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 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
1.06K+ 5.27% |
$93.9K - $119K
|
21.1K
$2.43M
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.05K+ 0.73% |
$93.6K - $119K
|
144K
$16.7M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 9.63% |
$93.6K - $119K
|
12K
$1.38M
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.05K+ 4.76% |
$93.2K - $119K
|
23K
$2.66M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.04K+ 1511.59% |
$92.8K - $118K
|
1.11K
$128K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.04K+ 0.21% |
$92.5K - $118K
|
498K
$57.5M
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.04K+ 6.85% |
$92.5K - $118K
|
16.2K
$1.87M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.04KNew |
$92.5K - $118K
|
1.04K
$120K
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.03K+ 13.14% |
$91.2K - $116K
|
8.83K
$1.02M
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.02K+ 2.65% |
$90.9K - $116K
|
39.5K
$4.56M
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.01K+ 1.74% |
$90.1K - $115K
|
59.1K
$6.83M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.01KNew |
$89.5K - $114K
|
1.01K
$116K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.01K+ 11.33% |
$89.5K - $114K
|
9.88K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1K+ 1.9% |
$89.1K - $113K
|
53.8K
$6.21M
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
1K+ 21.46% |
$89K - $113K
|
5.66K
$653K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1K+ 0.85% |
$89K - $113K
|
119K
$13.7M
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1K+ 24.39% |
$89K - $113K
|
5.1K
$589K
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.31% |
$89K - $113K
|
325K
$37.5M
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1K+ 6.82% |
$89K - $113K
|
15.7K
$1.81M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
995+ 59.72% |
$88.5K - $113K
|
2.66K
$307K
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
990+ 0.7% |
$88.1K - $112K
|
142K
$16.3M
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
985+ 39.59% |
$87.7K - $112K
|
3.47K
$401K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
980+ 3.19% |
$87.2K - $111K
|
31.7K
$3.66M
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
976+ 6.83% |
$86.9K - $110K
|
15.3K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
976+ 0.86% |
$86.9K - $110K
|
114K
$13.2M
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
973+ 8.73% |
$86.6K - $110K
|
12.1K
$1.4M
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
967+ 0.37% |
$86.1K - $109K
|
261K
$30.2M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
957+ 297.2% |
$85.2K - $108K
|
1.28K
$148K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
953+ 108.79% |
$84.8K - $108K
|
1.83K
$211K
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
950+ 26.88% |
$84.5K - $108K
|
4.48K
$518K
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
949+ 8.92% |
$84.5K - $107K
|
11.6K
$1.34M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
949+ 9.31% |
$84.5K - $107K
|
11.1K
$1.29M
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
948+ 3.91% |
$84.4K - $107K
|
25.2K
$2.91M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
931+ 2.88% |
$82.8K - $105K
|
33.3K
$3.85M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
930+ 3.35% |
$82.8K - $105K
|
28.7K
$3.31M
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
930+ 10.92% |
$82.8K - $105K
|
9.45K
$1.09M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
926+ 2.45% |
$82.4K - $105K
|
38.8K
$4.48M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
923+ 15.09% |
$82.1K - $104K
|
7.04K
$813K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
922+ 5.1% |
$82K - $104K
|
19K
$2.19M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
922+ 3.38% |
$82K - $104K
|
28.2K
$3.25M
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
918+ 17.93% |
$81.7K - $104K
|
6.04K
$697K
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
915+ 2.73% |
$81.4K - $104K
|
34.4K
$3.97M
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
911+ 4.84% |
$81.1K - $103K
|
19.7K
$2.28M
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
905+ 5.42% |
$80.5K - $102K
|
17.6K
$2.03M
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
902+ 32.36% |
$80.3K - $102K
|
3.69K
$426K
|
|
May 16, 2023
Q1 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
900+ 4.54% |
$80.1K - $102K
|
20.7K
$2.39M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
897+ 10.33% |
$79.8K - $102K
|
9.58K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
892+ 3.53% |
$79.4K - $101K
|
26.2K
$3.02M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
890+ 0.69% |
$79.2K - $101K
|
130K
$15M
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
889+ 11.83% |
$79.1K - $101K
|
8.4K
$970K
|