Purchases and Sales Made in Q4 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.99KNew |
$420K - $531K
|
4.99K
$576K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
4.98KNew |
$419K - $530K
|
4.98K
$575K
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.91KNew |
$413K - $523K
|
4.91K
$567K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.89K+ 18.83% |
$412K - $521K
|
30.9K
$3.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4.89K+ 14.92% |
$412K - $521K
|
37.7K
$4.35M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
4.87K+ 38.95% |
$410K - $519K
|
17.4K
$2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.85KNew |
$408K - $517K
|
4.85K
$560K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.84K+ 5.9% |
$407K - $516K
|
86.9K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.83K+ 3.54% |
$406K - $514K
|
141K
$16.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Compass Capital Management, Inc
|
BUY
|
- |
4.81K+ 1.07% |
$405K - $512K
|
454K
$52.4M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
4.79K+ 31.34% |
$403K - $510K
|
20.1K
$2.32M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.78KNew |
$402K - $509K
|
4.78K
$551K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.74K+ 0.99% |
$398K - $504K
|
481K
$55.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.7K+ 2.48% |
$395K - $500K
|
194K
$22.4M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.66KNew |
$392K - $497K
|
4.66K
$538K
|
|
|
Feb 03, 2023
Q4 2022
|
Hedges Asset Management LLC
|
BUY
|
- |
4.66KNew |
$392K - $496K
|
4.66K
$538K
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.65K+ 86.65% |
$391K - $495K
|
10K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.63K+ 8.95% |
$389K - $493K
|
56.3K
$6.5M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
4.58KNew |
$385K - $488K
|
4.58K
$528K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.53KNew |
$381K - $483K
|
4.53K
$523K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.52K+ 64.93% |
$380K - $482K
|
11.5K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.49KNew |
$378K - $478K
|
4.49K
$518K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
4.48KNew |
$377K - $478K
|
4.48K
$518K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
4.48K+ 31.43% |
$377K - $477K
|
18.7K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.48K+ 0.48% |
$377K - $477K
|
933K
$108M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
4.47K+ 21.01% |
$376K - $477K
|
25.8K
$2.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.46KNew |
$376K - $475K
|
4.46K
$515K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.46K+ 2.15% |
$375K - $475K
|
211K
$24.4M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.45K+ 37.25% |
$374K - $474K
|
16.4K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.44K+ 12.7% |
$374K - $473K
|
39.4K
$4.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
4.43KNew |
$373K - $472K
|
4.43K
$512K
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.43K+ 9.16% |
$373K - $472K
|
52.8K
$6.1M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.4K+ 0.41% |
$370K - $469K
|
1.07M
$124M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.38K+ 20.23% |
$369K - $467K
|
26K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.38KNew |
$368K - $466K
|
4.38K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.37KNew |
$368K - $466K
|
4.37K
$505K
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.37KNew |
$368K - $465K
|
4.37K
$504K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
4.36K+ 10.93% |
$367K - $464K
|
44.2K
$5.11M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.35K+ 13.12% |
$366K - $463K
|
37.5K
$4.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.35KNew |
$366K - $463K
|
4.35K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.32K+ 3.16% |
$364K - $461K
|
141K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.29KNew |
$361K - $457K
|
4.29K
$496K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
4.28K+ 13.43% |
$360K - $456K
|
36.2K
$4.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.22KNew |
$355K - $450K
|
4.22K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4.22K+ 5.68% |
$355K - $449K
|
78.5K
$9.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
4.22K+ 9.51% |
$355K - $449K
|
48.5K
$5.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.2KNew |
$353K - $447K
|
4.2K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 10.37% |
$352K - $446K
|
44.6K
$5.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.17K+ 56.41% |
$351K - $445K
|
11.6K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.17K+ 1.87% |
$351K - $444K
|
228K
$26.3M
|