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
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.94K+ 4.66% |
$262K - $333K
|
66K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.93K+ 31.49% |
$261K - $332K
|
12.2K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.93K+ 18.67% |
$260K - $331K
|
18.6K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.92KNew |
$260K - $331K
|
2.92K
$338K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.91K+ 14.26% |
$259K - $330K
|
23.3K
$2.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.9K+ 71.96% |
$258K - $328K
|
6.93K
$801K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.89K+ 22.57% |
$257K - $327K
|
15.7K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
2.88K+ 4.31% |
$256K - $326K
|
69.7K
$8.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.86K+ 5.64% |
$255K - $324K
|
53.7K
$6.21M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.85K+ 23.06% |
$254K - $323K
|
15.2K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.83K+ 43.69% |
$252K - $321K
|
9.32K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.81K+ 11.94% |
$250K - $318K
|
26.3K
$3.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.81KNew |
$250K - $318K
|
2.81K
$325K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.81K+ 17.11% |
$250K - $318K
|
19.2K
$2.22M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.81K+ 27.3% |
$250K - $318K
|
13.1K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.8KNew |
$249K - $317K
|
2.8K
$323K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.79KNew |
$248K - $316K
|
2.79K
$323K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
2.76K+ 0.33% |
$246K - $313K
|
835K
$96.6M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.76K+ 0.51% |
$245K - $312K
|
546K
$63.2M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.76KNew |
$245K - $312K
|
2.76K
$319K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.75K+ 6.64% |
$245K - $311K
|
44.2K
$5.11M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.74KNew |
$244K - $310K
|
2.74K
$317K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.73K+ 8.61% |
$243K - $309K
|
34.5K
$3.99M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.73K+ 2.4% |
$243K - $309K
|
116K
$13.4M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.71K+ 7.14% |
$241K - $307K
|
40.7K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.71K+ 6.45% |
$241K - $307K
|
44.7K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71K+ 13.26% |
$241K - $307K
|
23.1K
$2.67M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 4.81% |
$241K - $306K
|
58.9K
$6.82M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.69KNew |
$240K - $305K
|
2.69K
$311K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.69KNew |
$239K - $305K
|
2.69K
$311K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.67KNew |
$238K - $302K
|
2.67K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.67K+ 4.69% |
$237K - $302K
|
59.4K
$6.87M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$236K - $301K
|
2.66K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.64K+ 10.45% |
$235K - $299K
|
27.9K
$3.23M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.63KNew |
$234K - $298K
|
2.63K
$304K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.62K+ 7.13% |
$233K - $296K
|
39.3K
$4.55M
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
BUY
|
- |
2.61KNew |
$232K - $295K
|
2.61K
$302K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.61K+ 11.49% |
$232K - $295K
|
25.3K
$2.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.6K+ 96.12% |
$232K - $295K
|
5.31K
$614K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.58K+ 85.29% |
$229K - $292K
|
5.59K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.57K+ 20.93% |
$229K - $291K
|
14.8K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.57KNew |
$228K - $290K
|
2.57K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.56KNew |
$228K - $290K
|
2.56K
$296K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.56KNew |
$227K - $289K
|
2.56K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 17.22% |
$226K - $288K
|
17.3K
$2M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
2.53K+ 40.8% |
$225K - $287K
|
8.74K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.53KNew |
$225K - $286K
|
2.53K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.52K+ 7.31% |
$224K - $285K
|
37K
$4.27M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.51K+ 5.51% |
$224K - $285K
|
48.1K
$5.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.5KNew |
$222K - $282K
|
2.5K
$289K
|