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 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-36- 1.22% |
$3.2K - $4.08K
|
2.91K
$319K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-37- 0.41% |
$3.29K - $4.19K
|
9.07K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-37- 0.25% |
$3.29K - $4.19K
|
14.9K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-37- 1.2% |
$3.29K - $4.19K
|
3.06K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-39- 1.55% |
$3.47K - $4.42K
|
2.48K
$273K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.75% |
$3.56K - $4.53K
|
5.3K
$582K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-40- 0.88% |
$3.56K - $4.53K
|
4.49K
$493K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-40- 0.09% |
$3.56K - $4.53K
|
43.8K
$4.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-42- 2.14% |
$3.74K - $4.75K
|
1.93K
$211K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-43- 0.21% |
$3.83K - $4.87K
|
20.2K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-43- 0.16% |
$3.83K - $4.87K
|
26.4K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-43- 1.31% |
$3.83K - $4.87K
|
3.23K
$354K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.38% |
$3.92K - $4.98K
|
11.6K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-44- 2.15% |
$3.92K - $4.98K
|
2K
$219K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-45- 1.18% |
$4K - $5.09K
|
3.77K
$413K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-45- 0.77% |
$4K - $5.09K
|
5.81K
$638K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-45- 1.31% |
$4K - $5.09K
|
3.39K
$372K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46- 0.19% |
$4.09K - $5.21K
|
24.4K
$2.68M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-46- 0.04% |
$4.09K - $5.21K
|
113K
$12.4M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-46- 1.81% |
$4.09K - $5.21K
|
2.49K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-47- 0.07% |
$4.18K - $5.32K
|
69.6K
$7.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-48- 0.75% |
$4.27K - $5.43K
|
6.33K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-48- 0.73% |
$4.27K - $5.43K
|
6.57K
$721K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-49- 1.25% |
$4.36K - $5.55K
|
3.87K
$425K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-50- 1.19% |
$4.45K - $5.66K
|
4.15K
$456K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-50- 0.2% |
$4.45K - $5.66K
|
24.8K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.52% |
$4.45K - $5.66K
|
9.58K
$1.05M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-50- 0.25% |
$4.45K - $5.66K
|
19.6K
$2.15M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-50- 0.25% |
$4.45K - $5.66K
|
19.6K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-51- 0.1% |
$4.54K - $5.77K
|
52.9K
$5.81M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-52- 0.8% |
$4.63K - $5.89K
|
6.44K
$707K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-53- 1.28% |
$4.72K - $6K
|
4.08K
$448K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-53- 0.25% |
$4.72K - $6K
|
20.8K
$2.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-54- 1.69% |
$4.81K - $6.11K
|
3.14K
$344K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-54- 1.31% |
$4.81K - $6.11K
|
4.06K
$445K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-55- 1.57% |
$4.89K - $6.23K
|
3.46K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-55- 1.37% |
$4.89K - $6.23K
|
3.96K
$434K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-55- 0.1% |
$4.89K - $6.23K
|
52.8K
$5.79M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-55- 0.64% |
$4.89K - $6.23K
|
8.53K
$936K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-56- 0.24% |
$4.98K - $6.34K
|
23.5K
$2.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-57- 1.24% |
$5.07K - $6.45K
|
4.53K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-57- 0.61% |
$5.07K - $6.45K
|
9.22K
$1.01M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-57- 0.18% |
$5.07K - $6.45K
|
31.8K
$3.49M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-60- 1.27% |
$5.34K - $6.79K
|
4.66K
$511K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-60- 1.47% |
$5.34K - $6.79K
|
4.02K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-60- 1.56% |
$5.34K - $6.79K
|
3.78K
$415K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-62- 0.29% |
$5.52K - $7.02K
|
21.3K
$2.34M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-64- 1.38% |
$5.7K - $7.25K
|
4.59K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-64- 0.06% |
$5.7K - $7.25K
|
101K
$11.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-65- 1.06% |
$5.78K - $7.36K
|
6.07K
$666K
|