Purchases and Sales Made in Q4 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 10.37% |
$352K - $446K
|
44.6K
$4.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.17K+ 56.41% |
$351K - $445K
|
11.6K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.17K+ 1.87% |
$351K - $444K
|
228K
$25.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.17KNew |
$351K - $444K
|
4.17K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.1K+ 8.2% |
$345K - $436K
|
54.1K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.09KNew |
$344K - $436K
|
4.09K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.07K+ 16.81% |
$342K - $433K
|
28.3K
$3.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
4.07K+ 5.12% |
$342K - $433K
|
83.4K
$9.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.03KNew |
$339K - $429K
|
4.03K
$447K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.02KNew |
$338K - $429K
|
4.02K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.01KNew |
$337K - $427K
|
4.01K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.01K+ 3.54% |
$337K - $427K
|
117K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4KNew |
$337K - $426K
|
4K
$444K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4K+ 5.08% |
$336K - $426K
|
82.6K
$9.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.99KNew |
$336K - $425K
|
3.99K
$443K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.98K+ 5.53% |
$335K - $424K
|
76K
$8.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.93K+ 4.84% |
$331K - $419K
|
85.1K
$9.45M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.93KNew |
$330K - $418K
|
3.93K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.91K+ 20.8% |
$329K - $416K
|
22.7K
$2.52M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.9KNew |
$328K - $416K
|
3.9K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.88K+ 10.43% |
$327K - $414K
|
41.1K
$4.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
3.88KNew |
$327K - $413K
|
3.88K
$431K
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
3.86K+ 83.69% |
$325K - $411K
|
8.47K
$940K
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.85K+ 2.91% |
$324K - $410K
|
136K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.84K+ 13.34% |
$323K - $409K
|
32.6K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
3.82K+ 33.84% |
$321K - $406K
|
15.1K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.8KNew |
$320K - $405K
|
3.8K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.8KNew |
$320K - $405K
|
3.8K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
3.78KNew |
$318K - $403K
|
3.78K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.76K+ 9.0% |
$316K - $401K
|
45.5K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.75KNew |
$316K - $400K
|
3.75K
$417K
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.72KNew |
$313K - $396K
|
3.72K
$413K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.71K+ 164.67% |
$312K - $395K
|
5.96K
$661K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.63K+ 33.6% |
$306K - $387K
|
14.4K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
3.63K+ 11.27% |
$306K - $387K
|
35.9K
$3.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.62K+ 17.7% |
$305K - $386K
|
24.1K
$2.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.57K+ 10.85% |
$301K - $381K
|
36.5K
$4.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.56KNew |
$299K - $379K
|
3.56K
$395K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.53KNew |
$297K - $377K
|
3.53K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.52K+ 35.92% |
$296K - $375K
|
13.3K
$1.48M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
3.52K+ 22.48% |
$296K - $375K
|
19.2K
$2.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.51KNew |
$295K - $374K
|
3.51K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
3.5K+ 63.64% |
$295K - $373K
|
9K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
3.45KNew |
$291K - $368K
|
3.45K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.45K+ 28.18% |
$290K - $367K
|
15.7K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.44K+ 5.54% |
$290K - $366K
|
65.5K
$7.28M
|
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
BUY
|
- |
3.41K+ 31.62% |
$287K - $364K
|
14.2K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
3.39K+ 80.44% |
$285K - $361K
|
7.6K
$844K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.38KNew |
$285K - $360K
|
3.38K
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.38KNew |
$284K - $360K
|
3.38K
$375K
|