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 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-148- 1.08% |
$12.5K - $15.8K
|
13.5K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-150- 1.82% |
$12.6K - $16K
|
8.1K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 0.68% |
$12.6K - $16K
|
21.8K
$2.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-151- 2.63% |
$12.7K - $16.1K
|
5.59K
$657K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-152- 2.08% |
$12.8K - $16.2K
|
7.14K
$839K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-152- 3.43% |
$12.8K - $16.2K
|
4.28K
$503K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-154- 4.5% |
$13K - $16.4K
|
3.27K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-155- 2.75% |
$13K - $16.5K
|
5.48K
$644K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-158- 0.69% |
$13.3K - $16.8K
|
22.7K
$2.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-159- 5.4% |
$13.4K - $16.9K
|
2.78K
$327K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-160- 0.77% |
$13.5K - $17K
|
20.7K
$2.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-160- 3.88% |
$13.5K - $17K
|
3.96K
$466K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-160- 4.96% |
$13.5K - $17K
|
3.07K
$360K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-162- 4.21% |
$13.6K - $17.3K
|
3.69K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
SELL
|
- |
-162- 6.53% |
$13.6K - $17.3K
|
2.32K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-163- 4.41% |
$13.7K - $17.4K
|
3.53K
$415K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-164- 1.88% |
$13.8K - $17.5K
|
8.57K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-164- 0.24% |
$13.8K - $17.5K
|
68.5K
$8.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-165- 7.62% |
$13.9K - $17.6K
|
2K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-165- 97.63% |
$13.9K - $17.6K
|
4
$470
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-169- 3.2% |
$14.2K - $18K
|
5.11K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-170- 2.28% |
$14.3K - $18.1K
|
7.29K
$856K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-171- 0.66% |
$14.4K - $18.2K
|
25.8K
$3.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-173- 0.78% |
$14.6K - $18.4K
|
22.1K
$2.59M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-175- 4.43% |
$14.7K - $18.6K
|
3.78K
$443K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-176- 1.97% |
$14.8K - $18.8K
|
8.77K
$1.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-177- 0.49% |
$14.9K - $18.9K
|
35.8K
$4.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-179- 6.33% |
$15.1K - $19.1K
|
2.65K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-180- 1.28% |
$15.1K - $19.2K
|
13.9K
$1.63M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-183- 0.53% |
$15.4K - $19.5K
|
34.2K
$4.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-183- 3.77% |
$15.4K - $19.5K
|
4.67K
$549K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-183- 19.37% |
$15.4K - $19.5K
|
762
$89.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-188- 2.01% |
$15.8K - $20K
|
9.16K
$1.08M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-188- 3.33% |
$15.8K - $20K
|
5.46K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-194- 4.55% |
$16.3K - $20.7K
|
4.07K
$478K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-195- 4.56% |
$16.4K - $20.8K
|
4.08K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.66% |
$16.6K - $21K
|
11.6K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 1.4% |
$16.8K - $21.3K
|
14.1K
$1.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-200- 48.78% |
$16.8K - $21.3K
|
210
$24.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 1.2% |
$16.8K - $21.3K
|
16.5K
$1.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-200- 1.92% |
$16.8K - $21.3K
|
10.2K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-200- 7.12% |
$16.8K - $21.3K
|
2.61K
$307K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-200- 6.74% |
$16.8K - $21.3K
|
2.77K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-202- 2.31% |
$17K - $21.5K
|
8.54K
$1M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-204- 1.71% |
$17.2K - $21.7K
|
11.7K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 0.41% |
$17.4K - $22.1K
|
49.7K
$5.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-210- 2.15% |
$17.7K - $22.4K
|
9.55K
$1.12M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-210- 6.3% |
$17.7K - $22.4K
|
3.12K
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-211- 6.52% |
$17.8K - $22.5K
|
3.02K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-212- 5.67% |
$17.8K - $22.6K
|
3.53K
$414K
|