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 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-443- 3.83% |
$37.3K - $47.2K
|
11.1K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-443- 1.04% |
$37.3K - $47.2K
|
42K
$4.93M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-444- 5.18% |
$37.4K - $47.3K
|
8.13K
$955K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-445- 3.82% |
$37.5K - $47.4K
|
11.2K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-446- 4.23% |
$37.5K - $47.5K
|
10.1K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-446- 1.88% |
$37.5K - $47.5K
|
23.3K
$2.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-452- 9.3% |
$38K - $48.2K
|
4.41K
$518K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-453- 3.76% |
$38.1K - $48.3K
|
11.6K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-453- 8.87% |
$38.1K - $48.3K
|
4.65K
$546K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-460- 0.86% |
$38.7K - $49K
|
53.2K
$6.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-461- 47.04% |
$38.8K - $49.1K
|
519
$61K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-462- 9.91% |
$38.9K - $49.2K
|
4.2K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-462- 15.63% |
$38.9K - $49.2K
|
2.49K
$293K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-464- 14.53% |
$39.1K - $49.4K
|
2.73K
$321K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-467- 3.44% |
$39.3K - $49.8K
|
13.1K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-468- 6.38% |
$39.4K - $49.9K
|
6.86K
$806K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-470- 72.87% |
$39.6K - $50.1K
|
175
$20.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-472- 17.48% |
$39.7K - $50.3K
|
2.23K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-479- 2.76% |
$40.3K - $51K
|
16.9K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-483- 2.44% |
$40.6K - $51.5K
|
19.3K
$2.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-489- 17.91% |
$41.2K - $52.1K
|
2.24K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-489- 4.66% |
$41.2K - $52.1K
|
10K
$1.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-490- 2.57% |
$41.2K - $52.2K
|
18.5K
$2.18M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-494- 9.89% |
$41.6K - $52.6K
|
4.5K
$528K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-497- 4.85% |
$41.8K - $53K
|
9.75K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-498- 6.88% |
$41.9K - $53.1K
|
6.74K
$792K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-499- 10.13% |
$42K - $53.2K
|
4.43K
$520K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-500- 1.92% |
$42.1K - $53.3K
|
25.6K
$3.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-500- 0.94% |
$42.1K - $53.3K
|
53K
$6.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-500- 6.62% |
$42.1K - $53.3K
|
7.05K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-500- 11.85% |
$42.1K - $53.3K
|
3.72K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-500- 2.02% |
$42.1K - $53.3K
|
24.2K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-508- 6.42% |
$42.8K - $54.1K
|
7.4K
$870K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-509- 16.67% |
$42.8K - $54.2K
|
2.55K
$299K
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
SELL
|
- |
-511- 4.82% |
$43K - $54.4K
|
10.1K
$1.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-516- 1.48% |
$43.4K - $55K
|
34.4K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-518- 7.3% |
$43.6K - $55.2K
|
6.58K
$773K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-519- 33.88% |
$43.7K - $55.3K
|
1.01K
$119K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-520- 22.23% |
$43.8K - $55.4K
|
1.82K
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-522- 6.7% |
$43.9K - $55.6K
|
7.27K
$854K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-523- 16.33% |
$44K - $55.7K
|
2.68K
$315K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-524- 5.31% |
$44.1K - $55.8K
|
9.35K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-525- 3.01% |
$44.2K - $55.9K
|
16.9K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-526- 1.32% |
$44.3K - $56K
|
39.4K
$4.63M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-527- 12.3% |
$44.4K - $56.1K
|
3.76K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-528- 1.3% |
$44.4K - $56.3K
|
40K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-529- 13.02% |
$44.5K - $56.4K
|
3.54K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-534- 17.4% |
$44.9K - $56.9K
|
2.54K
$298K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-535- 13.72% |
$45K - $57K
|
3.37K
$395K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-535- 6.31% |
$45K - $57K
|
7.95K
$934K
|