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 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
552+ 9.85% |
$48.5K - $56.8K
|
6.15K
$609K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
547+ 1.3% |
$48K - $56.3K
|
42.8K
$4.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
543+ 25.23% |
$47.7K - $55.9K
|
2.7K
$267K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
535+ 6.35% |
$47K - $55.1K
|
8.97K
$887K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
534+ 5.78% |
$46.9K - $55K
|
9.77K
$966K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
532+ 2.79% |
$46.7K - $54.8K
|
19.6K
$1.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
531+ 2.22% |
$46.6K - $54.7K
|
24.4K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
525New |
$46.1K - $54.1K
|
525
$51.9K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
519+ 0.75% |
$45.6K - $53.4K
|
69.7K
$6.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
519+ 6.81% |
$45.6K - $53.4K
|
8.14K
$805K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
518+ 15.66% |
$45.5K - $53.3K
|
3.83K
$378K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
514+ 1.95% |
$45.1K - $52.9K
|
26.9K
$2.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
510+ 0.26% |
$44.8K - $52.5K
|
193K
$19.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
510+ 2.29% |
$44.8K - $52.5K
|
22.8K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
510+ 3.22% |
$44.8K - $52.5K
|
16.4K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
510+ 4.95% |
$44.8K - $52.5K
|
10.8K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
508+ 6.67% |
$44.6K - $52.3K
|
8.12K
$804K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
500+ 16.14% |
$43.9K - $51.5K
|
3.6K
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
496+ 1.39% |
$43.6K - $51.1K
|
36.2K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
493+ 3.14% |
$43.3K - $50.8K
|
16.2K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
490+ 4.37% |
$43K - $50.5K
|
11.7K
$1.16M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
487+ 12.31% |
$42.8K - $50.1K
|
4.44K
$439K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
483+ 4.6% |
$42.4K - $49.7K
|
11K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
480+ 7.51% |
$42.2K - $49.4K
|
6.87K
$680K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
479+ 4.96% |
$42.1K - $49.3K
|
10.1K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
478New |
$42K - $49.2K
|
478
$47.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
476+ 22.56% |
$41.8K - $49K
|
2.59K
$256K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
474+ 5.28% |
$41.6K - $48.8K
|
9.44K
$934K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
473+ 16.32% |
$41.5K - $48.7K
|
3.37K
$333K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
472+ 2.96% |
$41.5K - $48.6K
|
16.4K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
469+ 2.0% |
$41.2K - $48.3K
|
23.9K
$2.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
468+ 3.51% |
$41.1K - $48.2K
|
13.8K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
468+ 2.33% |
$41.1K - $48.2K
|
20.6K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
462+ 1.47% |
$40.6K - $47.6K
|
31.9K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
459+ 11.77% |
$40.3K - $47.3K
|
4.36K
$431K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
455+ 9.55% |
$40K - $46.9K
|
5.22K
$516K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
455+ 16.79% |
$40K - $46.9K
|
3.17K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
453+ 0.51% |
$39.8K - $46.6K
|
89.8K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
448+ 1.38% |
$39.3K - $46.1K
|
32.8K
$3.25M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
447+ 1.47% |
$39.3K - $46K
|
30.9K
$3.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
442+ 20.67% |
$38.8K - $45.5K
|
2.58K
$255K
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
440+ 0.82% |
$38.6K - $45.3K
|
54.2K
$5.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
438+ 3.73% |
$38.5K - $45.1K
|
12.2K
$1.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
433+ 1.09% |
$38K - $44.6K
|
40K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
432New |
$37.9K - $44.5K
|
432
$42.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
430+ 1.09% |
$37.8K - $44.3K
|
40K
$3.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
427+ 2.79% |
$37.5K - $44K
|
15.7K
$1.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
427+ 5.01% |
$37.5K - $44K
|
8.94K
$885K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
424+ 6.68% |
$37.2K - $43.7K
|
6.77K
$669K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
419+ 9.44% |
$36.8K - $43.1K
|
4.86K
$481K
|