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
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
701
+ 1.27%
$62.4K - $79.4K
55.9K $6.57M
Apr 19, 2023 Q1 2023
Carderock Capital Management Inc

BUY
 -
700
New
$62.3K - $79.2K
700 $82.3K
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
700
+ 6.05%
$62.3K - $79.2K
12.3K $1.44M
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
697
+ 10.96%
$62K - $78.9K
7.05K $830K
May 09, 2023 Q1 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
689
+ 7.98%
$61.3K - $78K
9.33K $1.1M
May 11, 2023 Q1 2023
Horizon Wealth Management, LLC

BUY
 -
689
+ 2.67%
$61.3K - $78K
26.5K $3.11M
May 04, 2023 Q1 2023
St. Johns Investment Management Company, LLC

BUY
 -
682
+ 9.56%
$60.7K - $77.2K
7.82K $919K
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
681
+ 8.46%
$60.6K - $77.1K
8.73K $1.03M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
679
+ 6.74%
$60.4K - $76.9K
10.8K $1.26M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
678
+ 3.49%
$60.3K - $76.8K
20.1K $2.37M
May 05, 2023 Q1 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
666
+ 4.0%
$59.3K - $75.4K
17.3K $2.04M
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
665
New
$59.2K - $75.3K
665 $78.2K
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
664
+ 2.29%
$59.1K - $75.2K
29.6K $3.48M
Apr 24, 2023 Q1 2023
Osborne Partners Capital Management, LLC

BUY
 -
662
+ 0.76%
$58.9K - $74.9K
87.5K $10.3M
Apr 28, 2023 Q1 2023
Copperwynd Financial, LLC

BUY
 -
661
+ 17.5%
$58.8K - $74.8K
4.44K $522K
May 05, 2023 Q1 2023
Community Bank Of Raymore

BUY
 -
660
+ 12.7%
$58.7K - $74.7K
5.86K $689K
Apr 20, 2023 Q1 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
658
+ 15.66%
$58.6K - $74.5K
4.86K $572K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
650
+ 2.52%
$57.8K - $73.6K
26.4K $3.11M
May 10, 2023 Q1 2023
Garda Capital Partners LP

Wayzata, MN
BUY
 -
648
New
$57.7K - $73.4K
648 $76.2K
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
647
+ 2.3%
$57.6K - $73.2K
28.7K $3.38M
May 10, 2023 Q1 2023
North Star Asset Management Inc

BUY
 -
645
+ 0.64%
$57.4K - $73K
101K $11.8M
Apr 11, 2023 Q1 2023
Norway Savings Bank

BUY
 -
625
+ 4.07%
$55.6K - $70.8K
16K $1.88M
May 12, 2023 Q1 2023
Palogic Value Management, L.P.

Dallas, TX
BUY
 -
624
+ 10.81%
$55.5K - $70.6K
6.4K $753K
Apr 22, 2024 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
624
+ 60.7%
$55.5K - $70.6K
1.65K $194K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
613
+ 9.03%
$54.6K - $69.4K
7.4K $870K
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
612
+ 11.33%
$54.5K - $69.3K
6.01K $707K
May 09, 2023 Q1 2023
Ami Investment Management Inc

Kendallville, IN
BUY
 -
609
+ 1.71%
$54.2K - $68.9K
36.2K $4.25M
Apr 28, 2023 Q1 2023
Folger Nolan Fleming Douglas Capital Management, Inc

BUY
 -
602
+ 0.76%
$53.6K - $68.2K
79.7K $9.37M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
600
+ 3.29%
$53.4K - $67.9K
18.9K $2.22M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
598
+ 1.2%
$53.2K - $67.7K
50.3K $5.92M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
587
+ 0.78%
$52.2K - $66.5K
76K $8.94M
May 02, 2023 Q1 2023
Tevis Investment Management

BUY
 -
578
+ 4.19%
$51.4K - $65.4K
14.4K $1.69M
May 15, 2023 Q1 2023
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
572
+ 2.41%
$50.9K - $64.8K
24.3K $2.85M
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
568
+ 16.88%
$50.5K - $64.3K
3.93K $463K
Apr 24, 2023 Q1 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
568
+ 63.39%
$50.5K - $64.3K
1.46K $172K
May 12, 2023 Q1 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
566
+ 1.8%
$50.4K - $64.1K
32.1K $3.77M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
565
+ 4.33%
$50.3K - $64K
13.6K $1.6M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
562
+ 1.6%
$50K - $63.6K
35.8K $4.21M
Apr 24, 2023 Q1 2023
Legal Advantage Investments, Inc.

BUY
 -
560
+ 1.1%
$49.8K - $63.4K
51.4K $6.05M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
556
+ 19.05%
$49.5K - $62.9K
3.47K $409K
Apr 28, 2023 Q1 2023
Summit Place Financial Advisors, LLC

BUY
 -
551
+ 2.03%
$49K - $62.4K
27.6K $3.25M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
544
+ 17.81%
$48.4K - $61.6K
3.6K $423K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

BUY
 -
543
+ 18.58%
$48.3K - $61.5K
3.47K $408K
Apr 19, 2023 Q1 2023
Field & Main Bank

BUY
 -
540
+ 3.04%
$48.1K - $61.1K
18.3K $2.15M
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
538
+ 21.01%
$47.9K - $60.9K
3.1K $364K
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
538
+ 13.08%
$47.9K - $60.9K
4.65K $547K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
537
+ 3.71%
$47.8K - $60.8K
15K $1.77M
May 05, 2023 Q1 2023
Gilbert & Cook, Inc.

BUY
 -
535
+ 16.38%
$47.6K - $60.6K
3.8K $447K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
522
New
$46.5K - $59.1K
522 $61.4K

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