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 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.11KNew |
$632K - $804K
|
7.11K
$703K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
7.09K+ 15.13% |
$631K - $803K
|
53.9K
$5.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 16.06% |
$628K - $799K
|
51K
$5.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.03KNew |
$626K - $796K
|
7.03K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
7K+ 87.5% |
$623K - $792K
|
15K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
7KNew |
$623K - $792K
|
7K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7K+ 8.23% |
$623K - $792K
|
92.1K
$9.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.95K+ 16.81% |
$618K - $787K
|
48.3K
$4.78M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6.95KNew |
$618K - $786K
|
6.95K
$687K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.84K+ 9.97% |
$609K - $774K
|
75.4K
$7.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.77KNew |
$603K - $767K
|
6.77K
$670K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.75K+ 14.82% |
$601K - $764K
|
52.3K
$5.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
6.71K+ 85.4% |
$597K - $759K
|
14.6K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
6.7K+ 7.23% |
$596K - $759K
|
99.4K
$9.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.69K+ 13.23% |
$596K - $758K
|
57.3K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.68K+ 6.22% |
$594K - $756K
|
114K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.66K+ 6.25% |
$593K - $754K
|
113K
$11.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
6.63K+ 69.64% |
$590K - $751K
|
16.2K
$1.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
6.56K+ 1.98% |
$583K - $742K
|
338K
$33.5M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.51K+ 6511.0% |
$579K - $737K
|
6.61K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.5K+ 5.64% |
$579K - $736K
|
122K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.5K+ 7.18% |
$578K - $735K
|
97K
$9.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.48K+ 33.72% |
$576K - $733K
|
25.7K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.43KNew |
$572K - $727K
|
6.43K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6.37K+ 5.78% |
$567K - $721K
|
116K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.36K+ 1.95% |
$566K - $719K
|
332K
$32.9M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
6.29K+ 18.44% |
$560K - $713K
|
40.4K
$4M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.29K+ 42.45% |
$560K - $713K
|
21.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.29K+ 4.63% |
$559K - $712K
|
142K
$14M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.27K+ 0.51% |
$558K - $710K
|
1.23M
$122M
|
|
|
Apr 20, 2023
Q1 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
6.25K+ 30.6% |
$556K - $708K
|
26.7K
$2.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.24K+ 59.26% |
$555K - $707K
|
16.8K
$1.66M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
6.24KNew |
$555K - $706K
|
6.24K
$617K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
6.23K+ 27.45% |
$555K - $706K
|
28.9K
$2.86M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.2K+ 1.25% |
$552K - $702K
|
502K
$49.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.18K+ 154.76% |
$550K - $700K
|
10.2K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
6.13K+ 7.97% |
$545K - $693K
|
83K
$8.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.12K+ 7.93% |
$545K - $693K
|
83.3K
$8.25M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
6.12K+ 7.13% |
$545K - $693K
|
92K
$9.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
BUY
|
- |
6.08K+ 1.52% |
$541K - $688K
|
406K
$40.1M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.06K+ 1.12% |
$539K - $685K
|
546K
$54M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
6.04K+ 129.58% |
$538K - $684K
|
10.7K
$1.06M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.04K+ 0.0% |
$537K - $683K
|
148M
$14.7B
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.01K+ 0.38% |
$535K - $680K
|
1.58M
$157M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6K+ 12.3% |
$534K - $679K
|
54.8K
$5.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Eulav Asset Management
|
BUY
|
- |
6K+ 8.22% |
$534K - $679K
|
79K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
6KNew |
$534K - $679K
|
6K
$594K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5.99K+ 898.65% |
$533K - $678K
|
6.65K
$658K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.96K+ 1.02% |
$530K - $674K
|
589K
$58.3M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.94K+ 11.27% |
$529K - $673K
|
58.7K
$5.81M
|