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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-351- 3.69% |
$29.5K - $37.4K
|
9.16K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-352- 5.17% |
$29.6K - $37.5K
|
6.46K
$746K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-353- 13.63% |
$29.7K - $37.6K
|
2.24K
$258K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-354- 10.07% |
$29.8K - $37.7K
|
3.16K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-356- 4.6% |
$30K - $37.9K
|
7.38K
$852K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-359- 7.1% |
$30.2K - $38.2K
|
4.69K
$542K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-360- 36.29% |
$30.3K - $38.4K
|
632
$73K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-367- 15.29% |
$30.9K - $39.1K
|
2.03K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-367- 0.6% |
$30.9K - $39.1K
|
61.1K
$7.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-371- 12.71% |
$31.2K - $39.5K
|
2.55K
$294K
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-375- 2.91% |
$31.6K - $40K
|
12.5K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-375- 10.6% |
$31.6K - $40K
|
3.16K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-375- 2.84% |
$31.6K - $40K
|
12.8K
$1.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-376- 0.13% |
$31.6K - $40.1K
|
294K
$33.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-379- 5.8% |
$31.9K - $40.4K
|
6.16K
$711K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-381- 2.54% |
$32.1K - $40.6K
|
14.6K
$1.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-384- 7.36% |
$32.3K - $40.9K
|
4.84K
$558K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-385- 43.26% |
$32.4K - $41K
|
505
$58.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-391- 97.75% |
$32.9K - $41.7K
|
9
$1.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-392- 6.04% |
$33K - $41.8K
|
6.1K
$705K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-394- 0.69% |
$33.2K - $42K
|
56.5K
$6.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-394- 15.81% |
$33.2K - $42K
|
2.1K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-394- 7.92% |
$33.2K - $42K
|
4.58K
$529K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-395- 12.6% |
$33.2K - $42.1K
|
2.74K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-396- 11.9% |
$33.3K - $42.2K
|
2.93K
$338K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-400- 13.62% |
$33.7K - $42.6K
|
2.54K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-402- 2.83% |
$33.8K - $42.8K
|
13.8K
$1.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-403- 8.88% |
$33.9K - $42.9K
|
4.13K
$477K
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-403- 0.57% |
$33.9K - $42.9K
|
70K
$8.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-405- 10.32% |
$34.1K - $43.1K
|
3.52K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-405- 1.27% |
$34.1K - $43.1K
|
31.6K
$3.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-406- 1.63% |
$34.2K - $43.3K
|
24.4K
$2.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-409- 11.15% |
$34.4K - $43.6K
|
3.26K
$376K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-410- 2.37% |
$34.5K - $43.7K
|
16.9K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-411- 4.65% |
$34.6K - $43.8K
|
8.42K
$973K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-412- 1.48% |
$34.7K - $43.9K
|
27.3K
$3.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-412- 6.15% |
$34.7K - $43.9K
|
6.29K
$726K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-413- 11.86% |
$34.8K - $44K
|
3.07K
$354K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-414- 2.79% |
$34.8K - $44.1K
|
14.4K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-414- 2.0% |
$34.8K - $44.1K
|
20.3K
$2.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-419- 48.83% |
$35.3K - $44.6K
|
439
$50.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-424- 5.57% |
$35.7K - $45.2K
|
7.19K
$830K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-428- 2.9% |
$36K - $45.6K
|
14.3K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-430- 7.0% |
$36.2K - $45.8K
|
5.71K
$660K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-435- 1.93% |
$36.6K - $46.3K
|
22.1K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-437- 0.28% |
$36.8K - $46.6K
|
158K
$18.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-438- 2.2% |
$36.9K - $46.7K
|
19.4K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-438- 15.96% |
$36.9K - $46.7K
|
2.31K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-440- 0.74% |
$37K - $46.9K
|
59.1K
$6.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-440- 1.42% |
$37K - $46.9K
|
30.5K
$3.53M
|