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 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
12.8K+ 1.65% |
$1.14M - $1.45M
|
788K
$77.9M
|
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
12.8K+ 4.83% |
$1.14M - $1.45M
|
278K
$27.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12.8K+ 83.22% |
$1.14M - $1.45M
|
28.2K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
BUY
|
- |
12.7K+ 38.5% |
$1.13M - $1.44M
|
45.9K
$4.54M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12.7K+ 6.24% |
$1.13M - $1.44M
|
216K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12.5K+ 26.45% |
$1.11M - $1.41M
|
59.6K
$5.9M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
12.4K+ 16.3% |
$1.11M - $1.41M
|
88.6K
$8.77M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.4KNew |
$1.1M - $1.4M
|
12.4K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 4.17% |
$1.09M - $1.39M
|
306K
$30.3M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
12K+ 47.62% |
$1.07M - $1.36M
|
37.3K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12K+ 17.07% |
$1.07M - $1.36M
|
82.4K
$8.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.6K+ 13.83% |
$1.03M - $1.31M
|
95.4K
$9.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
11.5K+ 1.08% |
$1.02M - $1.3M
|
1.08M
$106M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
11.4K+ 41.71% |
$1.02M - $1.3M
|
38.9K
$3.85M
|
|
|
May 01, 2023
Q1 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
11.4K+ 2.52% |
$1.02M - $1.3M
|
465K
$46M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.4KNew |
$1.01M - $1.29M
|
11.4K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.4K+ 3.06% |
$1.01M - $1.29M
|
383K
$37.9M
|
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.01M - $1.29M
|
11.4K
$1.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 25.99% |
$1.01M - $1.28M
|
55K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
11.3K+ 3.85% |
$1.01M - $1.28M
|
306K
$30.2M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 55.3% |
$1M - $1.27M
|
31.6K
$3.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
11.2KNew |
$994K - $1.26M
|
11.2K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
11.2K+ 13.82% |
$992K - $1.26M
|
91.8K
$9.08M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
11.1KNew |
$991K - $1.26M
|
11.1K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
11.1K+ 3.41% |
$987K - $1.26M
|
336K
$33.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
11.1K+ 20.0% |
$985K - $1.25M
|
66.4K
$6.57M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.1K+ 2.6% |
$984K - $1.25M
|
436K
$43.2M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
11.1K+ 17.86% |
$984K - $1.25M
|
73K
$7.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
10.9KNew |
$966K - $1.23M
|
10.9K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
10.5K+ 172.13% |
$938K - $1.19M
|
16.7K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 79.57% |
$936K - $1.19M
|
23.7K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.4K+ 8.91% |
$930K - $1.18M
|
128K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.3K+ 14.58% |
$920K - $1.17M
|
81.2K
$8.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
10.2K+ 6.74% |
$912K - $1.16M
|
162K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10.2K+ 140.03% |
$908K - $1.16M
|
17.5K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10KNew |
$890K - $1.13M
|
10K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.98KNew |
$888K - $1.13M
|
9.98K
$987K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.96K+ 17.91% |
$886K - $1.13M
|
65.6K
$6.49M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.96K+ 7.04% |
$886K - $1.13M
|
151K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
9.87K+ 36.25% |
$878K - $1.12M
|
37.1K
$3.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.86K+ 63.6% |
$877K - $1.12M
|
25.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
9.7KNew |
$863K - $1.1M
|
9.7K
$960K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9.64K+ 128.38% |
$858K - $1.09M
|
17.2K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.58KNew |
$853K - $1.08M
|
9.58K
$948K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
9.52KNew |
$847K - $1.08M
|
9.52K
$942K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.5K+ 9.11% |
$846K - $1.08M
|
114K
$11.3M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
9.47K+ 73.43% |
$842K - $1.07M
|
22.4K
$2.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.42K+ 5.09% |
$838K - $1.07M
|
194K
$19.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
9.41KNew |
$837K - $1.07M
|
9.41K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.34K+ 5.28% |
$831K - $1.06M
|
186K
$18.4M
|