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 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
265New |
$22.3K - $28.2K
|
265
$31.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
261+ 8.67% |
$22K - $27.8K
|
3.27K
$384K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
260+ 8.89% |
$21.9K - $27.7K
|
3.18K
$374K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
259+ 0.49% |
$21.8K - $27.6K
|
52.8K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
255+ 1.26% |
$21.5K - $27.2K
|
20.4K
$2.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
255+ 3.64% |
$21.5K - $27.2K
|
7.27K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
253+ 2.07% |
$21.3K - $27K
|
12.5K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
252+ 3.03% |
$21.2K - $26.8K
|
8.56K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
250+ 4.48% |
$21K - $26.6K
|
5.83K
$685K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
250+ 1.66% |
$21K - $26.6K
|
15.3K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
250+ 4.11% |
$21K - $26.6K
|
6.33K
$744K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
248+ 0.42% |
$20.9K - $26.4K
|
59.5K
$6.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
246+ 11.21% |
$20.7K - $26.2K
|
2.44K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
245+ 281.61% |
$20.6K - $26.1K
|
332
$39K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
245+ 0.79% |
$20.6K - $26.1K
|
31.1K
$3.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
243+ 197.56% |
$20.5K - $25.9K
|
366
$43K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
239+ 3.34% |
$20.1K - $25.5K
|
7.38K
$867K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
236+ 7.57% |
$19.9K - $25.1K
|
3.36K
$394K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
235+ 3.77% |
$19.8K - $25K
|
6.47K
$760K
|
|
|
Feb 10, 2023
Q4 2022
|
Lewis Capital Management, LLC
|
BUY
|
- |
233+ 0.13% |
$19.6K - $24.8K
|
178K
$20.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
230+ 3.54% |
$19.4K - $24.5K
|
6.73K
$790K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
228+ 5.29% |
$19.2K - $24.3K
|
4.53K
$533K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
228+ 3.98% |
$19.2K - $24.3K
|
5.96K
$700K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
228+ 1.12% |
$19.2K - $24.3K
|
20.5K
$2.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
228+ 0.47% |
$19.2K - $24.3K
|
48.8K
$5.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
225New |
$18.9K - $24K
|
225
$26.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
225+ 3.09% |
$18.9K - $24K
|
7.51K
$882K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
224New |
$18.9K - $23.9K
|
224
$26.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
222+ 1110.0% |
$18.7K - $23.7K
|
242
$28.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
220+ 1.1% |
$18.5K - $23.4K
|
20.3K
$2.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
220+ 191.3% |
$18.5K - $23.4K
|
335
$39.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
217+ 5.8% |
$18.3K - $23.1K
|
3.96K
$465K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
216+ 3.75% |
$18.2K - $23K
|
5.98K
$702K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
215+ 3.66% |
$18.1K - $22.9K
|
6.09K
$715K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
214+ 8.98% |
$18K - $22.8K
|
2.6K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
211+ 3.4% |
$17.8K - $22.5K
|
6.42K
$754K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
210+ 33.02% |
$17.7K - $22.4K
|
846
$99.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
210+ 1.97% |
$17.7K - $22.4K
|
10.9K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
210+ 0.56% |
$17.7K - $22.4K
|
37.8K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
210+ 1.99% |
$17.7K - $22.4K
|
10.8K
$1.26M
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
208+ 0.81% |
$17.5K - $22.2K
|
25.8K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
205+ 1.6% |
$17.3K - $21.8K
|
13K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
205+ 2.02% |
$17.3K - $21.8K
|
10.4K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
204+ 2.81% |
$17.2K - $21.7K
|
7.46K
$876K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
202+ 3.9% |
$17K - $21.5K
|
5.39K
$633K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 1.94% |
$16.8K - $21.3K
|
10.5K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
200+ 5.13% |
$16.8K - $21.3K
|
4.1K
$482K
|
|
|
Feb 01, 2023
Q4 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
200+ 0.39% |
$16.8K - $21.3K
|
50.9K
$5.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
197+ 2.7% |
$16.6K - $21K
|
7.5K
$881K
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
197+ 2.84% |
$16.6K - $21K
|
7.13K
$838K
|