Purchases and Sales Made in Q1 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 1.24% |
$2.94K - $3.74K
|
2.7K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
31+ 0.86% |
$2.76K - $3.51K
|
3.66K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
31+ 0.19% |
$2.76K - $3.51K
|
16.3K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
31+ 12.92% |
$2.76K - $3.51K
|
271
$29.7K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
30+ 0.38% |
$2.67K - $3.4K
|
7.91K
$868K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
27+ 0.32% |
$2.4K - $3.06K
|
8.38K
$919K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
26+ 0.83% |
$2.31K - $2.94K
|
3.15K
$346K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
26+ 0.97% |
$2.31K - $2.94K
|
2.7K
$296K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 10.5% |
$2.22K - $2.83K
|
263
$28.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
25+ 0.2% |
$2.22K - $2.83K
|
12.5K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
25+ 4.45% |
$2.22K - $2.83K
|
587
$64.4K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 0.23% |
$2.22K - $2.83K
|
10.7K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25+ 33.33% |
$2.22K - $2.83K
|
100
$11K
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
25+ 18.25% |
$2.22K - $2.83K
|
162
$17.8K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 0.38% |
$2.14K - $2.72K
|
6.3K
$692K
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
23+ 0.56% |
$2.05K - $2.6K
|
4.11K
$451K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
22+ 0.25% |
$1.96K - $2.49K
|
8.71K
$956K
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
21+ 0.66% |
$1.87K - $2.38K
|
3.21K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
21+ 0.21% |
$1.87K - $2.38K
|
10K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21+ 0.51% |
$1.87K - $2.38K
|
4.15K
$455K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
21+ 0.66% |
$1.87K - $2.38K
|
3.21K
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
20+ 0.05% |
$1.78K - $2.26K
|
43.7K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
19+ 5.76% |
$1.69K - $2.15K
|
349
$38.3K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 0.42% |
$1.69K - $2.15K
|
4.52K
$496K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
18+ 0.42% |
$1.6K - $2.04K
|
4.35K
$477K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
17+ 0.5% |
$1.51K - $1.92K
|
3.4K
$373K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
17+ 0.62% |
$1.51K - $1.92K
|
2.77K
$304K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
17+ 0.56% |
$1.51K - $1.92K
|
3.03K
$333K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 0.73% |
$1.51K - $1.92K
|
2.33K
$256K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
17+ 0.66% |
$1.51K - $1.92K
|
2.61K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.42K - $1.81K
|
5.4K
$593K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16+ 0.44% |
$1.42K - $1.81K
|
3.64K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
16+ 0.52% |
$1.42K - $1.81K
|
3.09K
$339K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.21% |
$1.33K - $1.7K
|
7.16K
$786K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
15+ 0.35% |
$1.33K - $1.7K
|
4.29K
$470K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 2.86% |
$1.33K - $1.7K
|
540
$59.3K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
13+ 0.33% |
$1.16K - $1.47K
|
3.91K
$429K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
12+ 0.32% |
$1.07K - $1.36K
|
3.77K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.1% |
$1.07K - $1.36K
|
12.1K
$1.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
11+ 0.29% |
$979 - $1.25K
|
3.77K
$414K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11+ 0.52% |
$979 - $1.25K
|
2.14K
$235K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11+ 0.9% |
$979 - $1.25K
|
1.23K
$135K
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
10+ 0.36% |
$890 - $1.13K
|
2.77K
$304K
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 111.11% |
$890 - $1.13K
|
19
$2.09K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10+ 0.06% |
$890 - $1.13K
|
16.5K
$1.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.33% |
$801 - $1.02K
|
2.7K
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.32% |
$801 - $1.02K
|
2.78K
$306K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8+ 0.14% |
$712 - $906
|
5.6K
$615K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
8+ 0.32% |
$712 - $906
|
2.54K
$279K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.29% |
$534 - $679
|
2.05K
$225K
|