Purchases and Sales Made in Q3 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.81K+ 6.28% |
$166K - $226K
|
30.6K
$3.46M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.81K+ 0.98% |
$166K - $226K
|
187K
$21.1M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.8K+ 1.69% |
$165K - $225K
|
108K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.78K+ 10.53% |
$163K - $222K
|
18.6K
$2.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.77K+ 7.33% |
$163K - $222K
|
26K
$2.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.77K+ 14.08% |
$162K - $221K
|
14.3K
$1.62M
|
|
|
Oct 03, 2022
Q3 2022
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
1.76K+ 0.36% |
$162K - $220K
|
486K
$54.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.75K+ 31.65% |
$161K - $219K
|
7.29K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.75K+ 9.18% |
$161K - $218K
|
20.8K
$2.35M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
1.75K+ 3.71% |
$160K - $218K
|
48.8K
$5.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Bender Robert & Associates
|
BUY
|
- |
1.74K+ 4.99% |
$159K - $217K
|
36.5K
$4.13M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.74K+ 26.07% |
$159K - $217K
|
8.39K
$949K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.74K+ 2.72% |
$159K - $217K
|
65.6K
$7.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.73K+ 3.64% |
$158K - $216K
|
49.2K
$5.56M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
1.71K+ 2.56% |
$157K - $213K
|
68.3K
$7.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.69K+ 0.21% |
$155K - $211K
|
822K
$92.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.69K+ 1.78% |
$155K - $211K
|
96.6K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.67K+ 4.02% |
$153K - $208K
|
43.1K
$4.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.66K+ 19.4% |
$152K - $207K
|
10.2K
$1.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
1.65K+ 6.84% |
$152K - $206K
|
25.8K
$2.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
1.65K+ 4.75% |
$151K - $206K
|
36.3K
$4.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.65K+ 30.56% |
$151K - $206K
|
7.03K
$794K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.65K+ 18.5% |
$151K - $206K
|
10.5K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.64K+ 17.94% |
$150K - $204K
|
10.8K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.64K+ 3.28% |
$150K - $204K
|
51.6K
$5.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.63K+ 6.0% |
$150K - $204K
|
28.9K
$3.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1.63K+ 4.89% |
$149K - $203K
|
34.9K
$3.95M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.62K+ 4.46% |
$149K - $202K
|
37.9K
$4.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.61K+ 12.6% |
$148K - $201K
|
14.4K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.61K+ 2.29% |
$147K - $201K
|
71.6K
$8.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
BUY
|
- |
1.6K+ 6.54% |
$147K - $200K
|
26.1K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.6K+ 14.7% |
$147K - $200K
|
12.5K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.6K+ 5.83% |
$147K - $200K
|
29.1K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.6K+ 0.49% |
$147K - $200K
|
327K
$36.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.6K+ 5.34% |
$147K - $200K
|
31.5K
$3.56M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
BUY
|
- |
1.59K+ 5.15% |
$146K - $198K
|
32.4K
$3.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.57K+ 3.91% |
$144K - $197K
|
41.8K
$4.72M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 17.63% |
$144K - $196K
|
10.4K
$1.18M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.56K+ 4.81% |
$143K - $195K
|
34K
$3.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
1.56K+ 8.72% |
$143K - $195K
|
19.4K
$2.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.55K+ 16.3% |
$142K - $194K
|
11.1K
$1.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.54K+ 0.75% |
$141K - $192K
|
206K
$23.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.54K+ 11.44% |
$141K - $192K
|
15K
$1.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 8.75% |
$140K - $191K
|
19K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.53K+ 51.36% |
$140K - $191K
|
4.5K
$509K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.51K+ 19.0% |
$139K - $189K
|
9.46K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
1.51K+ 49.39% |
$139K - $189K
|
4.56K
$516K
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.49K+ 2.65% |
$137K - $187K
|
57.9K
$6.55M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.21% |
$137K - $186K
|
47.9K
$5.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
1.48K+ 23.06% |
$136K - $184K
|
7.88K
$890K
|