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 10, 2023 Q1 2023
Selway Asset Management

Boise, ID
BUY
 -
522
+ 2.71%
$46.5K - $59.1K
19.8K $2.33M
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
520
New
$46.3K - $58.9K
520 $61.2K
May 08, 2023 Q1 2023
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
520
+ 6.28%
$46.3K - $58.9K
8.81K $1.04M
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
518
+ 4.49%
$46.1K - $58.6K
12.1K $1.42M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
517
+ 4.47%
$46K - $58.5K
12.1K $1.42M
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
517
+ 1.98%
$46K - $58.5K
26.6K $3.13M
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
516
+ 12.87%
$45.9K - $58.4K
4.52K $532K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
514
+ 1.4%
$45.7K - $58.2K
37.2K $4.37M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
514
+ 31.55%
$45.7K - $58.2K
2.14K $252K
Apr 26, 2023 Q1 2023
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
513
+ 17.78%
$45.7K - $58.1K
3.4K $400K
Sep 12, 2023 Q1 2023
Dcm Advisors, LLC

New York, NY
BUY
 -
507
+ 0.69%
$45.1K - $57.4K
73.8K $8.68M
Apr 05, 2023 Q1 2023
Cullinan Associates Inc

BUY
 -
500
+ 0.76%
$44.5K - $56.6K
66.7K $7.84M
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
500
+ 2.14%
$44.5K - $56.6K
23.9K $2.8M
May 10, 2023 Q1 2023
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
500
+ 2.57%
$44.5K - $56.6K
20K $2.35M
May 15, 2023 Q1 2023
Cito Capital Group, LLC

Miami, FL
BUY
 -
500
+ 2.15%
$44.5K - $56.6K
23.8K $2.8M
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
499
+ 8.39%
$44.4K - $56.5K
6.44K $758K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
498
+ 4.94%
$44.3K - $56.4K
10.6K $1.24M
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
496
+ 4.95%
$44.1K - $56.2K
10.5K $1.24M
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
494
+ 6.36%
$44K - $55.9K
8.26K $971K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
487
+ 6.68%
$43.3K - $55.1K
7.77K $914K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
486
New
$43.2K - $55K
486 $57.2K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
485
+ 0.05%
$43.2K - $54.9K
1.01M $119M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
485
+ 54.8%
$43.2K - $54.9K
1.37K $161K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
483
+ 8.28%
$43K - $54.7K
6.32K $743K
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
483
+ 5.66%
$43K - $54.7K
9.01K $1.06M
Apr 04, 2023 Q1 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
480
+ 0.99%
$42.7K - $54.3K
48.8K $5.74M
Apr 14, 2023 Q1 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
475
+ 5.59%
$42.3K - $53.8K
8.97K $1.05M
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
471
+ 2.96%
$41.9K - $53.3K
16.4K $1.93M
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
469
+ 1.66%
$41.7K - $53.1K
28.7K $3.38M
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
468
+ 8.37%
$41.6K - $53K
6.06K $713K
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
467
+ 11.12%
$41.6K - $52.9K
4.67K $549K
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
465
+ 6.21%
$41.4K - $52.6K
7.95K $935K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
465
+ 3.06%
$41.4K - $52.6K
15.7K $1.84M
Apr 10, 2023 Q1 2023
Carl Stuart Investment Advisor, Inc

Austin, TX
BUY
 -
464
New
$41.3K - $52.5K
464 $54.6K
May 04, 2023 Q1 2023
Hardy Reed LLC

BUY
 -
463
+ 6.83%
$41.2K - $52.4K
7.24K $851K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
462
+ 4.15%
$41.1K - $52.3K
11.6K $1.36M
Apr 24, 2023 Q1 2023
Prosperity Consulting Group, LLC

BUY
 -
454
+ 6.89%
$40.4K - $51.4K
7.04K $828K
May 10, 2023 Q1 2023
Citizens Financial Group Inc

BUY
 -
451
+ 1.94%
$40.1K - $51.1K
23.7K $2.79M
Apr 13, 2023 Q1 2023
Delta Capital Management LLC

BUY
 -
450
+ 5.63%
$40K - $50.9K
8.45K $994K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
448
+ 11.27%
$39.9K - $50.7K
4.42K $520K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
447
+ 9.11%
$39.8K - $50.6K
5.36K $630K
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
443
+ 5.17%
$39.4K - $50.2K
9.01K $1.06M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
438
+ 5.54%
$39K - $49.6K
8.34K $981K
May 10, 2023 Q1 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
438
+ 1.63%
$39K - $49.6K
27.3K $3.21M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
435
+ 11.58%
$38.7K - $49.2K
4.19K $493K
Apr 25, 2023 Q1 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
434
+ 13.73%
$38.6K - $49.1K
3.6K $423K
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
430
+ 7.47%
$38.3K - $48.7K
6.19K $727K
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
428
+ 2.88%
$38.1K - $48.5K
15.3K $1.8M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
425
+ 2.54%
$37.8K - $48.1K
17.2K $2.02M

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