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 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
124+ 2.51% |
$10.4K - $13.2K
|
5.07K
$596K
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
123+ 1.34% |
$10.4K - $13.1K
|
9.33K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
123+ 1.08% |
$10.4K - $13.1K
|
11.5K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
120+ 2.28% |
$10.1K - $12.8K
|
5.38K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
119+ 2.09% |
$10K - $12.7K
|
5.82K
$684K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
117+ 0.85% |
$9.85K - $12.5K
|
13.8K
$1.62M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
117+ 1.3% |
$9.85K - $12.5K
|
9.11K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
116+ 1.67% |
$9.76K - $12.4K
|
7.04K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
116+ 5.18% |
$9.76K - $12.4K
|
2.35K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
113+ 0.71% |
$9.51K - $12K
|
16K
$1.87M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
112+ 10.1% |
$9.43K - $11.9K
|
1.22K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
111+ 1.71% |
$9.34K - $11.8K
|
6.59K
$774K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
110+ 2.88% |
$9.26K - $11.7K
|
3.94K
$462K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
107+ 2.49% |
$9.01K - $11.4K
|
4.4K
$516K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
106New |
$8.92K - $11.3K
|
106
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
106+ 0.97% |
$8.92K - $11.3K
|
11K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
105+ 7.09% |
$8.84K - $11.2K
|
1.59K
$186K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
105+ 2.2% |
$8.84K - $11.2K
|
4.87K
$572K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
104+ 1.08% |
$8.75K - $11.1K
|
9.74K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 5.31% |
$8.67K - $11K
|
2.04K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
103+ 5.72% |
$8.67K - $11K
|
1.91K
$224K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
103+ 5.99% |
$8.67K - $11K
|
1.82K
$214K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$11.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
100New |
$8.42K - $10.7K
|
100
$11.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
100+ 2.27% |
$8.42K - $10.7K
|
4.51K
$530K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.22% |
$8.42K - $10.7K
|
4.6K
$540K
|
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
100+ 2.12% |
$8.42K - $10.7K
|
4.81K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
100+ 4.37% |
$8.42K - $10.7K
|
2.39K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 5.22% |
$8.42K - $10.7K
|
2.02K
$237K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
99+ 2.51% |
$8.33K - $10.5K
|
4.05K
$476K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
99+ 1.3% |
$8.33K - $10.5K
|
7.74K
$909K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
98+ 0.57% |
$8.25K - $10.4K
|
17.4K
$2.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
94+ 2.8% |
$7.91K - $10K
|
3.45K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
94+ 1.6% |
$7.91K - $10K
|
5.98K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
92+ 2.97% |
$7.74K - $9.8K
|
3.19K
$375K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
91+ 3.43% |
$7.66K - $9.7K
|
2.75K
$323K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
91+ 1.23% |
$7.66K - $9.7K
|
7.51K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
87+ 34.8% |
$7.32K - $9.27K
|
337
$39.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
84+ 2.89% |
$7.07K - $8.95K
|
2.99K
$351K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
79+ 3.59% |
$6.65K - $8.42K
|
2.28K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
77+ 1.14% |
$6.48K - $8.2K
|
6.81K
$800K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
BUY
|
- |
75+ 2.66% |
$6.31K - $7.99K
|
2.9K
$340K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
75New |
$6.31K - $7.99K
|
75
$8.81K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
75+ 0.22% |
$6.31K - $7.99K
|
34.4K
$4.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
71New |
$5.98K - $7.56K
|
71
$8.34K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
70+ 2.24% |
$5.89K - $7.46K
|
3.19K
$375K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
69+ 2.1% |
$5.81K - $7.35K
|
3.36K
$395K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
69+ 1.64% |
$5.81K - $7.35K
|
4.28K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
67+ 1.9% |
$5.64K - $7.14K
|
3.6K
$423K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
67+ 0.24% |
$5.64K - $7.14K
|
28.1K
$3.3M
|