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 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.5K- 43.74% |
$312K - $396K
|
4.5K
$521K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.51K- 3.87% |
$312K - $397K
|
87.2K
$10.1M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.52K- 1.38% |
$313K - $398K
|
252K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-3.6K- 34.62% |
$320K - $408K
|
6.8K
$786K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.63K- 15.92% |
$323K - $411K
|
19.2K
$2.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.69K- 3.63% |
$329K - $418K
|
98.1K
$11.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-3.71K- 33.79% |
$330K - $420K
|
7.28K
$841K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.72K- 4.36% |
$331K - $421K
|
81.6K
$9.44M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.73K- 2.01% |
$332K - $423K
|
182K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.74K- 0.69% |
$333K - $423K
|
541K
$62.5M
|
|
|
May 12, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-3.74K- 3.59% |
$333K - $424K
|
100K
$11.6M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
SELL
|
- |
-3.75K- 6.23% |
$333K - $424K
|
56.4K
$6.52M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.75K- 11.95% |
$334K - $425K
|
27.6K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.78K- 32.8% |
$336K - $428K
|
7.74K
$895K
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-3.78K- 25.88% |
$336K - $428K
|
10.8K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.79K- 1.89% |
$337K - $429K
|
197K
$22.8M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.81K- 2.5% |
$339K - $431K
|
148K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
SELL
|
- |
-3.86K- 15.37% |
$344K - $437K
|
21.3K
$2.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.89K- 9.62% |
$346K - $440K
|
36.6K
$4.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.9K- 4.72% |
$347K - $441K
|
78.7K
$9.1M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.96K- 46.67% |
$352K - $448K
|
4.52K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.96K- 15.01% |
$352K - $448K
|
22.4K
$2.59M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.97K- 44.27% |
$353K - $450K
|
5K
$578K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.98K- 32.04% |
$354K - $450K
|
8.43K
$975K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.99K- 3.8% |
$355K - $452K
|
101K
$11.7M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4K- 46.27% |
$356K - $452K
|
4.64K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.01K- 26.43% |
$357K - $454K
|
11.2K
$1.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-4.09K- 7.75% |
$364K - $463K
|
48.7K
$5.63M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-4.13K- 32.13% |
$367K - $467K
|
8.71K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-4.15K- 1.82% |
$369K - $469K
|
223K
$25.8M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.16K- 0.87% |
$370K - $471K
|
475K
$54.9M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.17KClosed |
$371K - $472K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-4.18K- 22.17% |
$372K - $473K
|
14.7K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.19K- 22.39% |
$373K - $474K
|
14.5K
$1.68M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.27K- 4.49% |
$380K - $483K
|
90.7K
$10.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.36K- 1.72% |
$388K - $493K
|
248K
$28.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-4.37K- 90.14% |
$389K - $495K
|
478
$55.3K
|
|
|
May 03, 2023
Q1 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-4.59K- 13.39% |
$409K - $520K
|
29.7K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-4.61K- 4.07% |
$410K - $521K
|
109K
$12.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.61K- 1.93% |
$410K - $521K
|
234K
$27M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-4.63K- 68.7% |
$412K - $524K
|
2.11K
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-4.65K- 16.65% |
$414K - $526K
|
23.3K
$2.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-4.66K- 6.01% |
$415K - $528K
|
73K
$8.44M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.67K- 37.94% |
$415K - $528K
|
7.63K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.71K- 87.61% |
$419K - $533K
|
666
$77K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.74K- 0.98% |
$421K - $536K
|
476K
$55.1M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.74KClosed |
$421K - $536K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.77K- 43.61% |
$425K - $540K
|
6.17K
$713K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.92K- 0.37% |
$437K - $557K
|
1.31M
$152M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.92K- 9.99% |
$438K - $557K
|
44.3K
$5.12M
|