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 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.59K- 28.6% |
$134K - $170K
|
3.97K
$467K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.6K- 18.98% |
$135K - $171K
|
6.84K
$803K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.6K- 5.19% |
$135K - $171K
|
29.3K
$3.44M
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.6K- 5.19% |
$135K - $171K
|
29.3K
$3.44M
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.61K- 8.69% |
$136K - $172K
|
16.9K
$1.99M
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 9.81% |
$136K - $172K
|
14.8K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.61K- 38.63% |
$136K - $172K
|
2.56K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.62K- 12.39% |
$136K - $172K
|
11.4K
$1.34M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.62K- 3.1% |
$137K - $173K
|
50.8K
$5.97M
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.63K- 15.57% |
$137K - $174K
|
8.83K
$1.04M
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.63K- 1.33% |
$138K - $174K
|
121K
$14.3M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.64K- 13.87% |
$138K - $174K
|
10.2K
$1.19M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 2.98% |
$138K - $174K
|
53.3K
$6.26M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.64K- 47.53% |
$138K - $175K
|
1.81K
$213K
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-1.64K- 20.92% |
$138K - $175K
|
6.2K
$729K
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.64K- 4.47% |
$138K - $175K
|
35.1K
$4.12M
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-1.64K- 22.92% |
$138K - $175K
|
5.53K
$649K
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-1.65K- 20.21% |
$138K - $175K
|
6.5K
$763K
|
|
Jan 27, 2023
Q4 2022
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.65K- 8.25% |
$139K - $176K
|
18.4K
$2.16M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-1.65K- 5.91% |
$139K - $176K
|
26.3K
$3.09M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.66K- 5.94% |
$140K - $177K
|
26.3K
$3.09M
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-1.66K- 22.49% |
$140K - $177K
|
5.72K
$672K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.68K- 8.04% |
$141K - $179K
|
19.2K
$2.25M
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.68K- 33.39% |
$141K - $179K
|
3.35K
$394K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.68K- 3.22% |
$141K - $179K
|
50.5K
$5.93M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.68K- 38.2% |
$142K - $179K
|
2.72K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.69K- 9.91% |
$142K - $180K
|
15.3K
$1.8M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.69K- 11.38% |
$142K - $180K
|
13.1K
$1.54M
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.69K- 4.04% |
$142K - $180K
|
40.2K
$4.72M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.69K- 6.19% |
$142K - $180K
|
25.6K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.7K- 14.6% |
$143K - $181K
|
9.94K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Menlo Advisors LLC
|
SELL
|
- |
-1.7K- 6.67% |
$143K - $181K
|
23.8K
$2.79M
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.71K- 10.44% |
$144K - $182K
|
14.6K
$1.72M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.71K- 10.4% |
$144K - $182K
|
14.8K
$1.73M
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.71K- 8.89% |
$144K - $183K
|
17.6K
$2.06M
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.72K- 16.06% |
$145K - $183K
|
8.99K
$1.06M
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.73K- 3.96% |
$145K - $184K
|
41.9K
$4.92M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.73K- 17.99% |
$146K - $185K
|
7.91K
$929K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.74K- 1.65% |
$146K - $185K
|
103K
$12.1M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.74K- 0.19% |
$146K - $185K
|
892K
$105M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.75K- 2.74% |
$147K - $186K
|
62K
$7.29M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.75K- 3.05% |
$147K - $186K
|
55.5K
$6.52M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.76K- 3.22% |
$148K - $187K
|
52.7K
$6.2M
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.76K- 11.62% |
$148K - $188K
|
13.4K
$1.57M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.76K- 9.63% |
$148K - $188K
|
16.5K
$1.94M
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.77K- 5.44% |
$149K - $188K
|
30.7K
$3.61M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.79K- 8.96% |
$150K - $190K
|
18.1K
$2.13M
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-1.79K- 14.04% |
$150K - $190K
|
10.9K
$1.28M
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.8K- 16.76% |
$151K - $192K
|
8.94K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.8K- 2.64% |
$151K - $192K
|
66.3K
$7.79M
|