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 31, 2022
Q3 2022
|
Lewis Capital Management, LLC
|
SELL
|
- |
-346- 0.19% |
$31.8K - $43.2K
|
178K
$19.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-350- 8.77% |
$32.1K - $43.7K
|
3.64K
$404K
|
|
|
Nov 03, 2022
Q3 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-350- 1.41% |
$32.1K - $43.7K
|
24.5K
$2.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-351- 4.58% |
$32.2K - $43.9K
|
7.31K
$811K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-355- 0.66% |
$32.6K - $44.4K
|
53.7K
$5.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
SELL
|
- |
-355- 3.74% |
$32.6K - $44.4K
|
9.15K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-359- 13.01% |
$33K - $44.9K
|
2.4K
$266K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-360- 4.88% |
$33.1K - $45K
|
7.02K
$778K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-360- 2.81% |
$33.1K - $45K
|
12.5K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-362- 11.29% |
$33.2K - $45.2K
|
2.84K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-363- 6.22% |
$33.3K - $45.4K
|
5.47K
$607K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-364- 6.59% |
$33.4K - $45.5K
|
5.16K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-365- 1.13% |
$33.5K - $45.6K
|
32K
$3.54M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-365- 4.62% |
$33.5K - $45.6K
|
7.53K
$834K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-370- 1.06% |
$34K - $46.2K
|
34.5K
$3.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-370- 1.54% |
$34K - $46.2K
|
23.7K
$2.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-374- 3.78% |
$34.3K - $46.7K
|
9.51K
$1.05M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-375- 17.28% |
$34.4K - $46.9K
|
1.8K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-376- 0.92% |
$34.5K - $47K
|
40.5K
$4.49M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-377- 7.51% |
$34.6K - $47.1K
|
4.65K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-380- 7.02% |
$34.9K - $47.5K
|
5.03K
$558K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-381- 15.02% |
$35K - $47.6K
|
2.16K
$239K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-384- 2.56% |
$35.3K - $48K
|
14.6K
$1.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-386- 1.45% |
$35.5K - $48.2K
|
26.2K
$2.9M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-391- 2.42% |
$35.9K - $48.9K
|
15.8K
$1.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-394- 13.57% |
$36.2K - $49.2K
|
2.51K
$278K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-394- 8.72% |
$36.2K - $49.2K
|
4.12K
$457K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-394- 12.91% |
$36.2K - $49.2K
|
2.66K
$295K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-395- 7.67% |
$36.3K - $49.4K
|
4.76K
$527K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-397- 11.4% |
$36.5K - $49.6K
|
3.08K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-399- 1.61% |
$36.6K - $49.9K
|
24.3K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-400- 15.82% |
$36.7K - $50K
|
2.13K
$236K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-404- 4.03% |
$37.1K - $50.5K
|
9.63K
$1.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-409- 1.0% |
$37.6K - $51.1K
|
40.3K
$4.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-412- 7.92% |
$37.8K - $51.5K
|
4.79K
$531K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-414- 2.97% |
$38K - $51.7K
|
13.5K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-414- 1.08% |
$38K - $51.7K
|
37.9K
$4.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-414- 3.49% |
$38K - $51.7K
|
11.4K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-415- 19.44% |
$38.1K - $51.9K
|
1.72K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-415- 2.25% |
$38.1K - $51.9K
|
18.1K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-420- 5.49% |
$38.6K - $52.5K
|
7.23K
$802K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-422- 0.38% |
$38.8K - $52.7K
|
111K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-425- 50.9% |
$39K - $53.1K
|
410
$45.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-425- 3.31% |
$39K - $53.1K
|
12.4K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-426- 17.54% |
$39.1K - $53.2K
|
2K
$222K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-426- 5.21% |
$39.1K - $53.2K
|
7.75K
$859K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-434- 4.03% |
$39.9K - $54.2K
|
10.3K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-434- 79.93% |
$39.9K - $54.2K
|
109
$12.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-435- 3.19% |
$40K - $54.4K
|
13.2K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-439- 5.81% |
$40.3K - $54.9K
|
7.12K
$790K
|