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 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-584- 8.93% |
$52K - $66.1K
|
5.96K
$739K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-585- 1.16% |
$52.1K - $66.2K
|
49.9K
$6.19M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-586- 1.1% |
$52.1K - $66.3K
|
52.9K
$6.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-588- 6.08% |
$52.3K - $66.6K
|
9.09K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-589- 5.71% |
$52.4K - $66.7K
|
9.73K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-590- 4.43% |
$52.5K - $66.8K
|
12.7K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-591- 0.51% |
$52.6K - $66.9K
|
115K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-592- 8.82% |
$52.7K - $67K
|
6.12K
$759K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-593- 16.78% |
$52.8K - $67.1K
|
2.94K
$365K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-595- 7.99% |
$52.9K - $67.4K
|
6.85K
$850K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-600- 21.4% |
$53.4K - $67.9K
|
2.2K
$273K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-601- 18.15% |
$53.5K - $68K
|
2.71K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-601- 11.04% |
$53.5K - $68K
|
4.85K
$601K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-608- 6.46% |
$54.1K - $68.8K
|
8.8K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-609- 0.12% |
$54.2K - $68.9K
|
494K
$61.3M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-610- 3.98% |
$54.3K - $69.1K
|
14.7K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-611- 4.72% |
$54.4K - $69.2K
|
12.3K
$1.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-615- 5.02% |
$54.7K - $69.6K
|
11.6K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-617- 2.35% |
$54.9K - $69.9K
|
25.6K
$3.18M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-621- 21.49% |
$55.3K - $70.3K
|
2.27K
$281K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-629- 18.43% |
$56K - $71.2K
|
2.78K
$345K
|
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-630- 2.65% |
$56.1K - $71.3K
|
23.1K
$2.87M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-630- 16.94% |
$56.1K - $71.3K
|
3.09K
$383K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
SELL
|
- |
-637- 14.18% |
$56.7K - $72.1K
|
3.86K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-637- 12.02% |
$56.7K - $72.1K
|
4.66K
$578K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-640- 4.46% |
$57K - $72.5K
|
13.7K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-645- 18.4% |
$57.4K - $73K
|
2.86K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-650- 7.58% |
$57.8K - $73.6K
|
7.92K
$982K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-650- 0.22% |
$57.8K - $73.6K
|
296K
$36.7M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-658- 2.98% |
$58.6K - $74.5K
|
21.4K
$2.66M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-668- 19.09% |
$59.4K - $75.6K
|
2.83K
$351K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-670- 0.77% |
$59.6K - $75.9K
|
86.2K
$10.7M
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-674- 1.8% |
$60K - $76.3K
|
36.7K
$4.55M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-675- 24.74% |
$60.1K - $76.4K
|
2.05K
$255K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-685- 19.76% |
$61K - $77.5K
|
2.78K
$345K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-689- 15.46% |
$61.3K - $78K
|
3.77K
$467K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-691- 22.02% |
$61.5K - $78.2K
|
2.45K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-695- 3.51% |
$61.8K - $78.7K
|
19.1K
$2.37M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-700- 4.02% |
$62.3K - $79.2K
|
16.7K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-701- 2.52% |
$62.4K - $79.4K
|
27.2K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-703- 10.18% |
$62.6K - $79.6K
|
6.21K
$770K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-706- 1.36% |
$62.8K - $79.9K
|
51.3K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-706- 0.68% |
$62.8K - $79.9K
|
103K
$12.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-709- 7.12% |
$63.1K - $80.3K
|
9.24K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-712- 8.31% |
$63.4K - $80.6K
|
7.86K
$974K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-713- 10.91% |
$63.4K - $80.7K
|
5.82K
$722K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-721- 12.06% |
$64.2K - $81.6K
|
5.26K
$652K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-724- 10.49% |
$64.4K - $82K
|
6.18K
$766K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-724- 2.99% |
$64.4K - $82K
|
23.5K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-730- 1.38% |
$65K - $82.6K
|
52.2K
$6.48M
|