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 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-565- 17.93% |
$51.9K - $70.6K
|
2.59K
$295K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-572- 1.88% |
$52.5K - $71.5K
|
29.8K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-572- 0.75% |
$52.5K - $71.5K
|
76.1K
$8.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-574- 79.61% |
$52.7K - $71.7K
|
147
$16.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-574- 8.41% |
$52.7K - $71.7K
|
6.25K
$712K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-579- 0.74% |
$53.2K - $72.4K
|
77.3K
$8.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-582- 4.77% |
$53.5K - $72.7K
|
11.6K
$1.32M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-583- 0.66% |
$53.5K - $72.9K
|
87.2K
$9.94M
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-585- 16.46% |
$53.7K - $73.1K
|
2.97K
$338K
|
|
|
Nov 15, 2022
Q3 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-585- 2.24% |
$53.7K - $73.1K
|
25.5K
$2.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-586- 4.68% |
$53.8K - $73.2K
|
11.9K
$1.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-587- 4.17% |
$53.9K - $73.4K
|
13.5K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-590- 3.96% |
$54.2K - $73.7K
|
14.3K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-591- 0.44% |
$54.3K - $73.9K
|
133K
$15.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-591- 1.27% |
$54.3K - $73.9K
|
45.9K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-591- 16.82% |
$54.3K - $73.9K
|
2.92K
$333K
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-592- 68.68% |
$54.4K - $74K
|
270
$30.8K
|
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
SELL
|
- |
-593- 1.62% |
$54.5K - $74.1K
|
35.9K
$4.1M
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-595- 1.62% |
$54.6K - $74.4K
|
36.2K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-595- 6.63% |
$54.6K - $74.4K
|
8.38K
$955K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-597- 21.66% |
$54.8K - $74.6K
|
2.16K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-600- 10.4% |
$55.1K - $75K
|
5.17K
$590K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-600- 85.71% |
$55.1K - $75K
|
100
$11.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-611- 21.36% |
$56.1K - $76.4K
|
2.25K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-612- 11.68% |
$56.2K - $76.5K
|
4.63K
$527K
|
|
|
Oct 19, 2022
Q3 2022
|
Absher Wealth Management, LLC
|
SELL
|
- |
-615- 5.48% |
$56.5K - $76.9K
|
10.6K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-622- 15.75% |
$57.1K - $77.7K
|
3.33K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-623- 15.45% |
$57.2K - $77.9K
|
3.41K
$389K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-625- 3.75% |
$57.4K - $78.1K
|
16.1K
$1.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-629- 3.34% |
$57.8K - $78.6K
|
18.2K
$2.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-629- 5.78% |
$57.8K - $78.6K
|
10.3K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-635- 4.61% |
$58.3K - $79.3K
|
13.1K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-642- 8.09% |
$59K - $80.2K
|
7.29K
$831K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-650- 4.65% |
$59.7K - $81.2K
|
13.3K
$1.52M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-654- 19.6% |
$60.1K - $81.7K
|
2.68K
$306K
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-660- 0.64% |
$60.6K - $82.5K
|
102K
$11.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-662- 11.21% |
$60.8K - $82.7K
|
5.24K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-662- 12.88% |
$60.8K - $82.7K
|
4.48K
$510K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-663Closed |
$60.9K - $82.8K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-665- 20.54% |
$61.1K - $83.1K
|
2.57K
$293K
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-666- 13.12% |
$61.2K - $83.2K
|
4.41K
$503K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-672- 10.54% |
$61.7K - $84K
|
5.7K
$650K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-674- 7.58% |
$61.9K - $84.2K
|
8.22K
$937K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-675- 0.79% |
$62K - $84.3K
|
84.3K
$9.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-675- 0.48% |
$62K - $84.3K
|
139K
$15.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-675- 8.57% |
$62K - $84.3K
|
7.2K
$821K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-678- 1.57% |
$62.3K - $84.7K
|
42.5K
$4.85M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-680- 12.53% |
$62.5K - $85K
|
4.75K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-682- 14.63% |
$62.6K - $85.2K
|
3.98K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-684- 6.55% |
$62.8K - $85.5K
|
9.76K
$1.11M
|