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
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.02K- 33.13% |
$339K - $429K
|
8.12K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 3.23% |
$340K - $431K
|
121K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.05K- 22.28% |
$341K - $431K
|
14.1K
$1.62M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-4.05K- 47.43% |
$341K - $432K
|
4.49K
$515K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-4.1K- 13.5% |
$345K - $436K
|
26.3K
$3.01M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.1K- 10.76% |
$345K - $437K
|
34K
$3.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.12K- 1.81% |
$347K - $439K
|
224K
$25.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.13K- 18.13% |
$347K - $440K
|
18.6K
$2.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Account Management LLC
|
SELL
|
- |
-4.15K- 11.01% |
$349K - $442K
|
33.6K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.16K- 34.43% |
$350K - $443K
|
7.93K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.16K- 7.66% |
$350K - $443K
|
50.2K
$5.76M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-4.17K- 12.26% |
$351K - $444K
|
29.8K
$3.42M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-4.18K- 4.3% |
$351K - $445K
|
93K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.2K- 17.59% |
$353K - $447K
|
19.7K
$2.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-4.21K- 19.36% |
$354K - $448K
|
17.5K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-4.21K- 14.27% |
$354K - $448K
|
25.3K
$2.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4.21K- 25.24% |
$355K - $449K
|
12.5K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.26K- 11.91% |
$359K - $454K
|
31.5K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.29K- 17.84% |
$361K - $457K
|
19.7K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.36K- 3.28% |
$367K - $465K
|
129K
$14.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.38K- 7.35% |
$369K - $467K
|
55.2K
$6.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.38K- 18.78% |
$369K - $467K
|
19K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-4.41K- 5.95% |
$371K - $470K
|
69.7K
$7.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.45K- 5.94% |
$375K - $474K
|
70.5K
$8.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-4.49K- 53.77% |
$378K - $478K
|
3.86K
$443K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.5K- 2.41% |
$379K - $480K
|
182K
$20.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.52K- 25.9% |
$380K - $482K
|
12.9K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.55K- 7.25% |
$383K - $485K
|
58.2K
$6.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.58K- 2.88% |
$385K - $488K
|
154K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.6K- 1.4% |
$387K - $490K
|
325K
$37.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.63K- 65.09% |
$390K - $493K
|
2.48K
$285K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.64K- 63.14% |
$390K - $494K
|
2.71K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-4.66K- 18.91% |
$392K - $496K
|
20K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-4.66K- 7.09% |
$392K - $496K
|
61.1K
$7M
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-4.66K- 20.9% |
$392K - $496K
|
17.6K
$2.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Check Capital Management Inc
|
SELL
|
- |
-4.66K- 10.71% |
$392K - $497K
|
38.8K
$4.46M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.7K- 63.65% |
$395K - $500K
|
2.68K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-4.7K- 5.75% |
$396K - $501K
|
77K
$8.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.71K- 9.81% |
$397K - $502K
|
43.3K
$4.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.74K- 3.54% |
$399K - $505K
|
129K
$14.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.77K- 0.71% |
$401K - $508K
|
669K
$76.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.77K- 13.59% |
$401K - $508K
|
30.3K
$3.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.78K- 15.01% |
$402K - $509K
|
27.1K
$3.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.8K- 1.99% |
$404K - $512K
|
237K
$27.2M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.85K- 45.67% |
$408K - $517K
|
5.77K
$662K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.94K- 38.52% |
$415K - $526K
|
7.88K
$904K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.94K- 35.36% |
$416K - $526K
|
9.03K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.98K- 3.39% |
$419K - $530K
|
142K
$16.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.98K- 8.62% |
$419K - $531K
|
52.8K
$6.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.98K- 29.54% |
$419K - $531K
|
11.9K
$1.36M
|