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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.19K+ 5.54% |
$192K - $225K
|
41.7K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.16K+ 25.01% |
$190K - $223K
|
10.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
2.15K+ 0.29% |
$189K - $221K
|
754K
$87M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.14K+ 5.22% |
$188K - $220K
|
43.2K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.14K+ 16.16% |
$188K - $220K
|
15.4K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.14K+ 89.45% |
$188K - $220K
|
4.53K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.12K+ 8.1% |
$186K - $218K
|
28.3K
$3.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.07K+ 18.39% |
$181K - $213K
|
13.3K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.06K+ 54.45% |
$181K - $212K
|
5.84K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.06K+ 6.1% |
$181K - $212K
|
35.8K
$4.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
2.04K+ 3.38% |
$179K - $210K
|
62.3K
$7.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
2.03K+ 3.34% |
$178K - $209K
|
62.7K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.01K+ 26.35% |
$177K - $207K
|
9.64K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$176K - $206K
|
2.02M
$233M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
1.99K+ 5.34% |
$175K - $205K
|
39.3K
$4.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.98K+ 5.27% |
$174K - $204K
|
39.5K
$4.56M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.96K+ 0.51% |
$172K - $202K
|
385K
$44.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 7.05% |
$171K - $201K
|
29.6K
$3.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 6.32% |
$170K - $200K
|
32.6K
$3.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.91K+ 5.16% |
$168K - $197K
|
39K
$4.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.9K+ 5.67% |
$167K - $196K
|
35.5K
$4.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.86K+ 3.1% |
$163K - $191K
|
61.8K
$7.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.85K+ 1.54% |
$163K - $191K
|
122K
$14.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.84K+ 13.7% |
$161K - $189K
|
15.3K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.84K+ 19.37% |
$161K - $189K
|
11.3K
$1.31M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 51.08% |
$160K - $188K
|
5.4K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.83K+ 10.52% |
$160K - $188K
|
19.2K
$2.21M
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.83K+ 8.16% |
$160K - $188K
|
24.2K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.82K+ 8.65% |
$160K - $188K
|
22.9K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.82K+ 2.13% |
$160K - $187K
|
87K
$10M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.81K+ 9.24% |
$159K - $186K
|
21.3K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.8K+ 6.19% |
$158K - $185K
|
30.9K
$3.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.8K+ 65.82% |
$158K - $185K
|
4.52K
$522K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.79K+ 28.61% |
$157K - $184K
|
8.02K
$926K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.77K+ 8.69% |
$156K - $182K
|
22.1K
$2.56M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.74K+ 16.17% |
$153K - $179K
|
12.5K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
1.73K+ 0.1% |
$152K - $178K
|
1.66M
$192M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.72K+ 15.46% |
$151K - $177K
|
12.9K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.69K+ 337.6% |
$148K - $174K
|
2.19K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.68K+ 20.24% |
$148K - $173K
|
10K
$1.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.68K+ 3.89% |
$147K - $173K
|
44.7K
$5.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.67K+ 7.92% |
$147K - $172K
|
22.8K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 0.61% |
$147K - $172K
|
277K
$32M
|
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.66K+ 15.03% |
$146K - $171K
|
12.7K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.66K+ 4.16% |
$146K - $171K
|
41.4K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1.64KNew |
$144K - $169K
|
1.64K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 7.38% |
$143K - $168K
|
23.8K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.62K+ 17.98% |
$142K - $167K
|
10.6K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.6K+ 0.95% |
$140K - $164K
|
170K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.59K+ 4.39% |
$139K - $164K
|
37.8K
$4.36M
|