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 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-60- 11.65% |
$5.51K - $7.5K
|
455
$51.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-61- 4.15% |
$5.6K - $7.62K
|
1.41K
$159K
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-63- 0.4% |
$5.79K - $7.87K
|
15.9K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-64- 2.52% |
$5.88K - $8K
|
2.48K
$280K
|
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-65- 2.05% |
$5.97K - $8.12K
|
3.1K
$350K
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-66- 0.09% |
$6.06K - $8.25K
|
74.7K
$8.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-66- 0.75% |
$6.06K - $8.25K
|
8.69K
$982K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
SELL
|
- |
-66- 0.22% |
$6.06K - $8.25K
|
30K
$3.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-67- 0.08% |
$6.15K - $8.37K
|
84.9K
$9.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-67- 0.9% |
$6.15K - $8.37K
|
7.4K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-67- 35.83% |
$6.15K - $8.37K
|
120
$13.6K
|
|
|
Oct 06, 2022
Q3 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-68- 1.71% |
$6.25K - $8.5K
|
3.9K
$441K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-69- 0.34% |
$6.34K - $8.62K
|
20.1K
$2.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-70- 0.19% |
$6.43K - $8.75K
|
37.4K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-70- 0.41% |
$6.43K - $8.75K
|
17K
$1.92M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-71- 0.64% |
$6.52K - $8.87K
|
11K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-74- 3.03% |
$6.8K - $9.25K
|
2.37K
$268K
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-75- 0.69% |
$6.89K - $9.37K
|
10.8K
$1.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.58% |
$6.89K - $9.37K
|
4.66K
$527K
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-75- 1.22% |
$6.89K - $9.37K
|
6.08K
$688K
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 0.52% |
$6.89K - $9.37K
|
14.4K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-79- 0.23% |
$7.26K - $9.87K
|
33.7K
$3.82M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.37% |
$7.35K - $10K
|
2.3K
$260K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-80- 1.89% |
$7.35K - $10K
|
4.15K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-80- 3.15% |
$7.35K - $10K
|
2.46K
$278K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 2.05% |
$7.62K - $10.4K
|
3.97K
$449K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-83- 0.67% |
$7.62K - $10.4K
|
12.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-83- 0.58% |
$7.62K - $10.4K
|
14.3K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.93% |
$7.71K - $10.5K
|
8.99K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-84- 3.41% |
$7.71K - $10.5K
|
2.38K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-84- 0.53% |
$7.71K - $10.5K
|
15.8K
$1.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-85- 3.51% |
$7.81K - $10.6K
|
2.34K
$264K
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-85- 0.32% |
$7.81K - $10.6K
|
26.8K
$3.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-86- 2.29% |
$7.9K - $10.7K
|
3.67K
$415K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-87- 2.07% |
$7.99K - $10.9K
|
4.11K
$465K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-87- 3.06% |
$7.99K - $10.9K
|
2.76K
$312K
|
|
|
Oct 13, 2022
Q3 2022
|
Fruth Investment Management
|
SELL
|
- |
-90- 0.36% |
$8.27K - $11.2K
|
24.8K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-91- 0.52% |
$8.36K - $11.4K
|
17.5K
$1.98M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-93- 8.8% |
$8.54K - $11.6K
|
964
$109K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-93- 0.07% |
$8.54K - $11.6K
|
130K
$14.7M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-94- 2.13% |
$8.63K - $11.7K
|
4.33K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-95- 9.9% |
$8.72K - $11.9K
|
865
$97.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-96- 0.71% |
$8.82K - $12K
|
13.3K
$1.51M
|
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-96- 0.48% |
$8.82K - $12K
|
19.8K
$2.23M
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-98- 1.34% |
$9K - $12.2K
|
7.19K
$813K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 1.67% |
$9.18K - $12.5K
|
5.87K
$664K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-100- 3.74% |
$9.18K - $12.5K
|
2.58K
$291K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-100- 91.74% |
$9.18K - $12.5K
|
9
$1.02K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-100- 2.02% |
$9.18K - $12.5K
|
4.86K
$549K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 3.89% |
$9.18K - $12.5K
|
2.47K
$279K
|