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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q1 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-91- 0.59% |
$8.1K - $10.3K
|
15.4K
$1.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-92- 5.97% |
$8.19K - $10.4K
|
1.45K
$168K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-93- 0.67% |
$8.28K - $10.5K
|
13.8K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-93- 1.22% |
$8.28K - $10.5K
|
7.53K
$870K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-94- 1.94% |
$8.37K - $10.6K
|
4.76K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-95- 0.85% |
$8.45K - $10.8K
|
11.1K
$1.28M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-95- 2.84% |
$8.45K - $10.8K
|
3.25K
$375K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-96- 2.7% |
$8.54K - $10.9K
|
3.46K
$400K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-96- 2.07% |
$8.54K - $10.9K
|
4.54K
$525K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-96- 1.75% |
$8.54K - $10.9K
|
5.38K
$623K
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-96- 2.0% |
$8.54K - $10.9K
|
4.7K
$544K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-97- 2.72% |
$8.63K - $11K
|
3.47K
$401K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-97- 0.61% |
$8.63K - $11K
|
15.8K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-97- 1.32% |
$8.63K - $11K
|
7.26K
$839K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-97- 0.87% |
$8.63K - $11K
|
11.1K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-98- 1.79% |
$8.72K - $11.1K
|
5.38K
$622K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-99- 0.64% |
$8.81K - $11.2K
|
15.5K
$1.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-100- 3.2% |
$8.9K - $11.3K
|
3.03K
$350K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-100- 0.63% |
$8.9K - $11.3K
|
15.8K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.7% |
$8.9K - $11.3K
|
3.6K
$417K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-100- 3.96% |
$8.9K - $11.3K
|
2.43K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-100- 2.8% |
$8.9K - $11.3K
|
3.47K
$401K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 0.54% |
$8.9K - $11.3K
|
18.6K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-100- 2.5% |
$8.9K - $11.3K
|
3.9K
$451K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 2.98% |
$8.9K - $11.3K
|
3.25K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-101- 1.84% |
$8.99K - $11.4K
|
5.4K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-101- 30.7% |
$8.99K - $11.4K
|
228
$26.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-102- 0.22% |
$9.08K - $11.5K
|
46.9K
$5.42M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-102- 1.45% |
$9.08K - $11.5K
|
6.94K
$803K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-102- 4.65% |
$9.08K - $11.5K
|
2.09K
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-103- 1.67% |
$9.17K - $11.7K
|
6.08K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-104- 2.28% |
$9.25K - $11.8K
|
4.46K
$515K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-105- 6.62% |
$9.34K - $11.9K
|
1.48K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-106- 1.41% |
$9.43K - $12K
|
7.4K
$856K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-108- 0.81% |
$9.61K - $12.2K
|
13.3K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-110- 0.85% |
$9.79K - $12.5K
|
12.9K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-111- 1.28% |
$9.88K - $12.6K
|
8.54K
$988K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-113- 3.48% |
$10.1K - $12.8K
|
3.14K
$363K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 4.71% |
$10.2K - $13K
|
2.33K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-115- 3.05% |
$10.2K - $13K
|
3.66K
$423K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-116- 0.63% |
$10.3K - $13.1K
|
18.4K
$2.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-118- 32.87% |
$10.5K - $13.4K
|
241
$27.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 0.99% |
$10.5K - $13.4K
|
11.8K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-118- 4.11% |
$10.5K - $13.4K
|
2.75K
$318K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-118- 10.95% |
$10.5K - $13.4K
|
960
$111K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-119- 2.3% |
$10.6K - $13.5K
|
5.04K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-119- 2.32% |
$10.6K - $13.5K
|
5.01K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-120- 60.0% |
$10.7K - $13.6K
|
80
$9.25K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-120- 9.84% |
$10.7K - $13.6K
|
1.1K
$127K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-122- 0.54% |
$10.9K - $13.8K
|
22.6K
$2.61M
|