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 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-328- 6.56% |
$29.2K - $37.1K
|
4.67K
$540K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-328- 1.31% |
$29.2K - $37.1K
|
24.8K
$2.86M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-330- 12.71% |
$29.4K - $37.4K
|
2.27K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-331- 4.35% |
$29.5K - $37.5K
|
7.28K
$842K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-331- 0.51% |
$29.5K - $37.5K
|
65K
$7.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-335- 3.43% |
$29.8K - $37.9K
|
9.42K
$1.09M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-336- 3.7% |
$29.9K - $38K
|
8.74K
$1.01M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-344- 5.48% |
$30.6K - $38.9K
|
5.93K
$686K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-344- 0.61% |
$30.6K - $38.9K
|
56K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-344- 12.01% |
$30.6K - $38.9K
|
2.52K
$291K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-345- 4.53% |
$30.7K - $39.1K
|
7.27K
$841K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-350- 5.72% |
$31.1K - $39.6K
|
5.77K
$668K
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-351- 0.02% |
$31.2K - $39.7K
|
1.66M
$192M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-352- 3.19% |
$31.3K - $39.8K
|
10.7K
$1.23M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-356- 3.71% |
$31.7K - $40.3K
|
9.25K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-359- 3.1% |
$31.9K - $40.6K
|
11.2K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-359- 10.51% |
$31.9K - $40.6K
|
3.06K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-359- 4.36% |
$31.9K - $40.6K
|
7.88K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-360- 7.85% |
$32K - $40.8K
|
4.23K
$489K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-363- 12.46% |
$32.3K - $41.1K
|
2.55K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-367- 7.12% |
$32.7K - $41.5K
|
4.79K
$553K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-367- 13.36% |
$32.7K - $41.5K
|
2.38K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-371- 4.46% |
$33K - $42K
|
7.96K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-376- 3.62% |
$33.5K - $42.6K
|
10K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-378- 1.76% |
$33.6K - $42.8K
|
21.2K
$2.45M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-379- 15.31% |
$33.7K - $42.9K
|
2.1K
$242K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-381- 6.46% |
$33.9K - $43.1K
|
5.52K
$638K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-382- 2.11% |
$34K - $43.2K
|
17.8K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-382- 2.62% |
$34K - $43.2K
|
14.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-382- 2.77% |
$34K - $43.2K
|
13.4K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-383- 3.5% |
$34.1K - $43.4K
|
10.6K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-385- 1.96% |
$34.3K - $43.6K
|
19.2K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-385- 37.41% |
$34.3K - $43.6K
|
644
$74.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-386- 7.7% |
$34.4K - $43.7K
|
4.63K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-387- 4.01% |
$34.4K - $43.8K
|
9.27K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-388- 14.3% |
$34.5K - $43.9K
|
2.33K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-392- 2.88% |
$34.9K - $44.4K
|
13.2K
$1.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-393- 0.58% |
$35K - $44.5K
|
67.6K
$7.82M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-394- 1.57% |
$35.1K - $44.6K
|
24.7K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-395- 2.0% |
$35.2K - $44.7K
|
19.4K
$2.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-399- 4.21% |
$35.5K - $45.2K
|
9.08K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-400- 12.03% |
$35.6K - $45.3K
|
2.92K
$338K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-400- 99.75% |
$35.6K - $45.3K
|
1
$116
|
|
|
May 12, 2023
Q1 2023
|
Dundas Partners LLP
Edinburgh, X0 |
SELL
|
- |
-404- 0.16% |
$36K - $45.7K
|
250K
$28.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-405- 9.25% |
$36K - $45.9K
|
3.98K
$460K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-405- 13.09% |
$36K - $45.9K
|
2.69K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-407- 0.49% |
$36.2K - $46.1K
|
82.9K
$9.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-409- 12.6% |
$36.4K - $46.3K
|
2.84K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-410- 8.73% |
$36.5K - $46.4K
|
4.28K
$495K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-424- 7.39% |
$37.7K - $48K
|
5.31K
$614K
|