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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6- 8.0% |
$551 - $750
|
69
$7.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-7- 0.16% |
$643 - $875
|
4.37K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-7- 0.06% |
$643 - $875
|
12K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-8- 0.2% |
$735 - $1K
|
4.06K
$459K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-9- 0.33% |
$827 - $1.12K
|
2.75K
$311K
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10- 0.12% |
$918 - $1.25K
|
8.54K
$966K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-10- 0.19% |
$918 - $1.25K
|
5.38K
$609K
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.21% |
$918 - $1.25K
|
4.65K
$525K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10- 0.01% |
$918 - $1.25K
|
82.1K
$9.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-10- 0.16% |
$918 - $1.25K
|
6.37K
$720K
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-10- 0.22% |
$918 - $1.25K
|
4.62K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 1.04% |
$918 - $1.25K
|
948
$107K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-11- 0.15% |
$1.01K - $1.37K
|
7.12K
$805K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11- 0.45% |
$1.01K - $1.37K
|
2.42K
$273K
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-13- 0.04% |
$1.19K - $1.62K
|
34.4K
$3.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13- 2.77% |
$1.19K - $1.62K
|
456
$51.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-13- 0.07% |
$1.19K - $1.62K
|
19.8K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13- 7.83% |
$1.19K - $1.62K
|
153
$17.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-14- 0.13% |
$1.29K - $1.75K
|
10.6K
$1.19M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 0.83% |
$1.29K - $1.75K
|
1.67K
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-15- 0.3% |
$1.38K - $1.87K
|
5.05K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-16- 0.16% |
$1.47K - $2K
|
10.2K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-17- 0.39% |
$1.56K - $2.12K
|
4.31K
$487K
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-17- 0.22% |
$1.56K - $2.12K
|
7.65K
$864K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-18- 4.89% |
$1.65K - $2.25K
|
350
$39.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-18- 0.13% |
$1.65K - $2.25K
|
14K
$1.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-19- 0.49% |
$1.74K - $2.37K
|
3.87K
$437K
|
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19- 0.22% |
$1.74K - $2.37K
|
8.54K
$966K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-19- 0.39% |
$1.74K - $2.37K
|
4.8K
$543K
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-20- 0.13% |
$1.84K - $2.5K
|
15.9K
$1.8M
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.25% |
$1.84K - $2.5K
|
8.02K
$907K
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-21- 0.37% |
$1.93K - $2.62K
|
5.6K
$634K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-21- 0.26% |
$1.93K - $2.62K
|
8.12K
$918K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-21- 3.6% |
$1.93K - $2.62K
|
562
$63.5K
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-22- 0.11% |
$2.02K - $2.75K
|
19.3K
$2.18M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-22- 0.42% |
$2.02K - $2.75K
|
5.25K
$594K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-22- 0.59% |
$2.02K - $2.75K
|
3.7K
$418K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-23- 2.38% |
$2.11K - $2.87K
|
945
$107K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-24- 0.39% |
$2.2K - $3K
|
6.13K
$693K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-24- 0.12% |
$2.2K - $3K
|
20.2K
$2.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-25- 0.25% |
$2.3K - $3.12K
|
9.88K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 1.18% |
$2.3K - $3.12K
|
2.1K
$237K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-25- 0.55% |
$2.3K - $3.12K
|
4.54K
$513K
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-25- 0.07% |
$2.3K - $3.12K
|
36.5K
$4.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-25- 0.06% |
$2.3K - $3.12K
|
43.2K
$4.89M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-26- 0.23% |
$2.39K - $3.25K
|
11.2K
$1.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-26- 0.12% |
$2.39K - $3.25K
|
21.5K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26- 1.42% |
$2.39K - $3.25K
|
1.8K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-28- 0.08% |
$2.57K - $3.5K
|
35.8K
$4.05M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-29- 0.76% |
$2.66K - $3.62K
|
3.8K
$429K
|