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 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
881New |
$77.4K - $90.7K
|
881
$102K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
879+ 5.53% |
$77.2K - $90.5K
|
16.8K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
876+ 18.75% |
$76.9K - $90.2K
|
5.55K
$642K
|
|
|
Aug 11, 2023
Q2 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
876+ 9.11% |
$76.9K - $90.2K
|
10.5K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
872+ 24.23% |
$76.6K - $89.8K
|
4.47K
$517K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
869+ 4.43% |
$76.3K - $89.5K
|
20.5K
$2.37M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
869+ 4.43% |
$76.3K - $89.5K
|
20.5K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
866+ 6.59% |
$76.1K - $89.2K
|
14K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
866+ 0.62% |
$76.1K - $89.2K
|
140K
$16.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
857+ 3.81% |
$75.3K - $88.2K
|
23.4K
$2.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
854+ 7.43% |
$75K - $87.9K
|
12.3K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
851+ 1.9% |
$74.7K - $87.6K
|
45.6K
$5.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
848+ 3.25% |
$74.5K - $87.3K
|
26.9K
$3.11M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
844+ 21.72% |
$74.1K - $86.9K
|
4.73K
$547K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
841+ 2.44% |
$73.9K - $86.6K
|
35.3K
$4.08M
|
|
|
Jul 27, 2023
Q2 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
828+ 2.79% |
$72.7K - $85.3K
|
30.5K
$3.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
825+ 1.16% |
$72.5K - $85K
|
72.2K
$8.34M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
825+ 20.67% |
$72.5K - $85K
|
4.82K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
820+ 16.9% |
$72K - $84.4K
|
5.67K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
819+ 3.21% |
$71.9K - $84.3K
|
26.3K
$3.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
815+ 17.96% |
$71.6K - $83.9K
|
5.35K
$619K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
815+ 7.1% |
$71.6K - $83.9K
|
12.3K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
811+ 20.02% |
$71.2K - $83.5K
|
4.86K
$562K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
811+ 5.66% |
$71.2K - $83.5K
|
15.1K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
809New |
$71K - $83.3K
|
809
$93.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
804+ 6.23% |
$70.6K - $82.8K
|
13.7K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
800+ 0.16% |
$70.3K - $82.4K
|
502K
$58.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
800New |
$70.3K - $82.4K
|
800
$92.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
800+ 38.17% |
$70.3K - $82.4K
|
2.9K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
800+ 2.78% |
$70.3K - $82.4K
|
29.6K
$3.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
799+ 24.26% |
$70.2K - $82.3K
|
4.09K
$473K
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
795+ 2.84% |
$69.8K - $81.9K
|
28.8K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
795+ 16.66% |
$69.8K - $81.9K
|
5.57K
$644K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
794+ 7.14% |
$69.7K - $81.8K
|
11.9K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
788+ 1.19% |
$69.2K - $81.1K
|
66.8K
$7.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
786+ 3.58% |
$69K - $80.9K
|
22.7K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
784+ 12.76% |
$68.9K - $80.7K
|
6.93K
$801K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
783+ 14.28% |
$68.8K - $80.6K
|
6.27K
$725K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
782+ 9.99% |
$68.7K - $80.5K
|
8.61K
$996K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
780+ 1.88% |
$68.5K - $80.3K
|
42.2K
$4.88M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
780+ 12.14% |
$68.5K - $80.3K
|
7.2K
$833K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
772+ 1.11% |
$67.8K - $79.5K
|
70.5K
$8.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
770+ 0.95% |
$67.6K - $79.3K
|
82K
$9.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
767+ 7.42% |
$67.4K - $79K
|
11.1K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
767+ 46.71% |
$67.4K - $79K
|
2.41K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
762+ 36.32% |
$66.9K - $78.5K
|
2.86K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
758+ 2.4% |
$66.6K - $78.1K
|
32.4K
$3.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
746+ 2.41% |
$65.5K - $76.8K
|
31.6K
$3.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
746+ 4.89% |
$65.5K - $76.8K
|
16K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
740+ 7.61% |
$65K - $76.2K
|
10.5K
$1.21M
|