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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
153New |
$14.1K - $19.1K
|
153
$17.3K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
153+ 2.82% |
$14.1K - $19.1K
|
5.58K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
152+ 1.65% |
$14K - $19K
|
9.35K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
151+ 1.44% |
$13.9K - $18.9K
|
10.7K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
151+ 0.71% |
$13.9K - $18.9K
|
21.5K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
150+ 0.61% |
$13.8K - $18.7K
|
24.7K
$2.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
149+ 0.4% |
$13.7K - $18.6K
|
37.2K
$4.21M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
149+ 0.34% |
$13.7K - $18.6K
|
44.1K
$4.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
148+ 1.31% |
$13.6K - $18.5K
|
11.5K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
147+ 1.6% |
$13.5K - $18.4K
|
9.34K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
145+ 20.66% |
$13.3K - $18.1K
|
847
$95.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
145+ 1.25% |
$13.3K - $18.1K
|
11.8K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
145+ 5.46% |
$13.3K - $18.1K
|
2.8K
$317K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
143+ 2.92% |
$13.1K - $17.9K
|
5.04K
$569K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
138+ 6.32% |
$12.7K - $17.2K
|
2.32K
$263K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
138+ 4.06% |
$12.7K - $17.2K
|
3.54K
$400K
|
|
|
Nov 01, 2022
Q3 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
137+ 0.8% |
$12.6K - $17.1K
|
17.2K
$1.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
137+ 3.11% |
$12.6K - $17.1K
|
4.54K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
137+ 2.96% |
$12.6K - $17.1K
|
4.76K
$539K
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
136+ 1.29% |
$12.5K - $17K
|
10.7K
$1.21M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
133+ 4.72% |
$12.2K - $16.6K
|
2.95K
$333K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
132+ 3.31% |
$12.1K - $16.5K
|
4.12K
$466K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
130+ 0.23% |
$11.9K - $16.2K
|
57.1K
$6.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
129+ 4.31% |
$11.8K - $16.1K
|
3.12K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
128+ 0.99% |
$11.8K - $16K
|
13.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
127+ 3.02% |
$11.7K - $15.9K
|
4.33K
$489K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
126+ 2.58% |
$11.6K - $15.7K
|
5.01K
$567K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
125+ 1.88% |
$11.5K - $15.6K
|
6.79K
$768K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
124+ 0.7% |
$11.4K - $15.5K
|
17.7K
$2.01M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
124+ 0.48% |
$11.4K - $15.5K
|
25.8K
$2.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
123+ 0.22% |
$11.3K - $15.4K
|
55.8K
$6.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
122+ 0.15% |
$11.2K - $15.2K
|
79.9K
$9.04M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
121+ 3.24% |
$11.1K - $15.1K
|
3.86K
$436K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
120+ 3.86% |
$11K - $15K
|
3.23K
$365K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
118+ 0.6% |
$10.8K - $14.7K
|
19.9K
$2.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
118+ 3.18% |
$10.8K - $14.7K
|
3.83K
$433K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
118+ 0.83% |
$10.8K - $14.7K
|
14.4K
$1.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
116+ 0.46% |
$10.7K - $14.5K
|
25.2K
$2.85M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
115+ 10.11% |
$10.6K - $14.4K
|
1.25K
$142K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
114+ 0.37% |
$10.5K - $14.2K
|
30.6K
$3.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
114+ 3.93% |
$10.5K - $14.2K
|
3.02K
$341K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
113+ 5.55% |
$10.4K - $14.1K
|
2.15K
$243K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
113+ 3.76% |
$10.4K - $14.1K
|
3.12K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
113+ 0.35% |
$10.4K - $14.1K
|
32.2K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
113+ 201.79% |
$10.4K - $14.1K
|
169
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
113+ 0.56% |
$10.4K - $14.1K
|
20.2K
$2.28M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
112+ 1.12% |
$10.3K - $14K
|
10.2K
$1.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
112+ 1.3% |
$10.3K - $14K
|
8.73K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
111+ 1.84% |
$10.2K - $13.9K
|
6.14K
$694K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
110+ 1.5% |
$10.1K - $13.7K
|
7.46K
$843K
|