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 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.12K+ 6.05% |
$188K - $240K
|
37.1K
$4.29M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.12K+ 3.04% |
$188K - $240K
|
71.7K
$8.28M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$188K - $240K
|
2.12K
$244K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 1.38% |
$188K - $239K
|
155K
$17.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.11KNew |
$188K - $239K
|
2.11K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.11KNew |
$188K - $239K
|
2.11K
$244K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.1K+ 1.87% |
$187K - $238K
|
114K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$243K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.1K+ 2.66% |
$187K - $238K
|
81.1K
$9.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$187K - $238K
|
2.1K
$242K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.1K+ 20.38% |
$187K - $237K
|
12.4K
$1.43M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
2.09KNew |
$186K - $237K
|
2.09K
$241K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.09KNew |
$186K - $237K
|
2.09K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
2.09KNew |
$186K - $236K
|
2.09K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.09KNew |
$186K - $236K
|
2.09K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.09K+ 10.39% |
$186K - $236K
|
22.2K
$2.56M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$185K - $236K
|
2.08K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.08K+ 0.85% |
$185K - $236K
|
247K
$28.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
BUY
|
- |
2.08KNew |
$185K - $235K
|
2.08K
$240K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.08K+ 1.61% |
$185K - $235K
|
131K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.08KNew |
$185K - $235K
|
2.08K
$240K
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
2.08K+ 3.31% |
$185K - $235K
|
64.8K
$7.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.07KNew |
$185K - $235K
|
2.07K
$239K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.07KNew |
$184K - $235K
|
2.07K
$239K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.06KNew |
$183K - $233K
|
2.06K
$238K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.06KNew |
$183K - $233K
|
2.06K
$238K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.05K+ 5.03% |
$183K - $233K
|
42.9K
$4.95M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.05KNew |
$183K - $232K
|
2.05K
$237K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.05KNew |
$182K - $232K
|
2.05K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.04KNew |
$182K - $231K
|
2.04K
$236K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.04K+ 6.29% |
$182K - $231K
|
34.5K
$3.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.04KNew |
$182K - $231K
|
2.04K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
2.04KNew |
$181K - $231K
|
2.04K
$235K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.03KNew |
$181K - $230K
|
2.03K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.03KNew |
$180K - $230K
|
2.03K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.03KNew |
$180K - $230K
|
2.03K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
2.03K+ 0.27% |
$180K - $230K
|
751K
$86.8M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.03KNew |
$180K - $230K
|
2.03K
$234K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.03KNew |
$180K - $229K
|
2.03K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.02KNew |
$180K - $229K
|
2.02K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.02K+ 19.87% |
$180K - $229K
|
12.2K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.02KNew |
$180K - $229K
|
2.02K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.02K+ 5.59% |
$180K - $229K
|
38.2K
$4.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.02KNew |
$179K - $228K
|
2.02K
$233K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
2.01KNew |
$179K - $227K
|
2.01K
$232K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2K+ 12.16% |
$178K - $227K
|
18.5K
$2.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$231K
|
|
|
Apr 20, 2023
Q1 2023
|
Peavine Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$231K
|