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
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-535- 2.35% |
$45K - $57K
|
22.2K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-536- 2.43% |
$45.1K - $57.1K
|
21.5K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-537- 1.55% |
$45.2K - $57.2K
|
34.1K
$4.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-540- 0.6% |
$45.4K - $57.5K
|
89.9K
$10.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
SELL
|
- |
-548- 12.27% |
$46.1K - $58.4K
|
3.92K
$460K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-549- 2.39% |
$46.2K - $58.5K
|
22.4K
$2.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-550- 9.72% |
$46.3K - $58.6K
|
5.11K
$600K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-552- 10.96% |
$46.5K - $58.8K
|
4.48K
$527K
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-555- 0.66% |
$46.7K - $59.1K
|
83.8K
$9.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-562- 5.57% |
$47.3K - $59.9K
|
9.52K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-564- 7.75% |
$47.5K - $60.1K
|
6.71K
$789K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-564- 10.87% |
$47.5K - $60.1K
|
4.63K
$543K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-564- 18.89% |
$47.5K - $60.1K
|
2.42K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-564- 4.73% |
$47.5K - $60.1K
|
11.4K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-569- 4.27% |
$47.9K - $60.6K
|
12.8K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-569- 2.74% |
$47.9K - $60.6K
|
20.2K
$2.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-571- 12.15% |
$48.1K - $60.8K
|
4.13K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-574- 11.1% |
$48.3K - $61.2K
|
4.6K
$540K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-577- 1.59% |
$48.6K - $61.5K
|
35.6K
$4.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-579- 16.87% |
$48.7K - $61.7K
|
2.85K
$335K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-586- 5.8% |
$49.3K - $62.4K
|
9.52K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-590- 2.32% |
$49.7K - $62.9K
|
24.9K
$2.92M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-591- 0.97% |
$49.7K - $63K
|
60.1K
$7.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-594- 5.98% |
$50K - $63.3K
|
9.34K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-594- 0.78% |
$50K - $63.3K
|
75.7K
$8.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-600- 14.72% |
$50.5K - $63.9K
|
3.48K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Prospect Hill Management, LLC
|
SELL
|
- |
-600- 16.11% |
$50.5K - $63.9K
|
3.13K
$367K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-600- 3.02% |
$50.5K - $63.9K
|
19.3K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-601- 28.22% |
$50.6K - $64K
|
1.53K
$180K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-601- 7.22% |
$50.6K - $64K
|
7.73K
$908K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-601- 12.59% |
$50.6K - $64K
|
4.17K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-602- 9.97% |
$50.7K - $64.1K
|
5.43K
$638K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-605- 19.4% |
$50.9K - $64.5K
|
2.51K
$295K
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
SELL
|
- |
-607- 6.59% |
$51.1K - $64.7K
|
8.61K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-612- 0.2% |
$51.5K - $65.2K
|
309K
$36.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-618- 8.68% |
$52K - $65.8K
|
6.5K
$764K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-622- 8.64% |
$52.3K - $66.3K
|
6.58K
$773K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-624- 11.03% |
$52.5K - $66.5K
|
5.03K
$591K
|
|
|
Jan 12, 2023
Q4 2022
|
Guardian Investment Management
|
SELL
|
- |
-625- 13.59% |
$52.6K - $66.6K
|
3.98K
$467K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-632- 11.22% |
$53.2K - $67.3K
|
5K
$587K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-636- 4.8% |
$53.5K - $67.8K
|
12.6K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-636- 9.42% |
$53.5K - $67.8K
|
6.12K
$719K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-643- 9.41% |
$54.1K - $68.5K
|
6.19K
$727K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-644- 49.85% |
$54.2K - $68.6K
|
648
$76.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-644- 5.54% |
$54.2K - $68.6K
|
11K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-644- 3.15% |
$54.2K - $68.6K
|
19.8K
$2.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-646- 11.33% |
$54.4K - $68.8K
|
5.05K
$594K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-650- 20.05% |
$54.7K - $69.3K
|
2.59K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-655- 1.68% |
$55.1K - $69.8K
|
38.4K
$4.51M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-658- 13.12% |
$55.4K - $70.1K
|
4.36K
$512K
|