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 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
339+ 1.63% |
$31.1K - $42.4K
|
21.1K
$2.39M
|
|
|
Nov 01, 2022
Q3 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
337+ 2.13% |
$31K - $42.1K
|
16.2K
$1.83M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
336+ 0.85% |
$30.9K - $42K
|
39.9K
$4.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
335+ 26.38% |
$30.8K - $41.9K
|
1.61K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
335+ 10.85% |
$30.8K - $41.9K
|
3.42K
$387K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
334+ 5.25% |
$30.7K - $41.7K
|
6.7K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
332+ 4.37% |
$30.5K - $41.5K
|
7.93K
$897K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
331+ 4.78% |
$30.4K - $41.4K
|
7.26K
$821K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
331+ 106.09% |
$30.4K - $41.4K
|
643
$72.7K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
329+ 4.74% |
$30.2K - $41.1K
|
7.26K
$821K
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
325+ 3.8% |
$29.8K - $40.6K
|
8.88K
$1M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
323+ 5.31% |
$29.7K - $40.4K
|
6.4K
$724K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
322+ 3.38% |
$29.6K - $40.2K
|
9.85K
$1.11M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
320+ 10.02% |
$29.4K - $40K
|
3.52K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
320+ 3.57% |
$29.4K - $40K
|
9.29K
$1.05M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
319+ 5.8% |
$29.3K - $39.9K
|
5.82K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
316+ 2.88% |
$29K - $39.5K
|
11.3K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
313+ 4.4% |
$28.7K - $39.1K
|
7.42K
$839K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
310New |
$28.5K - $38.7K
|
310
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
310+ 4.54% |
$28.5K - $38.7K
|
7.14K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
308+ 0.1% |
$28.3K - $38.5K
|
297K
$33.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
307+ 10.46% |
$28.2K - $38.4K
|
3.24K
$367K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
306+ 0.56% |
$28.1K - $38.2K
|
55.2K
$6.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
306+ 1.27% |
$28.1K - $38.2K
|
24.4K
$2.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
305+ 7.24% |
$28K - $38.1K
|
4.52K
$511K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
300+ 1.02% |
$27.6K - $37.5K
|
29.8K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
299+ 3.61% |
$27.5K - $37.4K
|
8.58K
$970K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
297+ 1.68% |
$27.3K - $37.1K
|
18K
$2.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
297+ 1.73% |
$27.3K - $37.1K
|
17.4K
$1.97M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
295+ 0.84% |
$27.1K - $36.9K
|
35.5K
$4.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
290+ 0.58% |
$26.6K - $36.2K
|
50.7K
$5.73M
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
288+ 5.6% |
$26.4K - $36K
|
5.43K
$614K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
286+ 0.85% |
$26.3K - $35.7K
|
34.1K
$3.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
284+ 2.19% |
$26.1K - $35.5K
|
13.2K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
278+ 2.77% |
$25.5K - $34.7K
|
10.3K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
278+ 0.57% |
$25.5K - $34.7K
|
48.9K
$5.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
277+ 5.15% |
$25.4K - $34.6K
|
5.66K
$639K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
276+ 3.88% |
$25.3K - $34.5K
|
7.39K
$835K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
275+ 0.3% |
$25.3K - $34.4K
|
91.5K
$10.3M
|
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
275+ 1.6% |
$25.3K - $34.4K
|
17.5K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
271+ 4.35% |
$24.9K - $33.9K
|
6.5K
$734K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
270+ 1.8% |
$24.8K - $33.7K
|
15.3K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
269+ 0.77% |
$24.7K - $33.6K
|
35.3K
$4M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
269+ 9.62% |
$24.7K - $33.6K
|
3.07K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
267+ 14.53% |
$24.5K - $33.4K
|
2.11K
$238K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
265+ 0.96% |
$24.3K - $33.1K
|
27.8K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
263+ 86.51% |
$24.2K - $32.9K
|
567
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
263+ 1.37% |
$24.2K - $32.9K
|
19.5K
$2.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
261+ 5.43% |
$24K - $32.6K
|
5.07K
$573K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
260+ 1.16% |
$23.9K - $32.5K
|
22.7K
$2.57M
|