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 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
740+ 7.61% |
$65K - $76.2K
|
10.5K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
734+ 2.69% |
$64.5K - $75.6K
|
28K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
729+ 0.62% |
$64K - $75.1K
|
119K
$14M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
718+ 0.4% |
$63.1K - $73.9K
|
178K
$21M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
717New |
$63K - $73.8K
|
717
$84.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
714+ 26.42% |
$62.7K - $73.5K
|
3.42K
$402K
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
708+ 2.64% |
$62.2K - $72.9K
|
27.5K
$3.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
707+ 4.5% |
$62.1K - $72.8K
|
16.4K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
707+ 5.72% |
$62.1K - $72.8K
|
13.1K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
703+ 2.29% |
$61.7K - $72.4K
|
31.4K
$3.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
703+ 34.66% |
$61.7K - $72.4K
|
2.73K
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
702+ 22.28% |
$61.6K - $72.3K
|
3.85K
$453K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
680+ 4.15% |
$59.7K - $70K
|
17.1K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
680+ 2.94% |
$59.7K - $70K
|
23.8K
$2.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
679+ 0.48% |
$59.6K - $69.9K
|
142K
$16.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
678+ 3.42% |
$59.5K - $69.8K
|
20.5K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
674+ 10.49% |
$59.2K - $69.4K
|
7.1K
$835K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
661+ 4.84% |
$58K - $68.1K
|
14.3K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
657+ 15.28% |
$57.7K - $67.7K
|
4.96K
$583K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
656+ 30.91% |
$57.6K - $67.5K
|
2.78K
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
655+ 27.9% |
$57.5K - $67.4K
|
3K
$353K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
654+ 3.08% |
$57.4K - $67.3K
|
21.9K
$2.58M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
651+ 33.08% |
$57.2K - $67K
|
2.62K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
650+ 20.97% |
$57.1K - $66.9K
|
3.75K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
648+ 7.34% |
$56.9K - $66.7K
|
9.48K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
644+ 4.03% |
$56.6K - $66.3K
|
16.6K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
638+ 19.39% |
$56K - $65.7K
|
3.93K
$462K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
636New |
$55.9K - $65.5K
|
636
$74.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
635+ 5.57% |
$55.8K - $65.4K
|
12K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
627+ 15.6% |
$55.1K - $64.6K
|
4.65K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
627+ 2.0% |
$55.1K - $64.6K
|
32K
$3.77M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
622+ 11.69% |
$54.6K - $64K
|
5.95K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
614+ 3.66% |
$53.9K - $63.2K
|
17.4K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
614+ 1.62% |
$53.9K - $63.2K
|
38.6K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
603+ 0.55% |
$53K - $62.1K
|
110K
$13M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
600+ 82.76% |
$52.7K - $61.8K
|
1.33K
$156K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
597+ 24.18% |
$52.4K - $61.5K
|
3.07K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
597+ 23.26% |
$52.4K - $61.5K
|
3.16K
$372K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
595+ 6.46% |
$52.3K - $61.3K
|
9.81K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
594+ 0.91% |
$52.2K - $61.2K
|
65.6K
$7.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
591+ 3.13% |
$51.9K - $60.9K
|
19.4K
$2.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
590+ 7.92% |
$51.8K - $60.8K
|
8.04K
$945K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
588+ 4.97% |
$51.6K - $60.5K
|
12.4K
$1.46M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
588+ 17.11% |
$51.6K - $60.5K
|
4.03K
$473K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
585+ 1.0% |
$51.4K - $60.2K
|
59.1K
$6.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
582+ 27.93% |
$51.1K - $59.9K
|
2.67K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
578+ 15.25% |
$50.8K - $59.5K
|
4.37K
$514K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
570+ 6.47% |
$50.1K - $58.7K
|
9.38K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
567+ 10.22% |
$49.8K - $58.4K
|
6.12K
$719K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
557+ 16.21% |
$48.9K - $57.4K
|
3.99K
$470K
|