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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
BUY
|
- |
425+ 1.26% |
$37.8K - $48.1K
|
34.1K
$4.01M
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
421+ 6.87% |
$37.5K - $47.7K
|
6.55K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
420+ 0.98% |
$37.4K - $47.5K
|
43.1K
$5.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
420+ 1.34% |
$37.4K - $47.5K
|
31.7K
$3.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
420+ 13.57% |
$37.4K - $47.5K
|
3.52K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
418+ 3.81% |
$37.2K - $47.3K
|
11.4K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
417+ 238.29% |
$37.1K - $47.2K
|
592
$69.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
415+ 4.36% |
$36.9K - $47K
|
9.93K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
415+ 2.31% |
$36.9K - $47K
|
18.4K
$2.16M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
412+ 4.06% |
$36.7K - $46.6K
|
10.6K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
409+ 6.77% |
$36.4K - $46.3K
|
6.45K
$759K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
403+ 4.14% |
$35.9K - $45.6K
|
10.1K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
402+ 8.9% |
$35.8K - $45.5K
|
4.92K
$579K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
402+ 9.55% |
$35.8K - $45.5K
|
4.61K
$542K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
400+ 1.52% |
$35.6K - $45.3K
|
26.7K
$3.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
399+ 3.17% |
$35.5K - $45.2K
|
13K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
397+ 1.93% |
$35.3K - $44.9K
|
21K
$2.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
394+ 4.36% |
$35.1K - $44.6K
|
9.43K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
394+ 7.83% |
$35.1K - $44.6K
|
5.43K
$638K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
392+ 4.46% |
$34.9K - $44.4K
|
9.19K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
392+ 0.62% |
$34.9K - $44.4K
|
63.2K
$7.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
388+ 2.32% |
$34.5K - $43.9K
|
17.1K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
388+ 2.25% |
$34.5K - $43.9K
|
17.6K
$2.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
387+ 0.45% |
$34.4K - $43.8K
|
86.7K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
386+ 76.44% |
$34.4K - $43.7K
|
891
$105K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
384+ 3.87% |
$34.2K - $43.5K
|
10.3K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
382+ 1.49% |
$34K - $43.2K
|
26K
$3.06M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
378+ 2.41% |
$33.6K - $42.8K
|
16K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
377+ 11.52% |
$33.5K - $42.7K
|
3.65K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
375+ 9.17% |
$33.4K - $42.5K
|
4.47K
$525K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
373+ 5.89% |
$33.2K - $42.2K
|
6.71K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
373+ 3.47% |
$33.2K - $42.2K
|
11.1K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
372+ 5.28% |
$33.1K - $42.1K
|
7.42K
$873K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
362+ 2.92% |
$32.2K - $41K
|
12.8K
$1.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
360+ 5.01% |
$32K - $40.8K
|
7.55K
$887K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
357+ 1.91% |
$31.8K - $40.4K
|
19.1K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
355+ 0.99% |
$31.6K - $40.2K
|
36.2K
$4.26M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
352+ 8.94% |
$31.3K - $39.8K
|
4.29K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
352+ 2.0% |
$31.3K - $39.8K
|
18K
$2.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
351+ 3.27% |
$31.2K - $39.7K
|
11.1K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
351+ 2.95% |
$31.2K - $39.7K
|
12.2K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
350+ 1.58% |
$31.1K - $39.6K
|
22.4K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
348+ 4.06% |
$31K - $39.4K
|
8.93K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
342+ 4.98% |
$30.4K - $38.7K
|
7.21K
$848K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
341+ 0.8% |
$30.3K - $38.6K
|
42.8K
$5.04M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
341+ 3.39% |
$30.3K - $38.6K
|
10.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
341+ 5.7% |
$30.3K - $38.6K
|
6.32K
$743K
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
340+ 1.37% |
$30.3K - $38.5K
|
25.2K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
339+ 25.82% |
$30.2K - $38.4K
|
1.65K
$194K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
338+ 3.98% |
$30.1K - $38.3K
|
8.83K
$1.04M
|