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 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.09K- 28.42% |
$195K - $290K
|
5.27K
$608K
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.1KClosed |
$196K - $291K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.1KClosed |
$196K - $291K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.11K- 1.9% |
$196K - $292K
|
109K
$12.6M
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.12K- 22.03% |
$198K - $294K
|
7.5K
$866K
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.13KClosed |
$198K - $295K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-2.13K- 14.34% |
$199K - $295K
|
12.7K
$1.47M
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.13K- 14.53% |
$199K - $295K
|
12.5K
$1.45M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-2.13K- 2.12% |
$199K - $295K
|
98.6K
$11.4M
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.13K- 34.44% |
$199K - $296K
|
4.06K
$469K
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-2.14KClosed |
$200K - $297K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.14KClosed |
$200K - $297K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.15K- 2.73% |
$200K - $297K
|
76.4K
$8.82M
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.15KClosed |
$200K - $298K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-2.15KClosed |
$201K - $298K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.16K- 15.04% |
$202K - $299K
|
12.2K
$1.41M
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.17KClosed |
$202K - $301K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.17K- 1.95% |
$203K - $301K
|
109K
$12.6M
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2.18KClosed |
$203K - $302K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.18KClosed |
$204K - $303K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.19KClosed |
$204K - $303K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2.19KClosed |
$204K - $303K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.19KClosed |
$204K - $304K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.19K- 33.01% |
$205K - $304K
|
4.45K
$514K
|
|
Aug 12, 2022
Q2 2022
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-2.2K- 1.3% |
$205K - $305K
|
167K
$19.3M
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-2.2KClosed |
$206K - $305K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.21KClosed |
$206K - $306K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.21KClosed |
$206K - $306K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.21KClosed |
$207K - $307K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.22KClosed |
$207K - $307K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-2.23KClosed |
$208K - $309K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.24K- 27.07% |
$209K - $310K
|
6.03K
$696K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.24KClosed |
$209K - $310K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.24K- 38.65% |
$209K - $310K
|
3.55K
$410K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.25K- 6.49% |
$210K - $312K
|
32.4K
$3.74M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.25K- 40.38% |
$210K - $312K
|
3.33K
$384K
|
|
Aug 01, 2022
Q2 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.26K- 4.8% |
$210K - $312K
|
44.7K
$5.16M
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.26K- 32.21% |
$211K - $313K
|
4.76K
$549K
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.26K- 17.34% |
$211K - $313K
|
10.8K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.26KClosed |
$211K - $313K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.28K- 4.9% |
$212K - $315K
|
44.2K
$5.1M
|
|
Jul 01, 2022
Q2 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.28K- 4.56% |
$212K - $315K
|
47.6K
$5.49M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.28K- 2.64% |
$213K - $317K
|
84.2K
$9.72M
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.29KClosed |
$214K - $317K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.29K- 18.47% |
$214K - $318K
|
10.1K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.29K- 21.14% |
$214K - $318K
|
8.56K
$988K
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.3K- 1.99% |
$214K - $318K
|
113K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.31KClosed |
$216K - $320K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.31KClosed |
$216K - $321K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-2.32KClosed |
$217K - $322K
|
0
$0
|