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 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.62K+ 16.94% |
$144K - $183K
|
11.2K
$1.29M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.59K+ 36.61% |
$141K - $179K
|
5.91K
$683K
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
1.56K+ 2.31% |
$139K - $177K
|
69.1K
$7.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
1.55K+ 26.67% |
$137K - $175K
|
7.34K
$847K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.54K+ 6.09% |
$137K - $175K
|
26.9K
$3.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.54K+ 31.02% |
$137K - $175K
|
6.52K
$753K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 22.91% |
$137K - $174K
|
8.27K
$954K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.53K+ 0.5% |
$136K - $173K
|
310K
$35.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.53K+ 19.7% |
$136K - $173K
|
9.29K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.52K+ 18.17% |
$135K - $172K
|
9.89K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.52K+ 34.04% |
$135K - $172K
|
5.98K
$691K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.51K+ 37.09% |
$135K - $171K
|
5.59K
$645K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.51K+ 14.47% |
$134K - $171K
|
12K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.51K+ 3.82% |
$134K - $171K
|
41K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.5K+ 76.3% |
$133K - $170K
|
3.47K
$400K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.5K+ 14.89% |
$133K - $170K
|
11.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.5K+ 58.35% |
$133K - $169K
|
4.06K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.49K+ 4.89% |
$133K - $169K
|
32K
$3.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
1.49K+ 0.55% |
$133K - $169K
|
275K
$31.7M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.47K+ 2.47% |
$131K - $166K
|
60.9K
$7.04M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.46K+ 4.87% |
$130K - $166K
|
31.5K
$3.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
1.46K+ 12.32% |
$130K - $165K
|
13.3K
$1.54M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.46K+ 0.71% |
$130K - $165K
|
207K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.44K+ 4.1% |
$129K - $163K
|
36.7K
$4.23M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.44K+ 6.31% |
$128K - $163K
|
24.3K
$2.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.43K+ 113.77% |
$127K - $162K
|
2.69K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.42K+ 4.8% |
$126K - $160K
|
30.9K
$3.56M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.41K+ 3.0% |
$126K - $160K
|
48.5K
$5.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.4K+ 5.54% |
$125K - $158K
|
26.7K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.4K+ 6.7% |
$124K - $158K
|
22.2K
$2.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
1.4K+ 0.45% |
$124K - $158K
|
315K
$36.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.39K+ 2.64% |
$124K - $157K
|
54K
$6.24M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.39K+ 70.63% |
$124K - $157K
|
3.36K
$388K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.38K+ 23.6% |
$123K - $157K
|
7.25K
$837K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.38K+ 0.7% |
$123K - $156K
|
199K
$22.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.37K+ 0.91% |
$122K - $155K
|
151K
$17.5M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.37K+ 26.37% |
$121K - $155K
|
6.54K
$755K
|
|
|
May 03, 2023
Q1 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
1.36K+ 8.14% |
$121K - $154K
|
18.1K
$2.09M
|
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.36K+ 15.78% |
$121K - $154K
|
9.96K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.36K+ 4.06% |
$121K - $154K
|
34.7K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.35K+ 0.91% |
$120K - $153K
|
150K
$17.3M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.34K+ 1.76% |
$119K - $152K
|
77.3K
$8.92M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
BUY
|
- |
1.34K+ 1.91% |
$119K - $151K
|
71.3K
$8.24M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.33K+ 13.04% |
$119K - $151K
|
11.6K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 3.04% |
$119K - $151K
|
45.2K
$5.22M
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.33K+ 13.45% |
$118K - $151K
|
11.2K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.33K+ 4.01% |
$118K - $150K
|
34.4K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.33K+ 11.6% |
$118K - $150K
|
12.8K
$1.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.33K+ 25.69% |
$118K - $150K
|
6.48K
$748K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.33K+ 19.98% |
$118K - $150K
|
7.96K
$919K
|