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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.54% |
$1.07K - $1.36K
|
2.23K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 4.96% |
$1.07K - $1.36K
|
230
$25.2K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.01% |
$1.07K - $1.36K
|
111K
$12.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.41% |
$1.16K - $1.47K
|
3.15K
$346K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-13- 0.49% |
$1.16K - $1.47K
|
2.63K
$289K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-14- 20.29% |
$1.25K - $1.58K
|
55
$6.04K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-15- 2.42% |
$1.33K - $1.7K
|
605
$66.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-15- 0.33% |
$1.33K - $1.7K
|
4.53K
$497K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-16- 0.77% |
$1.42K - $1.81K
|
2.07K
$228K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-17- 0.36% |
$1.51K - $1.92K
|
4.65K
$510K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-17- 0.24% |
$1.51K - $1.92K
|
7.09K
$778K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-18- 0.03% |
$1.6K - $2.04K
|
57.1K
$6.26M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-19- 0.73% |
$1.69K - $2.15K
|
2.57K
$282K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-20- 0.87% |
$1.78K - $2.26K
|
2.28K
$250K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-20- 0.64% |
$1.78K - $2.26K
|
3.1K
$340K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-20- 0.32% |
$1.78K - $2.26K
|
6.17K
$678K
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-20- 0.41% |
$1.78K - $2.26K
|
4.9K
$537K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-20- 0.05% |
$1.78K - $2.26K
|
40.4K
$4.44M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-21- 0.27% |
$1.87K - $2.38K
|
7.71K
$846K
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-21- 0.82% |
$1.87K - $2.38K
|
2.54K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-22- 0.43% |
$1.96K - $2.49K
|
5.09K
$559K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-22- 0.55% |
$1.96K - $2.49K
|
4.01K
$440K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-23- 32.39% |
$2.05K - $2.6K
|
48
$5.27K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-23- 0.22% |
$2.05K - $2.6K
|
10.5K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-24- 1.13% |
$2.14K - $2.72K
|
2.1K
$230K
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-24- 0.14% |
$2.14K - $2.72K
|
17.5K
$1.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.6% |
$2.22K - $2.83K
|
935
$103K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25- 1.07% |
$2.22K - $2.83K
|
2.31K
$253K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-25- 0.64% |
$2.22K - $2.83K
|
3.88K
$425K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 0.49% |
$2.31K - $2.94K
|
5.28K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.29% |
$2.31K - $2.94K
|
8.89K
$976K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-27- 65.85% |
$2.4K - $3.06K
|
14
$1.54K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-27- 0.63% |
$2.4K - $3.06K
|
4.25K
$466K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-28- 0.09% |
$2.49K - $3.17K
|
31.5K
$3.45M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-28- 0.45% |
$2.49K - $3.17K
|
6.13K
$673K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-29- 0.08% |
$2.58K - $3.28K
|
37.6K
$4.13M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-29- 0.45% |
$2.58K - $3.28K
|
6.41K
$703K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-30- 14.29% |
$2.67K - $3.4K
|
180
$19.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-30- 0.29% |
$2.67K - $3.4K
|
10.4K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-30- 1.03% |
$2.67K - $3.4K
|
2.9K
$318K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-30- 0.5% |
$2.67K - $3.4K
|
5.96K
$654K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-30- 2.41% |
$2.67K - $3.4K
|
1.22K
$134K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-30- 0.1% |
$2.67K - $3.4K
|
30.7K
$3.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-32- 1.66% |
$2.85K - $3.62K
|
1.9K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-32- 0.9% |
$2.85K - $3.62K
|
3.53K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-34- 1.14% |
$3.03K - $3.85K
|
2.95K
$324K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-35- 0.79% |
$3.11K - $3.96K
|
4.38K
$480K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-35- 1.92% |
$3.11K - $3.96K
|
1.78K
$196K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-35- 0.09% |
$3.11K - $3.96K
|
37.7K
$4.14M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-36- 0.36% |
$3.2K - $4.08K
|
9.9K
$1.09M
|