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 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
110+ 2.48% |
$10.1K - $13.7K
|
4.54K
$513K
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
107+ 1.42% |
$9.83K - $13.4K
|
7.66K
$866K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
106+ 1.02% |
$9.74K - $13.2K
|
10.5K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
106+ 3.77% |
$9.74K - $13.2K
|
2.92K
$330K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
103+ 0.86% |
$9.46K - $12.9K
|
12K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
101+ 0.72% |
$9.28K - $12.6K
|
14.2K
$1.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
101+ 2.09% |
$9.28K - $12.6K
|
4.93K
$557K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 2.87% |
$9.28K - $12.6K
|
3.62K
$410K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
101+ 1.5% |
$9.28K - $12.6K
|
6.82K
$771K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
100+ 2.13% |
$9.18K - $12.5K
|
4.8K
$543K
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
100+ 1.46% |
$9.18K - $12.5K
|
6.96K
$787K
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 4.46% |
$9.18K - $12.5K
|
2.34K
$265K
|
|
|
Oct 25, 2022
Q3 2022
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
100+ 0.03% |
$9.18K - $12.5K
|
291K
$32.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Ar Asset Management Inc
|
BUY
|
- |
100+ 0.19% |
$9.18K - $12.5K
|
53.9K
$6.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
100+ 2.33% |
$9.18K - $12.5K
|
4.39K
$497K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
BUY
|
- |
100+ 28.57% |
$9.18K - $12.5K
|
450
$50.9K
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
100+ 3.33% |
$9.18K - $12.5K
|
3.1K
$350K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
100+ 17.89% |
$9.18K - $12.5K
|
659
$74.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
100+ 3.29% |
$9.18K - $12.5K
|
3.14K
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
97+ 0.66% |
$8.91K - $12.1K
|
14.8K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
96+ 2.26% |
$8.82K - $12K
|
4.34K
$491K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
96+ 1.37% |
$8.82K - $12K
|
7.11K
$804K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
96+ 0.16% |
$8.82K - $12K
|
61.5K
$6.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
94+ 0.64% |
$8.63K - $11.7K
|
14.8K
$1.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
94+ 4.06% |
$8.63K - $11.7K
|
2.41K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
92+ 3.41% |
$8.45K - $11.5K
|
2.79K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
90+ 3.75% |
$8.27K - $11.2K
|
2.49K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
90+ 0.46% |
$8.27K - $11.2K
|
19.5K
$2.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
89+ 0.45% |
$8.17K - $11.1K
|
19.9K
$2.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
89+ 0.58% |
$8.17K - $11.1K
|
15.4K
$1.74M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
89+ 1.45% |
$8.17K - $11.1K
|
6.24K
$705K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
88+ 0.36% |
$8.08K - $11K
|
24.4K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
88+ 0.65% |
$8.08K - $11K
|
13.7K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
88+ 1.28% |
$8.08K - $11K
|
6.96K
$787K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
87+ 0.16% |
$7.99K - $10.9K
|
56.2K
$6.35M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
86+ 0.76% |
$7.9K - $10.7K
|
11.4K
$1.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
85+ 1.94% |
$7.81K - $10.6K
|
4.47K
$505K
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
85+ 3.95% |
$7.81K - $10.6K
|
2.24K
$253K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
84+ 2.29% |
$7.71K - $10.5K
|
3.75K
$424K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
83+ 0.35% |
$7.62K - $10.4K
|
23.5K
$2.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
83+ 1.18% |
$7.62K - $10.4K
|
7.11K
$803K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
81+ 2.13% |
$7.44K - $10.1K
|
3.89K
$440K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.68% |
$7.35K - $10K
|
11.8K
$1.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
80+ 3.31% |
$7.35K - $10K
|
2.49K
$282K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
80+ 0.82% |
$7.35K - $10K
|
9.87K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
80+ 1.57% |
$7.35K - $10K
|
5.18K
$586K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
80+ 5.15% |
$7.35K - $10K
|
1.63K
$185K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
BUY
|
- |
78+ 1.96% |
$7.16K - $9.75K
|
4.07K
$460K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
77+ 0.88% |
$7.07K - $9.62K
|
8.78K
$993K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
75+ 2.07% |
$6.89K - $9.37K
|
3.69K
$417K
|