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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
362+ 1.82% |
$30.5K - $38.6K
|
20.2K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
355+ 0.88% |
$29.9K - $37.8K
|
40.9K
$4.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
350+ 25.64% |
$29.5K - $37.3K
|
1.72K
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
350+ 14.25% |
$29.5K - $37.3K
|
2.81K
$324K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
349+ 2.64% |
$29.4K - $37.2K
|
13.6K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
348+ 1.31% |
$29.3K - $37.1K
|
26.9K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
345+ 0.6% |
$29K - $36.8K
|
57.8K
$6.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
345+ 12.38% |
$29K - $36.8K
|
3.13K
$362K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
341+ 6.08% |
$28.7K - $36.3K
|
5.95K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
340New |
$28.6K - $36.2K
|
340
$39.3K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
338+ 5.79% |
$28.4K - $36K
|
6.18K
$713K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
336+ 0.78% |
$28.3K - $35.8K
|
43.2K
$4.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
335+ 7.68% |
$28.2K - $35.7K
|
4.7K
$542K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
333+ 1.87% |
$28K - $35.5K
|
18.2K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
332New |
$27.9K - $35.4K
|
332
$38.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
330+ 14.08% |
$27.8K - $35.2K
|
2.67K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
325+ 0.23% |
$27.4K - $34.6K
|
141K
$16.3M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
324+ 6.62% |
$27.3K - $34.5K
|
5.22K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
322New |
$27.1K - $34.3K
|
322
$37.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
320+ 3.23% |
$26.9K - $34.1K
|
10.2K
$1.18M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
320+ 11.31% |
$26.9K - $34.1K
|
3.15K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
319+ 3.2% |
$26.8K - $34K
|
10.3K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
316+ 0.68% |
$26.6K - $33.7K
|
46.9K
$5.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
315+ 13.05% |
$26.5K - $33.6K
|
2.73K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
314+ 0.43% |
$26.4K - $33.5K
|
72.9K
$8.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
312+ 0.5% |
$26.3K - $33.2K
|
62.7K
$7.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
311+ 11.0% |
$26.2K - $33.1K
|
3.14K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
310+ 2.91% |
$26.1K - $33K
|
11K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
305+ 3.79% |
$25.7K - $32.5K
|
8.36K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
303+ 1.97% |
$25.5K - $32.3K
|
15.7K
$1.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
300+ 11.6% |
$25.2K - $32K
|
2.89K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
300+ 0.1% |
$25.2K - $32K
|
305K
$35.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
297+ 4.93% |
$25K - $31.6K
|
6.32K
$729K
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
292+ 8.09% |
$24.6K - $31.1K
|
3.9K
$450K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
291+ 4.75% |
$24.5K - $31K
|
6.42K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 8.75% |
$24.5K - $31K
|
3.62K
$417K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
287+ 3.36% |
$24.2K - $30.6K
|
8.83K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
286+ 0.47% |
$24.1K - $30.5K
|
61.2K
$7.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
285+ 5.2% |
$24K - $30.4K
|
5.77K
$666K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
280+ 0.82% |
$23.6K - $29.8K
|
34.4K
$3.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
279+ 6.32% |
$23.5K - $29.7K
|
4.69K
$542K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
278+ 69.67% |
$23.4K - $29.6K
|
677
$78.2K
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
277+ 7.09% |
$23.3K - $29.5K
|
4.19K
$483K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
275+ 1.09% |
$23.1K - $29.3K
|
25.5K
$2.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
275+ 12.56% |
$23.1K - $29.3K
|
2.47K
$285K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
275+ 1.39% |
$23.1K - $29.3K
|
20.1K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
274+ 805.88% |
$23.1K - $29.2K
|
308
$35.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
273+ 3.73% |
$23K - $29.1K
|
7.59K
$876K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
267+ 2.69% |
$22.5K - $28.4K
|
10.2K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
267+ 0.86% |
$22.5K - $28.4K
|
31.3K
$3.61M
|