Purchases and Sales Made in Q1 2023 in Walt Disney CO (DIS)

DIS Quotes by TradingView

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 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
886
+ 36.81%
$78.8K - $100K
3.29K $380K
May 12, 2023 Q1 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
878
+ 2.42%
$78.1K - $99.4K
37.2K $4.3M
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
873
+ 0.89%
$77.7K - $98.8K
98.5K $11.4M
Apr 26, 2023 Q1 2023
Dorchester Wealth Management CO

BUY
 -
869
+ 3.15%
$77.3K - $98.4K
28.5K $3.29M
Apr 28, 2023 Q1 2023
Outfitter Financial LLC

BUY
 -
865
+ 7.47%
$77K - $97.9K
12.4K $1.44M
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
863
+ 1.99%
$76.8K - $97.7K
44.2K $5.1M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
860
+ 195.9%
$76.5K - $97.4K
1.3K $150K
May 23, 2024 Q1 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
845
+ 1.66%
$75.2K - $95.7K
51.6K $5.96M
May 08, 2023 Q1 2023
Vela Investment Management, LLC

New Albany, OH
BUY
 -
834
+ 2.39%
$74.2K - $94.4K
35.8K $4.13M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
832
+ 10.23%
$74K - $94.2K
8.97K $1.04M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
812
+ 12.08%
$72.3K - $91.9K
7.54K $870K
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
810
+ 23.49%
$72.1K - $91.7K
4.26K $492K
Apr 25, 2023 Q1 2023
Bellecapital International Ltd.

BUY
 -
808
+ 27.96%
$71.9K - $91.5K
3.7K $427K
May 02, 2023 Q1 2023
Hohimer Wealth Management, LLC

BUY
 -
808
+ 12.74%
$71.9K - $91.5K
7.15K $826K
Apr 24, 2023 Q1 2023
Pioneer Trust Bank N A

Salem, OR
BUY
 -
805
+ 1.32%
$71.6K - $91.1K
61.6K $7.12M
Apr 25, 2023 Q1 2023
Sterling Investment Advisors, Ltd.

BUY
 -
805
+ 8.79%
$71.6K - $91.1K
9.96K $1.15M
Apr 04, 2023 Q1 2023
Platform Technology Partners

BUY
 -
803
+ 7.06%
$71.5K - $90.9K
12.2K $1.41M
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
803
+ 9.09%
$71.5K - $90.9K
9.63K $1.11M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
802
+ 34.78%
$71.4K - $90.8K
3.11K $359K
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
802
+ 7.72%
$71.4K - $90.8K
11.2K $1.29M
May 15, 2023 Q1 2023
Point72 Middle East Fze

Stamford, CT
BUY
 -
797
+ 7.77%
$70.9K - $90.2K
11.1K $1.28M
May 12, 2023 Q1 2023
Perennial Advisors, LLC

New York, NY
BUY
 -
795
+ 1.58%
$70.7K - $90K
51.1K $5.9M
May 12, 2023 Q1 2023
Connolly Sarah T.

Boston, MA
BUY
 -
790
+ 5.04%
$70.3K - $89.4K
16.5K $1.9M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
789
+ 4.2%
$70.2K - $89.3K
19.6K $2.26M
May 10, 2023 Q1 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
786
+ 3.22%
$69.9K - $89K
25.2K $2.91M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
784
+ 30.25%
$69.8K - $88.8K
3.38K $390K
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
781
+ 4.72%
$69.5K - $88.4K
17.3K $2M
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
780
+ 3.44%
$69.4K - $88.3K
23.5K $2.71M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
773
New
$68.8K - $87.5K
773 $89.2K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
772
+ 1.74%
$68.7K - $87.4K
45.2K $5.22M
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
771
+ 7.01%
$68.6K - $87.3K
11.8K $1.36M
Apr 21, 2023 Q1 2023
Traynor Capital Management, Inc.

BUY
 -
768
+ 26.23%
$68.3K - $86.9K
3.7K $427K
May 10, 2023 Q1 2023
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
767
+ 2.17%
$68.3K - $86.8K
36.1K $4.17M
May 09, 2023 Q1 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
764
+ 13.57%
$68K - $86.5K
6.39K $738K
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
760
+ 30.33%
$67.6K - $86K
3.27K $377K
May 11, 2023 Q1 2023
Rmb Capital Management, LLC

BUY
 -
757
+ 0.26%
$67.4K - $85.7K
297K $34.3M
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
755
+ 183.7%
$67.2K - $85.5K
1.17K $135K
May 04, 2023 Q1 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
749
+ 17.51%
$66.7K - $84.8K
5.03K $580K
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
747
+ 4.95%
$66.5K - $84.6K
15.8K $1.83M
Apr 24, 2023 Q1 2023
Northstar Asset Management LLC

BUY
 -
746
+ 2.89%
$66.4K - $84.5K
26.6K $3.07M
Apr 17, 2023 Q1 2023
Lvm Capital Management LTD

BUY
 -
745
+ 1.49%
$66.3K - $84.3K
50.6K $5.85M
May 11, 2023 Q1 2023
Oder Investment Management, LLC

Woodland Hills, CA
BUY
 -
734
+ 2.69%
$65.3K - $83.1K
28K $3.24M
May 08, 2023 Q1 2023
Jcic Asset Management Inc.

Toronto, A6
BUY
 -
730
+ 3.19%
$65K - $82.6K
23.6K $2.73M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
725
New
$64.5K - $82.1K
725 $83.7K
May 03, 2023 Q1 2023
North Rock Partners, LLC

BUY
 -
723
+ 6.5%
$64.3K - $81.9K
11.8K $1.37M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
722
+ 3.37%
$64.3K - $81.7K
22.1K $2.56M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
708
+ 26.0%
$63K - $80.2K
3.43K $396K
May 05, 2023 Q1 2023
Guardian Investment Management

BUY
 -
707
+ 17.79%
$62.9K - $80K
4.68K $541K
May 11, 2023 Q1 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
706
+ 10.57%
$62.8K - $79.9K
7.39K $853K

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