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 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.3K- 16.83% |
$121K - $180K
|
6.41K
$741K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.3K- 10.86% |
$121K - $180K
|
10.6K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-1.3K- 4.82% |
$121K - $180K
|
25.6K
$2.96M
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.3K- 3.11% |
$121K - $180K
|
40.5K
$4.69M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.3K- 3.83% |
$121K - $180K
|
32.7K
$3.78M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.31K- 29.2% |
$122K - $181K
|
3.16K
$366K
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.31K- 13.91% |
$122K - $181K
|
8.1K
$937K
|
|
Jul 11, 2022
Q2 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-1.31K- 1.63% |
$123K - $182K
|
79.2K
$9.15M
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.31K- 35.27% |
$123K - $182K
|
2.41K
$279K
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-1.32K- 8.66% |
$123K - $183K
|
13.9K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.33K- 0.24% |
$124K - $184K
|
556K
$64.3M
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.33K- 0.14% |
$124K - $184K
|
953K
$110M
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.34K- 19.87% |
$125K - $185K
|
5.38K
$622K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.34K- 3.13% |
$125K - $185K
|
41.3K
$4.78M
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.34K- 6.34% |
$125K - $186K
|
19.8K
$2.29M
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.34K- 2.38% |
$125K - $186K
|
55.2K
$6.38M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.35K- 15.24% |
$126K - $187K
|
7.49K
$866K
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.35K- 5.13% |
$126K - $187K
|
25K
$2.89M
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.36K- 9.31% |
$127K - $189K
|
13.3K
$1.53M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.36K- 2.18% |
$127K - $189K
|
61.1K
$7.07M
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.37K- 93.2% |
$128K - $190K
|
100
$11.6K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.38K- 15.37% |
$128K - $191K
|
7.57K
$876K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.4K- 9.91% |
$130K - $193K
|
12.7K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.41KClosed |
$131K - $195K
|
0
$0
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-1.41K- 5.34% |
$132K - $196K
|
25K
$2.89M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.41K- 5.37% |
$132K - $196K
|
24.9K
$2.88M
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.41K- 24.77% |
$132K - $196K
|
4.29K
$497K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.42K- 10.37% |
$133K - $197K
|
12.3K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.42K- 24.42% |
$133K - $197K
|
4.41K
$510K
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.43K- 10.35% |
$133K - $197K
|
12.3K
$1.43M
|
|
Aug 08, 2022
Q2 2022
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.43K- 27.12% |
$133K - $197K
|
3.83K
$443K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-1.43K- 18.28% |
$133K - $198K
|
6.38K
$737K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.43K- 4.12% |
$133K - $198K
|
33.2K
$3.84M
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-1.43KClosed |
$133K - $198K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.44K- 0.45% |
$134K - $199K
|
315K
$36.5M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.45K- 4.03% |
$135K - $201K
|
34.6K
$4M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.45K- 18.56% |
$136K - $201K
|
6.38K
$738K
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-1.46K- 7.13% |
$136K - $202K
|
19K
$2.19M
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.46KClosed |
$136K - $202K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 0.88% |
$136K - $202K
|
165K
$19.1M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.46KClosed |
$136K - $203K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.47KClosed |
$137K - $203K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-1.47KClosed |
$137K - $203K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.48K- 0.14% |
$138K - $204K
|
1.07M
$123M
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.48KClosed |
$138K - $205K
|
0
$0
|