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 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5+ 0.49% |
$445 - $566
|
1.03K
$119K
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
BUY
|
- |
5+ 0.13% |
$445 - $566
|
3.99K
$462K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
4+ 0.01% |
$356 - $453
|
70.4K
$8.14M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
4+ 0.1% |
$356 - $453
|
4.19K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
4+ 0.16% |
$356 - $453
|
2.55K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
4+ 0.06% |
$356 - $453
|
6.81K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.1% |
$356 - $453
|
4.21K
$487K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3+ 0.03% |
$267 - $340
|
11.7K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.45% |
$267 - $340
|
673
$77.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
3+ 0.11% |
$267 - $340
|
2.77K
$320K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.12% |
$267 - $340
|
2.45K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$178 - $226
|
10.4K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.08% |
$178 - $226
|
2.63K
$304K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$178 - $226
|
10.6K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$178 - $226
|
2.55K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2+ 0.04% |
$178 - $226
|
5.4K
$625K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1+ 0.04% |
$89 - $113
|
2.85K
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1+ 0.02% |
$89 - $113
|
4.84K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.94% |
$89 - $113
|
107
$12.4K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1+ 0.0% |
$89 - $113
|
286K
$33M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$89 - $113
|
12.5K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.03% |
$89 - $113
|
2.97K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1- 0.19% |
$89 - $113
|
531
$61.4K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$89 - $113
|
11.2K
$1.29M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$178 - $226
|
7.38K
$854K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2- 0.07% |
$178 - $226
|
2.88K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
SELL
|
- |
-2- 0.02% |
$178 - $226
|
9.74K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.05% |
$178 - $226
|
3.79K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-3- 0.09% |
$267 - $340
|
3.24K
$374K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-3- 0.03% |
$267 - $340
|
8.76K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$267 - $340
|
2.48K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3- -0.0% |
$267 - $340
|
154K
$17.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4- 0.06% |
$356 - $453
|
6.4K
$741K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.35% |
$445 - $566
|
1.43K
$165K
|
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5- 0.03% |
$445 - $566
|
19.8K
$2.29M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-5- 0.03% |
$445 - $566
|
17.4K
$2.01M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5- 0.09% |
$445 - $566
|
5.76K
$666K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-6- 0.15% |
$534 - $679
|
3.95K
$457K
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-7- 0.01% |
$623 - $792
|
104K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8- 0.24% |
$712 - $906
|
3.26K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.07% |
$712 - $906
|
11.4K
$1.32M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-9- 16.36% |
$801 - $1.02K
|
46
$5.32K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9- 0.22% |
$801 - $1.02K
|
4.06K
$470K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9- 0.38% |
$801 - $1.02K
|
2.38K
$275K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-9- 81.82% |
$801 - $1.02K
|
2
$231
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-10- 0.26% |
$890 - $1.13K
|
3.85K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-10Closed |
$890 - $1.13K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.54% |
$1.07K - $1.36K
|
2.23K
$258K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-12- 4.96% |
$1.07K - $1.36K
|
230
$26.6K
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-12- 0.01% |
$1.07K - $1.36K
|
111K
$12.8M
|