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 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
133+ 1.99% |
$11.8K - $15.1K
|
6.83K
$788K
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
133+ 4.65% |
$11.8K - $15.1K
|
2.99K
$345K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
132+ 0.86% |
$11.7K - $14.9K
|
15.5K
$1.79M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
132+ 3.26% |
$11.7K - $14.9K
|
4.18K
$483K
|
|
May 12, 2023
Q1 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
132+ 0.02% |
$11.7K - $14.9K
|
789K
$91.1M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
131+ 1.85% |
$11.7K - $14.8K
|
7.21K
$832K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
130+ 2.95% |
$11.6K - $14.7K
|
4.54K
$524K
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
130+ 4.25% |
$11.6K - $14.7K
|
3.19K
$368K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
130+ 1.15% |
$11.6K - $14.7K
|
11.5K
$1.33M
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
128+ 2.78% |
$11.4K - $14.5K
|
4.73K
$546K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
128+ 2.16% |
$11.4K - $14.5K
|
6.04K
$698K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
127+ 40.32% |
$11.3K - $14.4K
|
442
$51K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
126+ 0.52% |
$11.2K - $14.3K
|
24.5K
$2.82M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 1.63% |
$11.2K - $14.3K
|
7.85K
$907K
|
|
May 03, 2023
Q1 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
126+ 1.15% |
$11.2K - $14.3K
|
11.1K
$1.28M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
125+ 0.87% |
$11.1K - $14.2K
|
14.6K
$1.68M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
125+ 1.01% |
$11.1K - $14.2K
|
12.5K
$1.44M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
125+ 3125.0% |
$11.1K - $14.2K
|
129
$14.9K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
123+ 4.61% |
$10.9K - $13.9K
|
2.79K
$322K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
123+ 1.11% |
$10.9K - $13.9K
|
11.2K
$1.3M
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
121+ 0.77% |
$10.8K - $13.7K
|
15.8K
$1.82M
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
120+ 0.34% |
$10.7K - $13.6K
|
35.1K
$4.05M
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
120+ 0.29% |
$10.7K - $13.6K
|
40.8K
$4.71M
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
120+ 0.19% |
$10.7K - $13.6K
|
64.2K
$7.41M
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
120+ 2.06% |
$10.7K - $13.6K
|
5.94K
$685K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
119+ 1.85% |
$10.6K - $13.5K
|
6.55K
$756K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
119+ 0.53% |
$10.6K - $13.5K
|
22.5K
$2.6M
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
118+ 11.65% |
$10.5K - $13.4K
|
1.13K
$131K
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
118+ 4.44% |
$10.5K - $13.4K
|
2.77K
$320K
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
115+ 3.0% |
$10.2K - $13K
|
3.94K
$455K
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
115+ 0.55% |
$10.2K - $13K
|
20.9K
$2.41M
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
115+ 2.56% |
$10.2K - $13K
|
4.6K
$531K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
114+ 1.91% |
$10.1K - $12.9K
|
6.07K
$701K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
114+ 0.44% |
$10.1K - $12.9K
|
26.2K
$3.02M
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
111New |
$9.88K - $12.6K
|
111
$12.8K
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
110+ 0.53% |
$9.79K - $12.5K
|
20.9K
$2.41M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
110+ 3.78% |
$9.79K - $12.5K
|
3.02K
$349K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
109+ 0.41% |
$9.7K - $12.3K
|
26.5K
$3.06M
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
108+ 0.34% |
$9.61K - $12.2K
|
31.4K
$3.63M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
108+ 0.27% |
$9.61K - $12.2K
|
39.8K
$4.59M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
108+ 0.08% |
$9.61K - $12.2K
|
132K
$15.2M
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
108+ 3.22% |
$9.61K - $12.2K
|
3.46K
$399K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
107+ 2.39% |
$9.52K - $12.1K
|
4.59K
$530K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
107+ 0.4% |
$9.52K - $12.1K
|
26.8K
$3.09M
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
107+ 0.29% |
$9.52K - $12.1K
|
36.7K
$4.24M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107+ 0.37% |
$9.52K - $12.1K
|
29K
$3.34M
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
105+ 1.29% |
$9.34K - $11.9K
|
8.26K
$954K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.83% |
$9.34K - $11.9K
|
12.7K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
105+ 1.13% |
$9.34K - $11.9K
|
9.39K
$1.08M
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
105+ 3.71% |
$9.34K - $11.9K
|
2.93K
$339K
|