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 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
104+ 15.25% |
$9.25K - $11.8K
|
786
$90.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
102+ 4.56% |
$9.08K - $11.5K
|
2.34K
$270K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
102+ 3.48% |
$9.08K - $11.5K
|
3.03K
$350K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
101+ 22.75% |
$8.99K - $11.4K
|
545
$62.9K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
101+ 0.34% |
$8.99K - $11.4K
|
29.9K
$3.45M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
101+ 2.15% |
$8.99K - $11.4K
|
4.81K
$555K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
100+ 2.98% |
$8.9K - $11.3K
|
3.46K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 2.96% |
$8.9K - $11.3K
|
3.48K
$402K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
100+ 1.57% |
$8.9K - $11.3K
|
6.49K
$749K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 0.41% |
$8.9K - $11.3K
|
24.3K
$2.81M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
100+ 2.04% |
$8.9K - $11.3K
|
5.01K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
99+ 2.59% |
$8.81K - $11.2K
|
3.93K
$453K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
97+ 91.51% |
$8.63K - $11K
|
203
$23.4K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
96+ 2.26% |
$8.54K - $10.9K
|
4.35K
$502K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
95+ 1.48% |
$8.45K - $10.8K
|
6.52K
$752K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
95+ 1.95% |
$8.45K - $10.8K
|
4.97K
$573K
|
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
95+ 3.54% |
$8.45K - $10.8K
|
2.78K
$321K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
95+ 1.88% |
$8.45K - $10.8K
|
5.15K
$595K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
92+ 2.83% |
$8.19K - $10.4K
|
3.34K
$386K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
90+ 1.14% |
$8.01K - $10.2K
|
7.96K
$919K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
90+ 0.5% |
$8.01K - $10.2K
|
18.3K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
90+ 1.08% |
$8.01K - $10.2K
|
8.39K
$969K
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
BUY
|
- |
89+ 0.55% |
$7.92K - $10.1K
|
16.2K
$1.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
88+ 1.19% |
$7.83K - $9.96K
|
7.49K
$865K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
88+ 0.83% |
$7.83K - $9.96K
|
10.7K
$1.24M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
87+ 1.17% |
$7.74K - $9.85K
|
7.52K
$869K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
87+ 0.43% |
$7.74K - $9.85K
|
20.3K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
86+ 0.41% |
$7.65K - $9.74K
|
21.1K
$2.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
84+ 0.35% |
$7.48K - $9.51K
|
24.2K
$2.79M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
84+ 5.54% |
$7.48K - $9.51K
|
1.6K
$185K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
83+ 0.69% |
$7.39K - $9.4K
|
12.1K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
83+ 1.99% |
$7.39K - $9.4K
|
4.26K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
83+ 0.67% |
$7.39K - $9.4K
|
12.6K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
82+ 0.52% |
$7.3K - $9.28K
|
16K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
82+ 1.07% |
$7.3K - $9.28K
|
7.75K
$895K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
81+ 2.48% |
$7.21K - $9.17K
|
3.35K
$387K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
78+ 1.5% |
$6.94K - $8.83K
|
5.26K
$607K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
78+ 2.36% |
$6.94K - $8.83K
|
3.38K
$390K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75+ 0.09% |
$6.67K - $8.49K
|
83.5K
$9.64M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
74+ 1.88% |
$6.59K - $8.38K
|
4K
$462K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
74+ 1.84% |
$6.59K - $8.38K
|
4.1K
$473K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
72+ 0.35% |
$6.41K - $8.15K
|
20.7K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
72+ 2.55% |
$6.41K - $8.15K
|
2.89K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
71+ 0.32% |
$6.32K - $8.04K
|
22.6K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
71+ 0.06% |
$6.32K - $8.04K
|
112K
$13M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71+ 8.11% |
$6.32K - $8.04K
|
947
$109K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
70+ 0.41% |
$6.23K - $7.92K
|
17.2K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
70+ 0.55% |
$6.23K - $7.92K
|
12.7K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
70+ 0.96% |
$6.23K - $7.92K
|
7.34K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
68+ 1.1% |
$6.05K - $7.7K
|
6.26K
$722K
|