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 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 1.39% |
$13.8K - $18.7K
|
10.7K
$1.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-150- 29.07% |
$13.8K - $18.7K
|
366
$40.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-150- 1.4% |
$13.8K - $18.7K
|
10.6K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-151- 6.25% |
$13.9K - $18.9K
|
2.26K
$251K
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-152- 1.08% |
$14K - $19K
|
13.9K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-154- 0.72% |
$14.1K - $19.2K
|
21.1K
$2.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-155- 2.07% |
$14.2K - $19.4K
|
7.33K
$813K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-156- 3.03% |
$14.3K - $19.5K
|
4.99K
$554K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-157- 6.42% |
$14.4K - $19.6K
|
2.29K
$254K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-157- 4.03% |
$14.4K - $19.6K
|
3.74K
$415K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-158- 2.29% |
$14.5K - $19.7K
|
6.75K
$748K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-159- 9.36% |
$14.6K - $19.9K
|
1.54K
$171K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-159- 6.76% |
$14.6K - $19.9K
|
2.19K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-159- 18.93% |
$14.6K - $19.9K
|
681
$75.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-160- 4.27% |
$14.7K - $20K
|
3.59K
$397K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-160- 1.14% |
$14.7K - $20K
|
13.8K
$1.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-160- 3.86% |
$14.7K - $20K
|
3.99K
$442K
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-160- 2.79% |
$14.7K - $20K
|
5.59K
$619K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-161- 5.16% |
$14.8K - $20.1K
|
2.96K
$328K
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-162- 0.29% |
$14.9K - $20.2K
|
56.3K
$6.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-163- 1.65% |
$15K - $20.4K
|
9.7K
$1.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-163- 5.61% |
$15K - $20.4K
|
2.74K
$304K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-163- 6.76% |
$15K - $20.4K
|
2.25K
$249K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-164- 2.25% |
$15.1K - $20.5K
|
7.14K
$791K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-167- 6.5% |
$15.3K - $20.9K
|
2.4K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-167- 5.69% |
$15.3K - $20.9K
|
2.77K
$307K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-168- 1.56% |
$15.4K - $21K
|
10.6K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-169- 2.12% |
$15.5K - $21.1K
|
7.81K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-170- 0.78% |
$15.6K - $21.2K
|
21.5K
$2.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-172- 4.56% |
$15.8K - $21.5K
|
3.6K
$399K
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-172- 0.99% |
$15.8K - $21.5K
|
17.2K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-173- 0.57% |
$15.9K - $21.6K
|
30.3K
$3.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-175- 0.86% |
$16.1K - $21.9K
|
20.1K
$2.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-175- 0.26% |
$16.1K - $21.9K
|
67.5K
$7.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-175- 4.24% |
$16.1K - $21.9K
|
3.95K
$438K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-176- 3.82% |
$16.2K - $22K
|
4.44K
$492K
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-176- 3.56% |
$16.2K - $22K
|
4.76K
$528K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-176- 1.28% |
$16.2K - $22K
|
13.6K
$1.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-177- 0.42% |
$16.3K - $22.1K
|
41.5K
$4.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-178- 1.46% |
$16.3K - $22.2K
|
12K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-179- 4.01% |
$16.4K - $22.4K
|
4.28K
$475K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-180- 1.98% |
$16.5K - $22.5K
|
8.91K
$988K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-184- 0.79% |
$16.9K - $23K
|
23K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-185- 6.14% |
$17K - $23.1K
|
2.83K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-185- 4.59% |
$17K - $23.1K
|
3.84K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-185- 0.06% |
$17K - $23.1K
|
309K
$34.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-185- 5.96% |
$17K - $23.1K
|
2.92K
$324K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-186- 2.39% |
$17.1K - $23.2K
|
7.59K
$841K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-190- 1.09% |
$17.4K - $23.7K
|
17.2K
$1.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-191- 2.16% |
$17.5K - $23.9K
|
8.63K
$957K
|