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 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
170+ 3.09% |
$14.9K - $17.5K
|
5.67K
$656K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
167+ 1.15% |
$14.7K - $17.2K
|
14.7K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
166+ 1.86% |
$14.6K - $17.1K
|
9.08K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
165+ 3.16% |
$14.5K - $17K
|
5.39K
$623K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
165+ 1.93% |
$14.5K - $17K
|
8.69K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
165+ 3.24% |
$14.5K - $17K
|
5.26K
$609K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
164+ 2.55% |
$14.4K - $16.9K
|
6.61K
$764K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
164+ 4.23% |
$14.4K - $16.9K
|
4.04K
$467K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
160+ 0.88% |
$14.1K - $16.5K
|
18.4K
$2.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
156+ 1.19% |
$13.7K - $16.1K
|
13.2K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
155+ 4.17% |
$13.6K - $16K
|
3.87K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
150+ 1.6% |
$13.2K - $15.4K
|
9.54K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
149+ 0.54% |
$13.1K - $15.3K
|
27.8K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
145+ 1.53% |
$12.7K - $14.9K
|
9.64K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
145+ 0.78% |
$12.7K - $14.9K
|
18.7K
$2.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
143+ 5.32% |
$12.6K - $14.7K
|
2.83K
$328K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
142+ 0.89% |
$12.5K - $14.6K
|
16.2K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
141+ 3.12% |
$12.4K - $14.5K
|
4.66K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
141+ 2.19% |
$12.4K - $14.5K
|
6.59K
$762K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
139+ 4.64% |
$12.2K - $14.3K
|
3.14K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
138+ 1.82% |
$12.1K - $14.2K
|
7.7K
$891K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
136+ 1.62% |
$11.9K - $14K
|
8.54K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
136+ 1.74% |
$11.9K - $14K
|
7.95K
$919K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.49% |
$11.9K - $13.9K
|
9.21K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
130+ 1.36% |
$11.4K - $13.4K
|
9.7K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
130+ 2.15% |
$11.4K - $13.4K
|
6.18K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
130+ 183.1% |
$11.4K - $13.4K
|
201
$23.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
129+ 1.51% |
$11.3K - $13.3K
|
8.69K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
128+ 1.29% |
$11.2K - $13.2K
|
10.1K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
127+ 4.24% |
$11.2K - $13.1K
|
3.12K
$361K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
126+ 0.4% |
$11.1K - $13K
|
31.7K
$3.67M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 6.08% |
$10.9K - $12.8K
|
2.16K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
124+ 0.36% |
$10.9K - $12.8K
|
34.7K
$4.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
123+ 0.2% |
$10.8K - $12.7K
|
61.8K
$7.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
123+ 1.66% |
$10.8K - $12.7K
|
7.52K
$870K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
121+ 3.96% |
$10.6K - $12.5K
|
3.18K
$367K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
121+ 4.53% |
$10.6K - $12.5K
|
2.79K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
120+ 150.0% |
$10.5K - $12.4K
|
200
$23.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
119+ 1.11% |
$10.5K - $12.3K
|
10.9K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
117+ 5.35% |
$10.3K - $12K
|
2.3K
$266K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
116+ 0.22% |
$10.2K - $11.9K
|
52.4K
$6.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
116+ 3.02% |
$10.2K - $11.9K
|
3.95K
$457K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
116+ 0.17% |
$10.2K - $11.9K
|
68K
$7.86M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
115+ 3.33% |
$10.1K - $11.8K
|
3.57K
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 0.59% |
$9.92K - $11.6K
|
19.2K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
113+ 1.29% |
$9.92K - $11.6K
|
8.85K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
112+ 3.56% |
$9.84K - $11.5K
|
3.26K
$377K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
BUY
|
- |
111+ 2.05% |
$9.75K - $11.4K
|
5.52K
$638K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
109+ 2.1% |
$9.57K - $11.2K
|
5.3K
$612K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.7% |
$9.48K - $11.1K
|
2.41K
$278K
|