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 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
417+ 8.37% |
$36.6K - $42.9K
|
5.4K
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
417+ 7.56% |
$36.6K - $42.9K
|
5.93K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
BUY
|
- |
417+ 2.87% |
$36.6K - $42.9K
|
15K
$1.48M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
413+ 8.38% |
$36.3K - $42.5K
|
5.34K
$528K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
410+ 3.77% |
$36K - $42.2K
|
11.3K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
408+ 6.21% |
$35.8K - $42K
|
6.98K
$690K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
408+ 6.21% |
$35.8K - $42K
|
6.98K
$690K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
406+ 4.58% |
$35.7K - $41.8K
|
9.26K
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
406+ 3.63% |
$35.7K - $41.8K
|
11.6K
$1.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
404+ 2.87% |
$35.5K - $41.6K
|
14.5K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
403+ 19.63% |
$35.4K - $41.5K
|
2.46K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
400+ 2.72% |
$35.1K - $41.2K
|
15.1K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
400+ 0.2% |
$35.1K - $41.2K
|
201K
$19.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
400+ 19.72% |
$35.1K - $41.2K
|
2.43K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
396+ 12.99% |
$34.8K - $40.8K
|
3.45K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
395+ 2.84% |
$34.7K - $40.7K
|
14.3K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
387+ 8.91% |
$34K - $39.8K
|
4.73K
$468K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
386+ 11.51% |
$33.9K - $39.7K
|
3.74K
$370K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
385+ 18.32% |
$33.8K - $39.6K
|
2.49K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
385+ 0.69% |
$33.8K - $39.6K
|
56.3K
$5.57M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
377+ 4.64% |
$33.1K - $38.8K
|
8.5K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
373New |
$32.8K - $38.4K
|
373
$36.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
372+ 8.78% |
$32.7K - $38.3K
|
4.61K
$456K
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
370+ 1.9% |
$32.5K - $38.1K
|
19.9K
$1.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
370+ 1.92% |
$32.5K - $38.1K
|
19.6K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
370+ 1.51% |
$32.5K - $38.1K
|
24.8K
$2.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
368+ 5.49% |
$32.3K - $37.9K
|
7.08K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
368+ 0.91% |
$32.3K - $37.9K
|
40.7K
$4.02M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
366+ 3.01% |
$32.1K - $37.7K
|
12.5K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
365+ 2.54% |
$32.1K - $37.6K
|
14.7K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
363+ 5.71% |
$31.9K - $37.4K
|
6.72K
$665K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
358+ 0.41% |
$31.4K - $36.9K
|
86.8K
$8.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
358+ 0.87% |
$31.4K - $36.9K
|
41.5K
$4.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
356+ 5.5% |
$31.3K - $36.7K
|
6.83K
$676K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
354+ 19.1% |
$31.1K - $36.5K
|
2.21K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
352+ 17.73% |
$30.9K - $36.2K
|
2.34K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
349+ 2.96% |
$30.6K - $35.9K
|
12.1K
$1.2M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
348+ 2.01% |
$30.6K - $35.8K
|
17.7K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
348+ 1.33% |
$30.6K - $35.8K
|
26.5K
$2.62M
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
348+ 8.12% |
$30.6K - $35.8K
|
4.64K
$459K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
346+ 1.76% |
$30.4K - $35.6K
|
20.1K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
346+ 4.65% |
$30.4K - $35.6K
|
7.78K
$770K
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
345+ 1.03% |
$30.3K - $35.5K
|
33.7K
$3.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
341+ 0.71% |
$29.9K - $35.1K
|
48.6K
$4.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
340+ 15.6% |
$29.9K - $35K
|
2.52K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
339+ 1.3% |
$29.8K - $34.9K
|
26.5K
$2.62M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
BUY
|
- |
338+ 8.97% |
$29.7K - $34.8K
|
4.11K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
337+ 0.41% |
$29.6K - $34.7K
|
83.2K
$8.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
330+ 8.35% |
$29K - $34K
|
4.28K
$424K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
329+ 4.63% |
$28.9K - $33.9K
|
7.44K
$736K
|