Purchases and Sales Made in Q4 2022 in Walt Disney CO (DIS)

DIS Quotes by TradingView

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 27, 2023 Q4 2022
Harvey Capital Management Inc

SELL
 -
-4.7K
- 63.65%
$395K - $500K
2.68K $291K
Feb 14, 2023 Q4 2022
West Coast Financial LLC

SELL
 -
-4.7K
- 5.75%
$396K - $501K
77K $8.37M
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-4.71K
- 9.81%
$397K - $502K
43.3K $4.71M
Feb 01, 2023 Q4 2022
Lee Danner & Bass Inc

SELL
 -
-4.74K
- 3.54%
$399K - $505K
129K $14M
Feb 02, 2023 Q4 2022
Klingenstein Fields & CO LP

SELL
 -
-4.77K
- 0.71%
$401K - $508K
669K $72.7M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.77K
- 13.59%
$401K - $508K
30.3K $3.29M
Jan 25, 2023 Q4 2022
Frg Family Wealth Advisors LLC

SELL
 -
-4.78K
- 15.01%
$402K - $509K
27.1K $2.94M
Feb 06, 2023 Q4 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-4.8K
- 1.99%
$404K - $512K
237K $25.8M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-4.85K
- 45.67%
$408K - $517K
5.77K $627K
Feb 07, 2023 Q4 2022
Edge Capital Group, LLC

SELL
 -
-4.94K
- 38.52%
$415K - $526K
7.88K $856K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

SELL
 -
-4.98K
- 3.39%
$419K - $530K
142K $15.4M
Feb 01, 2023 Q4 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-4.98K
- 8.62%
$419K - $531K
52.8K $5.74M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-4.98K
- 29.54%
$419K - $531K
11.9K $1.29M
Feb 08, 2023 Q4 2022
Lsv Asset Management

Chicago, IL
SELL
 -
-5K
- 47.17%
$421K - $533K
5.6K $608K
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-5.03K
- 11.7%
$424K - $536K
38K $4.13M
Feb 10, 2023 Q4 2022
Peak6 Investments LLC

Chicago, IL
SELL
 -
-5.05K
- 99.82%
$425K - $538K
9 $978
Feb 13, 2023 Q4 2022
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-5.06K
- 38.56%
$425K - $539K
8.05K $875K
Feb 14, 2023 Q4 2022
Family Management Corp

New York, NY
SELL
 -
-5.06K
- 14.67%
$426K - $540K
29.5K $3.2M
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

SELL
 -
-5.07K
- 31.31%
$427K - $540K
11.1K $1.21M
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

SELL
 -
-5.08K
- 23.08%
$427K - $541K
16.9K $1.84M
Feb 14, 2023 Q4 2022
Kelly Lawrence W & Associates Inc

Pasadena, CA
SELL
 -
-5.1K
- 6.77%
$429K - $543K
70.2K $7.63M
Jan 17, 2023 Q4 2022
Papp L Roy & Associates

SELL
 -
-5.11K
- 5.42%
$430K - $544K
89.2K $9.69M
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-5.11K
- 3.74%
$430K - $545K
132K $14.3M
Feb 10, 2023 Q4 2022
Sandhill Capital Partners LLC

Buffalo, NY
SELL
 -
-5.13K
- 1.82%
$432K - $547K
277K $30.1M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

SELL
 -
-5.15K
- 32.82%
$434K - $549K
10.5K $1.15M
Jan 19, 2023 Q4 2022
Beacon Financial Group

SELL
 -
-5.19K
- 37.36%
$437K - $553K
8.71K $946K
Feb 10, 2023 Q4 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-5.2K
- 32.49%
$437K - $554K
10.8K $1.17M
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-5.21K
- 5.99%
$438K - $555K
81.7K $8.87M
Feb 14, 2023 Q4 2022
Pgim Custom Harvest LLC

Newark, NJ
SELL
 -
-5.32K
Closed
$447K - $566K
0 $0
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-5.33K
- 28.34%
$449K - $568K
13.5K $1.47M
Feb 14, 2023 Q4 2022
Horizon Investments, LLC

Charlotte, NC
SELL
 -
-5.34K
- 13.14%
$449K - $568K
35.3K $3.83M
Feb 13, 2023 Q4 2022
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-5.36K
- 33.65%
$451K - $571K
10.6K $1.15M
Feb 10, 2023 Q4 2022
Bison Wealth, LLC

SELL
 -
-5.39K
- 30.45%
$453K - $574K
12.3K $1.34M
Feb 02, 2023 Q4 2022
Bailard, Inc.

SELL
 -
-5.4K
- 5.62%
$454K - $575K
90.7K $9.86M
Jan 31, 2023 Q4 2022
Investment Research & Advisory Group, Inc.

SELL
 -
-5.4K
- 30.05%
$455K - $576K
12.6K $1.37M
Jan 24, 2023 Q4 2022
626 Financial, LLC

SELL
 -
-5.41K
- 39.97%
$455K - $576K
8.12K $883K
Jan 25, 2023 Q4 2022
Bard Financial Services, Inc.

SELL
 -
-5.41K
- 10.99%
$455K - $576K
43.8K $4.76M
Feb 06, 2023 Q4 2022
Hm Payson & CO

Portland, ME
SELL
 -
-5.43K
- 10.87%
$457K - $578K
44.5K $4.83M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

SELL
 -
-5.5K
- 3.49%
$463K - $586K
152K $16.5M
Feb 07, 2023 Q4 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-5.51K
- 18.58%
$463K - $587K
24.1K $2.62M
Jan 30, 2023 Q4 2022
Marietta Wealth Management, LLC

SELL
 -
-5.53K
- 9.81%
$465K - $589K
50.8K $5.52M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-5.55K
- 11.21%
$467K - $591K
44K $4.78M
Feb 07, 2023 Q4 2022
Bedel Financial Consulting, Inc.

SELL
 -
-5.58K
- 24.08%
$470K - $595K
17.6K $1.91M
Feb 14, 2023 Q4 2022
Covey Capital Advisors, LLC

Atlanta, GA
SELL
 -
-5.62K
- 37.52%
$473K - $599K
9.36K $1.02M
Feb 14, 2023 Q4 2022
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-5.63K
- 55.12%
$473K - $599K
4.58K $498K
Feb 07, 2023 Q4 2022
Diamond Hill Capital Management Inc

Columbus, OH
SELL
 -
-5.63K
- 0.2%
$474K - $600K
2.88M $313M
Feb 08, 2023 Q4 2022
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-5.63K
- 13.01%
$474K - $600K
37.7K $4.09M
Feb 13, 2023 Q4 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-5.65K
- 35.94%
$475K - $602K
10.1K $1.09M
Jan 06, 2023 Q4 2022
Stonebridge Capital Management Inc

Los Angeles, CA
SELL
 -
-5.67K
- 12.76%
$477K - $604K
38.7K $4.21M

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