Purchases and Sales Made in Q1 2023 in Walt Disney CO (DIS)

DIS Quotes by TradingView

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
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
7.13K
+ 3.36%
$634K - $807K
219K $25.3M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
7.13K
+ 9.5%
$634K - $807K
82.1K $9.48M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
7.11K
New
$632K - $804K
7.11K $820K
May 08, 2023 Q1 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
7.09K
+ 15.13%
$631K - $803K
53.9K $6.23M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
7.06K
+ 16.06%
$628K - $799K
51K $5.89M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
7.03K
New
$626K - $796K
7.03K $812K
May 04, 2023 Q1 2023
Waycross Partners, LLC

Louisville, KY
BUY
 -
7K
+ 87.5%
$623K - $792K
15K $1.73M
May 12, 2023 Q1 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
7K
New
$623K - $792K
7K $808K
May 15, 2023 Q1 2023
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
7K
+ 8.23%
$623K - $792K
92.1K $10.6M
Apr 10, 2023 Q1 2023
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
6.95K
+ 16.81%
$618K - $787K
48.3K $5.58M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.84K
+ 9.97%
$609K - $774K
75.4K $8.71M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
6.77K
New
$603K - $767K
6.77K $782K
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
6.75K
+ 14.82%
$601K - $764K
52.3K $6.04M
Apr 24, 2023 Q1 2023
Db Fitzpatrick & Co, Inc

BUY
 -
6.71K
+ 85.4%
$597K - $759K
14.6K $1.68M
Apr 28, 2023 Q1 2023
Callahan Advisors, LLC

BUY
 -
6.7K
+ 7.23%
$596K - $759K
99.4K $11.5M
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
6.69K
+ 13.23%
$596K - $758K
57.3K $6.62M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
6.68K
+ 6.22%
$594K - $756K
114K $13.2M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
6.66K
+ 6.25%
$593K - $754K
113K $13.1M
Apr 24, 2023 Q1 2023
Mizuho Securities Co. Ltd.

BUY
 -
6.63K
+ 69.64%
$590K - $751K
16.2K $1.86M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
6.56K
+ 1.98%
$583K - $742K
338K $39M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
6.51K
+ 6511.0%
$579K - $737K
6.61K $763K
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
6.5K
+ 5.64%
$579K - $736K
122K $14M
Apr 18, 2023 Q1 2023
Eagle Ridge Investment Management

BUY
 -
6.5K
+ 7.18%
$578K - $735K
97K $11.2M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
6.48K
+ 33.72%
$576K - $733K
25.7K $2.97M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
6.43K
New
$572K - $727K
6.43K $742K
May 11, 2023 Q1 2023
Rafferty Asset Management, LLC

New York, NY
BUY
 -
6.37K
+ 5.78%
$567K - $721K
116K $13.4M
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
6.36K
+ 1.95%
$566K - $719K
332K $38.4M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
6.29K
+ 18.44%
$560K - $713K
40.4K $4.67M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
6.29K
+ 42.45%
$560K - $713K
21.1K $2.44M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.29K
+ 4.63%
$559K - $712K
142K $16.4M
May 15, 2023 Q1 2023
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
6.27K
+ 0.51%
$558K - $710K
1.23M $142M
Apr 20, 2023 Q1 2023
Lynch Asset Management, Inc.

BUY
 -
6.25K
+ 30.6%
$556K - $708K
26.7K $3.08M
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
6.24K
+ 59.26%
$555K - $707K
16.8K $1.94M
Sep 06, 2024 Q1 2023
Ted Buchan & CO

San Diego, CA
BUY
 -
6.24K
New
$555K - $706K
6.24K $720K
Apr 19, 2023 Q1 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
6.23K
+ 27.45%
$555K - $706K
28.9K $3.34M
Apr 28, 2023 Q1 2023
State Of Michigan Retirement System

BUY
 -
6.2K
+ 1.25%
$552K - $702K
502K $57.9M
Apr 25, 2023 Q1 2023
Peterson Financial Group, Inc.

BUY
 -
6.18K
+ 154.76%
$550K - $700K
10.2K $1.17M
Apr 11, 2023 Q1 2023
Grassi Investment Management

BUY
 -
6.13K
+ 7.97%
$545K - $693K
83K $9.58M
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
6.12K
+ 7.93%
$545K - $693K
83.3K $9.62M
May 15, 2023 Q1 2023
Shell Asset Management CO

The Hague, P7
BUY
 -
6.12K
+ 7.13%
$545K - $693K
92K $10.6M
Apr 24, 2023 Q1 2023
Alta Capital Management LLC

BUY
 -
6.08K
+ 1.52%
$541K - $688K
406K $46.8M
May 01, 2023 Q1 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
6.06K
+ 1.12%
$539K - $685K
546K $63M
Jul 09, 2024 Q1 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
6.04K
+ 129.58%
$538K - $684K
10.7K $1.24M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
6.04K
+ 0.0%
$537K - $683K
148M $17.1B
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
6.01K
+ 0.38%
$535K - $680K
1.58M $183M
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
6K
+ 12.3%
$534K - $679K
54.8K $6.33M
Apr 27, 2023 Q1 2023
Eulav Asset Management

BUY
 -
6K
+ 8.22%
$534K - $679K
79K $9.12M
May 15, 2023 Q1 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
6K
New
$534K - $679K
6K $693K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
5.99K
+ 898.65%
$533K - $678K
6.65K $768K

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