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 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
63+ 2.02% |
$5.3K - $6.71K
|
3.18K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
61+ 0.83% |
$5.13K - $6.5K
|
7.45K
$875K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
61+ 0.49% |
$5.13K - $6.5K
|
12.6K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
57+ 0.25% |
$4.8K - $6.07K
|
22.9K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.81% |
$4.71K - $5.97K
|
3.14K
$369K
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
55+ 14.14% |
$4.63K - $5.86K
|
444
$52.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
55New |
$4.63K - $5.86K
|
55
$6.46K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
55+ 1.92% |
$4.63K - $5.86K
|
2.93K
$344K
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
53+ 0.68% |
$4.46K - $5.65K
|
7.89K
$927K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
52+ 1.2% |
$4.38K - $5.54K
|
4.38K
$515K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
52+ 1.62% |
$4.38K - $5.54K
|
3.25K
$382K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
52+ 1.65% |
$4.38K - $5.54K
|
3.21K
$376K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
52+ 0.31% |
$4.38K - $5.54K
|
16.6K
$1.96M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
50+ 34.01% |
$4.21K - $5.33K
|
197
$23.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
50+ 0.7% |
$4.21K - $5.33K
|
7.2K
$846K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.19% |
$4.21K - $5.33K
|
25.8K
$3.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
50+ 1.03% |
$4.21K - $5.33K
|
4.9K
$575K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50+ 6.5% |
$4.21K - $5.33K
|
819
$96.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48+ 0.81% |
$4.04K - $5.11K
|
5.95K
$699K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
44New |
$3.7K - $4.69K
|
44
$5.17K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
43+ 2.98% |
$3.62K - $4.58K
|
1.49K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
41+ 0.65% |
$3.45K - $4.37K
|
6.38K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
41+ 0.85% |
$3.45K - $4.37K
|
4.86K
$571K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
40+ 0.49% |
$3.37K - $4.26K
|
8.29K
$973K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
39+ 8.55% |
$3.28K - $4.16K
|
495
$58.1K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
39+ 0.22% |
$3.28K - $4.16K
|
17.5K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
37+ 0.35% |
$3.11K - $3.94K
|
10.6K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 13.12% |
$3.11K - $3.94K
|
319
$37.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
36+ 0.24% |
$3.03K - $3.84K
|
15.3K
$1.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
35New |
$2.95K - $3.73K
|
35
$4.11K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
35+ 0.06% |
$2.95K - $3.73K
|
55.2K
$6.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
35+ 0.9% |
$2.95K - $3.73K
|
3.94K
$462K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
34+ 0.58% |
$2.86K - $3.62K
|
5.86K
$688K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.46% |
$2.78K - $3.52K
|
7.15K
$840K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32+ 3.79% |
$2.69K - $3.41K
|
876
$103K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
31+ 1.01% |
$2.61K - $3.3K
|
3.09K
$363K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 60.0% |
$2.52K - $3.2K
|
80
$9.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$2.52K - $3.2K
|
30
$3.52K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
30+ 0.5% |
$2.52K - $3.2K
|
6.09K
$715K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
28+ 0.94% |
$2.36K - $2.98K
|
2.99K
$352K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
28New |
$2.36K - $2.98K
|
28
$3.29K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
27+ 192.86% |
$2.27K - $2.88K
|
41
$4.82K
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
27+ 1.08% |
$2.27K - $2.88K
|
2.52K
$296K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
26+ 0.36% |
$2.19K - $2.77K
|
7.29K
$856K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 11.74% |
$2.1K - $2.66K
|
238
$28K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
25+ 0.3% |
$2.1K - $2.66K
|
8.49K
$998K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
25+ 0.55% |
$2.1K - $2.66K
|
4.59K
$539K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
25+ 0.64% |
$2.1K - $2.66K
|
3.94K
$463K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
24+ 1.19% |
$2.02K - $2.56K
|
2.05K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
21+ 0.89% |
$1.77K - $2.24K
|
2.37K
$278K
|