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 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.42K+ 5.09% |
$838K - $1.07M
|
194K
$22M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
9.41KNew |
$837K - $1.07M
|
9.41K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.34K+ 5.28% |
$831K - $1.06M
|
186K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9.3K+ 8.36% |
$828K - $1.05M
|
121K
$13.6M
|
|
|
May 09, 2023
Q1 2023
|
Ar Asset Management Inc
|
BUY
|
- |
9.26K+ 20.71% |
$824K - $1.05M
|
54K
$6.1M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9.23KNew |
$822K - $1.05M
|
9.23K
$1.04M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9.23KNew |
$821K - $1.04M
|
9.23K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
9.19K+ 3.87% |
$818K - $1.04M
|
246K
$27.8M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.97K+ 29.38% |
$799K - $1.02M
|
39.5K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.79KNew |
$783K - $996K
|
8.79K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
8.74KNew |
$777K - $989K
|
8.74K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8.65K+ 4.62% |
$769K - $979K
|
196K
$22.1M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
8.65KNew |
$769K - $979K
|
8.65K
$977K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.64K+ 15.44% |
$769K - $978K
|
64.6K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.63K+ 9.25% |
$768K - $977K
|
102K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.56K+ 1.95% |
$762K - $969K
|
447K
$50.5M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.46K+ 24.66% |
$753K - $958K
|
42.8K
$4.83M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
8.39K+ 17.29% |
$747K - $950K
|
56.9K
$6.43M
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8.33KNew |
$741K - $943K
|
8.33K
$941K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.32K+ 4.79% |
$740K - $941K
|
182K
$20.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
8.3K+ 18.76% |
$738K - $939K
|
52.5K
$5.94M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
8.25K+ 3.91% |
$734K - $934K
|
219K
$24.8M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
8.08K+ 5.64% |
$719K - $914K
|
151K
$17.1M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.08K+ 28.11% |
$719K - $914K
|
36.8K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.03K+ 18.78% |
$715K - $909K
|
50.8K
$5.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
8.03K+ 10.56% |
$714K - $909K
|
84K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
8K+ 48.86% |
$712K - $906K
|
24.4K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7.96K+ 129.31% |
$709K - $902K
|
14.1K
$1.6M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.88K+ 24.42% |
$702K - $893K
|
40.2K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
7.87KNew |
$701K - $891K
|
7.87K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
7.79KNew |
$693K - $881K
|
7.79K
$880K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.77KNew |
$691K - $879K
|
7.77K
$878K
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
7.75K+ 1.59% |
$690K - $877K
|
497K
$56.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
7.75K+ 13.41% |
$689K - $877K
|
65.5K
$7.4M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.68KNew |
$683K - $869K
|
7.68K
$868K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.6K+ 63.91% |
$676K - $860K
|
19.5K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
7.6K+ 8.37% |
$676K - $860K
|
98.3K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
7.56KNew |
$673K - $856K
|
7.56K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
7.56K+ 1.18% |
$673K - $856K
|
650K
$73.4M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
7.49K+ 31.01% |
$667K - $848K
|
31.6K
$3.58M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.45K+ 15.15% |
$663K - $844K
|
56.6K
$6.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
7.43K+ 21.36% |
$661K - $841K
|
42.2K
$4.77M
|
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
7.39K+ 19.78% |
$658K - $837K
|
44.8K
$5.06M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
7.36K+ 59.51% |
$655K - $833K
|
19.7K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
7.33KNew |
$653K - $830K
|
7.33K
$829K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
7.29K+ 6.42% |
$649K - $826K
|
121K
$13.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
7.25K+ 20.57% |
$645K - $821K
|
42.5K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Intermede Investment Partners LTD
|
BUY
|
- |
7.21K+ 0.44% |
$642K - $816K
|
1.65M
$186M
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7.15K+ 30.05% |
$636K - $810K
|
31K
$3.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
7.13K+ 6.2% |
$635K - $808K
|
122K
$13.8M
|