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 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.12K+ 5.47% |
$94.6K - $120K
|
21.7K
$2.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
1.12K+ 8.38% |
$94.2K - $119K
|
14.5K
$1.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.12K+ 1.61% |
$94.1K - $119K
|
70.4K
$8.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.12K+ 28.71% |
$93.8K - $119K
|
5K
$587K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.1K+ 0.94% |
$92.6K - $117K
|
118K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.09K+ 9.86% |
$91.8K - $116K
|
12.2K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.09K+ 3.3% |
$91.7K - $116K
|
34.1K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.08K+ 2.94% |
$90.9K - $115K
|
37.8K
$4.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
BUY
|
- |
1.07K+ 3.16% |
$90.1K - $114K
|
35K
$4.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.07K+ 0.41% |
$90.1K - $114K
|
259K
$30.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.06K+ 2.71% |
$89.3K - $113K
|
40.2K
$4.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.06K+ 5.96% |
$89K - $113K
|
18.8K
$2.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.06K+ 1.03% |
$89K - $113K
|
104K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.06K+ 7.85% |
$89K - $113K
|
14.5K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.05K+ 2.23% |
$88.5K - $112K
|
48.2K
$5.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.03K+ 12.34% |
$86.5K - $110K
|
9.36K
$1.1M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.03K+ 23.73% |
$86.4K - $109K
|
5.36K
$629K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.02K+ 37.51% |
$85.6K - $108K
|
3.73K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.02K+ 1.78% |
$85.4K - $108K
|
58.1K
$6.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.01K+ 2.89% |
$84.8K - $107K
|
35.8K
$4.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 12.98% |
$84.7K - $107K
|
8.76K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1K+ 43.67% |
$84.2K - $107K
|
3.29K
$386K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
1K+ 32.68% |
$84.2K - $107K
|
4.06K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
1K+ 7.69% |
$84.2K - $107K
|
14K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
995+ 4.66% |
$83.7K - $106K
|
22.4K
$2.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
989+ 1.02% |
$83.2K - $105K
|
97.7K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
987+ 4.31% |
$83.1K - $105K
|
23.9K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
981+ 7.29% |
$82.6K - $105K
|
14.4K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
981+ 12.93% |
$82.6K - $105K
|
8.57K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
966+ 9.62% |
$81.3K - $103K
|
11K
$1.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
960New |
$80.8K - $102K
|
960
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
956+ 13.11% |
$80.5K - $102K
|
8.25K
$969K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
952+ 2.32% |
$80.1K - $101K
|
41.9K
$4.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
949+ 1.9% |
$79.9K - $101K
|
51K
$5.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
949+ 7.9% |
$79.9K - $101K
|
13K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
943+ 1.91% |
$79.4K - $100K
|
50.3K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
928+ 37.77% |
$78.1K - $98.9K
|
3.39K
$398K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
926+ 30.12% |
$77.9K - $98.7K
|
4K
$470K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
925+ 13.71% |
$77.8K - $98.5K
|
7.67K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
925+ 6.99% |
$77.8K - $98.5K
|
14.2K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
915+ 18.67% |
$77K - $97.5K
|
5.82K
$683K
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
912+ 4.22% |
$76.8K - $97.2K
|
22.5K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
910+ 25.85% |
$76.6K - $97K
|
4.43K
$520K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
907+ 2.27% |
$76.3K - $96.6K
|
40.8K
$4.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
894+ 17.64% |
$75.2K - $95.2K
|
5.96K
$700K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
890+ 5.28% |
$74.9K - $94.8K
|
17.7K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
886+ 6.64% |
$74.6K - $94.4K
|
14.2K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
885New |
$74.5K - $94.3K
|
885
$104K
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
BUY
|
- |
883+ 31.29% |
$74.3K - $94.1K
|
3.71K
$435K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
880+ 8.4% |
$74.1K - $93.8K
|
11.4K
$1.33M
|