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 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-993- 8.89% |
$83.6K - $106K
|
10.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-999- 12.92% |
$84.1K - $106K
|
6.73K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-999- 16.95% |
$84.1K - $106K
|
4.89K
$568K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1K- 25.58% |
$84.2K - $107K
|
2.91K
$338K
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1K- 4.65% |
$84.2K - $107K
|
20.5K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Fosun International LTD
|
SELL
|
- |
-1K- 3.14% |
$84.2K - $107K
|
30.9K
$3.58M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1K- 11.3% |
$84.3K - $107K
|
7.87K
$912K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 18.73% |
$84.7K - $107K
|
4.37K
$507K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.01K- 8.29% |
$84.8K - $107K
|
11.1K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.01K- 4.37% |
$85K - $108K
|
22.1K
$2.56M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.02K- 1.96% |
$85.6K - $108K
|
50.8K
$5.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.02K- 23.04% |
$86K - $109K
|
3.41K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.03K- 49.07% |
$86.6K - $110K
|
1.07K
$124K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-1.03K- 8.43% |
$86.9K - $110K
|
11.2K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.04K- 12.36% |
$87.3K - $110K
|
7.35K
$853K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.05K- 8.03% |
$87.9K - $111K
|
12K
$1.39M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-1.05K- 25.82% |
$88.4K - $112K
|
3.02K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.05K- 3.88% |
$88.5K - $112K
|
26K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1.05K- 5.72% |
$88.6K - $112K
|
17.4K
$2.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.06K- 2.45% |
$88.8K - $112K
|
42.1K
$4.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.06K- 3.49% |
$88.9K - $113K
|
29.2K
$3.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 23.25% |
$89.2K - $113K
|
3.5K
$406K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-1.06K- 16.61% |
$89.5K - $113K
|
5.34K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.07K- 12.71% |
$89.6K - $113K
|
7.31K
$848K
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
SELL
|
- |
-1.07K- 13.99% |
$90.2K - $114K
|
6.59K
$764K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.07K- 21.32% |
$90.2K - $114K
|
3.96K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 14.26% |
$90.4K - $114K
|
6.46K
$749K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.08K- 6.28% |
$91.1K - $115K
|
16.2K
$1.87M
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.09K- 28.13% |
$91.3K - $116K
|
2.77K
$322K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.09K- 2.13% |
$91.4K - $116K
|
50K
$5.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.1K- 29.2% |
$92.2K - $117K
|
2.66K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.1K- 14.95% |
$92.5K - $117K
|
6.25K
$725K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.1K- 6.23% |
$92.7K - $117K
|
16.6K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.11K- 20.36% |
$93.1K - $118K
|
4.33K
$502K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.11K- 6.66% |
$93.6K - $118K
|
15.6K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.11K- 9.19% |
$93.7K - $119K
|
11K
$1.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.11K- 4.67% |
$93.8K - $119K
|
22.7K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-1.12K- 55.97% |
$93.9K - $119K
|
878
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.12K- 4.93% |
$93.9K - $119K
|
21.5K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.12K- 9.77% |
$94K - $119K
|
10.3K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.13K- 10.49% |
$95.3K - $121K
|
9.66K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 8.59% |
$95.4K - $121K
|
12.1K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.14K- 30.52% |
$95.6K - $121K
|
2.59K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.14K- 7.83% |
$95.7K - $121K
|
13.4K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.15K- 9.92% |
$96.4K - $122K
|
10.4K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.15K- 21.72% |
$96.5K - $122K
|
4.14K
$480K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-1.15K- 6.42% |
$96.6K - $122K
|
16.7K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 4.38% |
$96.6K - $122K
|
25K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.15K- 8.86% |
$96.8K - $123K
|
11.8K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.15K- 1.99% |
$96.8K - $123K
|
56.8K
$6.58M
|