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 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.6K- 4.24% |
$150K - $222K
|
36.2K
$4.18M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-1.61KClosed |
$150K - $223K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.61K- 1.26% |
$150K - $223K
|
126K
$14.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$150K - $223K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.61KClosed |
$150K - $223K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.61KClosed |
$150K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.62K- 10.5% |
$151K - $224K
|
13.8K
$1.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.62KClosed |
$151K - $225K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.62KClosed |
$151K - $225K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.62K- 1.91% |
$151K - $225K
|
83.5K
$9.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.63K- 2.98% |
$152K - $225K
|
52.9K
$6.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.63K- 5.3% |
$152K - $226K
|
29.1K
$3.36M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-1.63K- 0.48% |
$152K - $226K
|
340K
$39.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-1.64KClosed |
$153K - $227K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.64KClosed |
$153K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.64K- 10.81% |
$153K - $228K
|
13.5K
$1.56M
|
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-1.65KClosed |
$154K - $228K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.65KClosed |
$154K - $228K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.65KClosed |
$154K - $229K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.65KClosed |
$154K - $229K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.66KClosed |
$155K - $230K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
SELL
|
- |
-1.66KClosed |
$155K - $230K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.66KClosed |
$155K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.66K- 3.82% |
$155K - $230K
|
41.8K
$4.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-1.67KClosed |
$156K - $231K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.67KClosed |
$156K - $231K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.67K- 0.32% |
$156K - $232K
|
523K
$60.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
SELL
|
- |
-1.67KClosed |
$156K - $232K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$157K - $233K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$157K - $233K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.68KClosed |
$157K - $233K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$158K - $235K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.7K- 8.81% |
$158K - $235K
|
17.6K
$2.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.7K- 2.02% |
$159K - $236K
|
82.4K
$9.51M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.7K- 3.51% |
$159K - $236K
|
46.7K
$5.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-1.7KClosed |
$159K - $236K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.7K- 14.42% |
$159K - $236K
|
10.1K
$1.17M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-1.71KClosed |
$159K - $237K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.72K- 2.04% |
$160K - $238K
|
82.6K
$9.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.72KClosed |
$160K - $238K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.72K- 22.36% |
$161K - $239K
|
5.99K
$691K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.73K- 14.22% |
$161K - $240K
|
10.4K
$1.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.73KClosed |
$161K - $240K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1.74KClosed |
$162K - $241K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1.74K- 2.99% |
$162K - $241K
|
56.5K
$6.52M
|