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 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
268+ 2.75% |
$23.8K - $30.3K
|
10K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
267+ 1.23% |
$23.8K - $30.2K
|
22K
$2.54M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
265+ 0.04% |
$23.6K - $30K
|
752K
$86.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
262+ 10.63% |
$23.3K - $29.7K
|
2.73K
$315K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
261+ 0.47% |
$23.2K - $29.5K
|
55.7K
$6.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
260+ 2.45% |
$23.1K - $29.4K
|
10.9K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
260+ 3.23% |
$23.1K - $29.4K
|
8.32K
$962K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
259+ 1.75% |
$23K - $29.3K
|
15.1K
$1.74M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
256+ 5.89% |
$22.8K - $29K
|
4.6K
$532K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
255+ 0.02% |
$22.7K - $28.9K
|
1.25M
$144M
|
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
255+ 2.72% |
$22.7K - $28.9K
|
9.62K
$1.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
252+ 1.86% |
$22.4K - $28.5K
|
13.8K
$1.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
252+ 9.52% |
$22.4K - $28.5K
|
2.9K
$335K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
250+ 3.09% |
$22.2K - $28.3K
|
8.33K
$963K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
250+ 1.63% |
$22.2K - $28.3K
|
15.6K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
250+ 1.25% |
$22.2K - $28.3K
|
20.3K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
249+ 7.34% |
$22.2K - $28.2K
|
3.64K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
247+ 3.99% |
$22K - $28K
|
6.43K
$744K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
244+ 3.78% |
$21.7K - $27.6K
|
6.69K
$774K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
244+ 3.29% |
$21.7K - $27.6K
|
7.67K
$886K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
241+ 3.46% |
$21.4K - $27.3K
|
7.2K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
240+ 1.69% |
$21.4K - $27.2K
|
14.4K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
239+ 3.8% |
$21.3K - $27.1K
|
6.53K
$755K
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
239+ 9.51% |
$21.3K - $27.1K
|
2.75K
$318K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
235+ 10.61% |
$20.9K - $26.6K
|
2.45K
$283K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
235+ 6.37% |
$20.9K - $26.6K
|
3.92K
$454K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
234+ 6.41% |
$20.8K - $26.5K
|
3.89K
$449K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
230+ 2.46% |
$20.5K - $26K
|
9.57K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
230+ 5.19% |
$20.5K - $26K
|
4.66K
$539K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
226+ 7.36% |
$20.1K - $25.6K
|
3.3K
$381K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
225+ 3.08% |
$20K - $25.5K
|
7.53K
$871K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
223+ 0.65% |
$19.8K - $25.2K
|
34.6K
$4M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
220+ 1.58% |
$19.6K - $24.9K
|
14.1K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
220New |
$19.6K - $24.9K
|
220
$25.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
215+ 2.68% |
$19.1K - $24.3K
|
8.24K
$953K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
214+ 1.49% |
$19K - $24.2K
|
14.5K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
213+ 0.26% |
$19K - $24.1K
|
81.5K
$9.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
211+ 0.87% |
$18.8K - $23.9K
|
24.4K
$2.82M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
206+ 2.85% |
$18.3K - $23.3K
|
7.45K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
206+ 0.96% |
$18.3K - $23.3K
|
21.7K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
203+ 1.17% |
$18.1K - $23K
|
17.5K
$2.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
200+ 0.7% |
$17.8K - $22.6K
|
28.6K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
200+ 4.37% |
$17.8K - $22.6K
|
4.78K
$552K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
200+ 4.26% |
$17.8K - $22.6K
|
4.9K
$566K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 8.35% |
$17.8K - $22.6K
|
2.59K
$300K
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
195+ 4.45% |
$17.4K - $22.1K
|
4.57K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
192New |
$17.1K - $21.7K
|
192
$22.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
191+ 12.49% |
$17K - $21.6K
|
1.72K
$199K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
190+ 1.79% |
$16.9K - $21.5K
|
10.8K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
189+ 4.7% |
$16.8K - $21.4K
|
4.21K
$487K
|