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 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
338
+ 0.41%
$30.1K - $38.3K
82K $9.64M
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
337
+ 5.25%
$30K - $38.2K
6.75K $794K
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
337
+ 2.3%
$30K - $38.2K
15K $1.77M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
333
+ 5.52%
$29.6K - $37.7K
6.37K $749K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
332
+ 4.43%
$29.5K - $37.6K
7.83K $921K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
330
+ 3.33%
$29.4K - $37.4K
10.2K $1.2M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
328
+ 28.85%
$29.2K - $37.1K
1.47K $172K
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
326
+ 4.35%
$29K - $36.9K
7.81K $919K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
325
+ 10.37%
$28.9K - $36.8K
3.46K $407K
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
318
+ 4.6%
$28.3K - $36K
7.24K $851K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
316
+ 1.28%
$28.1K - $35.8K
24.9K $2.93M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
315
+ 1.22%
$28K - $35.7K
26.1K $3.07M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
314
+ 2.22%
$27.9K - $35.5K
14.4K $1.7M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
313
+ 3.52%
$27.9K - $35.4K
9.21K $1.08M
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
312
+ 0.54%
$27.8K - $35.3K
58.5K $6.88M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
311
+ 6.16%
$27.7K - $35.2K
5.36K $630K
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
305
+ 9.76%
$27.1K - $34.5K
3.43K $403K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
305
+ 5.77%
$27.1K - $34.5K
5.6K $658K
May 10, 2023 Q1 2023
Dohj, LLC

Seattle, WA
BUY
 -
302
+ 4.02%
$26.9K - $34.2K
7.81K $919K
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
301
+ 4.62%
$26.8K - $34.1K
6.82K $802K
Apr 26, 2023 Q1 2023
Bull Street Advisors, LLC

BUY
 -
300
+ 1.16%
$26.7K - $34K
26.1K $3.07M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
300
+ 4.39%
$26.7K - $34K
7.13K $838K
May 08, 2023 Q1 2023
Capital Performance Advisors LLP

BUY
 -
300
+ 10.73%
$26.7K - $34K
3.1K $364K
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

BUY
 -
300
+ 5.54%
$26.7K - $34K
5.71K $672K
Apr 17, 2023 Q1 2023
Derbend Asset Management

BUY
 -
298
+ 11.75%
$26.5K - $33.7K
2.83K $333K
Apr 04, 2023 Q1 2023
Modus Advisors, LLC

BUY
 -
297
+ 1.48%
$26.4K - $33.6K
20.4K $2.4M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
297
+ 5.28%
$26.4K - $33.6K
5.93K $697K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
297
+ 1.14%
$26.4K - $33.6K
26.3K $3.1M
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
296
+ 3.31%
$26.3K - $33.5K
9.24K $1.09M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
296
+ 8.36%
$26.3K - $33.5K
3.84K $451K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
295
+ 5.43%
$26.3K - $33.4K
5.73K $674K
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
294
+ 2.7%
$26.2K - $33.3K
11.2K $1.32M
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
294
+ 4.92%
$26.2K - $33.3K
6.27K $737K
Apr 18, 2023 Q1 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
292
+ 5.07%
$26K - $33.1K
6.05K $711K
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
292
+ 3.01%
$26K - $33.1K
9.99K $1.18M
May 03, 2023 Q1 2023
Winslow Asset Management Inc

BUY
 -
289
+ 0.56%
$25.7K - $32.7K
52.1K $6.13M
May 09, 2023 Q1 2023
Wealth Dimensions Group, Ltd.

BUY
 -
287
+ 6.4%
$25.5K - $32.5K
4.77K $561K
May 15, 2023 Q1 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
286
+ 0.5%
$25.5K - $32.4K
57.4K $6.75M
May 01, 2023 Q1 2023
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
282
+ 1.17%
$25.1K - $31.9K
24.4K $2.87M
May 12, 2023 Q1 2023
Natixis Investment Managers International

Paris, I0
BUY
 -
281
+ 42.71%
$25K - $31.8K
939 $110K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
279
+ 15.42%
$24.8K - $31.6K
2.09K $246K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
279
+ 4.03%
$24.8K - $31.6K
7.2K $847K
May 12, 2023 Q1 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
279
New
$24.8K - $31.6K
279 $32.8K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
278
+ 90.26%
$24.7K - $31.5K
586 $68.9K
Apr 13, 2023 Q1 2023
Bridge Creek Capital Management LLC

BUY
 -
277
+ 0.66%
$24.7K - $31.4K
42.2K $4.96M
May 10, 2023 Q1 2023
Athena Investment Management

BUY
 -
275
+ 5.03%
$24.5K - $31.1K
5.74K $675K
May 15, 2023 Q1 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
275
+ 7.4%
$24.5K - $31.1K
3.99K $469K
Apr 25, 2023 Q1 2023
Monarch Capital Management Inc

BUY
 -
273
+ 1.21%
$24.3K - $30.9K
22.8K $2.68M
May 03, 2023 Q1 2023
Ogorek Anthony Joseph

BUY
 -
270
New
$24K - $30.6K
270 $31.8K

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