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 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
677+ 14.54% |
$62.2K - $84.6K
|
5.33K
$603K
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
670+ 39.11% |
$61.5K - $83.7K
|
2.38K
$269K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
664+ 2.16% |
$61K - $83K
|
31.5K
$3.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
663+ 15.97% |
$60.9K - $82.8K
|
4.82K
$544K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
663+ 2.94% |
$60.9K - $82.8K
|
23.2K
$2.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
660+ 1.29% |
$60.6K - $82.5K
|
51.9K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
654+ 6.86% |
$60.1K - $81.7K
|
10.2K
$1.15M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
649+ 18.4% |
$59.6K - $81.1K
|
4.18K
$472K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
648+ 23.14% |
$59.5K - $81K
|
3.45K
$390K
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
647+ 22.81% |
$59.4K - $80.8K
|
3.48K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
645New |
$59.2K - $80.6K
|
645
$72.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
641+ 8.55% |
$58.9K - $80.1K
|
8.14K
$920K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
639+ 0.47% |
$58.7K - $79.8K
|
137K
$15.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
628+ 45.97% |
$57.7K - $78.5K
|
1.99K
$225K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
627+ 3.9% |
$57.6K - $78.3K
|
16.7K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
625+ 4.8% |
$57.4K - $78.1K
|
13.6K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
624+ 1.77% |
$57.3K - $78K
|
35.9K
$4.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
624+ 0.27% |
$57.3K - $78K
|
228K
$25.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
623+ 7.45% |
$57.2K - $77.9K
|
8.99K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
623+ 5.04% |
$57.2K - $77.9K
|
13K
$1.47M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
613+ 1.56% |
$56.3K - $76.6K
|
39.9K
$4.52M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
605+ 24.07% |
$55.6K - $75.6K
|
3.12K
$353K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
605+ 24.07% |
$55.6K - $75.6K
|
3.12K
$353K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
603+ 9.02% |
$55.4K - $75.4K
|
7.29K
$824K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
BUY
|
- |
602+ 1.89% |
$55.3K - $75.2K
|
32.4K
$3.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
601+ 0.4% |
$55.2K - $75.1K
|
152K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
600New |
$55.1K - $75K
|
600
$67.8K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
600+ 22.69% |
$55.1K - $75K
|
3.24K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
600+ 10.99% |
$55.1K - $75K
|
6.06K
$685K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
590+ 36.35% |
$54.2K - $73.7K
|
2.21K
$250K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
587+ 4.69% |
$53.9K - $73.4K
|
13.1K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
587+ 5.14% |
$53.9K - $73.4K
|
12K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Drh Investments, Inc.
Los Angeles, CA |
BUY
|
- |
579+ 0.42% |
$53.2K - $72.4K
|
140K
$15.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
578+ 1.99% |
$53.1K - $72.2K
|
29.6K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
577+ 2.03% |
$53K - $72.1K
|
29K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 6.05% |
$52.9K - $72K
|
10.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
575+ 3.03% |
$52.8K - $71.9K
|
19.5K
$2.21M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
574+ 4.56% |
$52.7K - $71.7K
|
13.2K
$1.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
570+ 15.49% |
$52.3K - $71.2K
|
4.25K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
570+ 0.36% |
$52.3K - $71.2K
|
159K
$17.9M
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
565New |
$51.9K - $70.6K
|
565
$63.9K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
560+ 13.83% |
$51.4K - $70K
|
4.61K
$521K
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
560+ 4.79% |
$51.4K - $70K
|
12.3K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
560+ 17.02% |
$51.4K - $70K
|
3.85K
$435K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
559+ 3.33% |
$51.3K - $69.9K
|
17.3K
$1.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
557+ 21.63% |
$51.2K - $69.6K
|
3.13K
$354K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
556+ 7.56% |
$51.1K - $69.5K
|
7.91K
$895K
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
555+ 7.27% |
$51K - $69.4K
|
8.19K
$926K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
BUY
|
- |
555+ 1.39% |
$51K - $69.4K
|
40.5K
$4.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
553+ 3.99% |
$50.8K - $69.1K
|
14.4K
$1.63M
|