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 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-197- 4.97% |
$18.4K - $27.3K
|
3.77K
$436K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-200- 11.97% |
$18.7K - $27.7K
|
1.47K
$170K
|
|
|
Aug 03, 2022
Q2 2022
|
Account Management LLC
|
SELL
|
- |
-200- 0.53% |
$18.7K - $27.7K
|
37.7K
$4.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-200Closed |
$18.7K - $27.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 4.32% |
$18.7K - $27.7K
|
4.43K
$512K
|
|
|
Aug 10, 2022
Q2 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-203- 4.73% |
$18.9K - $28.1K
|
4.09K
$473K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-204- 3.74% |
$19K - $28.3K
|
5.25K
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-207- 3.68% |
$19.3K - $28.7K
|
5.41K
$626K
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-208- 1.96% |
$19.4K - $28.8K
|
10.4K
$1.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-208- 0.98% |
$19.4K - $28.8K
|
21.1K
$2.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-209- 5.52% |
$19.5K - $29K
|
3.58K
$413K
|
|
|
Jul 15, 2022
Q2 2022
|
Bradley Mark J.
|
SELL
|
- |
-210- 0.89% |
$19.6K - $29.1K
|
23.4K
$2.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-210- 1.5% |
$19.6K - $29.1K
|
13.8K
$1.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-210- 1.98% |
$19.6K - $29.1K
|
10.4K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Steinberg Asset Management LLC
New York, NY |
SELL
|
- |
-210- 1.29% |
$19.6K - $29.1K
|
16.1K
$1.86M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-210- 6.56% |
$19.6K - $29.1K
|
2.99K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-211- 20.08% |
$19.7K - $29.2K
|
840
$97.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-212- 3.27% |
$19.8K - $29.4K
|
6.27K
$725K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-212- 1.79% |
$19.8K - $29.4K
|
11.6K
$1.35M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-215- 1.25% |
$20.1K - $29.8K
|
17K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-215- 0.97% |
$20.1K - $29.8K
|
21.9K
$2.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-215- 2.94% |
$20.1K - $29.8K
|
7.11K
$822K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-217- 3.58% |
$20.2K - $30.1K
|
5.84K
$676K
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-217- 6.88% |
$20.2K - $30.1K
|
2.94K
$340K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-218- 3.62% |
$20.3K - $30.2K
|
5.81K
$672K
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-218- 8.49% |
$20.3K - $30.2K
|
2.35K
$272K
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-219- 63.29% |
$20.4K - $30.3K
|
127
$14.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-222- 2.51% |
$20.7K - $30.8K
|
8.62K
$997K
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-224- 3.57% |
$20.9K - $31K
|
6.05K
$700K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
SELL
|
- |
-225- 21.39% |
$21K - $31.2K
|
827
$95.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 9.48% |
$21.1K - $31.3K
|
2.16K
$250K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-226- 4.21% |
$21.1K - $31.3K
|
5.14K
$594K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-227- 32.61% |
$21.2K - $31.5K
|
469
$54.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-227- 0.57% |
$21.2K - $31.5K
|
39.3K
$4.54M
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-230- 0.83% |
$21.5K - $31.9K
|
27.4K
$3.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-231- 0.98% |
$21.5K - $32K
|
23.4K
$2.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-231- 1.26% |
$21.5K - $32K
|
18.1K
$2.09M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-232- 68.64% |
$21.6K - $32.2K
|
106
$12.3K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-235- 5.37% |
$21.9K - $32.6K
|
4.14K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-240- 1.35% |
$22.4K - $33.3K
|
17.5K
$2.02M
|
|
|
Jul 27, 2022
Q2 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-242- 3.39% |
$22.6K - $33.5K
|
6.89K
$797K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
SELL
|
- |
-243- 0.31% |
$22.7K - $33.7K
|
78.1K
$9.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-246- 9.47% |
$22.9K - $34.1K
|
2.35K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-248- 0.79% |
$23.1K - $34.4K
|
31.3K
$3.62M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-249- 5.79% |
$23.2K - $34.5K
|
4.05K
$469K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-250- 3.29% |
$23.3K - $34.6K
|
7.35K
$850K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-250- 18.16% |
$23.3K - $34.6K
|
1.13K
$130K
|
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-250- 6.76% |
$23.3K - $34.6K
|
3.45K
$399K
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-250- 3.99% |
$23.3K - $34.6K
|
6.02K
$696K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 3.7% |
$23.3K - $34.6K
|
6.5K
$752K
|