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 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.8K- 4.92% |
$152K - $192K
|
34.8K
$4.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.82K- 17.84% |
$153K - $193K
|
8.37K
$966K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-1.82K- 22.08% |
$153K - $194K
|
6.43K
$742K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.83K- 3.36% |
$154K - $195K
|
52.5K
$6.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.84K- 22.36% |
$155K - $196K
|
6.39K
$737K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 6.24% |
$155K - $196K
|
27.7K
$3.2M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.84K- 4.28% |
$155K - $196K
|
41.2K
$4.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.84K- 60.48% |
$155K - $196K
|
1.21K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.85K- 25.86% |
$155K - $197K
|
5.29K
$611K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.85K- 6.56% |
$156K - $198K
|
26.4K
$3.05M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.87K- 1.83% |
$157K - $199K
|
100K
$11.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 23.79% |
$157K - $199K
|
5.98K
$691K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-1.88K- 8.25% |
$158K - $200K
|
20.9K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 8.04% |
$158K - $200K
|
21.4K
$2.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.88K- 25.14% |
$158K - $200K
|
5.59K
$646K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.89K- 1.57% |
$159K - $202K
|
118K
$13.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.91K- 30.37% |
$161K - $204K
|
4.38K
$506K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.92K- 31.21% |
$162K - $205K
|
4.23K
$489K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.93K- 4.52% |
$162K - $205K
|
40.7K
$4.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.93K- 6.96% |
$162K - $206K
|
25.8K
$2.98M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.93K- 5.2% |
$163K - $206K
|
35.2K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.93K- 17.46% |
$163K - $206K
|
9.14K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-1.94K- 0.66% |
$163K - $207K
|
291K
$33.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.94K- 20.03% |
$163K - $207K
|
7.75K
$895K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.96K- 1.83% |
$165K - $209K
|
105K
$12.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.98K- 5.0% |
$166K - $210K
|
37.5K
$4.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.99K- 32.79% |
$167K - $212K
|
4.08K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.99K- 0.24% |
$167K - $212K
|
845K
$97.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.99K- 31.78% |
$168K - $212K
|
4.28K
$494K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-2K- 37.67% |
$168K - $213K
|
3.31K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.02K- 11.05% |
$170K - $215K
|
16.2K
$1.87M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.02K- 12.65% |
$170K - $215K
|
14K
$1.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.03K- 18.67% |
$170K - $216K
|
8.82K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 7.2% |
$171K - $216K
|
26.2K
$3.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.04K- 41.39% |
$172K - $217K
|
2.89K
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.04K- 3.11% |
$172K - $218K
|
63.6K
$7.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-2.04K- 11.04% |
$172K - $218K
|
16.5K
$1.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.05K- 6.0% |
$173K - $218K
|
32.1K
$3.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.05K- 9.13% |
$173K - $219K
|
20.4K
$2.36M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.06K- 2.4% |
$173K - $219K
|
83.8K
$9.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-2.08K- 1.3% |
$175K - $222K
|
158K
$18.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
SELL
|
- |
-2.08K- 38.7% |
$175K - $222K
|
3.3K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.1K- 4.26% |
$176K - $223K
|
47.1K
$5.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-2.12K- 21.34% |
$178K - $226K
|
7.82K
$902K
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-2.13K- 16.06% |
$179K - $226K
|
11.1K
$1.28M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.13KClosed |
$179K - $226K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-2.13K- 5.7% |
$179K - $227K
|
35.3K
$4.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.13K- 5.26% |
$179K - $227K
|
38.4K
$4.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
SELL
|
- |
-2.14K- 33.05% |
$180K - $228K
|
4.34K
$501K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.15K- 18.65% |
$181K - $229K
|
9.39K
$1.08M
|