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 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-870- 1.27% |
$79.9K - $109K
|
67.7K
$7.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-874- 2.41% |
$80.3K - $109K
|
35.4K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-875- 9.9% |
$80.4K - $109K
|
7.96K
$907K
|
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-876- 12.75% |
$80.5K - $109K
|
5.99K
$683K
|
|
|
Oct 28, 2022
Q3 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-879- 2.66% |
$80.7K - $110K
|
32.2K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-883- 8.2% |
$81.1K - $110K
|
9.89K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-885- 0.8% |
$81.3K - $111K
|
110K
$12.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-889- 6.3% |
$81.6K - $111K
|
13.2K
$1.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-890- 2.67% |
$81.7K - $111K
|
32.5K
$3.7M
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
SELL
|
- |
-893- 2.78% |
$82K - $112K
|
31.2K
$3.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-894- 18.58% |
$82.1K - $112K
|
3.92K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-898- 24.4% |
$82.5K - $112K
|
2.78K
$317K
|
|
|
Oct 17, 2022
Q3 2022
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-899- 25.64% |
$82.6K - $112K
|
2.61K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-900- 10.87% |
$82.7K - $112K
|
7.38K
$841K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-905- 1.7% |
$83.1K - $113K
|
52.2K
$5.95M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-907- 7.88% |
$83.3K - $113K
|
10.6K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-917- 1.0% |
$84.2K - $115K
|
90.5K
$10.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-926- 14.94% |
$85K - $116K
|
5.27K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-928- 8.4% |
$85.2K - $116K
|
10.1K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-934- 15.7% |
$85.8K - $117K
|
5.02K
$572K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-938- 8.63% |
$86.1K - $117K
|
9.94K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-938- 2.34% |
$86.1K - $117K
|
39.1K
$4.45M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-956- 8.78% |
$87.8K - $119K
|
9.94K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-962- 3.8% |
$88.4K - $120K
|
24.3K
$2.77M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-963- 13.12% |
$88.4K - $120K
|
6.38K
$727K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-966- 2.29% |
$88.7K - $121K
|
41.3K
$4.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-976- 6.1% |
$89.6K - $122K
|
15K
$1.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-980- 1.68% |
$90K - $122K
|
57.5K
$6.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-984- 3.12% |
$90.4K - $123K
|
30.5K
$3.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-990- 3.16% |
$90.9K - $124K
|
30.3K
$3.45M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-993- 9.51% |
$91.2K - $124K
|
9.45K
$1.08M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-993- 9.51% |
$91.2K - $124K
|
9.45K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-1K- 0.85% |
$91.8K - $125K
|
116K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.01K- 0.84% |
$92.3K - $126K
|
119K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-1.01K- 4.57% |
$92.9K - $126K
|
21.1K
$2.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.02K- 27.43% |
$93.8K - $128K
|
2.7K
$308K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.03K- 6.03% |
$94.1K - $128K
|
16K
$1.82M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.04% |
$94.1K - $128K
|
49.2K
$5.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.08K- 1.73% |
$99.3K - $135K
|
61.5K
$7.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.08K- 4.44% |
$99.5K - $135K
|
23.3K
$2.66M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.09K- 1.32% |
$100K - $136K
|
81.7K
$9.31M
|
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.1K- 28.08% |
$101K - $137K
|
2.82K
$321K
|
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.1K- 4.19% |
$101K - $138K
|
25.2K
$2.87M
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-1.11K- 1.52% |
$102K - $138K
|
71.4K
$8.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 14.19% |
$102K - $139K
|
6.72K
$766K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.12K- 73.63% |
$103K - $140K
|
400
$45.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.12K- 4.65% |
$103K - $140K
|
22.9K
$2.61M
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.12K- 25.62% |
$103K - $140K
|
3.25K
$370K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.12K- 1.37% |
$103K - $140K
|
80.6K
$9.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.12K- 4.77% |
$103K - $140K
|
22.4K
$2.56M
|