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 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.19K- 2.67% |
$106K - $134K
|
43.3K
$5.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
SELL
|
- |
-1.2K- 14.69% |
$106K - $135K
|
6.94K
$861K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.2K- 2.6% |
$106K - $135K
|
44.8K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.2K- 0.8% |
$107K - $136K
|
150K
$18.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.63% |
$109K - $139K
|
11.5K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.22K- 4.85% |
$109K - $139K
|
24K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.24K- 4.22% |
$110K - $140K
|
28K
$3.47M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.24K- 6.95% |
$110K - $140K
|
16.6K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.25K- 9.05% |
$111K - $142K
|
12.6K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.25K- 8.74% |
$111K - $142K
|
13.1K
$1.62M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.26K- 3.77% |
$112K - $142K
|
32.1K
$3.97M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.27K- 35.65% |
$113K - $143K
|
2.29K
$283K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-1.27K- 2.08% |
$113K - $144K
|
59.9K
$7.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.28K- 3.53% |
$113K - $144K
|
34.8K
$4.32M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.29K- 15.01% |
$114K - $145K
|
7.28K
$902K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.33K- 16.92% |
$119K - $151K
|
6.55K
$812K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.33K- 3.47% |
$119K - $151K
|
37.1K
$4.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.34K- 2.63% |
$119K - $152K
|
49.7K
$6.16M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 31.09% |
$119K - $152K
|
2.97K
$368K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.37K- 9.67% |
$122K - $155K
|
12.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 8.12% |
$122K - $156K
|
15.5K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.38K- 3.36% |
$123K - $156K
|
39.8K
$4.93M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.39K- 8.21% |
$124K - $157K
|
15.5K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-1.39K- 2.25% |
$124K - $157K
|
60.3K
$7.48M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.4K- 11.96% |
$124K - $158K
|
10.3K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.42K- 1.17% |
$127K - $161K
|
120K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.46K- 11.52% |
$130K - $165K
|
11.2K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.47K- 34.78% |
$131K - $167K
|
2.76K
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-1.49K- 14.59% |
$133K - $169K
|
8.74K
$1.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.52K- 40.44% |
$135K - $172K
|
2.24K
$277K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.53K- 6.87% |
$136K - $173K
|
20.7K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.54K- 8.25% |
$137K - $174K
|
17.1K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.54K- 43.69% |
$137K - $174K
|
1.99K
$246K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.56K- 12.81% |
$139K - $177K
|
10.6K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.56K- 3.08% |
$139K - $177K
|
49.2K
$6.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.58K- 3.27% |
$140K - $179K
|
46.6K
$5.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.58K- 14.46% |
$140K - $179K
|
9.33K
$1.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.58K- 27.45% |
$141K - $179K
|
4.19K
$519K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.59K- 2.87% |
$141K - $180K
|
53.9K
$6.68M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.59K- 16.18% |
$142K - $180K
|
8.25K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-1.6K- 0.9% |
$142K - $181K
|
176K
$21.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.6K- 13.59% |
$142K - $181K
|
10.2K
$1.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.61K- 17.64% |
$143K - $182K
|
7.5K
$929K
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 2.05% |
$143K - $182K
|
77K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.62K- 13.49% |
$144K - $183K
|
10.4K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 9.58% |
$144K - $184K
|
15.3K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.63K- 12.44% |
$145K - $184K
|
11.4K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.64K- 7.63% |
$146K - $186K
|
19.9K
$2.46M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.65K- 43.68% |
$147K - $187K
|
2.13K
$264K
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-1.65K- 27.79% |
$147K - $187K
|
4.29K
$532K
|