Purchases and Sales Made in Q3 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
BUY
|
- |
2.68K+ 11.43% |
$246K - $334K
|
26.1K
$2.58M
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
2.66K+ 3.36% |
$244K - $332K
|
81.7K
$8.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.64K+ 54.72% |
$243K - $330K
|
7.47K
$740K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.62K+ 5.93% |
$241K - $328K
|
46.9K
$4.64M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.62K+ 17.59% |
$241K - $328K
|
17.5K
$1.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.62K+ 13.68% |
$240K - $327K
|
21.7K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.59K+ 6.43% |
$238K - $324K
|
42.9K
$4.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.59KNew |
$238K - $324K
|
2.59K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.58K+ 4.24% |
$237K - $323K
|
63.5K
$6.29M
|
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.57K+ 2.3% |
$236K - $321K
|
114K
$11.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.53K+ 4.59% |
$233K - $317K
|
57.7K
$5.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
2.53K+ 48.0% |
$232K - $316K
|
7.8K
$772K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.52K+ 2.11% |
$232K - $315K
|
122K
$12.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2.5K+ 500.0% |
$230K - $312K
|
3K
$297K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.5K+ 9.48% |
$229K - $312K
|
28.8K
$2.85M
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.49K+ 203.52% |
$228K - $311K
|
3.71K
$367K
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.48KNew |
$228K - $310K
|
2.48K
$245K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.47K+ 42.77% |
$226K - $308K
|
8.23K
$815K
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2.46K+ 2.95% |
$226K - $307K
|
85.9K
$8.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
2.45K+ 12.38% |
$225K - $307K
|
22.3K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.45K+ 3.07% |
$225K - $306K
|
82.1K
$8.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.44K+ 1.82% |
$224K - $305K
|
136K
$13.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
2.44K+ 18.48% |
$224K - $305K
|
15.6K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.43K+ 9.97% |
$223K - $303K
|
26.8K
$2.65M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
2.42K+ 0.87% |
$222K - $303K
|
281K
$27.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.41K+ 9.09% |
$221K - $301K
|
28.9K
$2.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
2.41K+ 7.85% |
$221K - $301K
|
33.1K
$3.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.39K+ 9.51% |
$219K - $298K
|
27.5K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.38K+ 31.45% |
$219K - $298K
|
9.96K
$986K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.37K+ 0.63% |
$218K - $297K
|
380K
$37.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.35K+ 24.39% |
$216K - $294K
|
12K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.34K+ 9.34% |
$214K - $292K
|
27.3K
$2.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$214K - $291K
|
2.33K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.33KNew |
$214K - $291K
|
2.33K
$230K
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.31KNew |
$212K - $289K
|
2.31K
$229K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.31K+ 20.74% |
$212K - $288K
|
13.4K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.3KNew |
$211K - $287K
|
2.3K
$227K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.29KNew |
$210K - $286K
|
2.29K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.29KNew |
$210K - $286K
|
2.29K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
2.29KNew |
$210K - $286K
|
2.29K
$226K
|
|
|
Nov 14, 2022
Q3 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.28K+ 1.02% |
$210K - $285K
|
225K
$22.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.27KNew |
$208K - $284K
|
2.27K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.26KNew |
$208K - $283K
|
2.26K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.26K+ 32.65% |
$207K - $282K
|
9.17K
$908K
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.25K+ 21.54% |
$207K - $281K
|
12.7K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
2.24K+ 9.92% |
$206K - $280K
|
24.8K
$2.46M
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.23KNew |
$205K - $279K
|
2.23K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.23K+ 10.92% |
$205K - $278K
|
22.6K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.23KNew |
$204K - $278K
|
2.23K
$220K
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.19KNew |
$201K - $274K
|
2.19K
$217K
|