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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.47K+ 7.13% |
$135K - $184K
|
22.1K
$2.5M
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
1.47K+ 7.3% |
$135K - $184K
|
21.6K
$2.44M
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
BUY
|
- |
1.47K+ 1.66% |
$135K - $183K
|
89.9K
$10.2M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45K+ 6.47% |
$134K - $182K
|
23.9K
$2.71M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45K+ 6.47% |
$134K - $182K
|
23.9K
$2.71M
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.45K+ 9.52% |
$133K - $181K
|
16.7K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.45K+ 0.55% |
$133K - $181K
|
267K
$30.1M
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.45K+ 7.4% |
$133K - $181K
|
21K
$2.38M
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
1.45K+ 33.46% |
$133K - $181K
|
5.77K
$652K
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.43K+ 24.39% |
$131K - $179K
|
7.3K
$825K
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.42K+ 63.63% |
$130K - $177K
|
3.64K
$412K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.42K+ 14.0% |
$130K - $177K
|
11.5K
$1.3M
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.41KNew |
$129K - $176K
|
1.41K
$159K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.4K+ 55.73% |
$129K - $175K
|
3.91K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.39K+ 2.11% |
$128K - $174K
|
67.4K
$7.62M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
1.38K+ 2.6% |
$126K - $172K
|
54.3K
$6.14M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.38K+ 11.18% |
$126K - $172K
|
13.7K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.37K+ 60.58% |
$126K - $171K
|
3.63K
$411K
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 58.49% |
$126K - $171K
|
3.7K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.34K+ 3.8% |
$123K - $167K
|
36.6K
$4.13M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.34K+ 7.2% |
$123K - $167K
|
19.9K
$2.25M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 7.5% |
$122K - $166K
|
19.1K
$2.16M
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.3K+ 1.13% |
$119K - $162K
|
117K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.29K+ 56.8% |
$118K - $161K
|
3.56K
$403K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.28K+ 1.24% |
$118K - $160K
|
105K
$11.9M
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.28K+ 2.26% |
$117K - $160K
|
57.8K
$6.53M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.28K+ 1.81% |
$117K - $160K
|
71.7K
$8.11M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.28K+ 12.0% |
$117K - $160K
|
11.9K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.28K+ 8.41% |
$117K - $160K
|
16.5K
$1.86M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.28K+ 1.36% |
$117K - $159K
|
95.1K
$10.8M
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1.27K+ 7.75% |
$117K - $159K
|
17.7K
$2M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1.27K+ 2.55% |
$116K - $158K
|
50.9K
$5.76M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.26K+ 5.27% |
$116K - $157K
|
25.2K
$2.85M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.26K+ 3.01% |
$115K - $157K
|
43K
$4.87M
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.25K+ 2.76% |
$115K - $156K
|
46.5K
$5.26M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.25K+ 46.89% |
$114K - $156K
|
3.9K
$441K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.24K+ 2.39% |
$114K - $155K
|
53.3K
$6.02M
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.23K+ 0.39% |
$113K - $154K
|
316K
$35.7M
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.23K+ 1.6% |
$113K - $153K
|
77.9K
$8.81M
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.23K+ 3.08% |
$113K - $153K
|
41K
$4.63M
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1.22K+ 0.52% |
$112K - $153K
|
235K
$26.6M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.22K+ 1.65% |
$112K - $152K
|
74.9K
$8.47M
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.22K+ 10.78% |
$112K - $152K
|
12.5K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.21K+ 2.09% |
$111K - $152K
|
59.2K
$6.7M
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.21K+ 23.81% |
$111K - $151K
|
6.27K
$709K
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.2K+ 37.48% |
$110K - $150K
|
4.4K
$497K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.2K+ 38.14% |
$110K - $150K
|
4.34K
$491K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.19K+ 2.27% |
$110K - $149K
|
53.7K
$6.07M
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.19K+ 6.26% |
$109K - $149K
|
20.2K
$2.28M
|
|
Nov 14, 2022
Q3 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.19K+ 14.51% |
$109K - $149K
|
9.39K
$1.06M
|