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
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
7.95K+ 53.0% |
$669K - $847K
|
23K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
7.95K+ 7.38% |
$669K - $847K
|
116K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
7.93K+ 2.91% |
$667K - $844K
|
280K
$32.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
BUY
|
- |
7.92K+ 6.96% |
$667K - $844K
|
122K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.9KNew |
$665K - $842K
|
7.9K
$912K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.88KNew |
$663K - $840K
|
7.88K
$910K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.8KNew |
$657K - $831K
|
7.8K
$901K
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
7.76K+ 72.87% |
$653K - $827K
|
18.4K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
7.76KNew |
$653K - $827K
|
7.76K
$896K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
7.65K+ 209.96% |
$644K - $815K
|
11.3K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.64K+ 10.65% |
$643K - $814K
|
79.4K
$9.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.53K+ 21.32% |
$634K - $803K
|
42.9K
$4.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
7.51KNew |
$632K - $801K
|
7.51K
$867K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.51K+ 219.04% |
$632K - $800K
|
10.9K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.51K+ 12.3% |
$632K - $800K
|
68.6K
$7.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.44K+ 33.06% |
$626K - $792K
|
29.9K
$3.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
7.42KNew |
$625K - $791K
|
7.42K
$857K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.42K+ 62.38% |
$624K - $790K
|
19.3K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
7.42K+ 5.02% |
$624K - $790K
|
155K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.41K+ 17.75% |
$624K - $789K
|
49.2K
$5.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.32K+ 17.8% |
$616K - $780K
|
48.5K
$5.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7.24KNew |
$609K - $771K
|
7.24K
$836K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
7.17KNew |
$604K - $764K
|
7.17K
$828K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
7.17K+ 46.04% |
$603K - $764K
|
22.7K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.13K+ 1.82% |
$600K - $759K
|
398K
$46M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.05KNew |
$593K - $751K
|
7.05K
$814K
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.05KNew |
$593K - $751K
|
7.05K
$814K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
7KNew |
$589K - $746K
|
7K
$808K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.93K+ 7.16% |
$584K - $739K
|
104K
$12M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.85K+ 75.36% |
$576K - $730K
|
15.9K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.83K+ 24.86% |
$575K - $728K
|
34.3K
$3.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
6.79K+ 33.49% |
$572K - $724K
|
27.1K
$3.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
6.75K+ 26.78% |
$568K - $719K
|
31.9K
$3.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.73K+ 10.7% |
$566K - $717K
|
69.6K
$8.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.69K+ 13.62% |
$563K - $713K
|
55.8K
$6.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.67KNew |
$562K - $711K
|
6.67K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.55K+ 26.12% |
$551K - $698K
|
31.6K
$3.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
6.55K+ 31.12% |
$551K - $698K
|
27.6K
$3.19M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
6.53KNew |
$550K - $696K
|
6.53K
$754K
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.5K+ 12.67% |
$547K - $693K
|
57.8K
$6.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
6.49K+ 10.1% |
$546K - $691K
|
70.7K
$8.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
6.39K+ 43.7% |
$538K - $681K
|
21K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.37K+ 12.31% |
$536K - $679K
|
58.1K
$6.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$534K - $676K
|
6.34K
$732K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.34KNew |
$533K - $675K
|
6.34K
$731K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
6.32K+ 18.93% |
$532K - $673K
|
39.7K
$4.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
6.31K+ 19.03% |
$531K - $672K
|
39.5K
$4.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
6.3K+ 8.62% |
$530K - $671K
|
79.4K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
6.29K+ 35.25% |
$529K - $670K
|
24.1K
$2.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.28KNew |
$528K - $669K
|
6.28K
$725K
|