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 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.21% |
$878 - $1.03K
|
4.87K
$563K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
10+ 0.69% |
$878 - $1.03K
|
1.46K
$169K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
10+ 4.15% |
$878 - $1.03K
|
251
$29K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.2% |
$790 - $927
|
4.54K
$525K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
9+ 0.1% |
$790 - $927
|
9.3K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8+ 0.23% |
$703 - $824
|
3.48K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8+ 0.32% |
$703 - $824
|
2.52K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 0.4% |
$703 - $824
|
2.03K
$234K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$527 - $618
|
8.7K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 0.49% |
$527 - $618
|
1.22K
$141K
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$527 - $618
|
26.5K
$3.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.07% |
$439 - $515
|
7.11K
$822K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.18% |
$439 - $515
|
2.84K
$329K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 11.36% |
$439 - $515
|
49
$5.67K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
4+ 8.33% |
$351 - $412
|
52
$6.01K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$263 - $309
|
3
$347
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3+ 0.11% |
$263 - $309
|
2.81K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$263 - $309
|
11.4K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.08% |
$263 - $309
|
3.79K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3+ 0.43% |
$263 - $309
|
693
$80.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.17% |
$176 - $206
|
1.21K
$140K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2+ 0.03% |
$176 - $206
|
5.93K
$686K
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$176 - $206
|
7.35K
$850K
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$176 - $206
|
3.35K
$387K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2+ 0.08% |
$176 - $206
|
2.48K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.61% |
$87.8 - $103
|
166
$19.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1New |
$87.8 - $103
|
1
$116
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1+ 0.0% |
$87.8 - $103
|
51.4K
$5.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$87.8 - $103
|
231
$26.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.37% |
$87.8 - $103
|
272
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1- 0.03% |
$87.8 - $103
|
3.99K
$462K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1- 0.01% |
$87.8 - $103
|
17.3K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2- 0.07% |
$176 - $206
|
2.78K
$322K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-4- 0.4% |
$351 - $412
|
1K
$116K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4- 0.1% |
$351 - $412
|
4.06K
$469K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.81% |
$351 - $412
|
491
$56.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4- 0.01% |
$351 - $412
|
56.6K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4- 0.16% |
$351 - $412
|
2.48K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
SELL
|
- |
-5- 0.07% |
$439 - $515
|
7.49K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5- 0.09% |
$439 - $515
|
5.58K
$646K
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-6- 0.08% |
$527 - $618
|
7.98K
$923K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.19% |
$527 - $618
|
3.12K
$360K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$615 - $721
|
9.9K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-7- 0.01% |
$615 - $721
|
58.9K
$6.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8- 0.29% |
$703 - $824
|
2.8K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-8- 0.17% |
$703 - $824
|
4.83K
$558K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.09% |
$703 - $824
|
8.88K
$1.03M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-9- 0.03% |
$790 - $927
|
28.2K
$3.26M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.22% |
$878 - $1.03K
|
4.6K
$532K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 52.63% |
$878 - $1.03K
|
9
$1.04K
|