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
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
10.3KNew |
$863K - $1.09M
|
10.3K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
10.2K+ 90.44% |
$860K - $1.09M
|
21.5K
$2.49M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
10K+ 3.55% |
$844K - $1.07M
|
292K
$33.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10KNew |
$842K - $1.07M
|
10K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Davis Rea Ltd.
|
BUY
|
- |
9.96K+ 29.18% |
$838K - $1.06M
|
44.1K
$5.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
9.95KNew |
$838K - $1.06M
|
9.95K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9.94K+ 1.86% |
$836K - $1.06M
|
543K
$62.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
9.83K+ 61.87% |
$827K - $1.05M
|
25.7K
$2.97M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.42K+ 5.56% |
$793K - $1M
|
179K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.41KNew |
$792K - $1M
|
9.41K
$1.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
9.37K+ 8.87% |
$789K - $998K
|
115K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.35KNew |
$787K - $996K
|
9.35K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.31KNew |
$784K - $992K
|
9.31K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.28K+ 113.06% |
$781K - $989K
|
17.5K
$2.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.28KNew |
$781K - $988K
|
9.28K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
9.27K+ 1.97% |
$780K - $988K
|
479K
$55.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
9.06K+ 11.09% |
$762K - $965K
|
90.7K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.04KNew |
$760K - $963K
|
9.04K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.03KNew |
$760K - $962K
|
9.03K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.94KNew |
$753K - $953K
|
8.94K
$1.03M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.9KNew |
$749K - $948K
|
8.9K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.9K+ 28.05% |
$749K - $948K
|
40.6K
$4.7M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.84K+ 1.42% |
$744K - $942K
|
630K
$72.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.83KNew |
$743K - $940K
|
8.83K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
8.74K+ 32.61% |
$736K - $931K
|
35.6K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
8.74K+ 2.76% |
$736K - $931K
|
325K
$37.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.7K+ 13.93% |
$732K - $926K
|
71.1K
$8.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.69KNew |
$731K - $925K
|
8.69K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
8.65K+ 3.67% |
$728K - $922K
|
245K
$28.3M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.64KNew |
$727K - $920K
|
8.64K
$999K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
8.57KNew |
$721K - $913K
|
8.57K
$991K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
8.53KNew |
$718K - $908K
|
8.53K
$986K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8.52KNew |
$717K - $908K
|
8.52K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.5K+ 17.95% |
$715K - $905K
|
55.8K
$6.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8.5KNew |
$715K - $905K
|
8.5K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
8.49KNew |
$714K - $904K
|
8.49K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.47KNew |
$713K - $903K
|
8.47K
$980K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
8.47KNew |
$713K - $903K
|
8.47K
$980K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.47KNew |
$712K - $902K
|
8.47K
$979K
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8.4K+ 153.06% |
$707K - $895K
|
13.9K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.37K+ 264.42% |
$704K - $892K
|
11.5K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
8.37K+ 9.39% |
$704K - $892K
|
97.5K
$11.3M
|
|
|
Apr 07, 2023
Q4 2022
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
8.35KNew |
$703K - $890K
|
8.35K
$966K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
8.3KNew |
$699K - $884K
|
8.3K
$960K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.25KNew |
$694K - $879K
|
8.25K
$954K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8.12KNew |
$683K - $865K
|
8.12K
$939K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8.01KNew |
$674K - $853K
|
8.01K
$926K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
8.01K+ 3.17% |
$674K - $853K
|
260K
$30.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.99K+ 898.65% |
$672K - $851K
|
8.88K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
7.95K+ 53.0% |
$669K - $847K
|
23K
$2.65M
|