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 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 1.72% |
$9.18K - $12.5K
|
5.7K
$644K
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-102- 5.5% |
$9.37K - $12.7K
|
1.75K
$198K
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-102- 0.08% |
$9.37K - $12.7K
|
123K
$13.9M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-102- 1.17% |
$9.37K - $12.7K
|
8.64K
$977K
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
SELL
|
- |
-103- 4.31% |
$9.46K - $12.9K
|
2.29K
$259K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-104- 2.7% |
$9.55K - $13K
|
3.74K
$423K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 0.62% |
$9.64K - $13.1K
|
16.9K
$1.91M
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-105- 4.32% |
$9.64K - $13.1K
|
2.32K
$263K
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-105- 0.27% |
$9.64K - $13.1K
|
38.3K
$4.33M
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-105- 0.81% |
$9.64K - $13.1K
|
12.8K
$1.45M
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-106- 1.37% |
$9.74K - $13.2K
|
7.61K
$860K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-108- 1.63% |
$9.92K - $13.5K
|
6.54K
$739K
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-108- 2.52% |
$9.92K - $13.5K
|
4.18K
$472K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-110- 3.41% |
$10.1K - $13.7K
|
3.11K
$352K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-112- 3.94% |
$10.3K - $14K
|
2.73K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-112- 4.01% |
$10.3K - $14K
|
2.68K
$303K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-115- 27.06% |
$10.6K - $14.4K
|
310
$35K
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-115- 2.1% |
$10.6K - $14.4K
|
5.35K
$605K
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-115- 2.0% |
$10.6K - $14.4K
|
5.63K
$637K
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-116- 4.51% |
$10.7K - $14.5K
|
2.46K
$278K
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
SELL
|
- |
-119- 1.63% |
$10.9K - $14.9K
|
7.17K
$810K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-119- 1.29% |
$10.9K - $14.9K
|
9.11K
$1.03M
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-119- 90.15% |
$10.9K - $14.9K
|
13
$1.47K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-120- 0.18% |
$11K - $15K
|
65.7K
$7.43M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-120- 5.15% |
$11K - $15K
|
2.21K
$250K
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-121- 0.34% |
$11.1K - $15.1K
|
35.7K
$4.04M
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-122- 0.23% |
$11.2K - $15.2K
|
52.5K
$5.94M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-124- 1.19% |
$11.4K - $15.5K
|
10.3K
$1.16M
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-125- 1.51% |
$11.5K - $15.6K
|
8.17K
$924K
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 2.3% |
$11.5K - $15.6K
|
5.31K
$601K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-126- 49.41% |
$11.6K - $15.7K
|
129
$14.6K
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-127- 5.48% |
$11.7K - $15.9K
|
2.19K
$248K
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-129- 0.11% |
$11.8K - $16.1K
|
120K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-131- 1.56% |
$12K - $16.4K
|
8.27K
$935K
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-132- 0.3% |
$12.1K - $16.5K
|
43.7K
$4.94M
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-135- 0.66% |
$12.4K - $16.9K
|
20.2K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-135- 0.78% |
$12.4K - $16.9K
|
17.2K
$1.94M
|
|
Nov 09, 2022
Q3 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-136- 0.81% |
$12.5K - $17K
|
16.7K
$1.89M
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-138- 1.37% |
$12.7K - $17.2K
|
9.93K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-140- 33.33% |
$12.9K - $17.5K
|
280
$31.7K
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-141- 1.64% |
$12.9K - $17.6K
|
8.47K
$957K
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-142- 2.0% |
$13K - $17.7K
|
6.95K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-145- 3.3% |
$13.3K - $18.1K
|
4.25K
$481K
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-146- 5.81% |
$13.4K - $18.2K
|
2.37K
$268K
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-147- 5.74% |
$13.5K - $18.4K
|
2.41K
$273K
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-147- 0.88% |
$13.5K - $18.4K
|
16.6K
$1.88M
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-148- 2.98% |
$13.6K - $18.5K
|
4.81K
$544K
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-150- 6.02% |
$13.8K - $18.7K
|
2.34K
$265K
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 1.39% |
$13.8K - $18.7K
|
10.7K
$1.21M
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.07% |
$13.8K - $18.7K
|
366
$41.4K
|