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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
872+ 4.37% |
$73.4K - $92.9K
|
20.8K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
866+ 0.43% |
$72.9K - $92.3K
|
204K
$23.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
857+ 11.99% |
$72.1K - $91.3K
|
8.01K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
847+ 20.12% |
$71.3K - $90.2K
|
5.06K
$584K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
841+ 17.11% |
$70.8K - $89.6K
|
5.76K
$665K
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
840+ 1.0% |
$70.7K - $89.5K
|
84.9K
$9.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
828+ 19.21% |
$69.7K - $88.2K
|
5.14K
$593K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
824+ 3.11% |
$69.3K - $87.8K
|
27.3K
$3.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
822+ 0.59% |
$69.2K - $87.6K
|
141K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
822New |
$69.2K - $87.6K
|
822
$94.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
813+ 52.83% |
$68.4K - $86.6K
|
2.35K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
812+ 2.9% |
$68.3K - $86.5K
|
28.9K
$3.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
803+ 2.63% |
$67.6K - $85.6K
|
31.3K
$3.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
802+ 5.58% |
$67.5K - $85.4K
|
15.2K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
797+ 10.97% |
$67.1K - $84.9K
|
8.06K
$931K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
784+ 18.89% |
$66K - $83.5K
|
4.93K
$570K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
783+ 1.84% |
$65.9K - $83.4K
|
43.3K
$5M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
782+ 4.96% |
$65.8K - $83.3K
|
16.5K
$1.91M
|
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
768+ 0.03% |
$64.6K - $81.8K
|
3.03M
$350M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
767+ 2.03% |
$64.6K - $81.7K
|
38.5K
$4.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
766+ 10.37% |
$64.5K - $81.6K
|
8.16K
$941K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
765+ 4.45% |
$64.4K - $81.5K
|
18K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
757+ 1081.43% |
$63.7K - $80.7K
|
827
$95.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
752+ 0.33% |
$63.3K - $80.1K
|
226K
$26.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
749New |
$63K - $79.8K
|
749
$86.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
749+ 4.17% |
$63K - $79.8K
|
18.7K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
738+ 8.05% |
$62.1K - $78.6K
|
9.91K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
737+ 0.73% |
$62K - $78.5K
|
101K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
731+ 33.86% |
$61.5K - $77.9K
|
2.89K
$334K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
729+ 30.32% |
$61.4K - $77.7K
|
3.13K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
723+ 8.64% |
$60.8K - $77K
|
9.09K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
700+ 13.35% |
$58.9K - $74.6K
|
5.94K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
700+ 7.22% |
$58.9K - $74.6K
|
10.4K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
698+ 0.62% |
$58.7K - $74.4K
|
113K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696+ 2.91% |
$58.6K - $74.2K
|
24.6K
$2.84M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
696+ 2.91% |
$58.6K - $74.2K
|
24.6K
$2.84M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
695+ 3.46% |
$58.5K - $74K
|
20.8K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
695+ 22.69% |
$58.5K - $74K
|
3.76K
$434K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
691+ 2.81% |
$58.2K - $73.6K
|
25.3K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
690+ 3.12% |
$58.1K - $73.5K
|
22.8K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
688+ 12.03% |
$57.9K - $73.3K
|
6.41K
$740K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
687+ 2.18% |
$57.8K - $73.2K
|
32.1K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
683+ 6.29% |
$57.5K - $72.8K
|
11.5K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
680+ 0.09% |
$57.2K - $72.4K
|
787K
$90.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Barton Investment Management
|
BUY
|
- |
675+ 11.48% |
$56.8K - $71.9K
|
6.55K
$757K
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
671+ 3.34% |
$56.5K - $71.5K
|
20.7K
$2.4M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
671+ 2.06% |
$56.5K - $71.5K
|
33.3K
$3.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
668+ 0.71% |
$56.2K - $71.2K
|
94.4K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
666+ 8.41% |
$56.1K - $71K
|
8.58K
$991K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
666+ 2.84% |
$56.1K - $71K
|
24.1K
$2.78M
|