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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.19KNew |
$201K - $273K
|
2.19K
$216K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.18K+ 4.57% |
$200K - $273K
|
50K
$4.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.17K+ 17.74% |
$199K - $271K
|
14.4K
$1.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
BUY
|
- |
2.16KNew |
$198K - $270K
|
2.16K
$214K
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2.15K+ 37.89% |
$198K - $269K
|
7.84K
$776K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 3.56% |
$197K - $268K
|
62.4K
$6.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.14KNew |
$197K - $268K
|
2.14K
$212K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.12KNew |
$195K - $265K
|
2.12K
$210K
|
|
|
Oct 11, 2022
Q3 2022
|
Jacobs & CO
|
BUY
|
- |
2.12K+ 2.17% |
$194K - $264K
|
99.8K
$9.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.11K+ 0.18% |
$194K - $264K
|
1.18M
$117M
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
2.1K+ 4.17% |
$193K - $263K
|
52.5K
$5.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.1K+ 3.67% |
$193K - $262K
|
59.3K
$5.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.09K+ 5.15% |
$192K - $262K
|
42.7K
$4.23M
|
|
|
Oct 04, 2022
Q3 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.09K+ 5.12% |
$192K - $261K
|
42.9K
$4.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.08K+ 4.13% |
$191K - $260K
|
52.4K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.07K+ 0.84% |
$190K - $259K
|
250K
$24.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.07K+ 0.82% |
$190K - $258K
|
253K
$25M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
2.06K+ 0.71% |
$189K - $257K
|
293K
$29M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.05K+ 71.03% |
$188K - $256K
|
4.93K
$488K
|
|
|
Nov 07, 2022
Q3 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
2.02K+ 1.29% |
$186K - $253K
|
159K
$15.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.02K+ 10.49% |
$186K - $253K
|
21.3K
$2.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.01K+ 32.93% |
$185K - $251K
|
8.11K
$803K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.01K+ 3.51% |
$185K - $251K
|
59.3K
$5.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.01K+ 26.12% |
$184K - $251K
|
9.7K
$960K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.01K+ 16.02% |
$184K - $251K
|
14.5K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
2K+ 50.0% |
$184K - $250K
|
6K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2K+ 1.75% |
$184K - $250K
|
116K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.97K+ 7.35% |
$181K - $246K
|
28.8K
$2.85M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.96K+ 9.06% |
$180K - $244K
|
23.5K
$2.33M
|
|
|
Nov 17, 2022
Q3 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.95K+ 0.72% |
$179K - $244K
|
274K
$27.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
1.94K+ 7.83% |
$178K - $242K
|
26.7K
$2.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 6.41% |
$178K - $242K
|
32.1K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1.93K+ 6.17% |
$177K - $241K
|
33.2K
$3.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
BUY
|
- |
1.93K+ 25.92% |
$177K - $241K
|
9.38K
$928K
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.93KNew |
$177K - $241K
|
1.93K
$191K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.9K+ 0.39% |
$174K - $237K
|
493K
$48.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.9K+ 19.72% |
$174K - $237K
|
11.5K
$1.14M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.9K+ 12.85% |
$174K - $237K
|
16.7K
$1.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.88K+ 5.04% |
$173K - $235K
|
39.3K
$3.89M
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.88K+ 4.55% |
$173K - $235K
|
43.2K
$4.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.87K+ 3.25% |
$171K - $233K
|
59.2K
$5.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.86K+ 6.03% |
$170K - $232K
|
32.6K
$3.23M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.85K+ 1.82% |
$170K - $231K
|
104K
$10.3M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.82K+ 5.94% |
$167K - $228K
|
32.5K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.81K+ 0.9% |
$167K - $227K
|
203K
$20.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.81K+ 11.2% |
$166K - $226K
|
18K
$1.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.81K+ 7.05% |
$166K - $226K
|
27.5K
$2.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.81K+ 6.28% |
$166K - $226K
|
30.6K
$3.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.81K+ 0.98% |
$166K - $226K
|
187K
$18.5M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.8K+ 1.69% |
$165K - $225K
|
108K
$10.7M
|