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 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-262- 3.33% |
$23.3K - $29.7K
|
7.6K
$879K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-263- 4.52% |
$23.4K - $29.8K
|
5.55K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-264- 6.12% |
$23.5K - $29.9K
|
4.05K
$468K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-266- 6.3% |
$23.7K - $30.1K
|
3.96K
$457K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-266- 0.19% |
$23.7K - $30.1K
|
141K
$16.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-268- 0.99% |
$23.8K - $30.3K
|
26.8K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-270- 0.67% |
$24K - $30.6K
|
39.9K
$4.61M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-274- 2.68% |
$24.4K - $31K
|
9.97K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-274- 1.24% |
$24.4K - $31K
|
21.9K
$2.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-277- 2.34% |
$24.7K - $31.4K
|
11.6K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-277- 32.7% |
$24.7K - $31.4K
|
570
$65.9K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-279- 0.76% |
$24.8K - $31.6K
|
36.7K
$4.24M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-280- 2.33% |
$24.9K - $31.7K
|
11.8K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-284- 8.73% |
$25.3K - $32.2K
|
2.97K
$344K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-287- 11.0% |
$25.5K - $32.5K
|
2.32K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-291- 2.07% |
$25.9K - $32.9K
|
13.8K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-292- 0.53% |
$26K - $33.1K
|
55.2K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-292- 0.73% |
$26K - $33.1K
|
39.9K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-295- 5.07% |
$26.3K - $33.4K
|
5.53K
$639K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-296- 2.05% |
$26.3K - $33.5K
|
14.1K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-298- 0.74% |
$26.5K - $33.7K
|
40.2K
$4.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-299- 0.85% |
$26.6K - $33.8K
|
34.8K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 14.74% |
$26.7K - $34K
|
1.74K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-300- 6.42% |
$26.7K - $34K
|
4.37K
$506K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-301- 3.8% |
$26.8K - $34.1K
|
7.62K
$882K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-302- 9.75% |
$26.9K - $34.2K
|
2.8K
$323K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-303- 9.88% |
$27K - $34.3K
|
2.76K
$320K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-303- 12.99% |
$27K - $34.3K
|
2.03K
$235K
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-305- 0.81% |
$27.1K - $34.5K
|
37.2K
$4.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-308- 1.91% |
$27.4K - $34.9K
|
15.8K
$1.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-309- 3.82% |
$27.5K - $35K
|
7.78K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-310- 0.87% |
$27.6K - $35.1K
|
35.5K
$4.11M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-313- 1.14% |
$27.9K - $35.4K
|
27.2K
$3.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-314- 3.67% |
$27.9K - $35.5K
|
8.24K
$953K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-314- 1.72% |
$27.9K - $35.5K
|
17.9K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-315- 2.66% |
$28K - $35.7K
|
11.5K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-319- 4.81% |
$28.4K - $36.1K
|
6.31K
$730K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-320- 4.45% |
$28.5K - $36.2K
|
6.87K
$795K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-321- 2.34% |
$28.6K - $36.3K
|
13.4K
$1.55M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-321- 8.88% |
$28.6K - $36.3K
|
3.3K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-323- 12.13% |
$28.7K - $36.6K
|
2.34K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-324- 6.21% |
$28.8K - $36.7K
|
4.9K
$566K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-325- 7.35% |
$28.9K - $36.8K
|
4.1K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-325- 9.61% |
$28.9K - $36.8K
|
3.06K
$353K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-325- 9.61% |
$28.9K - $36.8K
|
3.06K
$353K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-326- 2.83% |
$29K - $36.9K
|
11.2K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-326- 0.94% |
$29K - $36.9K
|
34.3K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-326- 1.7% |
$29K - $36.9K
|
18.9K
$2.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-327- 6.22% |
$29.1K - $37K
|
4.93K
$570K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-328- 0.49% |
$29.2K - $37.1K
|
66.8K
$7.73M
|