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 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.26KNew |
$201K - $256K
|
2.26K
$261K
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$200K - $254K
|
2.25K
$260K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
2.24KNew |
$200K - $254K
|
2.24K
$260K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.24K+ 27.66% |
$199K - $254K
|
10.3K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2.24KNew |
$199K - $253K
|
2.24K
$259K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.24K+ 11.31% |
$199K - $253K
|
22K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.23KNew |
$198K - $252K
|
2.23K
$257K
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
2.22KNew |
$198K - $252K
|
2.22K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.22KNew |
$198K - $252K
|
2.22K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.22KNew |
$198K - $251K
|
2.22K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.22K+ 40.93% |
$198K - $251K
|
7.64K
$884K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.22KNew |
$197K - $251K
|
2.22K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.21KNew |
$197K - $251K
|
2.21K
$256K
|
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2.21KNew |
$196K - $250K
|
2.21K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.2K+ 5.12% |
$195K - $249K
|
45.1K
$5.21M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
2.2KNew |
$195K - $248K
|
2.2K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.2K+ 6.73% |
$195K - $248K
|
34.8K
$4.02M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.19K+ 8.22% |
$195K - $248K
|
28.8K
$3.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.19K+ 16.54% |
$195K - $248K
|
15.4K
$1.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.19KNew |
$195K - $247K
|
2.19K
$253K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.18KNew |
$194K - $247K
|
2.18K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.18K+ 1.06% |
$194K - $247K
|
207K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.18K+ 0.23% |
$194K - $247K
|
935K
$108M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2.18K+ 1.26% |
$194K - $247K
|
175K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.18KNew |
$194K - $247K
|
2.18K
$252K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.18KNew |
$194K - $247K
|
2.18K
$252K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.18KNew |
$194K - $246K
|
2.18K
$252K
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.18K+ 27.57% |
$194K - $246K
|
10.1K
$1.16M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.18K+ 2.15% |
$194K - $246K
|
103K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.17KNew |
$193K - $246K
|
2.17K
$251K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.16KNew |
$192K - $244K
|
2.16K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.15KNew |
$192K - $244K
|
2.15K
$249K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$191K - $243K
|
2.15K
$248K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.15KNew |
$191K - $243K
|
2.15K
$248K
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.14KNew |
$190K - $242K
|
2.14K
$247K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.14K+ 2.61% |
$190K - $242K
|
84K
$9.71M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.14KNew |
$190K - $242K
|
2.14K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
2.14KNew |
$190K - $242K
|
2.14K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.14K+ 2.76% |
$190K - $242K
|
79.5K
$9.2M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.13KNew |
$190K - $241K
|
2.13K
$247K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.13KNew |
$189K - $241K
|
2.13K
$246K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.12KNew |
$189K - $240K
|
2.12K
$246K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.12KNew |
$189K - $240K
|
2.12K
$245K
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
2.12K+ 1.28% |
$189K - $240K
|
167K
$19.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.12K+ 6.05% |
$188K - $240K
|
37.1K
$4.29M
|