Purchases and Sales Made in Q4 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
6.3K+ 8.62% |
$530K - $671K
|
79.4K
$8.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
6.29K+ 35.25% |
$529K - $670K
|
24.1K
$2.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.28KNew |
$528K - $669K
|
6.28K
$693K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.27KNew |
$528K - $668K
|
6.27K
$692K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
6.24K+ 99.95% |
$525K - $665K
|
12.5K
$1.38M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
6.23K+ 20.29% |
$524K - $664K
|
36.9K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6.2K+ 2.02% |
$522K - $661K
|
313K
$34.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.18KNew |
$520K - $658K
|
6.18K
$682K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
6.15K+ 21.37% |
$518K - $655K
|
34.9K
$3.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.11K+ 146.24% |
$514K - $651K
|
10.3K
$1.14M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
6.03K+ 34.46% |
$507K - $642K
|
23.5K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
6.01K+ 21.88% |
$506K - $640K
|
33.5K
$3.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.93KNew |
$499K - $632K
|
5.93K
$655K
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.92KNew |
$498K - $630K
|
5.92K
$653K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.91K+ 0.54% |
$497K - $629K
|
1.09M
$120M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
5.88K+ 10.29% |
$494K - $626K
|
63K
$6.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.87KNew |
$494K - $625K
|
5.87K
$648K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.84KNew |
$491K - $622K
|
5.84K
$645K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.83KNew |
$491K - $621K
|
5.83K
$644K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.79K+ 101.63% |
$487K - $617K
|
11.5K
$1.27M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5.78K+ 26.67% |
$486K - $615K
|
27.4K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.78KNew |
$486K - $615K
|
5.78K
$637K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.77K+ 45.49% |
$486K - $615K
|
18.5K
$2.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.76KNew |
$484K - $613K
|
5.76K
$635K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.72K+ 200.95% |
$481K - $609K
|
8.56K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.71K+ 5.61% |
$480K - $608K
|
107K
$11.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.66K+ 6.67% |
$477K - $603K
|
90.5K
$9.99M
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
5.64KNew |
$474K - $601K
|
5.64K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.61K+ 22.52% |
$472K - $598K
|
30.5K
$3.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.57K+ 174.12% |
$468K - $593K
|
8.76K
$967K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.56K+ 56.22% |
$468K - $592K
|
15.4K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.51K+ 6.75% |
$464K - $587K
|
87.1K
$9.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.48KNew |
$461K - $584K
|
5.48K
$605K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
5.44K+ 6.24% |
$458K - $580K
|
92.6K
$10.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
5.42K+ 15.46% |
$456K - $578K
|
40.5K
$4.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
5.4KNew |
$455K - $576K
|
5.4K
$596K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5.4K+ 2.96% |
$454K - $575K
|
188K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
BUY
|
- |
5.36K+ 0.72% |
$451K - $571K
|
746K
$82.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Hoertkorn Richard Charles
|
BUY
|
- |
5.35K+ 37.83% |
$450K - $570K
|
19.5K
$2.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
5.34KNew |
$450K - $569K
|
5.34K
$590K
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
5.31KNew |
$447K - $566K
|
5.31K
$586K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.31KNew |
$446K - $565K
|
5.31K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
BUY
|
- |
5.3K+ 18.13% |
$446K - $564K
|
34.5K
$3.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.24K+ 4.94% |
$441K - $558K
|
111K
$12.3M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.22KNew |
$439K - $556K
|
5.22K
$576K
|
|
|
Feb 08, 2023
Q4 2022
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
5.2K+ 2.12% |
$438K - $554K
|
251K
$27.7M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.18KNew |
$436K - $552K
|
5.18K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.17KNew |
$435K - $551K
|
5.17K
$571K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.12K+ 4.64% |
$431K - $546K
|
115K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
5.12K+ 76.68% |
$430K - $545K
|
11.8K
$1.3M
|