Purchases and Sales Made in Q3 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
258+ 167.53% |
$23.7K - $32.2K
|
412
$46.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
257+ 9.83% |
$23.6K - $32.1K
|
2.87K
$325K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
257+ 7.38% |
$23.6K - $32.1K
|
3.74K
$423K
|
|
|
Nov 08, 2022
Q3 2022
|
Broderick Brian C
|
BUY
|
- |
254+ 0.49% |
$23.3K - $31.7K
|
52.2K
$5.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
253+ 1.93% |
$23.2K - $31.6K
|
13.4K
$1.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
253+ 2.44% |
$23.2K - $31.6K
|
10.6K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Granger Management LLC
|
BUY
|
- |
251+ 4.12% |
$23.1K - $31.4K
|
6.35K
$718K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
251+ 11.38% |
$23.1K - $31.4K
|
2.46K
$278K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
250+ 4.64% |
$23K - $31.2K
|
5.63K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
250+ 0.95% |
$23K - $31.2K
|
26.5K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
250+ 1.04% |
$23K - $31.2K
|
24.2K
$2.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
247+ 0.14% |
$22.7K - $30.9K
|
174K
$19.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
247+ 3.58% |
$22.7K - $30.9K
|
7.14K
$807K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
246+ 1.75% |
$22.6K - $30.7K
|
14.3K
$1.62M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
245+ 1.92% |
$22.5K - $30.6K
|
13K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
242+ 1.91% |
$22.2K - $30.2K
|
12.9K
$1.46M
|
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
239+ 1.84% |
$21.9K - $29.9K
|
13.2K
$1.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
238+ 1.67% |
$21.9K - $29.7K
|
14.5K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
236+ 8.48% |
$21.7K - $29.5K
|
3.02K
$341K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
236+ 9.16% |
$21.7K - $29.5K
|
2.81K
$318K
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
236+ 6.63% |
$21.7K - $29.5K
|
3.8K
$429K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
235+ 1.26% |
$21.6K - $29.4K
|
18.8K
$2.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
233+ 5.25% |
$21.4K - $29.1K
|
4.67K
$528K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
232+ 2.82% |
$21.3K - $29K
|
8.47K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
230+ 32.17% |
$21.1K - $28.7K
|
945
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
230+ 0.97% |
$21.1K - $28.7K
|
24K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
230+ 2.04% |
$21.1K - $28.7K
|
11.5K
$1.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
227+ 4.13% |
$20.8K - $28.4K
|
5.73K
$648K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
226+ 3.01% |
$20.8K - $28.2K
|
7.73K
$874K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
223+ 1.34% |
$20.5K - $27.9K
|
16.8K
$1.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
223+ 1.6% |
$20.5K - $27.9K
|
14.2K
$1.6M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
223+ 1.42% |
$20.5K - $27.9K
|
16K
$1.81M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
222+ 2.56% |
$20.4K - $27.7K
|
8.89K
$1.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
220+ 19.52% |
$20.2K - $27.5K
|
1.35K
$152K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
220+ 13.17% |
$20.2K - $27.5K
|
1.89K
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
219+ 1.75% |
$20.1K - $27.4K
|
12.7K
$1.44M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
219+ 3.41% |
$20.1K - $27.4K
|
6.64K
$751K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
219+ 28.33% |
$20.1K - $27.4K
|
992
$112K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
217+ 3.47% |
$19.9K - $27.1K
|
6.48K
$732K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
213+ 4.9% |
$19.6K - $26.6K
|
4.56K
$516K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
212+ 9.69% |
$19.5K - $26.5K
|
2.4K
$271K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
212+ 5.32% |
$19.5K - $26.5K
|
4.2K
$474K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
211+ 4.39% |
$19.4K - $26.4K
|
5.02K
$567K
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
209+ 1.03% |
$19.2K - $26.1K
|
20.4K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
208+ 5.96% |
$19.1K - $26K
|
3.7K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
206+ 1.95% |
$18.9K - $25.7K
|
10.8K
$1.22M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
205+ 0.55% |
$18.8K - $25.6K
|
37.6K
$4.25M
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
205+ 1.75% |
$18.8K - $25.6K
|
11.9K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
205+ 3.76% |
$18.8K - $25.6K
|
5.65K
$639K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
204+ 0.56% |
$18.7K - $25.5K
|
36.8K
$4.17M
|