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 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-501- 6.85% |
$44.6K - $56.7K
|
6.81K
$788K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-501- 4.02% |
$44.6K - $56.7K
|
12K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-505- 12.21% |
$44.9K - $57.2K
|
3.63K
$420K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-506- 1.21% |
$45K - $57.3K
|
41.4K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-511- 1.81% |
$45.5K - $57.9K
|
27.7K
$3.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-513- 2.79% |
$45.7K - $58.1K
|
17.8K
$2.06M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-514- 11.22% |
$45.7K - $58.2K
|
4.07K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-516- 0.37% |
$45.9K - $58.4K
|
140K
$16.2M
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-517- 6.37% |
$46K - $58.5K
|
7.61K
$880K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-517- 1.67% |
$46K - $58.5K
|
30.4K
$3.51M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-517- 2.03% |
$46K - $58.5K
|
24.9K
$2.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-520- 2.28% |
$46.3K - $58.9K
|
22.3K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-523- 1.79% |
$46.5K - $59.2K
|
28.8K
$3.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-530- 11.04% |
$47.2K - $60K
|
4.27K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-531- 12.95% |
$47.3K - $60.1K
|
3.57K
$413K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-533- 6.53% |
$47.4K - $60.3K
|
7.62K
$882K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-534- 6.89% |
$47.5K - $60.5K
|
7.22K
$835K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-538- 5.23% |
$47.9K - $60.9K
|
9.76K
$1.13M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-538- 5.23% |
$47.9K - $60.9K
|
9.76K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-548- 17.72% |
$48.8K - $62K
|
2.54K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-549- 2.33% |
$48.9K - $62.2K
|
23K
$2.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-550- 0.61% |
$48.9K - $62.3K
|
89.4K
$10.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-555- 8.75% |
$49.4K - $62.8K
|
5.79K
$669K
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-555- 4.48% |
$49.4K - $62.8K
|
11.8K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-557- 8.49% |
$49.6K - $63.1K
|
6.01K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-559- 1.85% |
$49.7K - $63.3K
|
29.6K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-567- 14.4% |
$50.5K - $64.2K
|
3.37K
$390K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-571- 5.58% |
$50.8K - $64.6K
|
9.67K
$1.12M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-575- 6.13% |
$51.2K - $65.1K
|
8.81K
$1.02M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-577- 21.8% |
$51.3K - $65.3K
|
2.07K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-578- 45.58% |
$51.4K - $65.4K
|
690
$79.8K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-580- 17.52% |
$51.6K - $65.7K
|
2.73K
$316K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-581- 1.39% |
$51.7K - $65.8K
|
41.1K
$4.75M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-583- 2.22% |
$51.9K - $66K
|
25.7K
$2.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-584- 8.93% |
$52K - $66.1K
|
5.96K
$689K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-585- 1.16% |
$52.1K - $66.2K
|
49.9K
$5.77M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-586- 1.1% |
$52.1K - $66.3K
|
52.9K
$6.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-588- 6.08% |
$52.3K - $66.6K
|
9.09K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-589- 5.71% |
$52.4K - $66.7K
|
9.73K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-590- 4.43% |
$52.5K - $66.8K
|
12.7K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-591- 0.51% |
$52.6K - $66.9K
|
115K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-592- 8.82% |
$52.7K - $67K
|
6.12K
$708K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-593- 16.78% |
$52.8K - $67.1K
|
2.94K
$340K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-595- 7.99% |
$52.9K - $67.4K
|
6.85K
$793K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-600- 21.4% |
$53.4K - $67.9K
|
2.2K
$255K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-601- 18.15% |
$53.5K - $68K
|
2.71K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-601- 11.04% |
$53.5K - $68K
|
4.85K
$560K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-608- 6.46% |
$54.1K - $68.8K
|
8.8K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-609- 0.12% |
$54.2K - $68.9K
|
494K
$57.2M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-610- 3.98% |
$54.3K - $69.1K
|
14.7K
$1.7M
|