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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.19K+ 1.27% |
$184K - $233K
|
174K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.17K+ 41.32% |
$183K - $232K
|
7.44K
$671K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.16K+ 7.61% |
$181K - $230K
|
30.5K
$2.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.12KNew |
$178K - $226K
|
2.12K
$191K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
2.11K+ 67.67% |
$178K - $225K
|
5.23K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
2.1K+ 0.43% |
$177K - $224K
|
495K
$44.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.07K+ 58.23% |
$174K - $221K
|
5.63K
$508K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.06K+ 6.58% |
$173K - $220K
|
33.4K
$3.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.05K+ 8.34% |
$173K - $219K
|
26.7K
$2.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
2.04KNew |
$172K - $217K
|
2.04K
$184K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.03K+ 44.52% |
$171K - $216K
|
6.59K
$595K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.03K+ 1.94% |
$171K - $216K
|
107K
$9.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 24.95% |
$169K - $214K
|
10.1K
$907K
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
BUY
|
- |
2K+ 62.56% |
$168K - $213K
|
5.2K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.97KNew |
$165K - $209K
|
1.97K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.97K+ 18.87% |
$165K - $209K
|
12.4K
$1.12M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.95K+ 10.45% |
$164K - $208K
|
20.6K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 46.52% |
$164K - $207K
|
6.12K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.94K+ 63.09% |
$163K - $207K
|
5.02K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.89K+ 11.1% |
$159K - $202K
|
18.9K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.87KNew |
$158K - $199K
|
1.87K
$169K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 1.64% |
$156K - $198K
|
115K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 12.92% |
$156K - $198K
|
16.2K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.81K+ 17.82% |
$152K - $193K
|
12K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.81K+ 52.1% |
$152K - $193K
|
5.28K
$477K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.79K+ 27.73% |
$151K - $191K
|
8.26K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.78K+ 37.43% |
$150K - $190K
|
6.54K
$590K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.78K+ 10.15% |
$150K - $190K
|
19.3K
$1.74M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
1.78K+ 6.9% |
$150K - $189K
|
27.6K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.76K+ 386.81% |
$148K - $188K
|
2.22K
$200K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.75K+ 65.2% |
$147K - $186K
|
4.43K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.73K+ 9.58% |
$146K - $184K
|
19.8K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.72K+ 1.56% |
$145K - $183K
|
112K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.72K+ 34.61% |
$145K - $183K
|
6.69K
$604K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.72K+ 347.47% |
$145K - $183K
|
2.22K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.71K+ 11.89% |
$144K - $182K
|
16.1K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.7K+ 2.86% |
$143K - $181K
|
61K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.69KNew |
$142K - $180K
|
1.69K
$152K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.68K+ 8.88% |
$142K - $179K
|
20.6K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
BUY
|
- |
1.68K+ 11.68% |
$141K - $179K
|
16.1K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.68K+ 2.52% |
$141K - $179K
|
68.1K
$6.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.67K+ 0.44% |
$141K - $178K
|
378K
$34.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
1.67K+ 4.09% |
$140K - $178K
|
42.4K
$3.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.67K+ 0.79% |
$140K - $178K
|
214K
$19.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.66K+ 7.03% |
$140K - $177K
|
25.3K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.66K+ 7.63% |
$139K - $176K
|
23.4K
$2.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$139K - $176K
|
1.65K
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.65K+ 34.97% |
$139K - $175K
|
6.36K
$574K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
1.64K+ 1.64% |
$138K - $175K
|
101K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.63K+ 34.93% |
$137K - $174K
|
6.3K
$569K
|