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 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.81K- 3.07% |
$161K - $204K
|
57K
$6.1M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.81K- 3.78% |
$161K - $205K
|
46.2K
$4.94M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-1.82K- 1.78% |
$162K - $206K
|
100K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.82K- 9.93% |
$162K - $206K
|
16.5K
$1.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.83K- 36.57% |
$163K - $207K
|
3.17K
$339K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.85K- 5.98% |
$164K - $209K
|
29K
$3.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.85K- 31.12% |
$165K - $210K
|
4.1K
$439K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.86K- 16.3% |
$165K - $210K
|
9.54K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.87K- 0.78% |
$166K - $211K
|
239K
$25.5M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.88K- 3.25% |
$167K - $213K
|
55.9K
$5.98M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.91K- 3.8% |
$170K - $216K
|
48.3K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.91K- 1.39% |
$170K - $216K
|
135K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-1.92K- 11.67% |
$171K - $217K
|
14.5K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 31.75% |
$173K - $220K
|
4.18K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.94K- 17.8% |
$173K - $220K
|
8.98K
$961K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.95K- 37.65% |
$174K - $221K
|
3.23K
$346K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-1.95K- 35.37% |
$174K - $221K
|
3.57K
$382K
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.96K- 37.0% |
$174K - $221K
|
3.33K
$356K
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-2.02K- 2.15% |
$179K - $228K
|
91.8K
$9.82M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-2.03K- 2.33% |
$180K - $229K
|
84.7K
$9.07M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.03K- 3.28% |
$181K - $230K
|
60K
$6.42M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.07K- 23.95% |
$184K - $234K
|
6.57K
$703K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-2.07K- 23.95% |
$184K - $234K
|
6.57K
$703K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.08K- 7.95% |
$185K - $236K
|
24.1K
$2.58M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-2.16K- 38.44% |
$192K - $244K
|
3.46K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.16KClosed |
$192K - $245K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-2.17K- 19.72% |
$193K - $246K
|
8.83K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.19K- 19.1% |
$195K - $248K
|
9.29K
$994K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.2K- 46.94% |
$196K - $249K
|
2.49K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.2K- 3.76% |
$196K - $250K
|
56.5K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.22K- 2.94% |
$198K - $252K
|
73.4K
$7.86M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.23K- 5.72% |
$198K - $252K
|
36.7K
$3.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.24K- 5.51% |
$200K - $254K
|
38.5K
$4.12M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.25K- 8.79% |
$200K - $255K
|
23.4K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.27K- 5.29% |
$202K - $257K
|
40.7K
$4.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.28K- 12.98% |
$202K - $258K
|
15.2K
$1.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 7.87% |
$203K - $258K
|
26.7K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-2.3K- 7.58% |
$204K - $260K
|
28K
$2.99M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.3K- 10.41% |
$205K - $260K
|
19.8K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.3K- 5.01% |
$205K - $260K
|
43.7K
$4.67M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 15.85% |
$205K - $261K
|
12.2K
$1.31M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-2.31K- 0.68% |
$205K - $261K
|
339K
$36.2M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 52.17% |
$206K - $262K
|
2.12K
$227K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-2.32K- 6.9% |
$207K - $263K
|
31.4K
$3.36M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.36K- 4.92% |
$210K - $267K
|
45.6K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-2.36K- 1.5% |
$210K - $268K
|
156K
$16.7M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-2.4K- 34.29% |
$214K - $272K
|
4.6K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.41K- 0.77% |
$215K - $273K
|
311K
$33.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.42K- 9.7% |
$215K - $274K
|
22.5K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.42K- 30.61% |
$215K - $274K
|
5.48K
$587K
|