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 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
236+ 7.49% |
$20.7K - $24.3K
|
3.39K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
235+ 5.73% |
$20.6K - $24.2K
|
4.34K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
234+ 1.2% |
$20.5K - $24.1K
|
19.7K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
229+ 10.3% |
$20.1K - $23.6K
|
2.45K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
227+ 0.92% |
$19.9K - $23.4K
|
24.9K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
226+ 7.44% |
$19.8K - $23.3K
|
3.27K
$323K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
225+ 4.83% |
$19.8K - $23.2K
|
4.89K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
225+ 2.45% |
$19.8K - $23.2K
|
9.39K
$929K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
224+ 6.03% |
$19.7K - $23.1K
|
3.94K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
224+ 6.7% |
$19.7K - $23.1K
|
3.57K
$353K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
223+ 0.99% |
$19.6K - $23K
|
22.8K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
223+ 3.17% |
$19.6K - $23K
|
7.26K
$719K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
222+ 3.26% |
$19.5K - $22.9K
|
7.03K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
222+ 4.35% |
$19.5K - $22.9K
|
5.32K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
221+ 2.31% |
$19.4K - $22.8K
|
9.8K
$970K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
220+ 3.47% |
$19.3K - $22.7K
|
6.55K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
220+ 3.26% |
$19.3K - $22.7K
|
6.97K
$690K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
216+ 1.59% |
$19K - $22.2K
|
13.8K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
216+ 10.1% |
$19K - $22.2K
|
2.36K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
215+ 0.37% |
$18.9K - $22.1K
|
57.6K
$5.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
210+ 9.95% |
$18.4K - $21.6K
|
2.32K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
206+ 9.12% |
$18.1K - $21.2K
|
2.47K
$244K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
205+ 1.07% |
$18K - $21.1K
|
19.4K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
205+ 2.2% |
$18K - $21.1K
|
9.53K
$943K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
202+ 5.09% |
$17.7K - $20.8K
|
4.17K
$412K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
202+ 172.65% |
$17.7K - $20.8K
|
319
$31.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
201+ 25.57% |
$17.7K - $20.7K
|
987
$97.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
201+ 4.37% |
$17.7K - $20.7K
|
4.8K
$475K
|
|
|
Jul 17, 2023
Q2 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
200+ 0.75% |
$17.6K - $20.6K
|
26.9K
$2.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
200+ 19.27% |
$17.6K - $20.6K
|
1.24K
$122K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 10.93% |
$17.6K - $20.6K
|
2.03K
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
200+ 3.2% |
$17.6K - $20.6K
|
6.46K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
200+ 3.48% |
$17.6K - $20.6K
|
5.94K
$588K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
199+ 11.47% |
$17.5K - $20.5K
|
1.93K
$191K
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
198+ 0.27% |
$17.4K - $20.4K
|
74K
$7.32M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
198+ 13.05% |
$17.4K - $20.4K
|
1.72K
$170K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
197+ 1.72% |
$17.3K - $20.3K
|
11.6K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
196+ 0.24% |
$17.2K - $20.2K
|
80.6K
$7.97M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
195+ 5.97% |
$17.1K - $20.1K
|
3.46K
$342K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
195+ 4.97% |
$17.1K - $20.1K
|
4.12K
$407K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
193+ 4.66% |
$16.9K - $19.9K
|
4.34K
$429K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
193+ 0.61% |
$16.9K - $19.9K
|
31.7K
$3.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
193+ 136.88% |
$16.9K - $19.9K
|
334
$33K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
187+ 0.71% |
$16.4K - $19.3K
|
26.5K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
180+ 2.24% |
$15.8K - $18.5K
|
8.22K
$813K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
178+ 3.3% |
$15.6K - $18.3K
|
5.58K
$552K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
177+ 3.28% |
$15.5K - $18.2K
|
5.57K
$551K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
BUY
|
- |
175+ 1.41% |
$15.4K - $18K
|
12.6K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
BUY
|
- |
175+ 2.32% |
$15.4K - $18K
|
7.72K
$763K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
170+ 2.26% |
$14.9K - $17.5K
|
7.69K
$761K
|