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 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
820+ 28.3% |
$75.3K - $102K
|
3.72K
$368K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
820+ 16.75% |
$75.3K - $102K
|
5.72K
$566K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
815+ 3.68% |
$74.8K - $102K
|
23K
$2.28M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
810New |
$74.4K - $101K
|
810
$80.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
810+ 244.71% |
$74.4K - $101K
|
1.14K
$113K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
803+ 3.33% |
$73.7K - $100K
|
25K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
802+ 27.9% |
$73.7K - $100K
|
3.68K
$364K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
800+ 27.01% |
$73.5K - $100K
|
3.76K
$373K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
791+ 2.87% |
$72.6K - $98.8K
|
28.3K
$2.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
789+ 1.63% |
$72.5K - $98.6K
|
49.1K
$4.86M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
781+ 11.57% |
$71.7K - $97.6K
|
7.53K
$746K
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
775+ 3.19% |
$71.2K - $96.8K
|
25.1K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
773+ 2.41% |
$71K - $96.6K
|
32.8K
$3.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
771+ 24.63% |
$70.8K - $96.3K
|
3.9K
$386K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
771+ 16.79% |
$70.8K - $96.3K
|
5.36K
$531K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
768+ 17.09% |
$70.5K - $96K
|
5.26K
$521K
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
767+ 8.32% |
$70.4K - $95.8K
|
9.99K
$989K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
767+ 1.53% |
$70.4K - $95.8K
|
51.1K
$5.06M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
766+ 1.48% |
$70.3K - $95.7K
|
52.5K
$5.2M
|
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
764+ 24.29% |
$70.2K - $95.5K
|
3.91K
$387K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
763+ 12.6% |
$70.1K - $95.3K
|
6.82K
$675K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
760+ 21.66% |
$69.8K - $95K
|
4.27K
$423K
|
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
756+ 31.33% |
$69.4K - $94.5K
|
3.17K
$314K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
754+ 29.22% |
$69.2K - $94.2K
|
3.33K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
749+ 11.34% |
$68.8K - $93.6K
|
7.35K
$728K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
748+ 4.88% |
$68.7K - $93.5K
|
16.1K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
747+ 0.45% |
$68.6K - $93.3K
|
165K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
746+ 2.66% |
$68.5K - $93.2K
|
28.8K
$2.85M
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
745+ 1.58% |
$68.4K - $93.1K
|
47.8K
$4.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
740+ 1.11% |
$68K - $92.5K
|
67.4K
$6.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
740+ 6.82% |
$68K - $92.5K
|
11.6K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
727+ 32.1% |
$66.8K - $90.8K
|
2.99K
$296K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
727+ 7.44% |
$66.8K - $90.8K
|
10.5K
$1.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
719+ 7.14% |
$66K - $89.8K
|
10.8K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Puzo Michael J
|
BUY
|
- |
713+ 1.53% |
$65.5K - $89.1K
|
47.2K
$4.68M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
710+ 8.7% |
$65.2K - $88.7K
|
8.87K
$878K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
710New |
$65.2K - $88.7K
|
710
$70.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
710+ 18.14% |
$65.2K - $88.7K
|
4.63K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
707+ 4.05% |
$64.9K - $88.3K
|
18.2K
$1.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
700+ 18.93% |
$64.3K - $87.5K
|
4.4K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
700+ 7.78% |
$64.3K - $87.5K
|
9.7K
$960K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
700+ 1186.44% |
$64.3K - $87.5K
|
759
$75.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
697+ 2.76% |
$64K - $87.1K
|
26K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
690+ 4.18% |
$63.4K - $86.2K
|
17.2K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
689+ 12.05% |
$63.3K - $86.1K
|
6.41K
$634K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
687+ 38.95% |
$63.1K - $85.8K
|
2.45K
$243K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
680+ 6.0% |
$62.5K - $85K
|
12K
$1.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
677+ 14.54% |
$62.2K - $84.6K
|
5.33K
$528K
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
670+ 39.11% |
$61.5K - $83.7K
|
2.38K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
664+ 2.16% |
$61K - $83K
|
31.5K
$3.11M
|