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 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5K- 47.17% |
$421K - $533K
|
5.6K
$642K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.03K- 11.7% |
$424K - $536K
|
38K
$4.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-5.05K- 99.82% |
$425K - $538K
|
9
$1.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.06K- 38.56% |
$425K - $539K
|
8.05K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.06K- 14.67% |
$426K - $540K
|
29.5K
$3.38M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.07K- 31.31% |
$427K - $540K
|
11.1K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.08K- 23.08% |
$427K - $541K
|
16.9K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-5.1K- 6.77% |
$429K - $543K
|
70.2K
$8.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-5.11K- 5.42% |
$430K - $544K
|
89.2K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.11K- 3.74% |
$430K - $545K
|
132K
$15.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-5.13K- 1.82% |
$432K - $547K
|
277K
$31.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5.15K- 32.82% |
$434K - $549K
|
10.5K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-5.19K- 37.36% |
$437K - $553K
|
8.71K
$999K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.2K- 32.49% |
$437K - $554K
|
10.8K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.21K- 5.99% |
$438K - $555K
|
81.7K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-5.32KClosed |
$447K - $566K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.33K- 28.34% |
$449K - $568K
|
13.5K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5.34K- 13.14% |
$449K - $568K
|
35.3K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5.36K- 33.65% |
$451K - $571K
|
10.6K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-5.39K- 30.45% |
$453K - $574K
|
12.3K
$1.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-5.4K- 5.62% |
$454K - $575K
|
90.7K
$10.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.4K- 30.05% |
$455K - $576K
|
12.6K
$1.44M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-5.41K- 39.97% |
$455K - $576K
|
8.12K
$932K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-5.41K- 10.99% |
$455K - $576K
|
43.8K
$5.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.43K- 10.87% |
$457K - $578K
|
44.5K
$5.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.5K- 3.49% |
$463K - $586K
|
152K
$17.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5.51K- 18.58% |
$463K - $587K
|
24.1K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-5.53K- 9.81% |
$465K - $589K
|
50.8K
$5.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 11.21% |
$467K - $591K
|
44K
$5.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.58K- 24.08% |
$470K - $595K
|
17.6K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5.62K- 37.52% |
$473K - $599K
|
9.36K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-5.63K- 55.12% |
$473K - $599K
|
4.58K
$526K
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-5.63K- 0.2% |
$474K - $600K
|
2.88M
$331M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.63K- 13.01% |
$474K - $600K
|
37.7K
$4.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.65K- 35.94% |
$475K - $602K
|
10.1K
$1.15M
|
|
|
Jan 06, 2023
Q4 2022
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5.67K- 12.76% |
$477K - $604K
|
38.7K
$4.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5.72K- 3.76% |
$481K - $609K
|
146K
$16.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-5.73K- 6.27% |
$482K - $610K
|
85.7K
$9.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-5.78K- 42.78% |
$486K - $616K
|
7.73K
$887K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.8K- 30.53% |
$488K - $618K
|
13.2K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.83K- 0.99% |
$491K - $621K
|
585K
$67.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-5.89K- 54.36% |
$496K - $628K
|
4.95K
$567K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-5.93K- 36.33% |
$499K - $632K
|
10.4K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-5.98K- 26.78% |
$503K - $637K
|
16.4K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-5.99K- 18.88% |
$504K - $638K
|
25.7K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-6.05K- 15.0% |
$509K - $644K
|
34.3K
$3.93M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.1K- 6.55% |
$513K - $650K
|
87.1K
$9.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6.16K- 35.46% |
$518K - $656K
|
11.2K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.17K- 47.61% |
$519K - $657K
|
6.79K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-6.17K- 53.13% |
$520K - $658K
|
5.45K
$625K
|