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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.33K+ 48.95% |
$118K - $150K
|
4.03K
$465K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.51% |
$118K - $150K
|
30.7K
$3.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.32K+ 3.88% |
$118K - $150K
|
35.3K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.29K+ 1.42% |
$115K - $146K
|
92.3K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
1.28K+ 3.3% |
$114K - $145K
|
40.1K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.28K+ 6.94% |
$114K - $145K
|
19.7K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.28K+ 10.26% |
$113K - $144K
|
13.7K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.26K+ 16.77% |
$112K - $142K
|
8.75K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.25K+ 2.96% |
$111K - $141K
|
43.3K
$5M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.24K+ 9.52% |
$111K - $141K
|
14.3K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.24K+ 0.58% |
$111K - $141K
|
216K
$24.9M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.24K+ 14.79% |
$110K - $140K
|
9.59K
$1.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.23K+ 5.92% |
$110K - $139K
|
22K
$2.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.22K+ 52.04% |
$109K - $139K
|
3.58K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.21K+ 33.2% |
$108K - $137K
|
4.85K
$560K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.21K+ 15.75% |
$107K - $137K
|
8.87K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1.2K+ 13.14% |
$107K - $136K
|
10.4K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.19K+ 12.88% |
$106K - $134K
|
10.4K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.18K+ 6.13% |
$105K - $134K
|
20.5K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.18K+ 14.36% |
$105K - $134K
|
9.41K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.18K+ 7.98% |
$105K - $133K
|
15.9K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.18K+ 3.81% |
$105K - $133K
|
32K
$3.69M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.17K+ 96.94% |
$104K - $133K
|
2.38K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.17K+ 1.66% |
$104K - $132K
|
71.6K
$8.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.16K+ 4.28% |
$103K - $132K
|
28.3K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.16K+ 16.2% |
$103K - $131K
|
8.3K
$958K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.16K+ 3.95% |
$103K - $131K
|
30.5K
$3.52M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.16K+ 3.95% |
$103K - $131K
|
30.5K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.16K+ 2.35% |
$103K - $131K
|
50.2K
$5.8M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.15K+ 3.52% |
$102K - $130K
|
33.8K
$3.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 2.55% |
$101K - $129K
|
45.7K
$5.28M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 1.27% |
$100K - $128K
|
90.1K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.13K+ 13.29% |
$100K - $128K
|
9.61K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.12K+ 20.42% |
$99.6K - $127K
|
6.6K
$762K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
1.12KNew |
$99.4K - $126K
|
1.12K
$129K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.11K+ 15.55% |
$99.1K - $126K
|
8.28K
$956K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.11K+ 8.04% |
$99K - $126K
|
14.9K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.11K+ 0.77% |
$98.7K - $126K
|
144K
$16.7M
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
1.1K+ 62.89% |
$97.9K - $125K
|
2.85K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 145.76% |
$97.8K - $124K
|
1.85K
$214K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.1K+ 5.66% |
$97.4K - $124K
|
20.4K
$2.36M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 24.07% |
$97K - $123K
|
5.62K
$649K
|
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.08K+ 13.98% |
$95.8K - $122K
|
8.78K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.08KNew |
$95.8K - $122K
|
1.08K
$124K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.07K+ 11.32% |
$95K - $121K
|
10.5K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 8.23% |
$95K - $121K
|
14K
$1.62M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.07KNew |
$94.8K - $121K
|
1.07K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.06K+ 5.39% |
$94.6K - $120K
|
20.8K
$2.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.06K+ 3.43% |
$94.2K - $120K
|
31.9K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 5.28% |
$94.2K - $120K
|
21.1K
$2.43M
|