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 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-122- 0.54% |
$10.9K - $13.8K
|
22.6K
$2.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-125- 1.42% |
$11.1K - $14.2K
|
8.69K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-125- 0.43% |
$11.1K - $14.2K
|
29.1K
$3.36M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-126- 0.74% |
$11.2K - $14.3K
|
16.9K
$1.95M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-126- 0.86% |
$11.2K - $14.3K
|
14.6K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-126- 3.57% |
$11.2K - $14.3K
|
3.4K
$393K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-127- 4.14% |
$11.3K - $14.4K
|
2.94K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-128- 0.01% |
$11.4K - $14.5K
|
1.68M
$193M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-129- 2.47% |
$11.5K - $14.6K
|
5.1K
$589K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-129- 12.08% |
$11.5K - $14.6K
|
939
$108K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-129- 2.09% |
$11.5K - $14.6K
|
6.05K
$698K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-129- 11.68% |
$11.5K - $14.6K
|
975
$113K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-130- 0.74% |
$11.6K - $14.7K
|
17.5K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-132- 0.24% |
$11.7K - $14.9K
|
53.8K
$6.22M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-132- 4.77% |
$11.7K - $14.9K
|
2.63K
$304K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-134- 4.28% |
$11.9K - $15.2K
|
3K
$346K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-136- 0.74% |
$12.1K - $15.4K
|
18.3K
$2.11M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-136- 3.11% |
$12.1K - $15.4K
|
4.23K
$488K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-136- 1.12% |
$12.1K - $15.4K
|
12K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-136- 1.81% |
$12.1K - $15.4K
|
7.36K
$849K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-137- 3.68% |
$12.2K - $15.5K
|
3.59K
$414K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-138- 2.65% |
$12.3K - $15.6K
|
5.07K
$586K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-138- 4.34% |
$12.3K - $15.6K
|
3.04K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-138- 6.26% |
$12.3K - $15.6K
|
2.07K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-138- 0.59% |
$12.3K - $15.6K
|
23.4K
$2.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-139- 0.7% |
$12.4K - $15.7K
|
19.7K
$2.28M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-139- 0.55% |
$12.4K - $15.7K
|
25.3K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-139- 5.07% |
$12.4K - $15.7K
|
2.6K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-140- 1.49% |
$12.5K - $15.8K
|
9.25K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-140- 0.61% |
$12.5K - $15.8K
|
22.9K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-140- 14.08% |
$12.5K - $15.8K
|
854
$98.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-143- 2.2% |
$12.7K - $16.2K
|
6.36K
$734K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-145- 1.61% |
$12.9K - $16.4K
|
8.88K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-145- 3.68% |
$12.9K - $16.4K
|
3.79K
$438K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-148- 4.54% |
$13.2K - $16.8K
|
3.11K
$359K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-149- 3.42% |
$13.3K - $16.9K
|
4.21K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-150- 2.75% |
$13.3K - $17K
|
5.31K
$614K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-151- 1.77% |
$13.4K - $17.1K
|
8.4K
$970K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-151- 3.03% |
$13.4K - $17.1K
|
4.84K
$558K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.99% |
$13.4K - $17.1K
|
7.43K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-151- 3.4% |
$13.4K - $17.1K
|
4.29K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-151- 3.71% |
$13.4K - $17.1K
|
3.92K
$452K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-155- 0.34% |
$13.8K - $17.5K
|
44.8K
$5.17M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-158- 1.0% |
$14.1K - $17.9K
|
15.7K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-161- 1.73% |
$14.3K - $18.2K
|
9.17K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-162- 5.05% |
$14.4K - $18.3K
|
3.04K
$351K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-162- 3.79% |
$14.4K - $18.3K
|
4.12K
$475K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-163- 6.89% |
$14.5K - $18.5K
|
2.2K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-163- 2.14% |
$14.5K - $18.5K
|
7.45K
$860K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-166- 0.66% |
$14.8K - $18.8K
|
24.9K
$2.87M
|