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 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.56K- 9.64% |
$228K - $290K
|
24K
$2.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-2.59K- 13.83% |
$230K - $293K
|
16.1K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.6K- 3.09% |
$231K - $294K
|
81.4K
$8.06M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.6K- 11.7% |
$231K - $294K
|
19.6K
$1.94M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.6K- 99.62% |
$231K - $294K
|
10
$989
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.61K- 8.52% |
$232K - $295K
|
28K
$2.77M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.66K- 6.92% |
$236K - $301K
|
35.7K
$3.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.67K- 14.58% |
$238K - $302K
|
15.7K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.7K- 3.1% |
$240K - $306K
|
84.4K
$8.35M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-2.71K- 14.35% |
$241K - $306K
|
16.1K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.71K- 7.23% |
$241K - $307K
|
34.8K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.71K- 25.11% |
$241K - $307K
|
8.09K
$800K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-2.72K- 9.87% |
$242K - $308K
|
24.8K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.74K- 0.28% |
$243K - $310K
|
977K
$96.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.75K- 8.24% |
$244K - $311K
|
30.6K
$3.02M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.76K- 2.93% |
$245K - $312K
|
91.4K
$9.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.77K- 9.3% |
$247K - $314K
|
27K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.79K- 6.79% |
$248K - $316K
|
38.3K
$3.79M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-2.79K- 34.42% |
$249K - $316K
|
5.32K
$527K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.8K- 19.69% |
$249K - $317K
|
11.4K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.85K- 0.43% |
$254K - $323K
|
667K
$65.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.88K- 3.62% |
$256K - $326K
|
76.5K
$7.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 5.38% |
$264K - $336K
|
52.2K
$5.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.98K- 16.86% |
$265K - $337K
|
14.7K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.98K- 13.29% |
$265K - $337K
|
19.4K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-3K- 1.35% |
$267K - $339K
|
218K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.02K- 19.93% |
$268K - $342K
|
12.1K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-3.08K- 11.04% |
$274K - $349K
|
24.8K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 19.15% |
$277K - $352K
|
13.1K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-3.12K- 6.61% |
$278K - $353K
|
44.1K
$4.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.13K- 5.12% |
$278K - $354K
|
57.9K
$5.73M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-3.17K- 11.88% |
$282K - $359K
|
23.5K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.18K- 6.59% |
$283K - $360K
|
45K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.22K- 43.48% |
$286K - $364K
|
4.18K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-3.23K- 41.14% |
$287K - $365K
|
4.61K
$456K
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.24K- 1.91% |
$289K - $367K
|
166K
$16.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.24K- 26.27% |
$289K - $367K
|
9.1K
$900K
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.27K- 2.43% |
$291K - $370K
|
131K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.28K- 2.84% |
$292K - $371K
|
112K
$11.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.84% |
$293K - $373K
|
53K
$5.25M
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-3.3K- 9.32% |
$294K - $374K
|
32.1K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-3.3KClosed |
$294K - $374K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.31K- 10.86% |
$295K - $375K
|
27.2K
$2.69M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.37K- 3.7% |
$300K - $381K
|
87.6K
$8.67M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
SELL
|
- |
-3.39K- 24.28% |
$301K - $384K
|
10.6K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.43K- 44.7% |
$305K - $388K
|
4.24K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-3.47K- 2.92% |
$308K - $392K
|
115K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-3.5K- 21.9% |
$311K - $396K
|
12.5K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.5K- 43.74% |
$312K - $396K
|
4.5K
$446K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.51K- 3.87% |
$312K - $397K
|
87.2K
$8.63M
|