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 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.37K- 9.67% |
$122K - $155K
|
12.8K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 8.12% |
$122K - $156K
|
15.5K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.38K- 3.36% |
$123K - $156K
|
39.8K
$3.94M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.39K- 8.21% |
$124K - $157K
|
15.5K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.39K- 2.25% |
$124K - $157K
|
60.3K
$5.97M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.4K- 11.96% |
$124K - $158K
|
10.3K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.42K- 1.17% |
$127K - $161K
|
120K
$11.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.46K- 11.52% |
$130K - $165K
|
11.2K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.47K- 34.78% |
$131K - $167K
|
2.76K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.49K- 14.59% |
$133K - $169K
|
8.74K
$864K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.52K- 40.44% |
$135K - $172K
|
2.24K
$221K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.53K- 6.87% |
$136K - $173K
|
20.7K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.54K- 8.25% |
$137K - $174K
|
17.1K
$1.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.54K- 43.69% |
$137K - $174K
|
1.99K
$196K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.56K- 12.81% |
$139K - $177K
|
10.6K
$1.05M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.56K- 3.08% |
$139K - $177K
|
49.2K
$4.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.58K- 3.27% |
$140K - $179K
|
46.6K
$4.61M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.58K- 14.46% |
$140K - $179K
|
9.33K
$923K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.58K- 27.45% |
$141K - $179K
|
4.19K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.59K- 2.87% |
$141K - $180K
|
53.9K
$5.33M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.59K- 16.18% |
$142K - $180K
|
8.25K
$816K
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.9% |
$142K - $181K
|
176K
$17.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.6K- 13.59% |
$142K - $181K
|
10.2K
$1.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.61K- 17.64% |
$143K - $182K
|
7.5K
$741K
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 2.05% |
$143K - $182K
|
77K
$7.61M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.62K- 13.49% |
$144K - $183K
|
10.4K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 9.58% |
$144K - $184K
|
15.3K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.63K- 12.44% |
$145K - $184K
|
11.4K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.64K- 7.63% |
$146K - $186K
|
19.9K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.65K- 43.68% |
$147K - $187K
|
2.13K
$211K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.65K- 27.79% |
$147K - $187K
|
4.29K
$425K
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1.66K- 24.38% |
$147K - $188K
|
5.14K
$509K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.7K- 4.87% |
$151K - $193K
|
33.3K
$3.29M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.71K- 9.72% |
$152K - $194K
|
15.9K
$1.57M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.72K- 77.65% |
$153K - $195K
|
495
$49K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.72K- 77.65% |
$153K - $195K
|
495
$49K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.75K- 19.16% |
$156K - $198K
|
7.39K
$731K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.75K- 0.84% |
$156K - $198K
|
205K
$20.3M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.76K- 13.17% |
$156K - $199K
|
11.6K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.76K- 2.82% |
$157K - $199K
|
60.7K
$6.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.77K- 3.34% |
$157K - $200K
|
51.1K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 8.66% |
$157K - $200K
|
18.7K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.8K- 5.17% |
$160K - $204K
|
33K
$3.26M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.81K- 3.07% |
$161K - $204K
|
57K
$5.64M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.81K- 3.78% |
$161K - $205K
|
46.2K
$4.57M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.82K- 1.78% |
$162K - $206K
|
100K
$9.93M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.82K- 9.93% |
$162K - $206K
|
16.5K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.83K- 36.57% |
$163K - $207K
|
3.17K
$314K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.85K- 5.98% |
$164K - $209K
|
29K
$2.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.85K- 31.12% |
$165K - $210K
|
4.1K
$406K
|