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 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.65K+ 14.43% |
$233K - $273K
|
21K
$2.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.64K+ 11.25% |
$232K - $272K
|
26.2K
$2.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.64K+ 2.62% |
$232K - $272K
|
103K
$10.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 7.82% |
$231K - $271K
|
36.3K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.63K+ 5.97% |
$231K - $271K
|
46.7K
$4.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.63K+ 15.42% |
$231K - $271K
|
19.7K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$230K - $270K
|
2.62K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.61KNew |
$229K - $268K
|
2.61K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.6K+ 14.83% |
$228K - $267K
|
20.1K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.6K+ 1.99% |
$228K - $267K
|
133K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.58K+ 58.37% |
$227K - $266K
|
7K
$693K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.58K+ 4.43% |
$226K - $265K
|
60.7K
$6M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57K+ 15.43% |
$226K - $265K
|
19.2K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
2.57K+ 3.66% |
$225K - $264K
|
72.6K
$7.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
2.56K+ 100.0% |
$224K - $263K
|
5.11K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2.55KNew |
$224K - $263K
|
2.55K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.55K+ 37.5% |
$224K - $263K
|
9.35K
$925K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.54KNew |
$223K - $262K
|
2.54K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.48K+ 6.67% |
$218K - $256K
|
39.7K
$3.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.48K+ 1.72% |
$218K - $255K
|
147K
$14.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
2.47KNew |
$217K - $255K
|
2.47K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.47K+ 25.81% |
$217K - $255K
|
12.1K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.46K+ 1.92% |
$216K - $253K
|
131K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.43K+ 51.3% |
$214K - $250K
|
7.17K
$710K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.41KNew |
$211K - $248K
|
2.41K
$238K
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.4K+ 15.77% |
$211K - $248K
|
17.6K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.4K+ 6.48% |
$211K - $247K
|
39.5K
$3.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.4K+ 69.72% |
$211K - $247K
|
5.85K
$578K
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.39KNew |
$210K - $246K
|
2.39K
$237K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.38K+ 4.17% |
$209K - $245K
|
59.4K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.37K+ 9.17% |
$208K - $244K
|
28.2K
$2.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.36KNew |
$208K - $243K
|
2.36K
$234K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.36K+ 2.02% |
$207K - $243K
|
119K
$11.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.36KNew |
$207K - $243K
|
2.36K
$234K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.36K+ 2.66% |
$207K - $243K
|
91K
$9M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2.35K+ 4.41% |
$206K - $242K
|
55.6K
$5.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.34K+ 16.48% |
$205K - $241K
|
16.5K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.34K+ 26.08% |
$205K - $241K
|
11.3K
$1.12M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.33K+ 702.71% |
$205K - $240K
|
2.67K
$264K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.32K+ 18.69% |
$203K - $238K
|
14.7K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.31KNew |
$203K - $238K
|
2.31K
$229K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.31K+ 0.61% |
$203K - $238K
|
383K
$37.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.28KNew |
$200K - $235K
|
2.28K
$225K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.27K+ 0.74% |
$199K - $234K
|
308K
$30.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
2.21K+ 2.68% |
$194K - $228K
|
84.6K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Lindsell Train LTD
London, X0 |
BUY
|
- |
2.2K+ 0.04% |
$193K - $227K
|
5.63M
$557M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.2K+ 6.73% |
$193K - $227K
|
34.9K
$3.45M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.71% |
$193K - $227K
|
83.3K
$8.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.2K+ 4.08% |
$193K - $226K
|
56.1K
$5.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 5.54% |
$192K - $225K
|
41.7K
$4.13M
|