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
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-986- 5.9% |
$87.7K - $112K
|
15.7K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-993- 11.4% |
$88.4K - $112K
|
7.72K
$892K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-996- 18.8% |
$88.6K - $113K
|
4.3K
$497K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 5.01% |
$89K - $113K
|
19K
$2.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-1K- 30.4% |
$89K - $113K
|
2.29K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1K- 78.13% |
$89K - $113K
|
280
$32.4K
|
|
|
May 22, 2023
Q1 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-1K- 66.67% |
$89K - $113K
|
500
$57.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.01K- 1.15% |
$89.4K - $114K
|
86.4K
$10M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-1.02K- 14.86% |
$90.4K - $115K
|
5.82K
$673K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.02K- 1.84% |
$90.6K - $115K
|
54.4K
$6.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.71% |
$91.3K - $116K
|
26.7K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 5.11% |
$92K - $117K
|
19.2K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.04K- 32.01% |
$92.5K - $118K
|
2.21K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.04K- 0.53% |
$92.8K - $118K
|
196K
$22.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 8.95% |
$93.2K - $119K
|
10.6K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.05K- 10.83% |
$93.8K - $119K
|
8.67K
$1M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.06K- 1.74% |
$94.5K - $120K
|
59.9K
$6.93M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.07K- 16.39% |
$95.2K - $121K
|
5.46K
$631K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.07K- 2.17% |
$95.3K - $121K
|
48.2K
$5.58M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.08K- 4.33% |
$96.1K - $122K
|
23.9K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.08K- 6.94% |
$96.2K - $122K
|
14.5K
$1.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.1K- 4.58% |
$98.2K - $125K
|
23K
$2.66M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.11K- 11.98% |
$99K - $126K
|
8.18K
$946K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.13K- 31.36% |
$100K - $128K
|
2.47K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-1.14K- 13.08% |
$101K - $128K
|
7.54K
$872K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 60.42% |
$102K - $130K
|
754
$87.2K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 17.55% |
$103K - $131K
|
5.42K
$627K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 23.13% |
$103K - $131K
|
3.85K
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-1.16K- 2.22% |
$103K - $131K
|
51K
$5.9M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1.16K- 10.9% |
$103K - $131K
|
9.48K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.18K- 15.65% |
$105K - $133K
|
6.34K
$733K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.18K- 6.23% |
$105K - $133K
|
17.8K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.18K- 4.08% |
$105K - $134K
|
27.8K
$3.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.19K- 2.67% |
$106K - $134K
|
43.3K
$5.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.2K- 14.69% |
$106K - $135K
|
6.94K
$803K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 2.6% |
$106K - $135K
|
44.8K
$5.19M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.2K- 0.8% |
$107K - $136K
|
150K
$17.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.63% |
$109K - $139K
|
11.5K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.22K- 4.85% |
$109K - $139K
|
24K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.24K- 4.22% |
$110K - $140K
|
28K
$3.24M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.24K- 6.95% |
$110K - $140K
|
16.6K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.25K- 9.05% |
$111K - $142K
|
12.6K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.25K- 8.74% |
$111K - $142K
|
13.1K
$1.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.26K- 3.77% |
$112K - $142K
|
32.1K
$3.71M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.27K- 35.65% |
$113K - $143K
|
2.29K
$264K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-1.27K- 2.08% |
$113K - $144K
|
59.9K
$6.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.28K- 3.53% |
$113K - $144K
|
34.8K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.29K- 15.01% |
$114K - $145K
|
7.28K
$842K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.33K- 16.92% |
$119K - $151K
|
6.55K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.33K- 3.47% |
$119K - $151K
|
37.1K
$4.29M
|