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 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-660- 24.0% |
$55.5K - $70.3K
|
2.09K
$241K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-662- 16.9% |
$55.7K - $70.5K
|
3.26K
$376K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-662- 1.51% |
$55.7K - $70.5K
|
43K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-664- 0.22% |
$55.9K - $70.7K
|
306K
$35.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-665- 0.32% |
$56K - $70.8K
|
205K
$23.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-670- 20.74% |
$56.4K - $71.4K
|
2.56K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 6.49% |
$56.6K - $71.6K
|
9.68K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-676- 15.62% |
$56.9K - $72K
|
3.65K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-679- 1.19% |
$57.1K - $72.3K
|
56.2K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-686- 21.79% |
$57.7K - $73.1K
|
2.46K
$284K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-689- 9.65% |
$58K - $73.4K
|
6.45K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-690- 14.91% |
$58.1K - $73.5K
|
3.94K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-696- 6.97% |
$58.6K - $74.2K
|
9.29K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-699- 4.35% |
$58.8K - $74.5K
|
15.4K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-699- 16.45% |
$58.8K - $74.5K
|
3.55K
$410K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-700- 14.22% |
$58.9K - $74.6K
|
4.22K
$487K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-700- 13.57% |
$58.9K - $74.6K
|
4.46K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-700- 4.19% |
$58.9K - $74.6K
|
16K
$1.85M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-702- 6.02% |
$59.1K - $74.8K
|
11K
$1.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-703- 14.6% |
$59.2K - $74.9K
|
4.11K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-707- 2.72% |
$59.5K - $75.3K
|
25.3K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-713- 5.61% |
$60K - $76K
|
12K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-719- 6.24% |
$60.5K - $76.6K
|
10.8K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-725- 23.15% |
$61K - $77.2K
|
2.41K
$278K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-725- 26.27% |
$61K - $77.2K
|
2.04K
$235K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-726- 24.06% |
$61.1K - $77.3K
|
2.29K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-741- 15.47% |
$62.4K - $78.9K
|
4.05K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-742- 5.53% |
$62.4K - $79.1K
|
12.7K
$1.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-743- 4.2% |
$62.5K - $79.2K
|
17K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-745- 1.46% |
$62.7K - $79.4K
|
50.3K
$5.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-745- 17.29% |
$62.7K - $79.4K
|
3.56K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-746- 7.02% |
$62.8K - $79.5K
|
9.89K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-750- 3.64% |
$63.1K - $79.9K
|
19.8K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-751- 1.34% |
$63.2K - $80K
|
55.4K
$6.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-754- 6.22% |
$63.5K - $80.3K
|
11.4K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-754- 11.18% |
$63.5K - $80.3K
|
5.99K
$692K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-755- 11.83% |
$63.5K - $80.4K
|
5.63K
$650K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-757- 19.86% |
$63.7K - $80.7K
|
3.06K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-759- 10.97% |
$63.9K - $80.9K
|
6.16K
$711K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-768- 25.03% |
$64.6K - $81.8K
|
2.3K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-770- 12.71% |
$64.8K - $82K
|
5.29K
$610K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-776- 10.2% |
$65.3K - $82.7K
|
6.83K
$789K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
SELL
|
- |
-779- 9.77% |
$65.6K - $83K
|
7.2K
$831K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-781- 22.82% |
$65.7K - $83.2K
|
2.64K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-782- 11.13% |
$65.8K - $83.3K
|
6.24K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-783- 2.91% |
$65.9K - $83.4K
|
26.1K
$3.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-785- 8.78% |
$66.1K - $83.6K
|
8.15K
$941K
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-785- 19.5% |
$66.1K - $83.6K
|
3.24K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Linker Capital Management Inc.
|
SELL
|
- |
-786- 4.56% |
$66.1K - $83.7K
|
16.4K
$1.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-787- 1.38% |
$66.2K - $83.8K
|
56.3K
$6.5M
|