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 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-255- 6.11% |
$23.4K - $31.9K
|
3.92K
$434K
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-257- 0.34% |
$23.6K - $32.1K
|
76.3K
$8.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-263- 3.71% |
$24.2K - $32.9K
|
6.83K
$757K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-263- 0.88% |
$24.2K - $32.9K
|
29.5K
$3.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-265- 0.38% |
$24.3K - $33.1K
|
70.4K
$7.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-270- 1.34% |
$24.8K - $33.7K
|
19.8K
$2.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-271- 9.76% |
$24.9K - $33.9K
|
2.51K
$278K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-272- 2.28% |
$25K - $34K
|
11.7K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-272- 9.64% |
$25K - $34K
|
2.55K
$283K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-273- 2.41% |
$25.1K - $34.1K
|
11.1K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-278- 5.31% |
$25.5K - $34.7K
|
4.96K
$549K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-279- 5.88% |
$25.6K - $34.9K
|
4.46K
$495K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-281- 0.35% |
$25.8K - $35.1K
|
79.9K
$8.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-283- 50.09% |
$26K - $35.4K
|
282
$31.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-284- 4.12% |
$26.1K - $35.5K
|
6.6K
$732K
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-290- 2.64% |
$26.6K - $36.2K
|
10.7K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-290- 6.45% |
$26.6K - $36.2K
|
4.21K
$467K
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-294- 6.39% |
$27K - $36.7K
|
4.31K
$478K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-297- 4.95% |
$27.3K - $37.1K
|
5.7K
$632K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-300- 8.57% |
$27.6K - $37.5K
|
3.2K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-300- 6.23% |
$27.6K - $37.5K
|
4.52K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-300- 1.36% |
$27.6K - $37.5K
|
21.7K
$2.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-301- 8.59% |
$27.6K - $37.6K
|
3.2K
$355K
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-301- 2.18% |
$27.6K - $37.6K
|
13.5K
$1.5M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-302- 9.56% |
$27.7K - $37.7K
|
2.86K
$317K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-304- 13.55% |
$27.9K - $38K
|
1.94K
$215K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-304- 1.82% |
$27.9K - $38K
|
16.4K
$1.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-304- 6.0% |
$27.9K - $38K
|
4.76K
$528K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-304- 6.0% |
$27.9K - $38K
|
4.76K
$528K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-305- 4.21% |
$28K - $38.1K
|
6.94K
$769K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-310- 2.74% |
$28.5K - $38.7K
|
11K
$1.22M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-310- 5.72% |
$28.5K - $38.7K
|
5.11K
$566K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-312- 3.01% |
$28.7K - $39K
|
10.1K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-314- 3.34% |
$28.8K - $39.2K
|
9.08K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-315- 4.51% |
$28.9K - $39.4K
|
6.67K
$739K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-318- 1.8% |
$29.2K - $39.7K
|
17.3K
$1.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-319- 5.33% |
$29.3K - $39.9K
|
5.66K
$628K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-321- 1.49% |
$29.5K - $40.1K
|
21.2K
$2.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-326- 3.97% |
$29.9K - $40.7K
|
7.89K
$875K
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-326- 4.34% |
$29.9K - $40.7K
|
7.19K
$797K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-326- 5.91% |
$29.9K - $40.7K
|
5.19K
$575K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-326- 13.3% |
$29.9K - $40.7K
|
2.13K
$236K
|
|
|
Nov 04, 2022
Q3 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-327- 1.57% |
$30K - $40.9K
|
20.6K
$2.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-331- 8.6% |
$30.4K - $41.4K
|
3.52K
$390K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-332- 13.53% |
$30.5K - $41.5K
|
2.12K
$235K
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-335- 1.28% |
$30.8K - $41.9K
|
25.8K
$2.86M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-337- 13.05% |
$31K - $42.1K
|
2.25K
$249K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-341- 0.6% |
$31.3K - $42.6K
|
56.4K
$6.25M
|
|
|
Nov 07, 2022
Q3 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-343- 0.21% |
$31.5K - $42.9K
|
160K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-343- 4.24% |
$31.5K - $42.9K
|
7.74K
$858K
|