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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.38KNew |
$284K - $360K
|
3.38K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.37K+ 1.11% |
$284K - $359K
|
306K
$33.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.36K+ 13.67% |
$282K - $358K
|
27.9K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.35K+ 90.21% |
$282K - $356K
|
7.06K
$779K
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.34KNew |
$281K - $356K
|
3.34K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.33K+ 8.48% |
$280K - $355K
|
42.6K
$4.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.31K+ 11.4% |
$279K - $353K
|
32.4K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
3.3K+ 9.12% |
$277K - $351K
|
39.4K
$4.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.29KNew |
$277K - $350K
|
3.29K
$363K
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
3.27K+ 6.42% |
$275K - $348K
|
54.2K
$5.98M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
3.26K+ 2.33% |
$274K - $347K
|
143K
$15.8M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.26K+ 21.11% |
$274K - $347K
|
18.7K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.25KNew |
$273K - $346K
|
3.25K
$359K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.25KNew |
$273K - $346K
|
3.25K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
3.24K+ 5.46% |
$272K - $345K
|
62.5K
$6.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.19K+ 59.34% |
$268K - $339K
|
8.55K
$944K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.15K+ 4.26% |
$265K - $336K
|
77.2K
$8.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
3.14K+ 5.97% |
$264K - $334K
|
55.7K
$6.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.13KNew |
$264K - $334K
|
3.13K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.13K+ 108.9% |
$264K - $334K
|
6.01K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3.13KNew |
$263K - $333K
|
3.13K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3.09KNew |
$260K - $329K
|
3.09K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.08K+ 44.05% |
$259K - $328K
|
10.1K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.07KNew |
$258K - $327K
|
3.07K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.06K+ 2.83% |
$257K - $326K
|
111K
$12.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.06KNew |
$257K - $326K
|
3.06K
$337K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.06KNew |
$257K - $325K
|
3.06K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$255K - $323K
|
3.03K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.02KNew |
$254K - $322K
|
3.02K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
3.02KNew |
$254K - $322K
|
3.02K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.98K+ 5.85% |
$251K - $318K
|
54K
$5.96M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.97KNew |
$250K - $317K
|
2.97K
$328K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$248K - $314K
|
2.95K
$325K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$248K - $314K
|
2.94K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
2.94K+ 10.75% |
$247K - $313K
|
30.2K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.93KNew |
$246K - $312K
|
2.93K
$323K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.91KNew |
$245K - $310K
|
2.91K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 1.64% |
$245K - $310K
|
181K
$20M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.89KNew |
$243K - $308K
|
2.89K
$319K
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.89KNew |
$243K - $308K
|
2.89K
$319K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2.89KNew |
$243K - $307K
|
2.89K
$318K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.88K+ 9.96% |
$242K - $306K
|
31.7K
$3.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.85K+ 0.59% |
$240K - $304K
|
489K
$54M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.85K+ 24.08% |
$240K - $304K
|
14.7K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.85KNew |
$240K - $303K
|
2.85K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.82K+ 1.31% |
$237K - $300K
|
217K
$24M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.82KNew |
$237K - $300K
|
2.82K
$311K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.82KNew |
$237K - $300K
|
2.82K
$311K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.81K+ 10.74% |
$236K - $299K
|
29K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.79K+ 3.09% |
$235K - $298K
|
93.3K
$10.3M
|