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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
500+ 12.54% |
$42.1K - $53.3K
|
4.49K
$518K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
499+ 2.25% |
$42K - $53.2K
|
22.7K
$2.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
496+ 26.24% |
$41.7K - $52.8K
|
2.39K
$275K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
493+ 6.54% |
$41.5K - $52.5K
|
8.03K
$927K
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
492+ 13.23% |
$41.4K - $52.4K
|
4.21K
$486K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
486+ 2.51% |
$40.9K - $51.8K
|
19.9K
$2.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
485+ 4.92% |
$40.8K - $51.7K
|
10.3K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
480+ 1.8% |
$40.4K - $51.1K
|
27.1K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
480+ 1.78% |
$40.4K - $51.1K
|
27.5K
$3.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
476+ 13.28% |
$40.1K - $50.7K
|
4.06K
$469K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
475+ 20.27% |
$40K - $50.6K
|
2.82K
$325K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
469+ 7.51% |
$39.5K - $50K
|
6.72K
$775K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
467New |
$39.3K - $49.8K
|
467
$53.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
465+ 6.63% |
$39.1K - $49.5K
|
7.48K
$864K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
461+ 19.35% |
$38.8K - $49.1K
|
2.84K
$328K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
460+ 28.66% |
$38.7K - $49K
|
2.07K
$238K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
456+ 8.19% |
$38.4K - $48.6K
|
6.02K
$695K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
455+ 10.07% |
$38.3K - $48.5K
|
4.97K
$574K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
450+ 19.88% |
$37.9K - $47.9K
|
2.71K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
450New |
$37.9K - $47.9K
|
450
$52K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
445+ 2.64% |
$37.5K - $47.4K
|
17.3K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
443+ 5.58% |
$37.3K - $47.2K
|
8.38K
$967K
|
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
438+ 10.16% |
$36.9K - $46.7K
|
4.75K
$548K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
433+ 10.3% |
$36.4K - $46.1K
|
4.64K
$535K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
425+ 9.71% |
$35.8K - $45.3K
|
4.8K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
425+ 9.47% |
$35.8K - $45.3K
|
4.92K
$567K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
419+ 2.27% |
$35.3K - $44.6K
|
18.9K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
419+ 18.99% |
$35.3K - $44.6K
|
2.63K
$303K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
417+ 1.29% |
$35.1K - $44.4K
|
32.8K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
415+ 1.66% |
$34.9K - $44.2K
|
25.5K
$2.94M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
415+ 8.5% |
$34.9K - $44.2K
|
5.3K
$612K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
413+ 6.17% |
$34.8K - $44K
|
7.11K
$820K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
413+ 10.37% |
$34.8K - $44K
|
4.39K
$507K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
413+ 0.85% |
$34.8K - $44K
|
49.2K
$5.68M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
412+ 7.61% |
$34.7K - $43.9K
|
5.82K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
411+ 60.35% |
$34.6K - $43.8K
|
1.09K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
401New |
$33.7K - $42.7K
|
401
$46.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
400+ 87.72% |
$33.7K - $42.6K
|
856
$98.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
400+ 52.7% |
$33.7K - $42.6K
|
1.16K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
397+ 2.36% |
$33.4K - $42.3K
|
17.2K
$1.99M
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
396+ 1.32% |
$33.3K - $42.2K
|
30.4K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
395+ 13.01% |
$33.2K - $42.1K
|
3.43K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
387+ 0.38% |
$32.6K - $41.2K
|
101K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
386+ 60.03% |
$32.5K - $41.1K
|
1.03K
$119K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
384+ 1.33% |
$32.3K - $40.9K
|
29.2K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
380+ 13.48% |
$32K - $40.5K
|
3.2K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
375+ 0.29% |
$31.6K - $40K
|
128K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
375+ 1.24% |
$31.6K - $40K
|
30.7K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
374+ 5.61% |
$31.5K - $39.8K
|
7.04K
$813K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
371+ 3.96% |
$31.2K - $39.5K
|
9.75K
$1.13M
|