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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.23K+ 10.64% |
$283K - $332K
|
33.6K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.22K+ 3.95% |
$283K - $332K
|
84.9K
$8.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.22K+ 12.8% |
$283K - $332K
|
28.4K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 90.58% |
$282K - $331K
|
6.75K
$668K
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.18K+ 69.01% |
$280K - $328K
|
7.8K
$771K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.18K+ 2.83% |
$279K - $328K
|
116K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
3.17K+ 6.09% |
$279K - $327K
|
55.3K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.17K+ 36.12% |
$279K - $327K
|
12K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
3.13K+ 48.26% |
$275K - $322K
|
9.61K
$951K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.11K+ 115.79% |
$273K - $320K
|
5.79K
$573K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.11K+ 7.78% |
$273K - $320K
|
43K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.1K+ 42.29% |
$272K - $319K
|
10.4K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.1K+ 3.54% |
$272K - $319K
|
90.6K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.09K+ 6.92% |
$271K - $318K
|
47.7K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.08K+ 0.99% |
$271K - $318K
|
314K
$31.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
3.08K+ 26.62% |
$270K - $317K
|
14.7K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.07K+ 3.66% |
$270K - $316K
|
87.1K
$8.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.06K+ 28.64% |
$268K - $315K
|
13.7K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.05K+ 12.86% |
$268K - $314K
|
26.8K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.02K+ 70.29% |
$265K - $311K
|
7.31K
$723K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.01KNew |
$265K - $310K
|
3.01K
$298K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3K+ 3.77% |
$264K - $309K
|
82.7K
$8.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3K+ 32.21% |
$264K - $309K
|
12.3K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.99K+ 11.54% |
$263K - $308K
|
28.9K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
2.94K+ 2.49% |
$258K - $302K
|
121K
$11.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.93KNew |
$257K - $302K
|
2.93K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
2.93K+ 0.96% |
$257K - $302K
|
307K
$30.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.92K+ 144.62% |
$256K - $300K
|
4.93K
$488K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.9K+ 1.4% |
$255K - $299K
|
210K
$20.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$255K - $299K
|
2.9K
$287K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.9K+ 0.32% |
$254K - $298K
|
919K
$90.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
2.88K+ 6.4% |
$253K - $296K
|
47.8K
$4.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.83K+ 33.23% |
$249K - $292K
|
11.4K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2.83KNew |
$249K - $291K
|
2.83K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.83KNew |
$248K - $291K
|
2.83K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.79KNew |
$245K - $288K
|
2.79K
$276K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.79K+ 9.66% |
$245K - $287K
|
31.6K
$3.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.78K+ 8.43% |
$244K - $286K
|
35.8K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.76K+ 0.92% |
$242K - $284K
|
301K
$29.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.75K+ 4.8% |
$242K - $283K
|
60.1K
$5.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
2.75K+ 59.11% |
$242K - $283K
|
7.4K
$732K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.73K+ 128.22% |
$240K - $281K
|
4.86K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.7K+ 70.96% |
$237K - $278K
|
6.51K
$644K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.69K+ 1.28% |
$237K - $277K
|
213K
$21.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.69K+ 9.56% |
$236K - $277K
|
30.8K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.69K+ 0.68% |
$236K - $277K
|
396K
$39.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
2.68K+ 4.47% |
$236K - $276K
|
62.8K
$6.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.67K+ 9.15% |
$234K - $275K
|
31.8K
$3.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.66K+ 0.86% |
$234K - $274K
|
313K
$31M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.66K+ 9.88% |
$233K - $274K
|
29.5K
$2.92M
|