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
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-424- 7.39% |
$37.7K - $48K
|
5.31K
$613K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-425- 12.69% |
$37.8K - $48.1K
|
2.93K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-428- 0.09% |
$38.1K - $48.5K
|
501K
$57.9M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-428- 3.85% |
$38.1K - $48.5K
|
10.7K
$1.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-430- 9.6% |
$38.3K - $48.7K
|
4.05K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-434- 3.9% |
$38.6K - $49.1K
|
10.7K
$1.23M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-435- 9.46% |
$38.7K - $49.2K
|
4.16K
$481K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-437- 7.49% |
$38.9K - $49.5K
|
5.39K
$623K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-440- 6.19% |
$39.2K - $49.8K
|
6.67K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-440- 8.04% |
$39.2K - $49.8K
|
5.03K
$581K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
SELL
|
- |
-441- 14.11% |
$39.2K - $49.9K
|
2.68K
$310K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-443- 5.67% |
$39.4K - $50.2K
|
7.37K
$851K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-443- 7.45% |
$39.4K - $50.2K
|
5.51K
$636K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-444- 4.97% |
$39.5K - $50.3K
|
8.49K
$980K
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-445- 0.98% |
$39.6K - $50.4K
|
44.9K
$5.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-448- 12.09% |
$39.9K - $50.7K
|
3.26K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-450- 0.66% |
$40K - $50.9K
|
68.1K
$7.86M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-451- 9.22% |
$40.1K - $51.1K
|
4.44K
$513K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-453- 10.16% |
$40.3K - $51.3K
|
4.01K
$462K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-455- 4.3% |
$40.5K - $51.5K
|
10.1K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-459- 5.16% |
$40.8K - $52K
|
8.44K
$974K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-460- 3.66% |
$40.9K - $52.1K
|
12.1K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-462- 2.04% |
$41.1K - $52.3K
|
22.2K
$2.56M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-464- 0.87% |
$41.3K - $52.5K
|
52.7K
$6.09M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-465- 2.65% |
$41.4K - $52.6K
|
17.1K
$1.97M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-465- 7.8% |
$41.4K - $52.6K
|
5.5K
$635K
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-465- 6.47% |
$41.4K - $52.6K
|
6.73K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-465- 0.41% |
$41.4K - $52.6K
|
113K
$13M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-468- 5.11% |
$41.6K - $53K
|
8.7K
$1M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-469- 5.62% |
$41.7K - $53.1K
|
7.88K
$910K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-470- 15.82% |
$41.8K - $53.2K
|
2.5K
$289K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-472- 3.95% |
$42K - $53.4K
|
11.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-474- 16.21% |
$42.2K - $53.7K
|
2.45K
$283K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-475- 16.86% |
$42.3K - $53.8K
|
2.34K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-477- 2.87% |
$42.4K - $54K
|
16.2K
$1.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-480- 1.71% |
$42.7K - $54.3K
|
27.6K
$3.19M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-480- 3.0% |
$42.7K - $54.3K
|
15.5K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-482- 18.68% |
$42.9K - $54.6K
|
2.1K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-486- 9.89% |
$43.2K - $55K
|
4.43K
$511K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-487- 10.02% |
$43.3K - $55.1K
|
4.37K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-487- 12.39% |
$43.3K - $55.1K
|
3.44K
$398K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-488- 12.43% |
$43.4K - $55.2K
|
3.44K
$397K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-489- 5.54% |
$43.5K - $55.4K
|
8.34K
$963K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-493- 3.16% |
$43.9K - $55.8K
|
15.1K
$1.75M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-495- 2.48% |
$44.1K - $56K
|
19.5K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-495- 3.0% |
$44.1K - $56K
|
16K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-495- 3.37% |
$44.1K - $56K
|
14.2K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-496- 6.57% |
$44.1K - $56.2K
|
7.05K
$814K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-496- 8.62% |
$44.1K - $56.2K
|
5.26K
$607K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-500- 30.3% |
$44.5K - $56.6K
|
1.15K
$133K
|