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 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
661+ 1.18% |
$55.6K - $70.4K
|
56.9K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
658+ 80.44% |
$55.4K - $70.1K
|
1.48K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
655+ 14.26% |
$55.1K - $69.8K
|
5.25K
$616K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
652+ 12.11% |
$54.9K - $69.5K
|
6.04K
$709K
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
BUY
|
- |
652+ 2.02% |
$54.9K - $69.5K
|
32.9K
$3.86M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
652+ 2.52% |
$54.9K - $69.5K
|
26.5K
$3.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
650+ 4.74% |
$54.7K - $69.3K
|
14.4K
$1.69M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
647New |
$54.5K - $68.9K
|
647
$76K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
640+ 3.67% |
$53.9K - $68.2K
|
18.1K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
627+ 0.44% |
$52.8K - $66.8K
|
143K
$16.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
618+ 24.94% |
$52K - $65.8K
|
3.1K
$364K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
617+ 12.05% |
$51.9K - $65.7K
|
5.74K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
617+ 238.22% |
$51.9K - $65.7K
|
876
$103K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
613+ 2.87% |
$51.6K - $65.3K
|
22K
$2.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
BUY
|
- |
603+ 1.43% |
$50.7K - $64.2K
|
42.7K
$5.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$50.5K - $63.9K
|
600
$70.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 13.04% |
$50.5K - $63.9K
|
5.2K
$611K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
598+ 1.39% |
$50.3K - $63.7K
|
43.6K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
598+ 1.61% |
$50.3K - $63.7K
|
37.6K
$4.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
582+ 4.84% |
$49K - $62K
|
12.6K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
581+ 12.8% |
$48.9K - $61.9K
|
5.12K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
578+ 7.12% |
$48.6K - $61.6K
|
8.69K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
575+ 3.34% |
$48.4K - $61.3K
|
17.8K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
574+ 6.14% |
$48.3K - $61.2K
|
9.93K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
573+ 24.93% |
$48.2K - $61K
|
2.87K
$337K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
563+ 3.93% |
$47.4K - $60K
|
14.9K
$1.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
560+ 2.89% |
$47.1K - $59.7K
|
20K
$2.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
553+ 7.78% |
$46.5K - $58.9K
|
7.66K
$900K
|
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
552+ 2.08% |
$46.5K - $58.8K
|
27K
$3.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
548+ 8.93% |
$46.1K - $58.4K
|
6.68K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
547+ 1.05% |
$46K - $58.3K
|
52.8K
$6.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
537+ 3.76% |
$45.2K - $57.2K
|
14.8K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
535+ 2.04% |
$45K - $57K
|
26.7K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
535+ 1.77% |
$45K - $57K
|
30.8K
$3.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
534+ 3.55% |
$44.9K - $56.9K
|
15.6K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
532New |
$44.8K - $56.7K
|
532
$62.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
528+ 173.68% |
$44.4K - $56.3K
|
832
$97.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
526+ 0.7% |
$44.3K - $56K
|
75.4K
$8.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
524+ 20.39% |
$44.1K - $55.8K
|
3.09K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
521+ 8.14% |
$43.8K - $55.5K
|
6.92K
$813K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
521+ 1.91% |
$43.8K - $55.5K
|
27.9K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
521+ 17.26% |
$43.8K - $55.5K
|
3.54K
$416K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
521+ 3.22% |
$43.8K - $55.5K
|
16.7K
$1.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
519+ 17.61% |
$43.7K - $55.3K
|
3.47K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
513+ 14.09% |
$43.2K - $54.7K
|
4.16K
$488K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
510+ 3.81% |
$42.9K - $54.3K
|
13.9K
$1.63M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
502+ 2.31% |
$42.2K - $53.5K
|
22.3K
$2.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
501+ 5.24% |
$42.2K - $53.4K
|
10.1K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
501+ 1.14% |
$42.2K - $53.4K
|
44.6K
$5.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
500+ 50.0% |
$42.1K - $53.3K
|
1.5K
$176K
|