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 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
329+ 2.06% |
$28.9K - $33.9K
|
16.3K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
325+ 1.33% |
$28.5K - $33.5K
|
24.7K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
320+ 1.86% |
$28.1K - $33K
|
17.5K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
318+ 3.77% |
$27.9K - $32.7K
|
8.75K
$866K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
317+ 6.42% |
$27.8K - $32.6K
|
5.25K
$519K
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
BUY
|
- |
315+ 0.58% |
$27.7K - $32.4K
|
54.3K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
314+ 13.29% |
$27.6K - $32.3K
|
2.68K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
311+ 15.23% |
$27.3K - $32K
|
2.35K
$233K
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
305+ 0.67% |
$26.8K - $31.4K
|
46.1K
$4.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
303+ 2.52% |
$26.6K - $31.2K
|
12.4K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
303+ 2.48% |
$26.6K - $31.2K
|
12.5K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
302+ 9.17% |
$26.5K - $31.1K
|
3.6K
$356K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
302+ 9.17% |
$26.5K - $31.1K
|
3.6K
$356K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
300+ 11.72% |
$26.3K - $30.9K
|
2.86K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
300+ 17.35% |
$26.3K - $30.9K
|
2.03K
$201K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
299+ 4.3% |
$26.3K - $30.8K
|
7.25K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
299+ 2.38% |
$26.3K - $30.8K
|
12.9K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
296+ 10.99% |
$26K - $30.5K
|
2.99K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
295+ 1.12% |
$25.9K - $30.4K
|
26.6K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
295+ 8.48% |
$25.9K - $30.4K
|
3.77K
$373K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
289+ 3.27% |
$25.4K - $29.8K
|
9.12K
$902K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
287+ 29.44% |
$25.2K - $29.6K
|
1.26K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
283+ 2.54% |
$24.9K - $29.1K
|
11.4K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
282+ 1.22% |
$24.8K - $29K
|
23.3K
$2.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
280+ 6.59% |
$24.6K - $28.8K
|
4.53K
$448K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
279+ 1.8% |
$24.5K - $28.7K
|
15.8K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
275+ 3.52% |
$24.2K - $28.3K
|
8.09K
$800K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
BUY
|
- |
275+ 0.67% |
$24.2K - $28.3K
|
41.1K
$4.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
275+ 2.75% |
$24.2K - $28.3K
|
10.3K
$1.02M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
274+ 0.8% |
$24.1K - $28.2K
|
34.7K
$3.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
272+ 7.28% |
$23.9K - $28K
|
4.01K
$397K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
272+ 2.01% |
$23.9K - $28K
|
13.8K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
271+ 5.81% |
$23.8K - $27.9K
|
4.94K
$489K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
270+ 1.01% |
$23.7K - $27.8K
|
27K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
267+ 0.86% |
$23.4K - $27.5K
|
31.2K
$3.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
265+ 1.71% |
$23.3K - $27.3K
|
15.7K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
265+ 2.55% |
$23.3K - $27.3K
|
10.7K
$1.06M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
265+ 10.37% |
$23.3K - $27.3K
|
2.82K
$279K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
264+ 2.81% |
$23.2K - $27.2K
|
9.67K
$957K
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
264+ 3.57% |
$23.2K - $27.2K
|
7.65K
$757K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
257+ 2.15% |
$22.6K - $26.5K
|
12.2K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
250+ 2.6% |
$22K - $25.7K
|
9.88K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
250+ 1.58% |
$22K - $25.7K
|
16.1K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
250+ 8.2% |
$22K - $25.7K
|
3.3K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
248+ 3.0% |
$21.8K - $25.5K
|
8.53K
$843K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
245+ 3.49% |
$21.5K - $25.2K
|
7.28K
$720K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
244+ 5.96% |
$21.4K - $25.1K
|
4.34K
$429K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
241+ 1.72% |
$21.2K - $24.8K
|
14.3K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
238+ 1.96% |
$20.9K - $24.5K
|
12.4K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
237+ 2.71% |
$20.8K - $24.4K
|
8.97K
$888K
|