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 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-56- 0.24% |
$4.98K - $6.34K
|
23.5K
$2.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-57- 1.24% |
$5.07K - $6.45K
|
4.53K
$561K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-57- 0.61% |
$5.07K - $6.45K
|
9.22K
$1.14M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-57- 0.18% |
$5.07K - $6.45K
|
31.8K
$3.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-60- 1.27% |
$5.34K - $6.79K
|
4.66K
$578K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-60- 1.47% |
$5.34K - $6.79K
|
4.02K
$498K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-60- 1.56% |
$5.34K - $6.79K
|
3.78K
$469K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-62- 0.29% |
$5.52K - $7.02K
|
21.3K
$2.65M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-64- 1.38% |
$5.7K - $7.25K
|
4.59K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-64- 0.06% |
$5.7K - $7.25K
|
101K
$12.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-65- 1.06% |
$5.78K - $7.36K
|
6.07K
$752K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-65- 2.72% |
$5.78K - $7.36K
|
2.32K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-66- 0.81% |
$5.87K - $7.47K
|
8.04K
$997K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-66- 0.27% |
$5.87K - $7.47K
|
24.3K
$3.01M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-66- 1.77% |
$5.87K - $7.47K
|
3.66K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-67- 0.8% |
$5.96K - $7.59K
|
8.27K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-68- 0.6% |
$6.05K - $7.7K
|
11.3K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-70- 0.06% |
$6.23K - $7.92K
|
121K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-71- 2.61% |
$6.32K - $8.04K
|
2.65K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-71- 1.96% |
$6.32K - $8.04K
|
3.54K
$439K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-72- 0.38% |
$6.41K - $8.15K
|
18.8K
$2.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-73- 56.59% |
$6.5K - $8.26K
|
56
$6.94K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-73- 2.81% |
$6.5K - $8.26K
|
2.52K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-73- 0.1% |
$6.5K - $8.26K
|
76.1K
$9.43M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-74- 11.23% |
$6.59K - $8.38K
|
585
$72.5K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-74- 1.38% |
$6.59K - $8.38K
|
5.3K
$657K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.66% |
$6.59K - $8.38K
|
4.37K
$542K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-74- 1.11% |
$6.59K - $8.38K
|
6.6K
$818K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-74- 21.96% |
$6.59K - $8.38K
|
263
$32.6K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-74- 0.81% |
$6.59K - $8.38K
|
9.01K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-75- 0.01% |
$6.67K - $8.49K
|
625K
$77.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-75- 2.41% |
$6.67K - $8.49K
|
3.04K
$376K
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-75- 2.86% |
$6.67K - $8.49K
|
2.55K
$316K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-75- 0.29% |
$6.67K - $8.49K
|
25.7K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
SELL
|
- |
-75- 0.17% |
$6.67K - $8.49K
|
44K
$5.46M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-75- 0.59% |
$6.67K - $8.49K
|
12.6K
$1.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-76- 0.07% |
$6.76K - $8.6K
|
101K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-76- 0.04% |
$6.76K - $8.6K
|
179K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-76- 0.62% |
$6.76K - $8.6K
|
12.2K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-77- 0.4% |
$6.85K - $8.72K
|
19.1K
$2.37M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-77- 0.46% |
$6.85K - $8.72K
|
16.7K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-77- 1.25% |
$6.85K - $8.72K
|
6.09K
$756K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-78- 0.89% |
$6.94K - $8.83K
|
8.74K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-78- 2.3% |
$6.94K - $8.83K
|
3.31K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78- 0.3% |
$6.94K - $8.83K
|
26.1K
$3.23M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-80- 3.51% |
$7.12K - $9.06K
|
2.2K
$273K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-80- 2.34% |
$7.12K - $9.06K
|
3.33K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-82- 1.91% |
$7.3K - $9.28K
|
4.21K
$522K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-83- 3.11% |
$7.39K - $9.4K
|
2.58K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-83- 0.22% |
$7.39K - $9.4K
|
38K
$4.71M
|