Purchases and Sales Made in Q2 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-600- 6.19% |
$52.7K - $61.8K
|
9.09K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-601- 1.46% |
$52.8K - $61.9K
|
40.7K
$4.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-601- 14.02% |
$52.8K - $61.9K
|
3.69K
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-602- 12.39% |
$52.9K - $62K
|
4.26K
$474K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-604- 41.26% |
$53K - $62.2K
|
860
$95.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-607- 6.93% |
$53.3K - $62.5K
|
8.15K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-618- 0.25% |
$54.3K - $63.6K
|
246K
$27.4M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-621- 1.2% |
$54.5K - $63.9K
|
51K
$5.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-623- 1.58% |
$54.7K - $64.2K
|
38.7K
$4.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-627- 1.46% |
$55.1K - $64.6K
|
42.2K
$4.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-629- 4.56% |
$55.2K - $64.8K
|
13.2K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-634- 4.27% |
$55.7K - $65.3K
|
14.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-636- 14.83% |
$55.9K - $65.5K
|
3.65K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-642- 0.44% |
$56.4K - $66.1K
|
145K
$16.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-648- 2.44% |
$56.9K - $66.7K
|
25.9K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-648- 5.99% |
$56.9K - $66.7K
|
10.2K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-649- 39.29% |
$57K - $66.8K
|
1K
$112K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-649- 39.29% |
$57K - $66.8K
|
1K
$112K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-650- 5.45% |
$57.1K - $66.9K
|
11.3K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-651- 2.89% |
$57.2K - $67K
|
21.8K
$2.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-661- 9.35% |
$58K - $68.1K
|
6.41K
$714K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-665- 3.29% |
$58.4K - $68.5K
|
19.6K
$2.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-669- 5.7% |
$58.8K - $68.9K
|
11.1K
$1.23M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-671- 0.66% |
$58.9K - $69.1K
|
100K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-673- 2.14% |
$59.1K - $69.3K
|
30.7K
$3.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-675- 9.01% |
$59.3K - $69.5K
|
6.82K
$759K
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-680- 16.23% |
$59.7K - $70K
|
3.51K
$391K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-680- 49.28% |
$59.7K - $70K
|
700
$77.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-686- 9.24% |
$60.2K - $70.6K
|
6.74K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-689- 14.08% |
$60.5K - $70.9K
|
4.21K
$468K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-692- 2.61% |
$60.8K - $71.3K
|
25.8K
$2.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-694- 23.27% |
$60.9K - $71.5K
|
2.29K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-694- 1.36% |
$60.9K - $71.5K
|
50.4K
$5.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-695- 4.72% |
$61K - $71.6K
|
14K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-703- 21.64% |
$61.7K - $72.4K
|
2.55K
$283K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-705- 0.85% |
$61.9K - $72.6K
|
82.3K
$9.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
SELL
|
- |
-705- 1.45% |
$61.9K - $72.6K
|
48K
$5.34M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-706- 2.36% |
$62K - $72.7K
|
29.2K
$3.25M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-706- 15.33% |
$62K - $72.7K
|
3.9K
$434K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-712- 10.46% |
$62.5K - $73.3K
|
6.1K
$679K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-715- 4.79% |
$62.8K - $73.6K
|
14.2K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-716- 3.99% |
$62.9K - $73.7K
|
17.2K
$1.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-718- 22.55% |
$63.1K - $73.9K
|
2.47K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-726- 0.87% |
$63.8K - $74.8K
|
82.8K
$9.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-728- 3.94% |
$63.9K - $75K
|
17.7K
$1.98M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-731- 6.53% |
$64.2K - $75.3K
|
10.5K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-738- 2.31% |
$64.8K - $76K
|
31.2K
$3.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-741- 35.49% |
$65.1K - $76.3K
|
1.35K
$150K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-747- 15.52% |
$65.6K - $76.9K
|
4.07K
$453K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-748- 3.33% |
$65.7K - $77K
|
21.7K
$2.42M
|