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 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
4.53K+ 151.13% |
$403K - $513K
|
7.53K
$871K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.51K+ 28.04% |
$401K - $510K
|
20.6K
$2.38M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4.51K+ 917.92% |
$401K - $510K
|
5K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
4.5KNew |
$400K - $509K
|
4.5K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.48K+ 21.31% |
$399K - $507K
|
25.5K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.48KNew |
$398K - $507K
|
4.48K
$518K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
4.47K+ 21.0% |
$397K - $505K
|
25.7K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.44K+ 3.14% |
$395K - $502K
|
146K
$16.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4.43K+ 3.1% |
$394K - $501K
|
147K
$17M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.35K+ 13.72% |
$387K - $493K
|
36.1K
$4.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
4.29K+ 21.3% |
$381K - $485K
|
24.4K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.25K+ 2.76% |
$378K - $481K
|
158K
$18.3M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.24KNew |
$377K - $480K
|
4.24K
$490K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.23K+ 3.87% |
$377K - $479K
|
114K
$13.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.21K+ 33.5% |
$375K - $477K
|
16.8K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4.17K+ 7.35% |
$371K - $472K
|
60.9K
$7.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
4.16K+ 5.4% |
$370K - $471K
|
81.3K
$9.41M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
4.15K+ 9.77% |
$369K - $470K
|
46.6K
$5.39M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.15K+ 8.62% |
$369K - $469K
|
52.3K
$6.04M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.13K+ 6.23% |
$368K - $468K
|
70.5K
$8.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.1K+ 47.86% |
$365K - $464K
|
12.7K
$1.46M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.09K+ 14.03% |
$364K - $463K
|
33.3K
$3.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
4.09K+ 17.99% |
$364K - $463K
|
26.8K
$3.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
4.05K+ 2.87% |
$360K - $458K
|
145K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.04K+ 14.36% |
$360K - $457K
|
32.2K
$3.72M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4K+ 12.45% |
$356K - $453K
|
36.1K
$4.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
3.99K+ 16.31% |
$355K - $452K
|
28.5K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.99K+ 24.28% |
$355K - $451K
|
20.4K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.97K+ 7.94% |
$353K - $449K
|
53.9K
$6.24M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.93KNew |
$350K - $445K
|
3.93K
$455K
|
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.92KNew |
$349K - $444K
|
3.92K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.92K+ 73.73% |
$348K - $443K
|
9.23K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
3.88K+ 45.83% |
$346K - $440K
|
12.4K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.8K+ 5.05% |
$339K - $431K
|
79.2K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.8K+ 1.34% |
$338K - $430K
|
287K
$33.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.78KNew |
$336K - $428K
|
3.78K
$437K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.77KNew |
$335K - $426K
|
3.77K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.76K+ 40.33% |
$334K - $425K
|
13.1K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.73KNew |
$332K - $422K
|
3.73K
$431K
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
3.7K+ 71.15% |
$329K - $419K
|
8.9K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
BUY
|
- |
3.68K+ 9.45% |
$328K - $417K
|
42.7K
$4.93M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.68K+ 6.9% |
$328K - $417K
|
57K
$6.59M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.68K+ 63.13% |
$327K - $416K
|
9.5K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.67K+ 4.58% |
$326K - $415K
|
83.8K
$9.69M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.63K+ 12.17% |
$323K - $411K
|
33.5K
$3.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.62K+ 73.25% |
$322K - $410K
|
8.57K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3.62K+ 19.2% |
$322K - $410K
|
22.5K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.59K+ 26.23% |
$320K - $407K
|
17.3K
$2M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.59K+ 17.23% |
$320K - $407K
|
24.4K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.58K+ 3.53% |
$318K - $405K
|
105K
$12.1M
|