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 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.08K- 58.12% |
$452K - $575K
|
3.66K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-5.11K- 22.27% |
$455K - $579K
|
17.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.13K- 1.09% |
$457K - $581K
|
468K
$46.3M
|
|
|
May 11, 2023
Q1 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-5.15K- 19.48% |
$459K - $583K
|
21.3K
$2.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5.22K- 20.79% |
$464K - $591K
|
19.9K
$1.97M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-5.25K- 13.55% |
$467K - $594K
|
33.5K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.29K- 9.86% |
$471K - $599K
|
48.4K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.36K- 93.09% |
$477K - $607K
|
398
$39.4K
|
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-5.5K- 59.47% |
$490K - $623K
|
3.75K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.52K- 4.99% |
$491K - $624K
|
105K
$10.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.66K- 10.02% |
$504K - $641K
|
50.8K
$5.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.74K- 16.89% |
$511K - $650K
|
28.3K
$2.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-5.78K- 34.6% |
$514K - $654K
|
10.9K
$1.08M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.78K- 49.56% |
$515K - $655K
|
5.89K
$582K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-5.81K- 7.13% |
$517K - $658K
|
75.6K
$7.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.92K- 7.01% |
$527K - $670K
|
78.5K
$7.76M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-5.96KClosed |
$530K - $675K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6K- 7.85% |
$534K - $679K
|
70.4K
$6.97M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.09K- 9.33% |
$542K - $689K
|
59.2K
$5.85M
|
|
|
May 10, 2023
Q1 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-6.4K- 2.73% |
$570K - $725K
|
228K
$22.5M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-6.41K- 6.2% |
$570K - $726K
|
96.9K
$9.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-6.43K- 26.81% |
$573K - $728K
|
17.6K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-6.45K- 12.99% |
$574K - $731K
|
43.2K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.46K- 98.48% |
$575K - $732K
|
100
$9.89K
|
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-6.5K- 19.52% |
$578K - $736K
|
26.8K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-6.55K- 29.05% |
$583K - $741K
|
16K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.55K- 3.59% |
$583K - $742K
|
176K
$17.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.58K- 29.82% |
$586K - $745K
|
15.5K
$1.53M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.63K- 40.52% |
$590K - $750K
|
9.73K
$962K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-6.71K- 14.3% |
$597K - $759K
|
40.2K
$3.97M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.76K- 27.94% |
$602K - $766K
|
17.4K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-6.77K- 38.21% |
$603K - $767K
|
11K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-6.81K- 5.43% |
$606K - $771K
|
118K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.82K- 9.18% |
$607K - $772K
|
67.5K
$6.68M
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-6.84K- 7.41% |
$608K - $774K
|
85.4K
$8.45M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-6.88K- 20.09% |
$612K - $779K
|
27.3K
$2.71M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-6.88K- 70.69% |
$612K - $779K
|
2.85K
$282K
|
|
|
May 09, 2023
Q1 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-6.93K- 6.03% |
$616K - $784K
|
108K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-6.94K- 82.55% |
$617K - $785K
|
1.47K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-7.19K- 18.35% |
$640K - $814K
|
32K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-7.21K- 2.36% |
$642K - $816K
|
299K
$29.6M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.23K- 23.02% |
$643K - $818K
|
24.2K
$2.39M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-7.34K- 4.63% |
$653K - $831K
|
151K
$15M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.37K- 10.36% |
$656K - $834K
|
63.8K
$6.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-7.43K- 31.61% |
$661K - $841K
|
16.1K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-7.44K- 14.74% |
$662K - $842K
|
43K
$4.25M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.51K- 3.09% |
$668K - $850K
|
236K
$23.3M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-7.53K- 15.43% |
$670K - $852K
|
41.3K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7.59K- 8.48% |
$675K - $859K
|
81.9K
$8.11M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-7.73K- 8.47% |
$688K - $875K
|
83.5K
$8.26M
|