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 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.59K+ 12.47% |
$134K - $170K
|
14.4K
$1.69M
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.58KNew |
$133K - $168K
|
1.58K
$185K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.56K+ 377.43% |
$131K - $166K
|
1.97K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.55K+ 22.9% |
$131K - $165K
|
8.34K
$979K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.55K+ 3.51% |
$130K - $165K
|
45.6K
$5.36M
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
1.53K+ 3.15% |
$128K - $163K
|
49.9K
$5.86M
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.51K+ 15.17% |
$127K - $161K
|
11.4K
$1.34M
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.49K+ 5.38% |
$125K - $159K
|
29.2K
$3.43M
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.48K+ 10.25% |
$125K - $158K
|
15.9K
$1.87M
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.48K+ 13.8% |
$124K - $158K
|
12.2K
$1.43M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.48K+ 5.91% |
$124K - $157K
|
26.4K
$3.1M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.46KNew |
$123K - $156K
|
1.46K
$172K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.45KNew |
$122K - $155K
|
1.45K
$171K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.45K+ 58.21% |
$122K - $154K
|
3.93K
$462K
|
|
Feb 14, 2023
Q4 2022
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
1.44K+ 2.41% |
$121K - $154K
|
61.2K
$7.18M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
1.42K+ 10.98% |
$119K - $151K
|
14.3K
$1.68M
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.41K+ 6.04% |
$119K - $151K
|
24.8K
$2.92M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.4K+ 11.68% |
$118K - $149K
|
13.4K
$1.58M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.37KNew |
$115K - $146K
|
1.37K
$161K
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.36K+ 30.22% |
$115K - $145K
|
5.86K
$689K
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.34K+ 13.56% |
$112K - $142K
|
11.2K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33K+ 4.26% |
$112K - $142K
|
32.6K
$3.83M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 9.15% |
$112K - $142K
|
15.9K
$1.86M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.33K+ 9.61% |
$112K - $142K
|
15.2K
$1.78M
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 8.61% |
$112K - $141K
|
16.7K
$1.97M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 9.82% |
$111K - $141K
|
14.8K
$1.73M
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 43.91% |
$111K - $140K
|
4.31K
$506K
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.31K+ 2.86% |
$110K - $140K
|
47.2K
$5.55M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.31K+ 0.88% |
$110K - $139K
|
150K
$17.6M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.29K+ 42.48% |
$109K - $137K
|
4.33K
$508K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.28KNew |
$108K - $136K
|
1.28K
$150K
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.26K+ 7.4% |
$106K - $134K
|
18.3K
$2.15M
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.26KNew |
$106K - $134K
|
1.26K
$148K
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.25K+ 11.56% |
$105K - $133K
|
12K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.23K+ 19.25% |
$104K - $131K
|
7.62K
$895K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
1.23K+ 16.5% |
$103K - $131K
|
8.65K
$1.02M
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.22K+ 6.97% |
$103K - $130K
|
18.7K
$2.2M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$102K - $129K
|
1.21K
$142K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
1.21K+ 3.58% |
$102K - $129K
|
35K
$4.11M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 10.15% |
$99.7K - $126K
|
12.9K
$1.51M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.18K+ 46.48% |
$99.5K - $126K
|
3.73K
$438K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.17K+ 63.44% |
$98.7K - $125K
|
3.02K
$355K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.17KNew |
$98.6K - $125K
|
1.17K
$138K
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.17K+ 1.5% |
$98K - $124K
|
79K
$9.29M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.16K+ 27.09% |
$97.3K - $123K
|
5.42K
$637K
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.15KNew |
$96.8K - $123K
|
1.15K
$135K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.15K+ 1.36% |
$96.6K - $122K
|
85.3K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.15K+ 8.2% |
$96.5K - $122K
|
15.1K
$1.78M
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 26.0% |
$95.2K - $120K
|
5.48K
$644K
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.13K+ 10.47% |
$94.8K - $120K
|
11.9K
$1.4M
|