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 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-795- 10.77% |
$66.9K - $84.7K
|
6.59K
$761K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-804- 24.21% |
$67.7K - $85.7K
|
2.52K
$291K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-804- 2.47% |
$67.7K - $85.7K
|
31.7K
$3.66M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-807- 8.54% |
$67.9K - $86K
|
8.64K
$997K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-807- 8.54% |
$67.9K - $86K
|
8.64K
$997K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-813- 3.9% |
$68.4K - $86.6K
|
20K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-813- 42.41% |
$68.4K - $86.6K
|
1.1K
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-813- 2.81% |
$68.4K - $86.6K
|
28.1K
$3.24M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-819- 4.0% |
$68.9K - $87.3K
|
19.7K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-820- 3.58% |
$69K - $87.4K
|
22.1K
$2.55M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-820- 12.47% |
$69K - $87.4K
|
5.76K
$665K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-821- 13.14% |
$69.1K - $87.5K
|
5.43K
$627K
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-825- 3.48% |
$69.4K - $87.9K
|
22.9K
$2.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-826- 6.27% |
$69.5K - $88K
|
12.3K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-833- 16.31% |
$70.1K - $88.7K
|
4.28K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-836- 5.38% |
$70.4K - $89.1K
|
14.7K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-840- 15.79% |
$70.7K - $89.5K
|
4.48K
$517K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-851- 20.17% |
$71.6K - $90.7K
|
3.37K
$389K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-855- 13.51% |
$72K - $91.1K
|
5.47K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-868- 5.73% |
$73.1K - $92.5K
|
14.3K
$1.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-876- 9.15% |
$73.7K - $93.3K
|
8.7K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-876- 16.43% |
$73.7K - $93.3K
|
4.46K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-877- 11.93% |
$73.8K - $93.4K
|
6.48K
$748K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-880- 1.79% |
$74.1K - $93.8K
|
48.3K
$5.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-880- 1.15% |
$74.1K - $93.8K
|
75.4K
$8.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-881- 11.55% |
$74.1K - $93.9K
|
6.74K
$779K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-890- 0.85% |
$74.9K - $94.8K
|
104K
$12M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-895- 12.74% |
$75.3K - $95.4K
|
6.13K
$708K
|
|
|
Feb 02, 2023
Q4 2022
|
Independent Investors Inc
|
SELL
|
- |
-898- 1.83% |
$75.6K - $95.7K
|
48K
$5.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Oak Thistle LLC
|
SELL
|
- |
-902- 22.4% |
$75.9K - $96.1K
|
3.13K
$361K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-903- 1.84% |
$76K - $96.2K
|
48.2K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-909- 7.91% |
$76.5K - $96.8K
|
10.6K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-910- 8.8% |
$76.6K - $97K
|
9.43K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-910- 3.76% |
$76.6K - $97K
|
23.3K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-916- 17.87% |
$77.1K - $97.6K
|
4.21K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-917- 8.18% |
$77.2K - $97.7K
|
10.3K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-921- 5.31% |
$77.5K - $98.1K
|
16.4K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-928- 0.35% |
$78.1K - $98.9K
|
266K
$30.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-930- 21.3% |
$78.3K - $99.1K
|
3.44K
$397K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-935- 7.02% |
$78.7K - $99.6K
|
12.4K
$1.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-935- 11.84% |
$78.7K - $99.6K
|
6.96K
$803K
|
|
|
Feb 07, 2023
Q4 2022
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-935- 2.08% |
$78.7K - $99.6K
|
44.1K
$5.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-941- 12.61% |
$79.2K - $100K
|
6.52K
$753K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-954- 6.98% |
$80.3K - $102K
|
12.7K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-955- 4.83% |
$80.4K - $102K
|
18.8K
$2.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-960- 3.68% |
$80.8K - $102K
|
25.1K
$2.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-961- 37.94% |
$80.9K - $102K
|
1.57K
$181K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-962- 5.57% |
$81K - $102K
|
16.3K
$1.88M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-985- 1.66% |
$82.9K - $105K
|
58.2K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-985- 28.36% |
$82.9K - $105K
|
2.49K
$287K
|