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 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.64K+ 13.95% |
$495K - $581K
|
46.1K
$5.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.52K+ 6.62% |
$485K - $569K
|
89K
$9.68M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.52K+ 6.62% |
$485K - $569K
|
89K
$9.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.49K+ 29.1% |
$482K - $565K
|
24.4K
$2.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
5.44KNew |
$478K - $560K
|
5.44K
$592K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.3KNew |
$465K - $546K
|
5.3K
$576K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.23K+ 8.84% |
$459K - $538K
|
64.4K
$7M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
5.18K+ 5.57% |
$455K - $534K
|
98.2K
$10.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
5.18KNew |
$454K - $533K
|
5.18K
$563K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
5.15K+ 44.79% |
$452K - $530K
|
16.6K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
5.15KNew |
$452K - $530K
|
5.15K
$560K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
5.09K+ 14.95% |
$447K - $524K
|
39.1K
$4.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
5.06K+ 7.26% |
$444K - $521K
|
74.7K
$8.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
5.05K+ 0.7% |
$443K - $520K
|
721K
$78.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
5K+ 1.59% |
$439K - $515K
|
319K
$34.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.99K+ 1253.02% |
$438K - $514K
|
5.39K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
4.98KNew |
$438K - $513K
|
4.98K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Grace & White Inc
|
BUY
|
- |
4.95KNew |
$435K - $510K
|
4.95K
$539K
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.92K+ 3.75% |
$432K - $507K
|
136K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.91K+ 6.6% |
$431K - $505K
|
79.3K
$8.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
4.87K+ 1.77% |
$428K - $502K
|
280K
$30.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.87K+ 0.75% |
$428K - $501K
|
654K
$71.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.87K+ 0.75% |
$428K - $501K
|
654K
$71.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.87K+ 5.97% |
$427K - $501K
|
86.4K
$9.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.84K+ 2.83% |
$425K - $499K
|
176K
$19.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.82K+ 90.81% |
$423K - $496K
|
10.1K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.81K+ 18.72% |
$422K - $495K
|
30.5K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.77K+ 3.27% |
$418K - $491K
|
150K
$16.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
4.73KNew |
$415K - $487K
|
4.73K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
4.69K+ 100.71% |
$412K - $483K
|
9.36K
$1.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
4.69K+ 5.04% |
$412K - $483K
|
97.7K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
BUY
|
- |
4.69K+ 10.22% |
$411K - $482K
|
50.5K
$5.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.62K+ 1.96% |
$405K - $475K
|
241K
$26.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.61K+ 7.83% |
$405K - $475K
|
63.5K
$6.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
4.58KNew |
$402K - $472K
|
4.58K
$499K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
4.54K+ 1.31% |
$399K - $468K
|
352K
$38.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
4.51K+ 4.64% |
$396K - $464K
|
102K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.44K+ 0.56% |
$390K - $457K
|
791K
$86.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4.42K+ 923.85% |
$388K - $455K
|
4.89K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
4.41K+ 135.49% |
$388K - $454K
|
7.67K
$835K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.4K+ 5.22% |
$386K - $453K
|
88.8K
$9.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
4.38K+ 5.75% |
$384K - $450K
|
80.5K
$8.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.34K+ 8.08% |
$381K - $446K
|
58K
$6.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.32K+ 1.45% |
$379K - $445K
|
301K
$32.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
4.32KNew |
$379K - $444K
|
4.32K
$470K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.3KNew |
$378K - $443K
|
4.3K
$468K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 42.35% |
$377K - $442K
|
14.4K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
4.23KNew |
$371K - $435K
|
4.23K
$460K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
4.22K+ 0.72% |
$371K - $435K
|
593K
$64.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.18K+ 5.16% |
$367K - $431K
|
85.2K
$9.27M
|