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 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
65+ 8.53% |
$5.78K - $7.36K
|
827
$95.6K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
64+ 0.99% |
$5.7K - $7.25K
|
6.51K
$753K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
61+ 1.16% |
$5.43K - $6.91K
|
5.3K
$613K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
60+ 0.56% |
$5.34K - $6.79K
|
10.8K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 0.7% |
$5.25K - $6.68K
|
8.44K
$976K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
58+ 0.97% |
$5.16K - $6.57K
|
6.05K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
58+ 0.43% |
$5.16K - $6.57K
|
13.6K
$1.57M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
57+ 3.04% |
$5.07K - $6.45K
|
1.93K
$223K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
56+ 1.81% |
$4.98K - $6.34K
|
3.15K
$364K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
54+ 2.15% |
$4.81K - $6.11K
|
2.57K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
53+ 6.04% |
$4.72K - $6K
|
931
$108K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 2.57% |
$4.72K - $6K
|
2.12K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 1.89% |
$4.63K - $5.89K
|
2.81K
$325K
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
52+ 0.91% |
$4.63K - $5.89K
|
5.74K
$664K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
51+ 0.6% |
$4.54K - $5.77K
|
8.52K
$985K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
51+ 67.11% |
$4.54K - $5.77K
|
127
$14.7K
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
50+ 2.13% |
$4.45K - $5.66K
|
2.39K
$277K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
50+ 0.26% |
$4.45K - $5.66K
|
19.5K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.42% |
$4.45K - $5.66K
|
11.8K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
50+ 1.71% |
$4.45K - $5.66K
|
2.98K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.6% |
$4.45K - $5.66K
|
8.41K
$973K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.95% |
$4.45K - $5.66K
|
5.34K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 54.95% |
$4.45K - $5.66K
|
141
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 10.1% |
$4.45K - $5.66K
|
545
$63K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
50+ 0.86% |
$4.45K - $5.66K
|
5.87K
$679K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
48+ 0.76% |
$4.27K - $5.43K
|
6.35K
$734K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
47+ 3.85% |
$4.18K - $5.32K
|
1.27K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
47+ 0.27% |
$4.18K - $5.32K
|
17.6K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
46+ 1.5% |
$4.09K - $5.21K
|
3.11K
$359K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
43+ 1.53% |
$3.83K - $4.87K
|
2.85K
$330K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
41+ 0.84% |
$3.65K - $4.64K
|
4.91K
$568K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
41+ 0.12% |
$3.65K - $4.64K
|
34.5K
$3.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
40+ 1.5% |
$3.56K - $4.53K
|
2.71K
$314K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
40+ 0.56% |
$3.56K - $4.53K
|
7.24K
$838K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
40+ 0.66% |
$3.56K - $4.53K
|
6.06K
$701K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.82% |
$3.56K - $4.53K
|
4.94K
$571K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
39+ 1.09% |
$3.47K - $4.42K
|
3.61K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
39+ 0.59% |
$3.47K - $4.42K
|
6.66K
$770K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
38+ 2.7% |
$3.38K - $4.3K
|
1.45K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
37+ 1.16% |
$3.29K - $4.19K
|
3.22K
$372K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
36+ 0.48% |
$3.2K - $4.08K
|
7.49K
$867K
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
35+ 1.26% |
$3.11K - $3.96K
|
2.81K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35+ 0.2% |
$3.11K - $3.96K
|
17.8K
$2.06M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
35+ 1.49% |
$3.11K - $3.96K
|
2.38K
$276K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
34+ 0.82% |
$3.03K - $3.85K
|
4.18K
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
34+ 8.74% |
$3.03K - $3.85K
|
423
$48.9K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
34+ 340.0% |
$3.03K - $3.85K
|
44
$5.09K
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 1.24% |
$2.94K - $3.74K
|
2.7K
$312K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
31+ 0.86% |
$2.76K - $3.51K
|
3.66K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
31+ 0.19% |
$2.76K - $3.51K
|
16.3K
$1.89M
|