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 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
35New |
$3.07K - $3.6K
|
35
$4.05K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
35+ 1.06% |
$3.07K - $3.6K
|
3.35K
$387K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
34+ 1.91% |
$2.99K - $3.5K
|
1.82K
$210K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
33+ 0.71% |
$2.9K - $3.4K
|
4.68K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 1.46% |
$2.72K - $3.19K
|
2.15K
$249K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.63K - $3.09K
|
3.62K
$419K
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
30+ 0.09% |
$2.63K - $3.09K
|
35.3K
$4.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
30+ 1.33% |
$2.63K - $3.09K
|
2.29K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
30+ 1.08% |
$2.63K - $3.09K
|
2.81K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
30+ 0.08% |
$2.63K - $3.09K
|
36.1K
$4.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 1.15% |
$2.55K - $2.99K
|
2.56K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 1.19% |
$2.55K - $2.99K
|
2.47K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
28+ 0.36% |
$2.46K - $2.88K
|
7.81K
$904K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
27+ 1.17% |
$2.37K - $2.78K
|
2.34K
$270K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
25+ 1.08% |
$2.2K - $2.57K
|
2.35K
$272K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 1.07% |
$2.2K - $2.57K
|
2.36K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
25+ 0.19% |
$2.2K - $2.57K
|
13.3K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 0.49% |
$2.2K - $2.57K
|
5.1K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
25+ 0.74% |
$2.2K - $2.57K
|
3.41K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
25+ 0.35% |
$2.2K - $2.57K
|
7.08K
$819K
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
25+ 1.13% |
$2.2K - $2.57K
|
2.23K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
23+ 1.04% |
$2.02K - $2.37K
|
2.22K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.35% |
$2.02K - $2.37K
|
6.59K
$762K
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22+ 0.22% |
$1.93K - $2.27K
|
10.1K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
22+ 1.98% |
$1.93K - $2.27K
|
1.13K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.46% |
$1.93K - $2.27K
|
4.83K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
21+ 0.24% |
$1.84K - $2.16K
|
8.9K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 2.13% |
$1.76K - $2.06K
|
959
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
20+ 0.69% |
$1.76K - $2.06K
|
2.93K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
18+ 0.37% |
$1.58K - $1.85K
|
4.88K
$564K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
18+ 0.73% |
$1.58K - $1.85K
|
2.49K
$288K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
18+ 0.49% |
$1.58K - $1.85K
|
3.72K
$430K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
18+ 0.18% |
$1.58K - $1.85K
|
9.9K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
17+ 0.01% |
$1.49K - $1.75K
|
176K
$20.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
15+ 0.6% |
$1.32K - $1.54K
|
2.52K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.61% |
$1.32K - $1.54K
|
2.47K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
15+ 0.12% |
$1.32K - $1.54K
|
12.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.56% |
$1.32K - $1.54K
|
2.71K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
14+ 0.04% |
$1.23K - $1.44K
|
36.1K
$4.17M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13New |
$1.14K - $1.34K
|
13
$1.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.21% |
$1.14K - $1.34K
|
6.2K
$717K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 0.25% |
$1.14K - $1.34K
|
5.19K
$600K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.29% |
$1.05K - $1.24K
|
4.2K
$485K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12+ 0.03% |
$1.05K - $1.24K
|
35K
$4.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
12+ 4.36% |
$1.05K - $1.24K
|
287
$33.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
12+ 0.1% |
$1.05K - $1.24K
|
12.2K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 1200.0% |
$1.05K - $1.24K
|
13
$1.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
11+ 0.58% |
$966 - $1.13K
|
1.91K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11+ 6.79% |
$966 - $1.13K
|
173
$20K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
10+ 0.04% |
$878 - $1.03K
|
23.6K
$2.73M
|