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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.55K+ 2.94% |
$316K - $402K
|
124K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.55K+ 20.3% |
$316K - $402K
|
21K
$2.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.54K+ 4.23% |
$315K - $400K
|
87.1K
$10.1M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.52K+ 27.2% |
$313K - $399K
|
16.5K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$313K - $399K
|
3.52K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.52K+ 2.4% |
$313K - $398K
|
150K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
3.5KNew |
$311K - $396K
|
3.5K
$404K
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
3.48K+ 3.88% |
$309K - $394K
|
93.1K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.47KNew |
$308K - $392K
|
3.47K
$401K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
3.43K+ 57.04% |
$305K - $389K
|
9.45K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 46.53% |
$304K - $386K
|
10.7K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
3.41K+ 0.0% |
$303K - $386K
|
70.7M
$8.17B
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.41K+ 17.98% |
$303K - $386K
|
22.4K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.4K+ 22.44% |
$303K - $385K
|
18.6K
$2.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.39K+ 87.35% |
$302K - $384K
|
7.27K
$841K
|
|
|
May 09, 2023
Q1 2023
|
Minneapolis Portfolio Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.38K+ 2.14% |
$301K - $383K
|
161K
$18.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.37KNew |
$300K - $381K
|
3.37K
$390K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.37K+ 5.07% |
$299K - $381K
|
69.7K
$8.07M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.36KNew |
$299K - $381K
|
3.36K
$389K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.35K+ 4.86% |
$298K - $379K
|
72.2K
$8.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.32KNew |
$295K - $376K
|
3.32K
$384K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.31K+ 16.15% |
$295K - $375K
|
23.8K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$295K - $375K
|
3.31K
$383K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 0.51% |
$294K - $374K
|
649K
$75.1M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 0.51% |
$294K - $374K
|
649K
$75.1M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.3KNew |
$293K - $373K
|
3.3K
$381K
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.27K+ 25.52% |
$291K - $370K
|
16.1K
$1.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.25KNew |
$289K - $368K
|
3.25K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
3.21K+ 0.57% |
$286K - $364K
|
565K
$65.4M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
3.2KNew |
$285K - $362K
|
3.2K
$370K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.2KNew |
$285K - $362K
|
3.2K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.17K+ 3.35% |
$282K - $358K
|
97.6K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.16K+ 1.68% |
$281K - $358K
|
191K
$22.1M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.08KNew |
$274K - $348K
|
3.08K
$356K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.07K+ 7.07% |
$273K - $348K
|
46.5K
$5.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
3.07K+ 1.76% |
$273K - $348K
|
178K
$20.5M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 10.05% |
$273K - $347K
|
33.6K
$3.88M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.05K+ 1.4% |
$272K - $345K
|
221K
$25.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.05KNew |
$271K - $345K
|
3.05K
$353K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.04KNew |
$270K - $344K
|
3.04K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.03K+ 0.84% |
$269K - $342K
|
364K
$42.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3K+ 40.09% |
$267K - $340K
|
10.5K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3KNew |
$267K - $340K
|
3K
$347K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.99K+ 5.33% |
$266K - $339K
|
59.2K
$6.84M
|
|
|
May 12, 2023
Q1 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.98K+ 1.32% |
$265K - $337K
|
229K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.98K+ 0.88% |
$265K - $337K
|
343K
$39.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
2.97K+ 20.45% |
$264K - $336K
|
17.5K
$2.02M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.97KNew |
$264K - $336K
|
2.97K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.96K+ 3.46% |
$263K - $335K
|
88.3K
$10.2M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.95K+ 55.01% |
$262K - $334K
|
8.3K
$960K
|