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
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-10.5K- 38.63% |
$885K - $1.12M
|
16.7K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-10.5K- 22.47% |
$886K - $1.12M
|
36.3K
$4.19M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10.6K- 15.61% |
$890K - $1.13M
|
57.1K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-10.6K- 6.35% |
$892K - $1.13M
|
156K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-10.6K- 18.48% |
$894K - $1.13M
|
46.9K
$5.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.6K- 1.05% |
$895K - $1.13M
|
998K
$115M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10.7K- 8.64% |
$897K - $1.14M
|
113K
$13M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-10.8K- 15.05% |
$907K - $1.15M
|
60.8K
$7.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-10.8K- 97.73% |
$912K - $1.15M
|
252
$29.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-10.9K- 34.26% |
$916K - $1.16M
|
20.9K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-10.9K- 58.32% |
$916K - $1.16M
|
7.78K
$898K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-11K- 32.86% |
$922K - $1.17M
|
22.4K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-11K- 14.17% |
$923K - $1.17M
|
66.4K
$7.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-11K- 27.7% |
$923K - $1.17M
|
28.6K
$3.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-11K- 20.43% |
$929K - $1.18M
|
43K
$4.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-11.1K- 59.74% |
$936K - $1.18M
|
7.49K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.1K- 27.94% |
$937K - $1.19M
|
28.7K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 15.77% |
$942K - $1.19M
|
59.8K
$6.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-11.3K- 16.87% |
$948K - $1.2M
|
55.5K
$6.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.3K- 4.21% |
$950K - $1.2M
|
257K
$29.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-11.4K- 3.32% |
$960K - $1.21M
|
332K
$38.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-11.5K- 42.93% |
$965K - $1.22M
|
15.2K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-11.5K- 64.22% |
$968K - $1.22M
|
6.41K
$740K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.6K- 3.42% |
$977K - $1.24M
|
328K
$37.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11.6K- 77.82% |
$977K - $1.24M
|
3.31K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.6K- 30.62% |
$979K - $1.24M
|
26.4K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-11.7K- 28.53% |
$982K - $1.24M
|
29.2K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-11.8K- 27.34% |
$994K - $1.26M
|
31.4K
$3.62M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-11.8K- 40.16% |
$996K - $1.26M
|
17.6K
$2.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-11.9K- 12.37% |
$1M - $1.27M
|
84.4K
$9.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.9K- 29.95% |
$1M - $1.27M
|
27.9K
$3.22M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-12.1K- 29.31% |
$1.02M - $1.29M
|
29.2K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-12.1K- 5.15% |
$1.02M - $1.29M
|
223K
$25.8M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-12.2K- 15.37% |
$1.03M - $1.3M
|
67.1K
$7.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.2K- 12.15% |
$1.03M - $1.3M
|
88.3K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-12.3K- 22.89% |
$1.03M - $1.31M
|
41.4K
$4.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-12.3K- 8.36% |
$1.04M - $1.31M
|
135K
$15.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-12.3K- 52.57% |
$1.04M - $1.31M
|
11.1K
$1.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.4K- 23.81% |
$1.04M - $1.32M
|
39.7K
$4.58M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-12.4K- 78.98% |
$1.04M - $1.32M
|
3.3K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-12.4K- 34.54% |
$1.04M - $1.32M
|
23.5K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-12.6K- 5.6% |
$1.06M - $1.34M
|
212K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-12.6K- 15.14% |
$1.06M - $1.34M
|
70.6K
$8.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.6K- 15.0% |
$1.06M - $1.34M
|
71.5K
$8.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-12.6K- 67.21% |
$1.06M - $1.35M
|
6.17K
$712K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.7K- 6.71% |
$1.07M - $1.35M
|
176K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-12.7K- 12.1% |
$1.07M - $1.35M
|
92.3K
$10.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-12.7K- 19.76% |
$1.07M - $1.36M
|
51.7K
$5.97M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12.8K- 33.71% |
$1.07M - $1.36M
|
25.1K
$2.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8K- 6.89% |
$1.08M - $1.36M
|
173K
$20M
|