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 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.22K- 7.69% |
$187K - $236K
|
26.6K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.22K- 19.23% |
$187K - $236K
|
9.32K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-2.23K- 13.98% |
$188K - $238K
|
13.7K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.23K- 13.27% |
$188K - $238K
|
14.6K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-2.24K- 10.06% |
$189K - $239K
|
20K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.26K- 2.97% |
$190K - $241K
|
74K
$8.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.26K- 4.39% |
$190K - $241K
|
49.3K
$5.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.26K- 36.05% |
$190K - $241K
|
4.01K
$464K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.26K- 4.36% |
$190K - $241K
|
49.6K
$5.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.27K- 3.93% |
$191K - $242K
|
55.5K
$6.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-2.27K- 5.67% |
$191K - $242K
|
37.7K
$4.36M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.27K- 8.8% |
$191K - $242K
|
23.5K
$2.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-2.27K- 28.56% |
$191K - $242K
|
5.69K
$658K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.28K- 9.19% |
$192K - $243K
|
22.5K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-2.29K- 7.31% |
$192K - $243K
|
29K
$3.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.3K- 48.6% |
$193K - $245K
|
2.43K
$281K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.31KClosed |
$194K - $246K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-2.34K- 22.63% |
$197K - $249K
|
8K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 45.22% |
$197K - $249K
|
2.84K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.35K- 7.15% |
$198K - $250K
|
30.5K
$3.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-2.36K- 32.62% |
$199K - $251K
|
4.87K
$563K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.37K- 16.06% |
$200K - $253K
|
12.4K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.38K- 11.97% |
$201K - $254K
|
17.5K
$2.03M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.39K- 11.57% |
$201K - $255K
|
18.3K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-2.4K- 40.01% |
$202K - $256K
|
3.6K
$416K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.43K- 11.23% |
$204K - $258K
|
19.2K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-2.43K- 3.98% |
$205K - $259K
|
58.7K
$6.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.44K- 76.61% |
$205K - $260K
|
745
$86.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.44K- 7.62% |
$206K - $260K
|
29.6K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.45K- 16.03% |
$206K - $261K
|
12.8K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.45K- 6.56% |
$206K - $261K
|
35K
$4.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.45K- 31.07% |
$207K - $261K
|
5.44K
$630K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.46K- 18.05% |
$207K - $262K
|
11.2K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.47K- 32.27% |
$208K - $263K
|
5.19K
$600K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.49K- 6.49% |
$209K - $265K
|
35.8K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.49K- 38.75% |
$209K - $265K
|
3.93K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.49K- 16.76% |
$209K - $265K
|
12.4K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.5K- 16.52% |
$210K - $266K
|
12.6K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-2.5K- 83.33% |
$210K - $266K
|
500
$57.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
SELL
|
- |
-2.51K- 7.64% |
$211K - $267K
|
30.3K
$3.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.52K- 8.1% |
$212K - $268K
|
28.5K
$3.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.52K- 27.39% |
$212K - $269K
|
6.69K
$774K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.53K- 5.21% |
$213K - $269K
|
46K
$5.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-2.53K- 17.69% |
$213K - $270K
|
11.8K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.53K- 40.49% |
$213K - $270K
|
3.72K
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.54K- 13.18% |
$214K - $271K
|
16.7K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.56K- 4.64% |
$216K - $273K
|
52.7K
$6.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.57K- 0.15% |
$216K - $273K
|
1.66M
$192M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.58K- 7.64% |
$217K - $275K
|
31.2K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.58K- 7.19% |
$217K - $275K
|
33.3K
$3.85M
|