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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-271- 3.28% |
$22.8K - $28.9K
|
8K
$924K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-272- 15.98% |
$22.9K - $29K
|
1.43K
$165K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-273- 4.08% |
$23K - $29.1K
|
6.42K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-273- 2.14% |
$23K - $29.1K
|
12.5K
$1.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-275- 0.52% |
$23.1K - $29.3K
|
53K
$6.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-275- 1.84% |
$23.1K - $29.3K
|
14.7K
$1.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-275- 0.59% |
$23.1K - $29.3K
|
46K
$5.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-280- 3.69% |
$23.6K - $29.8K
|
7.31K
$844K
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-282- 1.43% |
$23.7K - $30K
|
19.5K
$2.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-283- 0.96% |
$23.8K - $30.2K
|
29.3K
$3.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-284- 1.35% |
$23.9K - $30.3K
|
20.7K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-284- 4.8% |
$23.9K - $30.3K
|
5.63K
$650K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-285- 2.94% |
$24K - $30.4K
|
9.42K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-285- 0.76% |
$24K - $30.4K
|
37.4K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-288- 4.63% |
$24.2K - $30.7K
|
5.93K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
SELL
|
- |
-290- 3.09% |
$24.4K - $30.9K
|
9.1K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-293- 3.39% |
$24.7K - $31.2K
|
8.35K
$964K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-293- 12.25% |
$24.7K - $31.2K
|
2.1K
$242K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-295- 3.51% |
$24.8K - $31.4K
|
8.11K
$936K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-295- 6.51% |
$24.8K - $31.4K
|
4.24K
$489K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-296- 3.74% |
$24.9K - $31.5K
|
7.62K
$879K
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-300- 1.09% |
$25.2K - $32K
|
27.1K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-300- 3.67% |
$25.2K - $32K
|
7.87K
$909K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-301- 2.75% |
$25.3K - $32.1K
|
10.6K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-302- 3.18% |
$25.4K - $32.2K
|
9.18K
$1.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-303- 7.29% |
$25.5K - $32.3K
|
3.86K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-303- 10.49% |
$25.5K - $32.3K
|
2.59K
$299K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-308- 7.49% |
$25.9K - $32.8K
|
3.81K
$439K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-308- 9.9% |
$25.9K - $32.8K
|
2.8K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-310- 3.66% |
$26.1K - $33K
|
8.16K
$942K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-315- 1.15% |
$26.5K - $33.6K
|
27.2K
$3.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-317- 1.28% |
$26.7K - $33.8K
|
24.4K
$2.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-320- 6.81% |
$26.9K - $34.1K
|
4.38K
$506K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-320- 10.93% |
$26.9K - $34.1K
|
2.61K
$301K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-321- 13.1% |
$27K - $34.2K
|
2.13K
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-324- 3.16% |
$27.3K - $34.5K
|
9.94K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-328- 5.34% |
$27.6K - $34.9K
|
5.81K
$671K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-329- 2.7% |
$27.7K - $35.1K
|
11.8K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-331- 4.05% |
$27.9K - $35.3K
|
7.85K
$906K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-332- 4.29% |
$27.9K - $35.4K
|
7.4K
$855K
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-333- 5.85% |
$28K - $35.5K
|
5.36K
$619K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-338- 3.64% |
$28.4K - $36K
|
8.94K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-340- 10.98% |
$28.6K - $36.2K
|
2.76K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-344- 1.02% |
$29K - $36.6K
|
33.5K
$3.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-345- 4.95% |
$29K - $36.8K
|
6.62K
$764K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-345- 1.2% |
$29K - $36.8K
|
28.4K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-345- 12.89% |
$29K - $36.8K
|
2.33K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-348- 4.01% |
$29.3K - $37.1K
|
8.33K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-348- 9.03% |
$29.3K - $37.1K
|
3.51K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-350- 11.29% |
$29.5K - $37.3K
|
2.75K
$317K
|