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 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
8.74K+ 135.66% |
$803K - $1.09M
|
15.2K
$1.5M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.72K+ 76.3% |
$800K - $1.09M
|
20.1K
$1.99M
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
8.65K+ 2.19% |
$794K - $1.08M
|
404K
$40M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.63K+ 5.89% |
$792K - $1.08M
|
155K
$15.4M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.5K+ 26.22% |
$780K - $1.06M
|
40.9K
$4.05M
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8.48K+ 11.69% |
$779K - $1.06M
|
81K
$8.02M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.42K+ 64.95% |
$773K - $1.05M
|
21.4K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.4K+ 10.68% |
$772K - $1.05M
|
87.1K
$8.62M
|
|
Oct 18, 2022
Q3 2022
|
Campbell Capital Management Inc
|
BUY
|
- |
8.29K+ 13.82% |
$761K - $1.04M
|
68.3K
$6.76M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.26K+ 102.51% |
$759K - $1.03M
|
16.3K
$1.62M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
8.23K+ 3.12% |
$756K - $1.03M
|
272K
$26.9M
|
|
Nov 14, 2022
Q3 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
8.16K+ 19.04% |
$749K - $1.02M
|
51K
$5.05M
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
8.14K+ 3.28% |
$748K - $1.02M
|
256K
$25.4M
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.11K+ 6.94% |
$744K - $1.01M
|
125K
$12.4M
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
7.96K+ 375.12% |
$731K - $995K
|
10.1K
$998K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.89K+ 12.57% |
$725K - $986K
|
70.7K
$7M
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
7.89KNew |
$725K - $986K
|
7.89K
$781K
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
7.87K+ 2.76% |
$723K - $984K
|
293K
$29M
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7.83K+ 10.25% |
$719K - $978K
|
84.2K
$8.34M
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
7.73K+ 17.28% |
$710K - $966K
|
52.4K
$5.19M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
7.59K+ 11.18% |
$697K - $948K
|
75.4K
$7.47M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.59K+ 80.04% |
$697K - $948K
|
17.1K
$1.69M
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
7.52K+ 5.56% |
$690K - $939K
|
143K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.5K+ 8.9% |
$689K - $937K
|
91.8K
$9.09M
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.48KNew |
$687K - $935K
|
7.48K
$741K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
7.47K+ 207.09% |
$686K - $934K
|
11.1K
$1.1M
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
7.47K+ 5.61% |
$686K - $934K
|
141K
$13.9M
|
|
Oct 31, 2022
Q3 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
7.44KNew |
$683K - $929K
|
7.44K
$736K
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.43K+ 4.77% |
$683K - $929K
|
163K
$16.2M
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
7.35K+ 19.88% |
$675K - $918K
|
44.3K
$4.39M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
7.28K+ 1.97% |
$668K - $909K
|
376K
$37.2M
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
7.2K+ 56.94% |
$661K - $900K
|
19.8K
$1.96M
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
7.15KNew |
$656K - $893K
|
7.15K
$707K
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
BUY
|
- |
7.13K+ 11.94% |
$654K - $890K
|
66.8K
$6.61M
|
|
Oct 14, 2022
Q3 2022
|
Tran Capital Management, L.P.
|
BUY
|
- |
7.05K+ 3.13% |
$647K - $881K
|
232K
$23M
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
6.99K+ 79.4% |
$642K - $873K
|
15.8K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
6.96K+ 8.91% |
$639K - $870K
|
85.1K
$8.43M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
6.93KNew |
$636K - $865K
|
6.93K
$686K
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6.89K+ 1.49% |
$633K - $861K
|
470K
$46.5M
|
|
Oct 27, 2022
Q3 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
6.88K+ 3.44% |
$632K - $860K
|
207K
$20.5M
|
|
Jun 08, 2023
Q3 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.76KNew |
$621K - $845K
|
6.76K
$669K
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.73K+ 7.72% |
$618K - $841K
|
94K
$9.3M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.7K+ 9.15% |
$615K - $837K
|
79.8K
$7.9M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
6.69K+ 1.99% |
$615K - $836K
|
343K
$34M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
6.65K+ 2.11% |
$610K - $830K
|
322K
$31.9M
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
6.62K+ 2.38% |
$608K - $828K
|
285K
$28.2M
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
6.55K+ 137.82% |
$601K - $818K
|
11.3K
$1.12M
|
|
Nov 01, 2022
Q3 2022
|
Skylands Capital, LLC
|
BUY
|
- |
6.5K+ 40.63% |
$597K - $812K
|
22.5K
$2.23M
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.5K+ 2.03% |
$597K - $812K
|
327K
$32.4M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.49K+ 6.35% |
$596K - $811K
|
109K
$10.8M
|