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 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
20+ 0.6% |
$1.68K - $2.13K
|
3.36K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17+ 0.07% |
$1.43K - $1.81K
|
24.4K
$2.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
17+ 0.09% |
$1.43K - $1.81K
|
18.2K
$2.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
16+ 0.32% |
$1.35K - $1.7K
|
5.05K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
15+ 0.33% |
$1.26K - $1.6K
|
4.55K
$526K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
13+ 1.08% |
$1.09K - $1.39K
|
1.22K
$141K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
12+ 3.77% |
$1.01K - $1.28K
|
330
$38.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
BUY
|
- |
11+ 0.05% |
$926 - $1.17K
|
24.2K
$2.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
10+ 0.25% |
$842 - $1.07K
|
3.99K
$461K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.07% |
$842 - $1.07K
|
15.2K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
10New |
$842 - $1.07K
|
10
$1.16K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
10+ 0.04% |
$842 - $1.07K
|
25.2K
$2.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.21% |
$673 - $852
|
3.79K
$439K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
7+ 11.29% |
$589 - $746
|
69
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7+ 0.18% |
$589 - $746
|
3.81K
$440K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
5+ 0.04% |
$421 - $533
|
11.8K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
5+ 0.13% |
$421 - $533
|
3.75K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$421 - $533
|
3.25K
$376K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
5+ 0.03% |
$421 - $533
|
19.8K
$2.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4+ 0.1% |
$337 - $426
|
4.2K
$486K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.29% |
$252 - $320
|
1.04K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
2+ 0.07% |
$168 - $213
|
2.75K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.02% |
$168 - $213
|
11.7K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$84.2 - $107
|
682
$78.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.03% |
$84.2 - $107
|
3.09K
$357K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.04% |
$84.2 - $107
|
2.62K
$303K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.04% |
$84.2 - $107
|
2.8K
$323K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$84.2 - $107
|
10.6K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$84.2 - $107
|
4.14K
$478K
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1- 0.04% |
$84.2 - $107
|
2.56K
$296K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 0.41% |
$168 - $213
|
491
$56.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.01% |
$168 - $213
|
18.9K
$2.18M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.32% |
$252 - $320
|
945
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5- 0.05% |
$421 - $533
|
9.29K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8- 0.12% |
$673 - $852
|
6.78K
$784K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-8- 0.09% |
$673 - $852
|
8.53K
$986K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-9- 0.61% |
$757 - $959
|
1.47K
$169K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-9- 0.32% |
$757 - $959
|
2.81K
$325K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-10- 0.11% |
$842 - $1.07K
|
9.23K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-10- 0.31% |
$842 - $1.07K
|
3.27K
$378K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 0.27% |
$842 - $1.07K
|
3.72K
$430K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.07% |
$926 - $1.17K
|
1.02K
$118K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-11- 0.28% |
$926 - $1.17K
|
3.86K
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-11- 0.02% |
$926 - $1.17K
|
53.5K
$6.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-14- 0.32% |
$1.18K - $1.49K
|
4.42K
$512K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-14- 0.6% |
$1.18K - $1.49K
|
2.31K
$267K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-15- 0.27% |
$1.26K - $1.6K
|
5.62K
$649K
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-15- 0.03% |
$1.26K - $1.6K
|
52.7K
$6.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-15- 0.41% |
$1.26K - $1.6K
|
3.62K
$419K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-15- 0.44% |
$1.26K - $1.6K
|
3.41K
$395K
|