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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-8.1K- 2.88% |
$682K - $863K
|
273K
$31.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-8.14K- 29.53% |
$685K - $867K
|
19.4K
$2.23M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.23K- 7.04% |
$693K - $877K
|
109K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.27K- 6.93% |
$696K - $881K
|
111K
$12.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-8.39KClosed |
$706K - $894K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.48K- 11.85% |
$714K - $903K
|
63.1K
$7.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-8.5K- 7.21% |
$716K - $906K
|
109K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-8.51K- 30.43% |
$716K - $907K
|
19.5K
$2.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-8.57K- 37.14% |
$721K - $913K
|
14.5K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-8.65K- 25.49% |
$728K - $921K
|
25.3K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-8.65K- 3.4% |
$728K - $922K
|
246K
$28.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.67K- 10.86% |
$730K - $924K
|
71.2K
$8.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-8.73K- 22.17% |
$734K - $930K
|
30.6K
$3.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-8.74K- 17.77% |
$735K - $931K
|
40.4K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-8.77K- 3.52% |
$738K - $934K
|
240K
$27.6M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-8.81K- 12.11% |
$741K - $938K
|
63.9K
$7.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-8.83K- 10.55% |
$743K - $941K
|
74.9K
$8.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-8.86K- 13.1% |
$746K - $944K
|
58.8K
$6.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-8.89K- 29.72% |
$748K - $947K
|
21K
$2.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-8.93K- 31.61% |
$752K - $951K
|
19.3K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-8.99K- 29.66% |
$756K - $957K
|
21.3K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-9.07K- 36.35% |
$763K - $966K
|
15.9K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-9.15K- 7.48% |
$770K - $975K
|
113K
$13M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.15K- 33.92% |
$770K - $975K
|
17.8K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.17K- 12.98% |
$772K - $977K
|
61.5K
$7.06M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9.18K- 11.92% |
$773K - $978K
|
67.9K
$7.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-9.2K- 17.06% |
$774K - $980K
|
44.7K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-9.27K- 22.51% |
$780K - $988K
|
31.9K
$3.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-9.43K- 7.36% |
$794K - $1M
|
119K
$13.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-9.47K- 12.68% |
$797K - $1.01M
|
65.2K
$7.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.56K- 3.78% |
$804K - $1.02M
|
243K
$27.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.59K- 11.43% |
$807K - $1.02M
|
74.3K
$8.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-9.61K- 1.88% |
$809K - $1.02M
|
502K
$57.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-9.63K- 28.5% |
$810K - $1.03M
|
24.2K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.72K- 16.61% |
$818K - $1.04M
|
48.8K
$5.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-9.77K- 11.37% |
$822K - $1.04M
|
76.2K
$8.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-9.83K- 10.63% |
$828K - $1.05M
|
82.7K
$9.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-9.91K- 4.29% |
$834K - $1.06M
|
221K
$25.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-9.93K- 1.73% |
$836K - $1.06M
|
565K
$64.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-9.94K- 10.83% |
$836K - $1.06M
|
81.9K
$9.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-10K- 17.27% |
$843K - $1.07M
|
48K
$5.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10K- 44.68% |
$843K - $1.07M
|
12.4K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.1K- 37.86% |
$853K - $1.08M
|
16.6K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10.1K- 52.39% |
$853K - $1.08M
|
9.22K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-10.2K- 56.93% |
$857K - $1.09M
|
7.71K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-10.3K- 14.94% |
$867K - $1.1M
|
58.7K
$6.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-10.3K- 66.0% |
$867K - $1.1M
|
5.31K
$609K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-10.4K- 51.69% |
$876K - $1.11M
|
9.73K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-10.5K- 77.88% |
$885K - $1.12M
|
2.99K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-10.5K- 38.63% |
$885K - $1.12M
|
16.7K
$1.92M
|