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
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.49K+ 12.2% |
$222K - $282K
|
22.9K
$2.65M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.49K+ 12.2% |
$222K - $282K
|
22.9K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.48K+ 19.46% |
$221K - $281K
|
15.2K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 12.91% |
$220K - $280K
|
21.7K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.47K+ 13.12% |
$219K - $279K
|
21.3K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.47K+ 3.76% |
$219K - $279K
|
68K
$7.86M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.46K+ 22.75% |
$219K - $278K
|
13.3K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.46K+ 4.41% |
$219K - $278K
|
58.1K
$6.72M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.45K+ 11.5% |
$218K - $277K
|
23.8K
$2.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.44KNew |
$217K - $277K
|
2.44K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.44KNew |
$217K - $276K
|
2.44K
$282K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$217K - $276K
|
2.44K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.43K+ 33.43% |
$216K - $275K
|
9.69K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.42K+ 1.37% |
$215K - $273K
|
179K
$20.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.41KNew |
$215K - $273K
|
2.41K
$279K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.41K+ 42.08% |
$214K - $272K
|
8.13K
$940K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.4K+ 4.95% |
$214K - $272K
|
50.9K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 44.23% |
$214K - $272K
|
7.83K
$905K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
2.4K+ 12.02% |
$214K - $272K
|
22.4K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.4K+ 16.05% |
$214K - $272K
|
17.4K
$2.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.39KNew |
$213K - $270K
|
2.39K
$276K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
2.38K+ 17.06% |
$212K - $269K
|
16.3K
$1.89M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.38KNew |
$212K - $269K
|
2.38K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.38KNew |
$211K - $269K
|
2.38K
$275K
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.38KNew |
$211K - $269K
|
2.38K
$275K
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.37KNew |
$211K - $269K
|
2.37K
$275K
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$211K - $269K
|
2.37K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.36KNew |
$210K - $268K
|
2.36K
$273K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.36KNew |
$210K - $267K
|
2.36K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.35K+ 8.21% |
$209K - $266K
|
31K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.34KNew |
$208K - $265K
|
2.34K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.34K+ 4.02% |
$208K - $265K
|
60.5K
$7M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.33KNew |
$207K - $263K
|
2.33K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.32KNew |
$206K - $263K
|
2.32K
$268K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.32K+ 5.59% |
$206K - $263K
|
43.8K
$5.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.32K+ 6.63% |
$206K - $262K
|
37.3K
$4.31M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$206K - $262K
|
2.31K
$267K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.31K+ 25.71% |
$206K - $262K
|
11.3K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.31KNew |
$205K - $261K
|
2.31K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.3KNew |
$204K - $260K
|
2.3K
$266K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.29K+ 2.97% |
$204K - $259K
|
79.3K
$9.17M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.29K+ 79.44% |
$204K - $259K
|
5.17K
$598K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.28K+ 42.71% |
$203K - $258K
|
7.63K
$882K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.28KNew |
$203K - $258K
|
2.28K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2.28KNew |
$203K - $258K
|
2.28K
$263K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 1.98% |
$202K - $257K
|
117K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$202K - $257K
|
2.27K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.27K+ 7.07% |
$202K - $257K
|
34.4K
$3.97M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$261K
|