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 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-50- 2.08% |
$4.21K - $5.33K
|
2.35K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-50- 0.58% |
$4.21K - $5.33K
|
8.6K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-51- 0.43% |
$4.29K - $5.43K
|
11.9K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-51- 0.28% |
$4.29K - $5.43K
|
18.4K
$2.16M
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-51- 0.1% |
$4.29K - $5.43K
|
51.8K
$6.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-52- 0.66% |
$4.38K - $5.54K
|
7.84K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-52- 0.72% |
$4.38K - $5.54K
|
7.15K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-52- 0.33% |
$4.38K - $5.54K
|
15.8K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-53- 0.22% |
$4.46K - $5.65K
|
24.5K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-55- 0.64% |
$4.63K - $5.86K
|
8.58K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 50.46% |
$4.63K - $5.86K
|
54
$6.34K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-55- 0.19% |
$4.63K - $5.86K
|
29K
$3.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-57- 0.53% |
$4.8K - $6.07K
|
10.6K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-57- 1.06% |
$4.8K - $6.07K
|
5.31K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-57- 1.04% |
$4.8K - $6.07K
|
5.42K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Avenir Corp
Washington, DC |
SELL
|
- |
-57- 0.89% |
$4.8K - $6.07K
|
6.32K
$742K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-59- 0.07% |
$4.97K - $6.29K
|
86.8K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-59- 2.04% |
$4.97K - $6.29K
|
2.83K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-60- 1.64% |
$5.05K - $6.39K
|
3.59K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 0.62% |
$5.05K - $6.39K
|
9.63K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-61- 1.57% |
$5.13K - $6.5K
|
3.83K
$450K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-62- 0.53% |
$5.22K - $6.61K
|
11.6K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-62- 2.41% |
$5.22K - $6.61K
|
2.51K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 40.52% |
$5.22K - $6.61K
|
91
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-62- 1.95% |
$5.22K - $6.61K
|
3.11K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-63- 2.8% |
$5.3K - $6.71K
|
2.18K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-64- 2.3% |
$5.39K - $6.82K
|
2.72K
$319K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-65- 1.74% |
$5.47K - $6.93K
|
3.67K
$431K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-65- 1.48% |
$5.47K - $6.93K
|
4.33K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-65- 1.98% |
$5.47K - $6.93K
|
3.21K
$377K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-66- 46.48% |
$5.55K - $7.03K
|
76
$8.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-66- 2.73% |
$5.55K - $7.03K
|
2.35K
$276K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-67- 0.75% |
$5.64K - $7.14K
|
8.83K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-68- 1.34% |
$5.72K - $7.24K
|
5.02K
$589K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-72- 5.37% |
$6.06K - $7.67K
|
1.27K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-74- 1.12% |
$6.23K - $7.88K
|
6.53K
$767K
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-75- 0.41% |
$6.31K - $7.99K
|
18.4K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-75- 2.72% |
$6.31K - $7.99K
|
2.69K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-75- 3.13% |
$6.31K - $7.99K
|
2.33K
$273K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-79- 0.68% |
$6.65K - $8.42K
|
11.5K
$1.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-80- 0.08% |
$6.73K - $8.52K
|
101K
$11.8M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-81- 1.96% |
$6.82K - $8.63K
|
4.04K
$475K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-82- 2.02% |
$6.9K - $8.74K
|
3.97K
$466K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-83- 0.46% |
$6.99K - $8.84K
|
17.9K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-83- 0.77% |
$6.99K - $8.84K
|
10.8K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 2.61% |
$7.15K - $9.06K
|
3.18K
$373K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-85- 0.54% |
$7.15K - $9.06K
|
15.7K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-87- 0.29% |
$7.32K - $9.27K
|
29.9K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-90- 5.23% |
$7.57K - $9.59K
|
1.63K
$191K
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-91- 0.52% |
$7.66K - $9.7K
|
17.4K
$2.05M
|