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 13, 2022
Q3 2022
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.42KClosed |
$130K - $177K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.42K- 20.56% |
$130K - $177K
|
5.49K
$625K
|
|
|
Nov 08, 2022
Q3 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-1.42K- 15.55% |
$131K - $178K
|
7.73K
$881K
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.43K- 10.85% |
$132K - $179K
|
11.8K
$1.34M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.44K- 2.02% |
$132K - $179K
|
69.6K
$7.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.44K- 32.08% |
$132K - $180K
|
3.05K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-1.45K- 5.11% |
$133K - $181K
|
26.9K
$3.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.46K- 1.18% |
$134K - $182K
|
122K
$13.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.46K- 1.39% |
$134K - $182K
|
103K
$11.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.47K- 23.19% |
$135K - $183K
|
4.86K
$554K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.48K- 16.74% |
$136K - $185K
|
7.35K
$838K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.48K- 7.81% |
$136K - $185K
|
17.5K
$1.99M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.49KClosed |
$136K - $186K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-1.49K- 6.76% |
$137K - $186K
|
20.6K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.5K- 34.8% |
$138K - $187K
|
2.81K
$320K
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
$138K - $187K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 10.42% |
$138K - $188K
|
13K
$1.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.51K- 14.6% |
$139K - $189K
|
8.84K
$1.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.52K- 4.54% |
$139K - $189K
|
31.8K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.52K- 34.51% |
$139K - $189K
|
2.88K
$328K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.52K- 4.58% |
$140K - $190K
|
31.7K
$3.61M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.54K- 11.16% |
$141K - $192K
|
12.2K
$1.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-1.54K- 1.51% |
$141K - $192K
|
101K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.56K- 2.49% |
$143K - $195K
|
60.9K
$6.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-1.56K- 2.07% |
$144K - $195K
|
74.1K
$8.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.57K- 6.76% |
$144K - $196K
|
21.7K
$2.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.58K- 16.82% |
$145K - $197K
|
7.79K
$888K
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.58K- 22.97% |
$145K - $197K
|
5.29K
$603K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.59K- 12.0% |
$146K - $199K
|
11.7K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.59K- 6.67% |
$146K - $199K
|
22.3K
$2.54M
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-1.6K- 2.48% |
$147K - $200K
|
63K
$7.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.61K- 1.24% |
$148K - $201K
|
128K
$14.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-1.61K- 5.39% |
$148K - $201K
|
28.3K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.61K- 7.95% |
$148K - $201K
|
18.7K
$2.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.62K- 6.54% |
$149K - $202K
|
23.1K
$2.63M
|
|
|
Oct 03, 2022
Q3 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.62K- 1.5% |
$149K - $202K
|
107K
$12.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-1.62K- 9.25% |
$149K - $203K
|
15.9K
$1.82M
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-1.63K- 0.9% |
$150K - $204K
|
180K
$20.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.65K- 8.26% |
$151K - $206K
|
18.3K
$2.08M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.66K- 25.25% |
$153K - $208K
|
4.92K
$560K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.66KClosed |
$153K - $208K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-1.67K- 14.91% |
$153K - $208K
|
9.5K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.67K- 6.98% |
$153K - $208K
|
22.2K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.67K- 3.91% |
$154K - $209K
|
41.1K
$4.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.69K- 2.23% |
$155K - $211K
|
74.3K
$8.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.7K- 17.1% |
$156K - $212K
|
8.24K
$939K
|
|
|
Nov 01, 2022
Q3 2022
|
Swisspartners Ltd.
Vaduz, N2 |
SELL
|
- |
-1.7K- 5.86% |
$156K - $212K
|
27.3K
$3.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.71K- 8.59% |
$157K - $213K
|
18.2K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.71K- 4.73% |
$157K - $214K
|
34.5K
$3.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 9.9% |
$158K - $215K
|
15.7K
$1.78M
|