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 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-95- 3.25% |
$8K - $10.1K
|
2.83K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-96- 1.94% |
$8.08K - $10.2K
|
4.86K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-97- 19.96% |
$8.16K - $10.3K
|
389
$45.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 1.43% |
$8.42K - $10.7K
|
6.89K
$809K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-100- 7.42% |
$8.42K - $10.7K
|
1.25K
$146K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-100- 72.99% |
$8.42K - $10.7K
|
37
$4.35K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 11.21% |
$8.42K - $10.7K
|
792
$93K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 6.12% |
$8.42K - $10.7K
|
1.53K
$180K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-100- 0.13% |
$8.42K - $10.7K
|
79K
$9.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-101- 2.1% |
$8.5K - $10.8K
|
4.72K
$554K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-102- 1.94% |
$8.58K - $10.9K
|
5.15K
$605K
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-103- 0.06% |
$8.67K - $11K
|
173K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-103- 2.42% |
$8.67K - $11K
|
4.15K
$488K
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-104- 0.32% |
$8.75K - $11.1K
|
32.3K
$3.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-105- 0.5% |
$8.84K - $11.2K
|
20.8K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-105- 3.79% |
$8.84K - $11.2K
|
2.66K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-105- 0.32% |
$8.84K - $11.2K
|
32.5K
$3.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-107- 3.97% |
$9.01K - $11.4K
|
2.59K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-109- 4.3% |
$9.17K - $11.6K
|
2.43K
$285K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-110- 1.96% |
$9.26K - $11.7K
|
5.51K
$647K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-112- 3.23% |
$9.43K - $11.9K
|
3.35K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-113- 0.76% |
$9.51K - $12K
|
14.7K
$1.72M
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-115- 1.84% |
$9.68K - $12.3K
|
6.12K
$719K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-115- 4.59% |
$9.68K - $12.3K
|
2.39K
$281K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-115- 0.28% |
$9.68K - $12.3K
|
41.2K
$4.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-115- 3.29% |
$9.68K - $12.3K
|
3.39K
$398K
|
|
|
Feb 17, 2023
Q4 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-115- 0.72% |
$9.68K - $12.3K
|
15.8K
$1.85M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-115- 6.82% |
$9.68K - $12.3K
|
1.57K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-116- 0.49% |
$9.76K - $12.4K
|
23.6K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-117- 1.19% |
$9.85K - $12.5K
|
9.75K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-119- 3.91% |
$10K - $12.7K
|
2.93K
$344K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-125- 51.87% |
$10.5K - $13.3K
|
116
$13.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-128- 1.44% |
$10.8K - $13.6K
|
8.78K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-130- 4.28% |
$10.9K - $13.9K
|
2.91K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-131- 0.58% |
$11K - $14K
|
22.5K
$2.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-132- 0.93% |
$11.1K - $14.1K
|
14.1K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-133- 4.89% |
$11.2K - $14.2K
|
2.59K
$304K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-134- 1.21% |
$11.3K - $14.3K
|
10.9K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-136- 5.51% |
$11.4K - $14.5K
|
2.33K
$274K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-137- 1.27% |
$11.5K - $14.6K
|
10.6K
$1.25M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-138- 0.13% |
$11.6K - $14.7K
|
109K
$12.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-141- 3.47% |
$11.9K - $15K
|
3.93K
$461K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-141- 0.92% |
$11.9K - $15K
|
15.1K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-142- 4.7% |
$12K - $15.1K
|
2.88K
$338K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-143- 3.25% |
$12K - $15.2K
|
4.26K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-145- 3.92% |
$12.2K - $15.4K
|
3.55K
$417K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-146- 0.99% |
$12.3K - $15.6K
|
14.7K
$1.72M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-147- 3.77% |
$12.4K - $15.7K
|
3.75K
$441K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-147- 3.05% |
$12.4K - $15.7K
|
4.67K
$548K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-147- 2.02% |
$12.4K - $15.7K
|
7.14K
$839K
|