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
|
Schubert & CO
|
BUY
|
- |
74+ 108.82% |
$6.8K - $9.25K
|
142
$16.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
73+ 0.82% |
$6.7K - $9.12K
|
8.94K
$1.01M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
69+ 2.32% |
$6.34K - $8.62K
|
3.04K
$343K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
68+ 1.12% |
$6.25K - $8.5K
|
6.14K
$695K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
67+ 1.34% |
$6.15K - $8.37K
|
5.08K
$575K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
67+ 0.19% |
$6.15K - $8.37K
|
35.1K
$3.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
67+ 2.53% |
$6.15K - $8.37K
|
2.72K
$307K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
66+ 1.13% |
$6.06K - $8.25K
|
5.9K
$667K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
66+ 1.05% |
$6.06K - $8.25K
|
6.34K
$717K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
65+ 0.44% |
$5.97K - $8.12K
|
15K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
65+ 0.73% |
$5.97K - $8.12K
|
8.93K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
65+ 1.47% |
$5.97K - $8.12K
|
4.49K
$508K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
62+ 2.09% |
$5.69K - $7.75K
|
3.02K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
62+ 0.27% |
$5.69K - $7.75K
|
23.3K
$2.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
61+ 2.21% |
$5.6K - $7.62K
|
2.82K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
61+ 0.6% |
$5.6K - $7.62K
|
10.2K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
60+ 1.58% |
$5.51K - $7.5K
|
3.85K
$436K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
58+ 6.97% |
$5.33K - $7.25K
|
890
$101K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
57+ 0.82% |
$5.23K - $7.12K
|
6.99K
$791K
|
|
|
Oct 11, 2022
Q3 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
56+ 2.41% |
$5.14K - $7K
|
2.38K
$269K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
56+ 0.39% |
$5.14K - $7K
|
14.4K
$1.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
55+ 1.32% |
$5.05K - $6.87K
|
4.21K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
55+ 1.61% |
$5.05K - $6.87K
|
3.47K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
55+ 101.85% |
$5.05K - $6.87K
|
109
$12.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
55+ 1.18% |
$5.05K - $6.87K
|
4.73K
$535K
|
|
|
Nov 15, 2022
Q3 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
55+ 0.53% |
$5.05K - $6.87K
|
10.5K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
53+ 0.04% |
$4.87K - $6.62K
|
121K
$13.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
53+ 1.27% |
$4.87K - $6.62K
|
4.22K
$477K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
53+ 1.98% |
$4.87K - $6.62K
|
2.73K
$309K
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
52+ 0.12% |
$4.78K - $6.5K
|
45.2K
$5.12M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
50+ 0.36% |
$4.59K - $6.25K
|
14K
$1.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
50+ 5.06% |
$4.59K - $6.25K
|
1.04K
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50+ 83.33% |
$4.59K - $6.25K
|
110
$12.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
50+ 1.76% |
$4.59K - $6.25K
|
2.89K
$327K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
50+ 0.66% |
$4.59K - $6.25K
|
7.66K
$866K
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.0% |
$4.41K - $6K
|
4.83K
$546K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
47+ 1.9% |
$4.32K - $5.87K
|
2.53K
$286K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
46+ 1.71% |
$4.22K - $5.75K
|
2.74K
$310K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
45+ 4.56% |
$4.13K - $5.62K
|
1.03K
$117K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
44+ 0.47% |
$4.04K - $5.5K
|
9.43K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
43+ 1.41% |
$3.95K - $5.37K
|
3.1K
$350K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
43+ 0.08% |
$3.95K - $5.37K
|
56.9K
$6.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
42+ 0.39% |
$3.86K - $5.25K
|
10.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
42+ 0.32% |
$3.86K - $5.25K
|
13.2K
$1.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40+ 41.24% |
$3.67K - $5K
|
137
$15.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
40+ 8.97% |
$3.67K - $5K
|
486
$54.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
40+ 0.66% |
$3.67K - $5K
|
6.06K
$685K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
39+ 0.37% |
$3.58K - $4.87K
|
10.7K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
38+ 0.88% |
$3.49K - $4.75K
|
4.36K
$493K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
37+ 0.51% |
$3.4K - $4.62K
|
7.3K
$825K
|