Purchases and Sales Made in Q2 2023 in Walt Disney CO (DIS)

DIS Quotes by TradingView

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 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
73
New
$6.41K - $7.52K
73 $8.58K
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
72
+ 0.91%
$6.32K - $7.41K
7.95K $935K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
72
+ 0.3%
$6.32K - $7.41K
23.8K $2.8M
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
71
+ 5.21%
$6.24K - $7.31K
1.43K $169K
Jul 20, 2023 Q2 2023
Derbend Asset Management

BUY
 -
68
+ 2.4%
$5.97K - $7K
2.9K $341K
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
66
+ 0.46%
$5.8K - $6.8K
14.5K $1.7M
Aug 14, 2023 Q2 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
66
+ 2.04%
$5.8K - $6.8K
3.3K $388K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
65
+ 0.17%
$5.71K - $6.69K
38.8K $4.57M
Aug 14, 2023 Q2 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
65
+ 15.37%
$5.71K - $6.69K
488 $57.4K
Jul 13, 2023 Q2 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
63
+ 0.32%
$5.53K - $6.49K
19.8K $2.33M
Aug 02, 2023 Q2 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
62
+ 0.51%
$5.44K - $6.38K
12.3K $1.45M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
62
+ 2.12%
$5.44K - $6.38K
2.99K $351K
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
61
+ 469.23%
$5.36K - $6.28K
74 $8.7K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
60
+ 0.95%
$5.27K - $6.18K
6.38K $750K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
60
+ 6.34%
$5.27K - $6.18K
1.01K $118K
Jul 05, 2023 Q2 2023
Abner Herrman & Brock LLC

BUY
 -
58
+ 2.59%
$5.09K - $5.97K
2.29K $270K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
58
+ 1.09%
$5.09K - $5.97K
5.37K $632K
Aug 09, 2023 Q2 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
58
+ 25.44%
$5.09K - $5.97K
286 $33.6K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
56
+ 4.95%
$4.92K - $5.77K
1.19K $140K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
55
+ 2.32%
$4.83K - $5.66K
2.43K $286K
Aug 03, 2023 Q2 2023
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
55
+ 0.64%
$4.83K - $5.66K
8.66K $1.02M
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

BUY
 -
55
+ 20.37%
$4.83K - $5.66K
325 $38.2K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
54
+ 1.6%
$4.74K - $5.56K
3.43K $403K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
54
+ 0.82%
$4.74K - $5.56K
6.67K $784K
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
54
+ 0.3%
$4.74K - $5.56K
17.8K $2.1M
Jul 12, 2023 Q2 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
53
+ 0.76%
$4.65K - $5.46K
7.05K $828K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
53
+ 0.96%
$4.65K - $5.46K
5.56K $654K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
53
+ 9.04%
$4.65K - $5.46K
639 $75.1K
Jul 17, 2023 Q2 2023
Castle Wealth Management LLC

BUY
 -
52
+ 2.37%
$4.57K - $5.35K
2.25K $264K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
51
+ 2.65%
$4.48K - $5.25K
1.98K $232K
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
50
+ 0.11%
$4.39K - $5.15K
44.9K $5.28M
Aug 14, 2023 Q2 2023
Gould Capital, LLC

BUY
 -
50
+ 9.17%
$4.39K - $5.15K
595 $70K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
50
+ 0.45%
$4.39K - $5.15K
11.2K $1.32M
Sep 05, 2023 Q2 2023
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
50
+ 1.0%
$4.39K - $5.15K
5.06K $595K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
48
+ 0.7%
$4.22K - $4.94K
6.9K $812K
Jul 21, 2023 Q2 2023
Activest Wealth Management

BUY
 -
46
+ 4.12%
$4.04K - $4.74K
1.16K $137K
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

BUY
 -
46
+ 0.41%
$4.04K - $4.74K
11.2K $1.32M
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
46
+ 0.62%
$4.04K - $4.74K
7.49K $881K
Aug 14, 2023 Q2 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
46
+ 4.87%
$4.04K - $4.74K
991 $117K
Jul 14, 2023 Q2 2023
Eclectic Associates Inc

BUY
 -
44
+ 0.69%
$3.86K - $4.53K
6.45K $758K
Jul 20, 2023 Q2 2023
Mason & Associates Inc

BUY
 -
44
+ 0.73%
$3.86K - $4.53K
6.08K $715K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
42
+ 0.56%
$3.69K - $4.32K
7.58K $891K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
42
+ 0.64%
$3.69K - $4.32K
6.65K $782K
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
41
+ 1.75%
$3.6K - $4.22K
2.38K $280K
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
41
+ 1.77%
$3.6K - $4.22K
2.35K $277K
Aug 10, 2023 Q2 2023
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
40
+ 1.41%
$3.51K - $4.12K
2.87K $338K
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
39
+ 4.05%
$3.42K - $4.02K
1K $118K
Aug 09, 2023 Q2 2023
Equitable Trust CO

BUY
 -
38
+ 0.65%
$3.34K - $3.91K
5.86K $689K
Aug 09, 2023 Q2 2023
Lincluden Management LTD

Mississauga, A6
BUY
 -
36
+ 0.1%
$3.16K - $3.71K
36.7K $4.32M

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