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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-315- 2.66% |
$28K - $35.7K
|
11.5K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-319- 4.81% |
$28.4K - $36.1K
|
6.31K
$782K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-320- 4.45% |
$28.5K - $36.2K
|
6.87K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-321- 2.34% |
$28.6K - $36.3K
|
13.4K
$1.66M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-321- 8.88% |
$28.6K - $36.3K
|
3.3K
$409K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-323- 12.13% |
$28.7K - $36.6K
|
2.34K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-324- 6.21% |
$28.8K - $36.7K
|
4.9K
$607K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-325- 7.35% |
$28.9K - $36.8K
|
4.1K
$508K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-325- 9.61% |
$28.9K - $36.8K
|
3.06K
$379K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-325- 9.61% |
$28.9K - $36.8K
|
3.06K
$379K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-326- 2.83% |
$29K - $36.9K
|
11.2K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
William Allan, LLC
|
SELL
|
- |
-326- 0.94% |
$29K - $36.9K
|
34.3K
$4.25M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-326- 1.7% |
$29K - $36.9K
|
18.9K
$2.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-327- 6.22% |
$29.1K - $37K
|
4.93K
$611K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-328- 0.49% |
$29.2K - $37.1K
|
66.8K
$8.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-328- 6.56% |
$29.2K - $37.1K
|
4.67K
$579K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-328- 1.31% |
$29.2K - $37.1K
|
24.8K
$3.07M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-330- 12.71% |
$29.4K - $37.4K
|
2.27K
$281K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-331- 4.35% |
$29.5K - $37.5K
|
7.28K
$902K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-331- 0.51% |
$29.5K - $37.5K
|
65K
$8.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-335- 3.43% |
$29.8K - $37.9K
|
9.42K
$1.17M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-336- 3.7% |
$29.9K - $38K
|
8.74K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-344- 5.48% |
$30.6K - $38.9K
|
5.93K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-344- 0.61% |
$30.6K - $38.9K
|
56K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-344- 12.01% |
$30.6K - $38.9K
|
2.52K
$312K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-345- 4.53% |
$30.7K - $39.1K
|
7.27K
$902K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-350- 5.72% |
$31.1K - $39.6K
|
5.77K
$716K
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-351- 0.02% |
$31.2K - $39.7K
|
1.66M
$206M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-352- 3.19% |
$31.3K - $39.8K
|
10.7K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-356- 3.71% |
$31.7K - $40.3K
|
9.25K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-359- 3.1% |
$31.9K - $40.6K
|
11.2K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-359- 10.51% |
$31.9K - $40.6K
|
3.06K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-359- 4.36% |
$31.9K - $40.6K
|
7.88K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-360- 7.85% |
$32K - $40.8K
|
4.23K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-363- 12.46% |
$32.3K - $41.1K
|
2.55K
$316K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-367- 7.12% |
$32.7K - $41.5K
|
4.79K
$593K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-367- 13.36% |
$32.7K - $41.5K
|
2.38K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-371- 4.46% |
$33K - $42K
|
7.96K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-376- 3.62% |
$33.5K - $42.6K
|
10K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-378- 1.76% |
$33.6K - $42.8K
|
21.2K
$2.62M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-379- 15.31% |
$33.7K - $42.9K
|
2.1K
$260K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-381- 6.46% |
$33.9K - $43.1K
|
5.52K
$684K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-382- 2.11% |
$34K - $43.2K
|
17.8K
$2.2M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-382- 2.62% |
$34K - $43.2K
|
14.2K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-382- 2.77% |
$34K - $43.2K
|
13.4K
$1.66M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-383- 3.5% |
$34.1K - $43.4K
|
10.6K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-385- 1.96% |
$34.3K - $43.6K
|
19.2K
$2.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-385- 37.41% |
$34.3K - $43.6K
|
644
$79.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-386- 7.7% |
$34.4K - $43.7K
|
4.63K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-387- 4.01% |
$34.4K - $43.8K
|
9.27K
$1.15M
|