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 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11+ 0.19% |
$1.01K - $1.37K
|
5.73K
$647K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
11+ 50.0% |
$1.01K - $1.37K
|
33
$3.73K
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
11+ 0.43% |
$1.01K - $1.37K
|
2.58K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.49% |
$1.01K - $1.37K
|
2.25K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
11+ 0.01% |
$1.01K - $1.37K
|
101K
$11.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
10+ 8.85% |
$918 - $1.25K
|
123
$13.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
10+ 0.12% |
$918 - $1.25K
|
8.67K
$981K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9+ 0.18% |
$827 - $1.12K
|
4.95K
$559K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 0.75% |
$827 - $1.12K
|
1.21K
$137K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.22% |
$827 - $1.12K
|
4.12K
$466K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
9+ 0.42% |
$827 - $1.12K
|
2.17K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 0.14% |
$827 - $1.12K
|
6.39K
$722K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$735 - $1K
|
10.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.03% |
$735 - $1K
|
30.8K
$3.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 0.02% |
$643 - $875
|
30.3K
$3.43M
|
|
|
Nov 08, 2022
Q3 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7+ 0.32% |
$643 - $875
|
2.21K
$249K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6+ 0.08% |
$551 - $750
|
7.59K
$858K
|
|
|
Oct 21, 2022
Q3 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
6+ 0.03% |
$551 - $750
|
20.6K
$2.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6+ 0.01% |
$551 - $750
|
66.4K
$7.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
BUY
|
- |
6+ 0.01% |
$551 - $750
|
80.6K
$9.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
6+ 0.04% |
$551 - $750
|
15.9K
$1.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6New |
$551 - $750
|
6
$678
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
5+ 0.01% |
$459 - $625
|
59.2K
$6.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5+ 0.05% |
$459 - $625
|
9.91K
$1.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$367 - $500
|
4.18K
$472K
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
BUY
|
- |
3+ 0.13% |
$276 - $375
|
2.32K
$263K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.19% |
$276 - $375
|
1.54K
$174K
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
3+ 0.02% |
$276 - $375
|
13.7K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
BUY
|
- |
3+ 6.52% |
$276 - $375
|
49
$5.54K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.02% |
$184 - $250
|
8.33K
$941K
|
|
|
Nov 03, 2022
Q3 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
2+ 0.05% |
$184 - $250
|
4.11K
$464K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1+ 0.04% |
$91.8 - $125
|
2.79K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1+ 0.02% |
$91.8 - $125
|
6K
$678K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.03% |
$91.8 - $125
|
3.54K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
1+ 0.45% |
$91.8 - $125
|
222
$25.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1+ 0.01% |
$91.8 - $125
|
15.9K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$91.8 - $125
|
4.53K
$512K
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1- 0.04% |
$91.8 - $125
|
2.56K
$290K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1- 0.04% |
$91.8 - $125
|
2.62K
$296K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.25% |
$91.8 - $125
|
407
$46K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1- 0.03% |
$91.8 - $125
|
3.77K
$426K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.09% |
$184 - $250
|
2.35K
$265K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$184 - $250
|
3.09K
$349K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 0.04% |
$276 - $375
|
7.88K
$891K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 0.03% |
$459 - $625
|
17K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-5- 0.01% |
$459 - $625
|
95K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-5- 0.12% |
$459 - $625
|
4.3K
$486K
|
|
|
Nov 02, 2022
Q3 2022
|
Geneva Capital Management LLC
|
SELL
|
- |
-6- 0.04% |
$551 - $750
|
16K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-6- 4.2% |
$551 - $750
|
137
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 1.58% |
$551 - $750
|
373
$42.2K
|