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 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
195+ 3.25% |
$16.4K - $20.8K
|
6.19K
$716K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
195+ 8.44% |
$16.4K - $20.8K
|
2.51K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
BUY
|
- |
195+ 4.32% |
$16.4K - $20.8K
|
4.71K
$544K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
195+ 4.93% |
$16.4K - $20.8K
|
4.15K
$480K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
194+ 7.55% |
$16.3K - $20.7K
|
2.76K
$320K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
194+ 0.91% |
$16.3K - $20.7K
|
21.4K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
192+ 0.15% |
$16.2K - $20.5K
|
125K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
190+ 1.66% |
$16K - $20.2K
|
11.6K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
190+ 2.83% |
$16K - $20.2K
|
6.91K
$799K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
189+ 7.69% |
$15.9K - $20.1K
|
2.65K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
189+ 0.46% |
$15.9K - $20.1K
|
41.2K
$4.77M
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
188+ 3.76% |
$15.8K - $20K
|
5.18K
$600K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
179+ 1.28% |
$15.1K - $19.1K
|
14.2K
$1.64M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
177+ 6.6% |
$14.9K - $18.9K
|
2.86K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
177+ 10.1% |
$14.9K - $18.9K
|
1.93K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
177+ 6.06% |
$14.9K - $18.9K
|
3.1K
$358K
|
|
|
Jan 30, 2023
Q4 2022
|
Family Capital Trust CO
|
BUY
|
- |
175+ 0.43% |
$14.7K - $18.6K
|
40.7K
$4.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
175+ 4.94% |
$14.7K - $18.6K
|
3.72K
$430K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
170+ 2.9% |
$14.3K - $18.1K
|
6.04K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
169+ 2.05% |
$14.2K - $18K
|
8.43K
$974K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
165+ 1.56% |
$13.9K - $17.6K
|
10.7K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
165+ 0.74% |
$13.9K - $17.6K
|
22.6K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
165+ 0.45% |
$13.9K - $17.6K
|
36.7K
$4.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
164+ 0.72% |
$13.8K - $17.5K
|
22.8K
$2.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
163+ 1.73% |
$13.7K - $17.4K
|
9.6K
$1.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
160+ 3.37% |
$13.5K - $17K
|
4.91K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
156+ 1.35% |
$13.1K - $16.6K
|
11.7K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
151+ 4.35% |
$12.7K - $16.1K
|
3.62K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
151+ 3.85% |
$12.7K - $16.1K
|
4.07K
$471K
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
150+ 1.59% |
$12.6K - $16K
|
9.61K
$1.11M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
150+ 6.45% |
$12.6K - $16K
|
2.48K
$286K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
149+ 4.13% |
$12.5K - $15.9K
|
3.76K
$434K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
149+ 0.74% |
$12.5K - $15.9K
|
20.4K
$2.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
148+ 4.77% |
$12.5K - $15.8K
|
3.25K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
146+ 3.9% |
$12.3K - $15.6K
|
3.89K
$450K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
142+ 1.64% |
$12K - $15.1K
|
8.8K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
139+ 2.77% |
$11.7K - $14.8K
|
5.16K
$596K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
137+ 4.93% |
$11.5K - $14.6K
|
2.92K
$337K
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
135+ 3.24% |
$11.4K - $14.4K
|
4.3K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
134+ 0.37% |
$11.3K - $14.3K
|
36.6K
$4.24M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
134+ 4.13% |
$11.3K - $14.3K
|
3.38K
$391K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
131+ 120.18% |
$11K - $14K
|
240
$27.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
BUY
|
- |
130+ 1.14% |
$10.9K - $13.9K
|
11.6K
$1.34M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
129+ 5.88% |
$10.9K - $13.7K
|
2.32K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
129+ 14.91% |
$10.9K - $13.7K
|
994
$115K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
127+ 1.51% |
$10.7K - $13.5K
|
8.56K
$990K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
126+ 1.81% |
$10.6K - $13.4K
|
7.08K
$819K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
126+ 11.89% |
$10.6K - $13.4K
|
1.19K
$137K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.92% |
$10.5K - $13.3K
|
6.63K
$767K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
124+ 2.51% |
$10.4K - $13.2K
|
5.07K
$586K
|