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 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
203+ 2.63% |
$18.6K - $25.4K
|
7.93K
$896K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
203+ 1.22% |
$18.6K - $25.4K
|
16.8K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
202New |
$18.6K - $25.2K
|
202
$22.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
200+ 0.83% |
$18.4K - $25K
|
24.2K
$2.74M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
200+ 3.19% |
$18.4K - $25K
|
6.47K
$731K
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
200+ 17.17% |
$18.4K - $25K
|
1.37K
$154K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200+ 9.07% |
$18.4K - $25K
|
2.4K
$272K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
198+ 6.81% |
$18.2K - $24.7K
|
3.11K
$351K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
196+ 0.03% |
$18K - $24.5K
|
674K
$76.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
196+ 6.58% |
$18K - $24.5K
|
3.17K
$359K
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
195+ 3.44% |
$17.9K - $24.4K
|
5.87K
$664K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
195+ 7.16% |
$17.9K - $24.4K
|
2.92K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
194+ 6.67% |
$17.8K - $24.2K
|
3.1K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
193+ 4.02% |
$17.7K - $24.1K
|
5K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
193+ 5.45% |
$17.7K - $24.1K
|
3.74K
$423K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
192+ 3.46% |
$17.6K - $24K
|
5.75K
$650K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
192+ 2.65% |
$17.6K - $24K
|
7.43K
$840K
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
191+ 6.1% |
$17.5K - $23.9K
|
3.32K
$375K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
189+ 0.2% |
$17.4K - $23.6K
|
96.1K
$10.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
188+ 4.99% |
$17.3K - $23.5K
|
3.95K
$447K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
188+ 4.54% |
$17.3K - $23.5K
|
4.33K
$489K
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
188+ 1.63% |
$17.3K - $23.5K
|
11.8K
$1.33M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
188+ 1.61% |
$17.3K - $23.5K
|
11.9K
$1.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
185+ 3.67% |
$17K - $23.1K
|
5.22K
$590K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
183+ 5.56% |
$16.8K - $22.9K
|
3.47K
$393K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
183New |
$16.8K - $22.9K
|
183
$20.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
183+ 0.54% |
$16.8K - $22.9K
|
33.8K
$3.82M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
182+ 0.39% |
$16.7K - $22.7K
|
47.4K
$5.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
181+ 2.51% |
$16.6K - $22.6K
|
7.38K
$834K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
180+ 5.29% |
$16.5K - $22.5K
|
3.58K
$405K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
180+ 0.99% |
$16.5K - $22.5K
|
18.3K
$2.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
180+ 1.99% |
$16.5K - $22.5K
|
9.21K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
180+ 6.22% |
$16.5K - $22.5K
|
3.07K
$348K
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
177+ 2.45% |
$16.3K - $22.1K
|
7.41K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
175+ 0.51% |
$16.1K - $21.9K
|
34.2K
$3.86M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
172+ 18.36% |
$15.8K - $21.5K
|
1.11K
$125K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
171+ 0.8% |
$15.7K - $21.4K
|
21.5K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
170+ 3.84% |
$15.6K - $21.2K
|
4.59K
$519K
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
169+ 0.5% |
$15.5K - $21.1K
|
34.3K
$3.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
167+ 0.49% |
$15.3K - $20.9K
|
33.9K
$3.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
165+ 2.6% |
$15.2K - $20.6K
|
6.51K
$736K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
164+ 6.86% |
$15.1K - $20.5K
|
2.56K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
164+ 3.73% |
$15.1K - $20.5K
|
4.56K
$516K
|
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
163+ 1.16% |
$15K - $20.4K
|
14.3K
$1.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Lipe & Dalton
|
BUY
|
- |
161+ 6.76% |
$14.8K - $20.1K
|
2.54K
$287K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
158+ 1.92% |
$14.5K - $19.7K
|
8.37K
$946K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
157+ 3.26% |
$14.4K - $19.6K
|
4.97K
$562K
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
155+ 0.61% |
$14.2K - $19.4K
|
25.6K
$2.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
154+ 4.88% |
$14.1K - $19.2K
|
3.31K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
154+ 2.55% |
$14.1K - $19.2K
|
6.21K
$702K
|