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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-170- 11.09% |
$15.1K - $19.2K
|
1.36K
$158K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-171- 0.58% |
$15.2K - $19.4K
|
29.6K
$3.42M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-171- 7.41% |
$15.2K - $19.4K
|
2.14K
$247K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-172- 29.01% |
$15.3K - $19.5K
|
421
$48.7K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-173- 0.4% |
$15.4K - $19.6K
|
43.1K
$4.98M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-174- 2.57% |
$15.5K - $19.7K
|
6.61K
$764K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-174- 3.38% |
$15.5K - $19.7K
|
4.98K
$576K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-174- 1.76% |
$15.5K - $19.7K
|
9.7K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-175- 1.5% |
$15.6K - $19.8K
|
11.5K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-175- 2.76% |
$15.6K - $19.8K
|
6.16K
$712K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-176- 1.94% |
$15.7K - $19.9K
|
8.92K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-177- 2.85% |
$15.8K - $20K
|
6.04K
$698K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-178- 0.61% |
$15.8K - $20.2K
|
29K
$3.36M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-179- 5.98% |
$15.9K - $20.3K
|
2.82K
$326K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-180- 3.23% |
$16K - $20.4K
|
5.39K
$623K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-183- 3.96% |
$16.3K - $20.7K
|
4.44K
$514K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-184- 2.12% |
$16.4K - $20.8K
|
8.51K
$985K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-184- 2.54% |
$16.4K - $20.8K
|
7.07K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-184- 1.56% |
$16.4K - $20.8K
|
11.6K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-185- 2.32% |
$16.5K - $20.9K
|
7.79K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-185- 7.16% |
$16.5K - $20.9K
|
2.4K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-186- 2.08% |
$16.6K - $21.1K
|
8.75K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-187- 6.59% |
$16.6K - $21.2K
|
2.65K
$306K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-188- 1.4% |
$16.7K - $21.3K
|
13.2K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-188- 22.73% |
$16.7K - $21.3K
|
639
$73.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-188- 4.09% |
$16.7K - $21.3K
|
4.41K
$510K
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-190- 5.11% |
$16.9K - $21.5K
|
3.53K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-190- 1.21% |
$16.9K - $21.5K
|
15.6K
$1.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-192- 4.73% |
$17.1K - $21.7K
|
3.87K
$447K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-192- 3.8% |
$17.1K - $21.7K
|
4.86K
$562K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-193- 4.03% |
$17.2K - $21.8K
|
4.6K
$532K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-195- 4.46% |
$17.4K - $22.1K
|
4.18K
$483K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-195- 4.3% |
$17.4K - $22.1K
|
4.34K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-196- 5.22% |
$17.4K - $22.2K
|
3.56K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-197- 0.75% |
$17.5K - $22.3K
|
25.9K
$3M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-198- 0.58% |
$17.6K - $22.4K
|
34.2K
$3.96M
|
|
|
May 01, 2023
Q1 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-198- 0.34% |
$17.6K - $22.4K
|
58.9K
$6.81M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-198- 1.46% |
$17.6K - $22.4K
|
13.4K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-199- 3.94% |
$17.7K - $22.5K
|
4.86K
$562K
|
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-200- 6.25% |
$17.8K - $22.6K
|
3K
$347K
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 1.16% |
$17.8K - $22.6K
|
17K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 6.91% |
$17.8K - $22.6K
|
2.7K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-200- 5.34% |
$17.8K - $22.6K
|
3.55K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-200- 6.37% |
$17.8K - $22.6K
|
2.94K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 0.28% |
$17.8K - $22.6K
|
70K
$8.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-204- 6.07% |
$18.2K - $23.1K
|
3.16K
$365K
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-205- 0.2% |
$18.2K - $23.2K
|
101K
$11.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-205- 4.05% |
$18.2K - $23.2K
|
4.86K
$562K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-205- 1.53% |
$18.2K - $23.2K
|
13.2K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-205- 0.68% |
$18.2K - $23.2K
|
29.7K
$3.44M
|