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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.53K- 5.21% |
$213K - $269K
|
46K
$5.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-2.53K- 17.69% |
$213K - $270K
|
11.8K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.53K- 40.49% |
$213K - $270K
|
3.72K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.54K- 13.18% |
$214K - $271K
|
16.7K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.56K- 4.64% |
$216K - $273K
|
52.7K
$5.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.57K- 0.15% |
$216K - $273K
|
1.66M
$182M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.58K- 7.64% |
$217K - $275K
|
31.2K
$3.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.58K- 7.19% |
$217K - $275K
|
33.3K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.6K- 9.4% |
$219K - $277K
|
25.1K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.61K- 6.04% |
$220K - $278K
|
40.6K
$4.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.61K- 30.68% |
$220K - $278K
|
5.9K
$645K
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.62K- 12.66% |
$220K - $279K
|
18.1K
$1.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.64K- 33.88% |
$222K - $282K
|
5.16K
$564K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-2.65K- 6.68% |
$223K - $282K
|
36.9K
$4.04M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-2.66K- 7.76% |
$224K - $283K
|
31.6K
$3.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.68K- 38.01% |
$225K - $285K
|
4.36K
$477K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.68K- 27.12% |
$225K - $285K
|
7.2K
$787K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.73K- 10.09% |
$230K - $291K
|
24.3K
$2.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 1.76% |
$230K - $291K
|
153K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.76K- 13.08% |
$232K - $294K
|
18.3K
$2M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.76K- 8.6% |
$233K - $294K
|
29.4K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.78K- 5.17% |
$234K - $296K
|
50.9K
$5.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.78K- 6.42% |
$234K - $296K
|
40.5K
$4.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-2.78K- 3.48% |
$234K - $296K
|
77.2K
$8.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.79K- 3.36% |
$234K - $297K
|
80.1K
$8.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-2.82K- 24.62% |
$237K - $301K
|
8.64K
$944K
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.83K- 21.57% |
$238K - $301K
|
10.3K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.84K- 40.9% |
$239K - $302K
|
4.1K
$448K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.85K- 4.09% |
$240K - $304K
|
66.8K
$7.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.87K- 36.23% |
$242K - $306K
|
5.06K
$552K
|
|
|
Feb 02, 2023
Q4 2022
|
Bender Robert & Associates
|
SELL
|
- |
-2.88K- 7.88% |
$242K - $307K
|
33.6K
$3.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.89K- 9.93% |
$243K - $308K
|
26.2K
$2.86M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.9K- 11.93% |
$244K - $309K
|
21.4K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.91K- 11.8% |
$245K - $310K
|
21.7K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.91K- 29.61% |
$245K - $310K
|
6.92K
$756K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.92K- 15.28% |
$245K - $311K
|
16.2K
$1.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.92K- 31.22% |
$246K - $311K
|
6.44K
$703K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.93K- 84.79% |
$246K - $312K
|
525
$57.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-2.96K- 8.84% |
$249K - $315K
|
30.5K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.96K- 3.67% |
$249K - $315K
|
77.7K
$8.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.96K- 21.75% |
$249K - $315K
|
10.6K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.96K- 1.87% |
$249K - $315K
|
156K
$17M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.97K- 3.16% |
$250K - $316K
|
91K
$9.94M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-2.98K- 1.3% |
$251K - $317K
|
226K
$24.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.99K- 8.84% |
$252K - $319K
|
30.9K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.03K- 14.97% |
$255K - $322K
|
17.2K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.03K- 0.56% |
$255K - $323K
|
540K
$59M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.05K- 21.26% |
$257K - $325K
|
11.3K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.08K- 71.77% |
$259K - $328K
|
1.21K
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.08K- 5.76% |
$259K - $328K
|
50.4K
$5.51M
|