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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
188+ 8.21% |
$16.7K - $21.3K
|
2.48K
$287K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
186+ 4.48% |
$16.6K - $21.1K
|
4.34K
$502K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
185+ 1.33% |
$16.5K - $20.9K
|
14.1K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
184+ 7.91% |
$16.4K - $20.8K
|
2.51K
$290K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
182+ 5.81% |
$16.2K - $20.6K
|
3.32K
$383K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
182+ 0.94% |
$16.2K - $20.6K
|
19.5K
$2.25M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
182+ 5.81% |
$16.2K - $20.6K
|
3.32K
$383K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
181+ 21.39% |
$16.1K - $20.5K
|
1.03K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
180+ 5.47% |
$16K - $20.4K
|
3.47K
$401K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
177+ 1.05% |
$15.8K - $20K
|
17.1K
$1.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
177+ 5.44% |
$15.8K - $20K
|
3.43K
$397K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
177+ 1.72% |
$15.8K - $20K
|
10.5K
$1.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
176+ 1.99% |
$15.7K - $19.9K
|
9K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
176+ 0.53% |
$15.7K - $19.9K
|
33.7K
$3.9M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
176+ 0.37% |
$15.7K - $19.9K
|
47.6K
$5.51M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
176+ 1.0% |
$15.7K - $19.9K
|
17.8K
$2.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
170+ 0.98% |
$15.1K - $19.2K
|
17.5K
$2.03M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
170+ 0.98% |
$15.1K - $19.2K
|
17.5K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
167+ 2.92% |
$14.9K - $18.9K
|
5.88K
$680K
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
166+ 0.42% |
$14.8K - $18.8K
|
39.6K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
165+ 4.2% |
$14.7K - $18.7K
|
4.1K
$474K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
160+ 5.22% |
$14.2K - $18.1K
|
3.23K
$373K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
160+ 5.22% |
$14.2K - $18.1K
|
3.23K
$373K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
158+ 1.99% |
$14.1K - $17.9K
|
8.11K
$938K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
155+ 1.19% |
$13.8K - $17.5K
|
13.2K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
155New |
$13.8K - $17.5K
|
155
$17.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
154+ 0.76% |
$13.7K - $17.4K
|
20.5K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
154+ 2.01% |
$13.7K - $17.4K
|
7.81K
$904K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
154+ 2.29% |
$13.7K - $17.4K
|
6.87K
$794K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
152+ 3.0% |
$13.5K - $17.2K
|
5.22K
$604K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
150+ 3.79% |
$13.3K - $17K
|
4.11K
$476K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
150+ 10.09% |
$13.3K - $17K
|
1.64K
$189K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
150+ 3.33% |
$13.3K - $17K
|
4.66K
$539K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
148+ 1.49% |
$13.2K - $16.8K
|
10.1K
$1.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
146+ 2.68% |
$13K - $16.5K
|
5.59K
$646K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
145+ 0.9% |
$12.9K - $16.4K
|
16.3K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
144+ 2.07% |
$12.8K - $16.3K
|
7.1K
$821K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
144+ 4.39% |
$12.8K - $16.3K
|
3.43K
$396K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
BUY
|
- |
144+ 0.12% |
$12.8K - $16.3K
|
120K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
143+ 0.37% |
$12.7K - $16.2K
|
38.5K
$4.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
142+ 5.01% |
$12.6K - $16.1K
|
2.98K
$344K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
141+ 0.52% |
$12.5K - $16K
|
27.5K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
141+ 0.17% |
$12.5K - $16K
|
83.9K
$9.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
140+ 1.52% |
$12.5K - $15.8K
|
9.32K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
139+ 0.34% |
$12.4K - $15.7K
|
41K
$4.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
136+ 0.19% |
$12.1K - $15.4K
|
70.8K
$8.19M
|
|
|
May 12, 2023
Q1 2023
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
136+ 0.09% |
$12.1K - $15.4K
|
156K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
135+ 0.53% |
$12K - $15.3K
|
25.8K
$2.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
134+ 5.66% |
$11.9K - $15.2K
|
2.5K
$289K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
133+ 1.99% |
$11.8K - $15.1K
|
6.83K
$789K
|