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 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-15- 0.44% |
$1.26K - $1.6K
|
3.41K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-15- 0.37% |
$1.26K - $1.6K
|
4.03K
$473K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-16- 0.35% |
$1.35K - $1.7K
|
4.62K
$543K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16- 1.3% |
$1.35K - $1.7K
|
1.22K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-16- 0.61% |
$1.35K - $1.7K
|
2.61K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-17- 0.12% |
$1.43K - $1.81K
|
14.6K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 0.11% |
$1.43K - $1.81K
|
15.2K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-19- 0.86% |
$1.6K - $2.02K
|
2.19K
$258K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-21- 0.41% |
$1.77K - $2.24K
|
5.16K
$606K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-21- 0.15% |
$1.77K - $2.24K
|
13.6K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-22- 0.21% |
$1.85K - $2.34K
|
10.7K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-23- 0.64% |
$1.94K - $2.45K
|
3.56K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-23- 0.36% |
$1.94K - $2.45K
|
6.34K
$745K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24- 0.42% |
$2.02K - $2.56K
|
5.63K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24- 0.52% |
$2.02K - $2.56K
|
4.6K
$540K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-25- 0.53% |
$2.1K - $2.66K
|
4.7K
$553K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-30- 0.83% |
$2.52K - $3.2K
|
3.57K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-30- 0.91% |
$2.52K - $3.2K
|
3.28K
$385K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.58% |
$2.61K - $3.3K
|
5.34K
$628K
|
|
|
Jan 10, 2023
Q4 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-32- 1.35% |
$2.69K - $3.41K
|
2.34K
$275K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-32- 0.99% |
$2.69K - $3.41K
|
3.19K
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-33- 0.13% |
$2.78K - $3.52K
|
24.8K
$2.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-33- 0.41% |
$2.78K - $3.52K
|
8.08K
$949K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-33- 0.68% |
$2.78K - $3.52K
|
4.8K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-33- 0.41% |
$2.78K - $3.52K
|
8.09K
$950K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-35- 0.12% |
$2.95K - $3.73K
|
29.7K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-35- 0.95% |
$2.95K - $3.73K
|
3.64K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-36- 0.42% |
$3.03K - $3.84K
|
8.55K
$1M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-37- 0.48% |
$3.11K - $3.94K
|
7.61K
$894K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-37- 0.86% |
$3.11K - $3.94K
|
4.27K
$502K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-37- 1.12% |
$3.11K - $3.94K
|
3.27K
$384K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-38- 1.35% |
$3.2K - $4.05K
|
2.78K
$326K
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-40- 8.89% |
$3.37K - $4.26K
|
410
$48.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-40- 0.86% |
$3.37K - $4.26K
|
4.59K
$539K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-41- 1.42% |
$3.45K - $4.37K
|
2.85K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-43- 0.33% |
$3.62K - $4.58K
|
13.1K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-44- 0.47% |
$3.7K - $4.69K
|
9.33K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-44- 0.4% |
$3.7K - $4.69K
|
11K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44- 11.8% |
$3.7K - $4.69K
|
329
$38.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-45- 0.49% |
$3.79K - $4.79K
|
9.16K
$1.08M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-45- 1.11% |
$3.79K - $4.79K
|
4.02K
$472K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-45- 0.58% |
$3.79K - $4.79K
|
7.66K
$900K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-46- 1.68% |
$3.87K - $4.9K
|
2.69K
$316K
|
|
|
Feb 09, 2023
Q4 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-46- 0.17% |
$3.87K - $4.9K
|
26.5K
$3.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-48- 1.45% |
$4.04K - $5.11K
|
3.27K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-48- 1.27% |
$4.04K - $5.11K
|
3.72K
$437K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-49- 0.64% |
$4.12K - $5.22K
|
7.61K
$894K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 0.93% |
$4.12K - $5.22K
|
5.21K
$612K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-50- 0.15% |
$4.21K - $5.33K
|
34K
$3.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendley & CO Inc
|
SELL
|
- |
-50- 0.73% |
$4.21K - $5.33K
|
6.8K
$798K
|