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 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
107+ 30.57% |
$9.4K - $11K
|
457
$52.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
107+ 3.46% |
$9.4K - $11K
|
3.2K
$370K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
106+ 1.38% |
$9.31K - $10.9K
|
7.77K
$899K
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
106+ 0.94% |
$9.31K - $10.9K
|
11.4K
$1.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
104+ 0.23% |
$9.13K - $10.7K
|
44.9K
$5.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
103+ 1.7% |
$9.05K - $10.6K
|
6.15K
$712K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
103+ 0.22% |
$9.05K - $10.6K
|
48K
$5.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
102+ 3.66% |
$8.96K - $10.5K
|
2.89K
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
100+ 1.29% |
$8.78K - $10.3K
|
7.87K
$911K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
100+ 200.0% |
$8.78K - $10.3K
|
150
$17.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 6.06% |
$8.78K - $10.3K
|
1.75K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100+ 0.49% |
$8.78K - $10.3K
|
20.4K
$2.36M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 6.83% |
$8.78K - $10.3K
|
1.57K
$181K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
99+ 3.89% |
$8.69K - $10.2K
|
2.65K
$306K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
98+ 1.36% |
$8.61K - $10.1K
|
7.31K
$845K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
97+ 3.12% |
$8.52K - $9.99K
|
3.21K
$371K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
97+ 0.87% |
$8.52K - $9.99K
|
11.3K
$1.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
97New |
$8.52K - $9.99K
|
97
$11.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
96+ 1.48% |
$8.43K - $9.89K
|
6.58K
$761K
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
95+ 3.97% |
$8.34K - $9.78K
|
2.49K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
95+ 1.08% |
$8.34K - $9.78K
|
8.86K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
94+ 0.98% |
$8.26K - $9.68K
|
9.68K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
94+ 0.8% |
$8.26K - $9.68K
|
11.9K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
92+ 0.58% |
$8.08K - $9.47K
|
15.9K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
92+ 1.06% |
$8.08K - $9.47K
|
8.81K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
90+ 0.53% |
$7.9K - $9.27K
|
17.1K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
90+ 0.16% |
$7.9K - $9.27K
|
57.2K
$6.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
89+ 0.96% |
$7.82K - $9.16K
|
9.34K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 1.82% |
$7.82K - $9.16K
|
4.98K
$576K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
87+ 45.31% |
$7.64K - $8.96K
|
279
$32.3K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
86+ 60.56% |
$7.55K - $8.86K
|
228
$26.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
85+ 0.88% |
$7.46K - $8.75K
|
9.7K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
85+ 0.94% |
$7.46K - $8.75K
|
9.09K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
85+ 73.28% |
$7.46K - $8.75K
|
201
$23.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
83+ 3.0% |
$7.29K - $8.55K
|
2.85K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
82+ 1.37% |
$7.2K - $8.44K
|
6.09K
$704K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
81+ 1.0% |
$7.11K - $8.34K
|
8.19K
$947K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
81+ 15.0% |
$7.11K - $8.34K
|
621
$71.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
80+ 1.03% |
$7.03K - $8.24K
|
7.83K
$906K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
80+ 2.46% |
$7.03K - $8.24K
|
3.33K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
80+ 1.91% |
$7.03K - $8.24K
|
4.26K
$493K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
77+ 1.01% |
$6.76K - $7.93K
|
7.68K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
77+ 0.64% |
$6.76K - $7.93K
|
12.2K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
76+ 1.43% |
$6.67K - $7.83K
|
5.39K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
76+ 0.52% |
$6.67K - $7.83K
|
14.6K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
75+ 1.34% |
$6.59K - $7.72K
|
5.67K
$655K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
73+ 3.19% |
$6.41K - $7.52K
|
2.36K
$273K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
73+ 0.01% |
$6.41K - $7.52K
|
593K
$68.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
73+ 1.2% |
$6.41K - $7.52K
|
6.15K
$711K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
73New |
$6.41K - $7.52K
|
73
$8.44K
|