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 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2.72KNew |
$229K - $290K
|
2.72K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.72K+ 12.26% |
$229K - $290K
|
24.9K
$2.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.7KNew |
$227K - $288K
|
2.7K
$312K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
2.67KNew |
$225K - $285K
|
2.67K
$308K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
2.67KNew |
$224K - $284K
|
2.67K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.67KNew |
$224K - $284K
|
2.67K
$308K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.66KNew |
$224K - $284K
|
2.66K
$307K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.65KNew |
$223K - $282K
|
2.65K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$218K - $276K
|
2.6K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.58K+ 11.23% |
$217K - $275K
|
25.6K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.58KNew |
$217K - $275K
|
2.58K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
2.58K+ 6.85% |
$217K - $274K
|
40.2K
$4.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.55KNew |
$214K - $271K
|
2.55K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.54K+ 14.5% |
$214K - $271K
|
20.1K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.51KNew |
$212K - $268K
|
2.51K
$290K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.51K+ 11.54% |
$211K - $267K
|
24.2K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$210K - $266K
|
2.5K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
2.49K+ 3.88% |
$210K - $265K
|
66.8K
$7.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.48K+ 8.05% |
$208K - $264K
|
33.3K
$3.84M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.47K+ 31.49% |
$207K - $263K
|
10.3K
$1.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.45K+ 0.7% |
$206K - $261K
|
352K
$40.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.42KNew |
$204K - $258K
|
2.42K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
2.39KNew |
$201K - $255K
|
2.39K
$276K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.39KNew |
$201K - $255K
|
2.39K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.37K+ 23.88% |
$199K - $252K
|
12.3K
$1.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
2.37KNew |
$199K - $252K
|
2.37K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
2.35KNew |
$198K - $251K
|
2.35K
$272K
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.34KNew |
$197K - $249K
|
2.34K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.34K+ 76.19% |
$197K - $249K
|
5.4K
$624K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.33KNew |
$196K - $248K
|
2.33K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.33K+ 23.07% |
$196K - $248K
|
12.4K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.33K+ 16.18% |
$196K - $248K
|
16.7K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.32KNew |
$195K - $247K
|
2.32K
$267K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.31K+ 1.89% |
$195K - $246K
|
124K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.28K+ 5.31% |
$191K - $242K
|
45.2K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.26K+ 17.78% |
$190K - $240K
|
15K
$1.73M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.26K+ 12.75% |
$190K - $240K
|
20K
$2.3M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.25K+ 0.89% |
$189K - $240K
|
255K
$29.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.22K+ 42.06% |
$187K - $236K
|
7.49K
$865K
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.22K+ 85.9% |
$187K - $236K
|
4.8K
$554K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.22KNew |
$186K - $236K
|
2.22K
$256K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.22K+ 6.0% |
$186K - $236K
|
39.1K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$186K - $235K
|
2.21K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21KNew |
$186K - $235K
|
2.21K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.19K+ 78.48% |
$184K - $234K
|
4.99K
$576K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
2.19K+ 4.48% |
$184K - $233K
|
51K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.19K+ 1.27% |
$184K - $233K
|
174K
$20M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.17K+ 41.32% |
$183K - $232K
|
7.44K
$858K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.16K+ 7.61% |
$181K - $230K
|
30.5K
$3.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.12KNew |
$178K - $226K
|
2.12K
$245K
|