0.04% |
$466 - $693
|
12.9K
$1.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
5+ 0.04% |
$466 - $693
|
11.6K
$1.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$466 - $693
|
5.26K
$580K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
5+ 1.34% |
$466 - $693
|
379
$41.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
5+ 0.12% |
$466 - $693
|
4.31K
$476K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.08% |
$373 - $554
|
5.15K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 1.33% |
$373 - $554
|
304
$33.6K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.32% |
$373 - $554
|
1.27K
$140K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3+ 0.12% |
$280 - $416
|
2.48K
$273K
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.14% |
$280 - $416
|
2.21K
$243K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.1% |
$280 - $416
|
2.92K
$322K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
2+ 3.33% |
$187 - $277
|
62
$6.84K
|
|
|
Jul 12, 2022
Q2 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
2+ 0.05% |
$187 - $277
|
4.21K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$187 - $277
|
3.09K
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.05% |
$187 - $277
|
3.86K
$426K
|
|
|
Jul 19, 2022
Q2 2022
|
Fruth Investment Management
|
BUY
|
- |
1+ 0.0% |
$93.3 - $139
|
24.9K
$2.75M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1+ 6.67% |
$93.3 - $139
|
16
$1.77K
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$93.3 - $139
|
19.3K
$2.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1- 0.27% |
$93.3 - $139
|
368
$40.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1- 0.28% |
$93.3 - $139
|
359
$39.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-2- 0.69% |
$187 - $277
|
287
$31.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-3- -0.0% |
$280 - $416
|
92.4K
$10.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3- 0.45% |
$280 - $416
|
670
$74K
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-4- 0.1% |
$373 - $554
|
3.9K
$430K
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4- 0.16% |
$373 - $554
|
2.56K
$283K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4- 0.15% |
$373 - $554
|
2.66K
$293K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4- 0.16% |
$373 - $554
|
2.48K
$274K
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4- 0.14% |
$373 - $554
|
2.78K
$307K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.3% |
$466 - $693
|
1.68K
$185K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-5- 0.11% |
$466 - $693
|
4.49K
$496K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5- 0.91% |
$466 - $693
|
543
$59.9K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6- 15.79% |
$560 - $831
|
32
$3.53K
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-8- 0.06% |
$746 - $1.11K
|
14.5K
$1.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9- 0.02% |
$840 - $1.25K
|
47.8K
$5.27M
|
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-9- 0.06% |
$840 - $1.25K
|
14.4K
$1.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-9- 0.02% |
$840 - $1.25K
|
41.1K
$4.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10- 0.21% |
$933 - $1.39K
|
4.76K
$525K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-10- 0.45% |
$933 - $1.39K
|
2.23K
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-10- 0.12% |
$933 - $1.39K
|
8.56K
$945K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12- 0.49% |
$1.12K - $1.66K
|
2.43K
$268K
|
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-15- 0.45% |
$1.4K - $2.08K
|
3.34K
$368K
|