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 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.83K- 20.89% |
$160K - $188K
|
6.91K
$764K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.83K- 3.56% |
$161K - $188K
|
49.5K
$5.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.83K- 21.78% |
$161K - $189K
|
6.58K
$727K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.84K- 11.44% |
$162K - $189K
|
14.2K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.84K- 9.61% |
$162K - $190K
|
17.3K
$1.92M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.86K- 29.91% |
$163K - $191K
|
4.35K
$481K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.86K- 3.64% |
$163K - $191K
|
49.2K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.86K- 10.06% |
$163K - $191K
|
16.6K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-1.87K- 2.35% |
$164K - $192K
|
77.4K
$8.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.89K- 3.19% |
$166K - $194K
|
57.3K
$6.33M
|
|
|
Dec 02, 2024
Q2 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-1.9K- 35.73% |
$167K - $196K
|
3.42K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.9K- 2.27% |
$167K - $196K
|
82K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-1.91K- 2.74% |
$168K - $196K
|
67.7K
$7.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.91K- 3.96% |
$168K - $197K
|
46.3K
$5.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.92K- 39.95% |
$169K - $198K
|
2.89K
$319K
|
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1.93K- 9.92% |
$170K - $199K
|
17.5K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.95K- 22.81% |
$172K - $201K
|
6.61K
$731K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.96K- 8.04% |
$172K - $202K
|
22.4K
$2.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.96K- 1.84% |
$172K - $202K
|
105K
$11.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2K- 4.42% |
$176K - $206K
|
43.3K
$4.79M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.01K- 12.29% |
$176K - $207K
|
14.3K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.05K- 8.64% |
$180K - $211K
|
21.7K
$2.4M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.07KClosed |
$182K - $213K
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.07K- 3.84% |
$182K - $214K
|
52K
$5.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.08K- 2.54% |
$182K - $214K
|
79.6K
$8.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2.09K- 10.68% |
$183K - $215K
|
17.4K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.09K- 11.13% |
$184K - $216K
|
16.7K
$1.85M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.1KClosed |
$184K - $216K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.1K- 14.85% |
$184K - $216K
|
12K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-2.11K- 19.73% |
$185K - $217K
|
8.57K
$947K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.12K- 27.72% |
$186K - $218K
|
5.53K
$611K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 1.9% |
$187K - $219K
|
110K
$12.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.13K- 4.03% |
$187K - $219K
|
50.6K
$5.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.13K- 20.9% |
$187K - $219K
|
8.05K
$890K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.13K- 40.31% |
$187K - $219K
|
3.15K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.14K- 25.72% |
$187K - $220K
|
6.17K
$682K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.16K- 6.8% |
$189K - $222K
|
29.5K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.16K- 19.52% |
$190K - $223K
|
8.92K
$986K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.17K- 8.88% |
$190K - $223K
|
22.2K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.17K- 2.15% |
$190K - $223K
|
98.9K
$10.9M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
SELL
|
- |
-2.17K- 7.94% |
$191K - $224K
|
25.2K
$2.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-2.2K- 2.13% |
$193K - $226K
|
101K
$11.2M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.2K- 11.84% |
$193K - $227K
|
16.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.2K- 11.12% |
$193K - $227K
|
17.6K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.22K- 8.44% |
$195K - $229K
|
24.1K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.23K- 4.59% |
$195K - $229K
|
46.3K
$5.11M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.23K- 4.63% |
$196K - $229K
|
45.9K
$5.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.23K- 2.72% |
$196K - $230K
|
79.8K
$8.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.23K- 33.54% |
$196K - $230K
|
4.43K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.26K- 1.49% |
$199K - $233K
|
149K
$16.5M
|