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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-774- 2.55% |
$68.9K - $87.6K
|
29.6K
$2.93M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-785- 18.01% |
$69.9K - $88.9K
|
3.57K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-785- 2.34% |
$69.9K - $88.9K
|
32.7K
$3.23M
|
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-785- 2.02% |
$69.9K - $88.9K
|
38.1K
$3.77M
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-785- 2.02% |
$69.9K - $88.9K
|
38.1K
$3.77M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-789- 1.96% |
$70.2K - $89.3K
|
39.4K
$3.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-792- 5.48% |
$70.5K - $89.7K
|
13.7K
$1.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-796- 5.38% |
$70.8K - $90.1K
|
14K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-803- 5.03% |
$71.5K - $90.9K
|
15.2K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-816- 16.59% |
$72.6K - $92.4K
|
4.1K
$406K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-820- 14.66% |
$73K - $92.8K
|
4.77K
$472K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-825- 10.16% |
$73.4K - $93.4K
|
7.3K
$722K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-832- 1.84% |
$74K - $94.2K
|
44.5K
$4.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-834- 2.33% |
$74.2K - $94.4K
|
35K
$3.46M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-836- 12.94% |
$74.4K - $94.6K
|
5.63K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-837- 14.27% |
$74.5K - $94.8K
|
5.03K
$498K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-839- 7.62% |
$74.7K - $95K
|
10.2K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-845- 9.57% |
$75.2K - $95.7K
|
7.99K
$790K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-849- 38.09% |
$75.6K - $96.1K
|
1.38K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-850- 12.6% |
$75.6K - $96.2K
|
5.89K
$583K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-854- 8.26% |
$76K - $96.7K
|
9.48K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-858- 0.14% |
$76.4K - $97.1K
|
594K
$58.8M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-859- 10.94% |
$76.4K - $97.2K
|
6.99K
$692K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-868- 19.75% |
$77.2K - $98.3K
|
3.53K
$349K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-868- 5.72% |
$77.2K - $98.3K
|
14.3K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-870- 6.83% |
$77.4K - $98.5K
|
11.9K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-873- 16.29% |
$77.7K - $98.8K
|
4.49K
$444K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-878- 3.94% |
$78.1K - $99.4K
|
21.4K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-883- 7.88% |
$78.6K - $100K
|
10.3K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-891- 14.49% |
$79.3K - $101K
|
5.26K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-895- 3.97% |
$79.6K - $101K
|
21.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-901- 61.59% |
$80.2K - $102K
|
562
$55.6K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-904- 1.44% |
$80.4K - $102K
|
62.1K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
SELL
|
- |
-915- 3.76% |
$81.4K - $104K
|
23.4K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-921- 22.46% |
$82K - $104K
|
3.18K
$314K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-924- 2.24% |
$82.2K - $105K
|
40.3K
$3.99M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-936- 14.46% |
$83.3K - $106K
|
5.54K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-940- 1.54% |
$83.7K - $106K
|
60.2K
$5.96M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-941- 1.7% |
$83.7K - $107K
|
54.3K
$5.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-942- 25.93% |
$83.8K - $107K
|
2.69K
$266K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-942- 12.76% |
$83.8K - $107K
|
6.44K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-947- 7.9% |
$84.3K - $107K
|
11K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-951- 7.25% |
$84.6K - $108K
|
12.2K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-951- 15.5% |
$84.6K - $108K
|
5.19K
$513K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-959- 8.54% |
$85.3K - $109K
|
10.3K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-965- 0.75% |
$85.9K - $109K
|
128K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-969- 39.86% |
$86.2K - $110K
|
1.46K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-982- 5.47% |
$87.4K - $111K
|
17K
$1.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-986- 5.9% |
$87.7K - $112K
|
15.7K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-993- 11.4% |
$88.4K - $112K
|
7.72K
$763K
|