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 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.52K+ 183.43% |
$133K - $156K
|
2.34K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.51K+ 7.97% |
$133K - $156K
|
20.5K
$2.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.51K+ 1.27% |
$133K - $156K
|
121K
$11.9M
|
|
|
Dec 14, 2023
Q2 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 32.48% |
$132K - $155K
|
6.15K
$608K
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
1.5K+ 9.39% |
$132K - $154K
|
17.5K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.49K+ 2.48% |
$131K - $153K
|
61.5K
$6.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.48K+ 6.68% |
$130K - $153K
|
23.7K
$2.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
1.46K+ 19.83% |
$128K - $150K
|
8.79K
$870K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 3.16% |
$127K - $149K
|
47.2K
$4.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.44K+ 8.74% |
$126K - $148K
|
17.9K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.44K+ 5.35% |
$126K - $148K
|
28.3K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.43K+ 0.55% |
$125K - $147K
|
263K
$26M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.42K+ 14.25% |
$125K - $146K
|
11.4K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
1.41K+ 29.97% |
$124K - $145K
|
6.12K
$605K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.41K+ 6.91% |
$124K - $145K
|
21.8K
$2.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.4K+ 10.79% |
$123K - $144K
|
14.4K
$1.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.4K+ 8.17% |
$123K - $144K
|
18.6K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.39K+ 0.9% |
$122K - $143K
|
156K
$15.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.38K+ 0.85% |
$121K - $142K
|
164K
$16.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.38K+ 5.46% |
$121K - $142K
|
26.6K
$2.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
1.37K+ 4.61% |
$120K - $141K
|
31.1K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.36K+ 16.85% |
$120K - $140K
|
9.45K
$935K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.36K+ 23.44% |
$120K - $140K
|
7.17K
$710K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.36K+ 4.59% |
$119K - $140K
|
31K
$3.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.35K+ 6.47% |
$119K - $139K
|
22.2K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.34K+ 18.6% |
$118K - $138K
|
8.56K
$847K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.34K+ 4.33% |
$118K - $138K
|
32.3K
$3.19M
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
1.34K+ 17.47% |
$118K - $138K
|
9.01K
$891K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.34K+ 6.45% |
$118K - $138K
|
22.1K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.34K+ 10.48% |
$117K - $138K
|
14.1K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.33K+ 6.06% |
$117K - $137K
|
23.3K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.33K+ 8.41% |
$116K - $136K
|
17.1K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
1.32K+ 0.79% |
$116K - $136K
|
169K
$16.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Galibier Capital Management Ltd.
|
BUY
|
- |
1.32K+ 9.26% |
$116K - $136K
|
15.5K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.31K+ 2.81% |
$115K - $135K
|
48K
$4.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.29K+ 13.85% |
$113K - $132K
|
10.6K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
1.28K+ 2.9% |
$112K - $131K
|
45.3K
$4.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.28K+ 27.36% |
$112K - $131K
|
5.94K
$587K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.27K+ 0.77% |
$112K - $131K
|
168K
$16.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.27K+ 2.97% |
$112K - $131K
|
44K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.26K+ 3.01% |
$111K - $130K
|
43.1K
$4.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.25K+ 1.66% |
$110K - $129K
|
76.6K
$7.57M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 19.68% |
$109K - $128K
|
7.56K
$748K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.22K+ 46.58% |
$107K - $126K
|
3.84K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 6.78% |
$106K - $124K
|
19K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 6.5% |
$106K - $124K
|
19.7K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.2K+ 20.56% |
$105K - $123K
|
7.02K
$694K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.19K+ 4.48% |
$105K - $123K
|
27.9K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.19K+ 11.29% |
$105K - $123K
|
11.8K
$1.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.19K+ 28.52% |
$105K - $123K
|
5.37K
$531K
|