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 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-217- 3.39% |
$18.3K - $23.1K
|
6.19K
$715K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-217- 6.48% |
$18.3K - $23.1K
|
3.13K
$362K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-218- 2.76% |
$18.3K - $23.2K
|
7.68K
$888K
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-218- 1.2% |
$18.3K - $23.2K
|
17.9K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-218- 5.66% |
$18.3K - $23.2K
|
3.63K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-218- 3.81% |
$18.3K - $23.2K
|
5.5K
$636K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-220- 2.83% |
$18.5K - $23.4K
|
7.55K
$873K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-220- 4.81% |
$18.5K - $23.4K
|
4.36K
$504K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-221- 2.7% |
$18.6K - $23.5K
|
7.97K
$922K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-222- 4.15% |
$18.7K - $23.7K
|
5.13K
$593K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-222- 4.2% |
$18.7K - $23.7K
|
5.07K
$586K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-222- 1.31% |
$18.7K - $23.7K
|
16.7K
$1.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-223- 0.15% |
$18.8K - $23.8K
|
151K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-224- 5.38% |
$18.9K - $23.9K
|
3.94K
$455K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-225- 6.18% |
$18.9K - $24K
|
3.42K
$395K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-225- 2.81% |
$18.9K - $24K
|
7.78K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-226- 2.43% |
$19K - $24.1K
|
9.07K
$1.05M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-226- 3.33% |
$19K - $24.1K
|
6.56K
$759K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-227- 1.82% |
$19.1K - $24.2K
|
12.3K
$1.42M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-228- 6.01% |
$19.2K - $24.3K
|
3.57K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-231- 6.38% |
$19.4K - $24.6K
|
3.39K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-231- 2.07% |
$19.4K - $24.6K
|
10.9K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-233- 4.86% |
$19.6K - $24.8K
|
4.56K
$527K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-235- 5.06% |
$19.8K - $25K
|
4.41K
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-236- 4.94% |
$19.9K - $25.1K
|
4.54K
$525K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-236- 5.19% |
$19.9K - $25.1K
|
4.31K
$499K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-240- 1.35% |
$20.2K - $25.6K
|
17.5K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-240- 11.16% |
$20.2K - $25.6K
|
1.91K
$221K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-242- 3.53% |
$20.4K - $25.8K
|
6.62K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-242- 5.58% |
$20.4K - $25.8K
|
4.1K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-242- 3.79% |
$20.4K - $25.8K
|
6.14K
$710K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-244- 2.45% |
$20.5K - $26K
|
9.7K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-245- 0.53% |
$20.6K - $26.1K
|
46.1K
$5.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-245- 78.03% |
$20.6K - $26.1K
|
69
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-245- 5.14% |
$20.6K - $26.1K
|
4.52K
$523K
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-246- 1.54% |
$20.7K - $26.2K
|
15.7K
$1.81M
|
|
|
Jan 13, 2023
Q4 2022
|
Kempner Capital Management Inc.
|
SELL
|
- |
-247- 0.47% |
$20.8K - $26.3K
|
52.7K
$6.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-247- 4.16% |
$20.8K - $26.3K
|
5.69K
$658K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-247- 3.33% |
$20.8K - $26.3K
|
7.16K
$829K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-249- 0.3% |
$21K - $26.5K
|
81.4K
$9.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-250- 3.36% |
$21K - $26.6K
|
7.19K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-250- 7.58% |
$21K - $26.6K
|
3.05K
$353K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-252- 44.44% |
$21.2K - $26.8K
|
315
$36.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-253- 4.56% |
$21.3K - $27K
|
5.3K
$613K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-254- 1.92% |
$21.4K - $27.1K
|
12.9K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-260- 6.16% |
$21.9K - $27.7K
|
3.96K
$458K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-263- 4.59% |
$22.1K - $28K
|
5.46K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-267- 1.53% |
$22.5K - $28.4K
|
17.1K
$1.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-269- 2.96% |
$22.6K - $28.7K
|
8.81K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-271- 3.28% |
$22.8K - $28.9K
|
8K
$925K
|