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 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.9K+ 28.22% |
$2.57M - $3.27M
|
131K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
28.6K+ 5.27% |
$2.55M - $3.24M
|
571K
$64.6M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
27.9KNew |
$2.48M - $3.16M
|
27.9K
$3.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
27.8K+ 6.51% |
$2.47M - $3.14M
|
455K
$51.4M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
27.7K+ 47.98% |
$2.47M - $3.14M
|
85.4K
$9.66M
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
27.7K+ 5.11% |
$2.46M - $3.13M
|
569K
$64.4M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.4K+ 15.16% |
$2.44M - $3.1M
|
208K
$23.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.3K+ 2.47% |
$2.43M - $3.09M
|
1.13M
$128M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
26.4K+ 2.96% |
$2.35M - $2.99M
|
916K
$104M
|
|
|
May 15, 2023
Q1 2023
|
Zeno Research, LLC
New York, NY |
BUY
|
- |
26.1K+ 69.03% |
$2.33M - $2.96M
|
64K
$7.24M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26K+ 23.03% |
$2.31M - $2.94M
|
139K
$15.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
25.4K+ 27.13% |
$2.26M - $2.88M
|
119K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
25KNew |
$2.22M - $2.83M
|
25K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
25KNew |
$2.22M - $2.83M
|
25K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 5.95% |
$2.2M - $2.8M
|
440K
$49.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.4K+ 50.09% |
$2.17M - $2.77M
|
73.2K
$8.27M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
24.4K+ 4.5% |
$2.17M - $2.76M
|
567K
$64M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
24.1K+ 1.73% |
$2.14M - $2.73M
|
1.42M
$160M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
23.6K+ 15.99% |
$2.1M - $2.67M
|
171K
$19.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
23.5KNew |
$2.09M - $2.66M
|
23.5K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.4K+ 0.65% |
$1.99M - $2.53M
|
3.44M
$389M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
22.3KNew |
$1.99M - $2.53M
|
22.3K
$2.52M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
22.3K+ 24.53% |
$1.98M - $2.52M
|
113K
$12.8M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
22K+ 7.88% |
$1.96M - $2.5M
|
302K
$34.1M
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
21.9K+ 36.37% |
$1.95M - $2.48M
|
82.1K
$9.28M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
21.8K+ 16.44% |
$1.94M - $2.47M
|
155K
$17.5M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21.6K+ 3.43% |
$1.92M - $2.45M
|
651K
$73.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
21.6K+ 90.58% |
$1.92M - $2.44M
|
45.4K
$5.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
21.5K+ 18.2% |
$1.91M - $2.43M
|
140K
$15.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.5K+ 19.72% |
$1.91M - $2.43M
|
130K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.5K+ 24.3% |
$1.91M - $2.43M
|
110K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
21.4KNew |
$1.9M - $2.42M
|
21.4K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Wafra Inc.
New York, NY |
BUY
|
- |
21.2K+ 5.08% |
$1.88M - $2.4M
|
438K
$49.5M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21.1K+ 30.49% |
$1.88M - $2.39M
|
90.5K
$10.2M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
21.1KNew |
$1.88M - $2.39M
|
21.1K
$2.39M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
21K+ 32.01% |
$1.87M - $2.37M
|
86.4K
$9.77M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
20.8K+ 1.56% |
$1.85M - $2.35M
|
1.35M
$153M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
20.8K+ 493.21% |
$1.85M - $2.35M
|
25K
$2.82M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.7K+ 5.66% |
$1.85M - $2.35M
|
387K
$43.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 2.39% |
$1.82M - $2.32M
|
878K
$99.3M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
20.4K+ 20.87% |
$1.81M - $2.3M
|
118K
$13.3M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
20.3K+ 32.2% |
$1.8M - $2.3M
|
83.3K
$9.41M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
20.1K+ 3.41% |
$1.79M - $2.28M
|
611K
$69M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.6K+ 8.96% |
$1.75M - $2.22M
|
239K
$27M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
19.5K+ 30.34% |
$1.74M - $2.21M
|
84K
$9.49M
|
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
19.5K+ 56.86% |
$1.74M - $2.21M
|
53.9K
$6.09M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
19.4K+ 34.76% |
$1.73M - $2.2M
|
75.3K
$8.51M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
19.2K+ 89.23% |
$1.71M - $2.17M
|
40.7K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
18.8K+ 138.96% |
$1.68M - $2.13M
|
32.4K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
18.5K+ 29.48% |
$1.65M - $2.09M
|
81.2K
$9.18M
|