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 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2KNew |
$178K - $226K
|
2K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2K+ 20.11% |
$178K - $226K
|
11.9K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 2.29% |
$178K - $226K
|
89.1K
$10.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
1.99K+ 9.53% |
$177K - $225K
|
22.8K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.99K+ 17.19% |
$177K - $225K
|
13.5K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.95K+ 1.74% |
$174K - $221K
|
114K
$13.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.94K+ 46.12% |
$173K - $220K
|
6.15K
$711K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.94K+ 29.38% |
$172K - $219K
|
8.52K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.93K+ 46.26% |
$172K - $218K
|
6.1K
$705K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.91K+ 29.44% |
$170K - $217K
|
8.41K
$973K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.91K+ 2.68% |
$170K - $216K
|
73.1K
$8.45M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.9K+ 9.23% |
$169K - $215K
|
22.5K
$2.6M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.9K+ 37.59% |
$169K - $215K
|
6.95K
$804K
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
BUY
|
- |
1.88K+ 4.15% |
$167K - $212K
|
47K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.87K+ 3.22% |
$167K - $212K
|
60K
$6.94M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.86K+ 4.56% |
$166K - $211K
|
42.7K
$4.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.84K+ 4.47% |
$164K - $209K
|
43K
$4.98M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.84K+ 1.75% |
$164K - $209K
|
107K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.84K+ 18.16% |
$164K - $208K
|
12K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.84K+ 4.22% |
$163K - $208K
|
45.4K
$5.24M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
1.83K+ 21.6% |
$163K - $207K
|
10.3K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 30.47% |
$162K - $206K
|
7.81K
$903K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.81K+ 1.34% |
$161K - $204K
|
137K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 10.77% |
$160K - $204K
|
18.5K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.8K+ 15.34% |
$160K - $204K
|
13.5K
$1.57M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.8K+ 4.56% |
$160K - $203K
|
41.2K
$4.77M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.79K+ 5.24% |
$159K - $203K
|
35.9K
$4.16M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.79KNew |
$159K - $203K
|
1.79K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
1.79K+ 1.76% |
$159K - $202K
|
103K
$11.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.78K+ 5.83% |
$158K - $201K
|
32.3K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.76K+ 9.12% |
$157K - $199K
|
21.1K
$2.44M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
1.75K+ 5.32% |
$155K - $198K
|
34.5K
$3.99M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
1.73K+ 4.96% |
$154K - $196K
|
36.7K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
1.73K+ 5.48% |
$154K - $196K
|
33.3K
$3.85M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.73KNew |
$154K - $196K
|
1.73K
$200K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.72K+ 19111.11% |
$153K - $195K
|
1.73K
$200K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.71K+ 11.7% |
$152K - $194K
|
16.4K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.71K+ 5.48% |
$152K - $193K
|
32.9K
$3.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.7K+ 4.29% |
$152K - $193K
|
41.4K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.7K+ 10.9% |
$151K - $193K
|
17.3K
$2M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.7K+ 0.79% |
$151K - $192K
|
215K
$24.9M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.69K+ 16.84% |
$151K - $192K
|
11.8K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.69K+ 115.09% |
$150K - $191K
|
3.15K
$364K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.66K+ 6.69% |
$148K - $188K
|
26.5K
$3.07M
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.66K+ 6.68% |
$147K - $188K
|
26.5K
$3.06M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.66K+ 14.64% |
$147K - $187K
|
13K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.64KNew |
$146K - $186K
|
1.64K
$190K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.63K+ 2.26% |
$145K - $184K
|
73.7K
$8.52M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.63K+ 2.2% |
$145K - $184K
|
75.6K
$8.74M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.62K+ 16.94% |
$144K - $183K
|
11.2K
$1.29M
|