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 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18K+ 45.51% |
$1.6M - $2.04M
|
57.6K
$6.67M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
17.9K+ 1.43% |
$1.6M - $2.03M
|
1.27M
$147M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
17.7KNew |
$1.57M - $2M
|
17.7K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
17.7K+ 50.46% |
$1.57M - $2M
|
52.7K
$6.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Redwood Investments, LLC
|
BUY
|
- |
17.6K+ 53.6% |
$1.57M - $1.99M
|
50.5K
$5.84M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.5K+ 13.66% |
$1.56M - $1.98M
|
146K
$16.9M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
17.4K+ 13.62% |
$1.55M - $1.97M
|
146K
$16.8M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
17.3K+ 3229.85% |
$1.54M - $1.96M
|
17.8K
$2.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
17.1K+ 91.42% |
$1.52M - $1.93M
|
35.7K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
17KNew |
$1.51M - $1.92M
|
17K
$1.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.6K+ 12.85% |
$1.48M - $1.88M
|
146K
$16.9M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
16.6K+ 13.36% |
$1.47M - $1.88M
|
141K
$16.3M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
16.6K+ 5.16% |
$1.47M - $1.88M
|
337K
$39M
|
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
16.6K+ 14.82% |
$1.47M - $1.88M
|
128K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
16.5K+ 65.03% |
$1.47M - $1.87M
|
41.9K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
16.5KNew |
$1.47M - $1.87M
|
16.5K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.4K+ 3.54% |
$1.46M - $1.86M
|
480K
$55.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.2KNew |
$1.45M - $1.84M
|
16.2K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
16.2K+ 80.73% |
$1.44M - $1.83M
|
36.2K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
16.2K+ 40.42% |
$1.44M - $1.83M
|
56.1K
$6.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7KNew |
$1.4M - $1.78M
|
15.7K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
15.7K+ 102.7% |
$1.39M - $1.77M
|
30.9K
$3.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15.4K+ 10.15% |
$1.37M - $1.75M
|
167K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
15.3K+ 18.43% |
$1.36M - $1.73M
|
98.2K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.1K+ 38.57% |
$1.35M - $1.71M
|
54.4K
$6.29M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
15K+ 12.0% |
$1.33M - $1.7M
|
140K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
14.9K+ 7.69% |
$1.33M - $1.69M
|
209K
$24.2M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
14.9KNew |
$1.33M - $1.69M
|
14.9K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
14.7K+ 15.48% |
$1.31M - $1.66M
|
110K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
14.6K+ 39.42% |
$1.3M - $1.66M
|
51.8K
$5.99M
|
|
|
May 11, 2023
Q1 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
14.6K+ 2.07% |
$1.3M - $1.65M
|
716K
$82.8M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.6K+ 32.99% |
$1.3M - $1.65M
|
58.7K
$6.79M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
14.2KNew |
$1.26M - $1.6M
|
14.2K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
14KNew |
$1.25M - $1.59M
|
14K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.9K+ 36.21% |
$1.23M - $1.57M
|
52.1K
$6.03M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
13.8K+ 336.49% |
$1.23M - $1.57M
|
17.9K
$2.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
13.8K+ 304.88% |
$1.23M - $1.56M
|
18.4K
$2.12M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
13.6K+ 145.67% |
$1.21M - $1.54M
|
23K
$2.66M
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
13.6K+ 145.67% |
$1.21M - $1.54M
|
23K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$1.2M - $1.53M
|
13.5K
$1.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
13.3K+ 25.79% |
$1.19M - $1.51M
|
65.1K
$7.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
13.2KNew |
$1.17M - $1.49M
|
13.2K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
13.1KNew |
$1.17M - $1.48M
|
13.1K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
13.1K+ 20.26% |
$1.17M - $1.48M
|
77.8K
$8.99M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
13.1K+ 18.15% |
$1.17M - $1.48M
|
85.2K
$9.85M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
13.1K+ 10.9% |
$1.16M - $1.48M
|
133K
$15.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
13.1K+ 12.57% |
$1.16M - $1.48M
|
117K
$13.5M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$1.16M - $1.48M
|
13K
$1.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
13K+ 0.65% |
$1.16M - $1.47M
|
2.02M
$233M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
12.9K+ 162.69% |
$1.15M - $1.46M
|
20.9K
$2.41M
|