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
|
Arcadia Investment Management Corp
|
SELL
|
- |
-10- 52.63% |
$878 - $1.03K
|
9
$1.06K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-10- 0.35% |
$878 - $1.03K
|
2.88K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-10- 0.36% |
$878 - $1.03K
|
2.76K
$324K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-10- 0.24% |
$878 - $1.03K
|
4.07K
$479K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-11- 0.43% |
$966 - $1.13K
|
2.57K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-11- 0.42% |
$966 - $1.13K
|
2.62K
$308K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-11- 0.23% |
$966 - $1.13K
|
4.79K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-11- 0.17% |
$966 - $1.13K
|
6.4K
$752K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.1% |
$1.05K - $1.24K
|
11.6K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-12- 0.5% |
$1.05K - $1.24K
|
2.37K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-12- 0.21% |
$1.05K - $1.24K
|
5.78K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.24% |
$1.05K - $1.24K
|
4.93K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-12- 0.26% |
$1.05K - $1.24K
|
4.53K
$532K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-13- 0.08% |
$1.14K - $1.34K
|
16.5K
$1.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-13- 0.35% |
$1.14K - $1.34K
|
3.68K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13- 0.08% |
$1.14K - $1.34K
|
16K
$1.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 1.58% |
$1.14K - $1.34K
|
809
$95.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-14- 0.15% |
$1.23K - $1.44K
|
9.15K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 0.59% |
$1.23K - $1.44K
|
2.37K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14- 0.27% |
$1.23K - $1.44K
|
5.23K
$615K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-15- 0.14% |
$1.32K - $1.54K
|
10.6K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-15- 40.54% |
$1.32K - $1.54K
|
22
$2.59K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 5.36% |
$1.32K - $1.54K
|
265
$31.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 8.33% |
$1.32K - $1.54K
|
165
$19.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-15- 0.37% |
$1.32K - $1.54K
|
4.08K
$480K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-16- 0.53% |
$1.41K - $1.65K
|
3.01K
$354K
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-17- 0.4% |
$1.49K - $1.75K
|
4.21K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.55% |
$1.49K - $1.75K
|
1.08K
$127K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-18- 0.3% |
$1.58K - $1.85K
|
6.05K
$712K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-18- 0.56% |
$1.58K - $1.85K
|
3.2K
$377K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-18- 0.41% |
$1.58K - $1.85K
|
4.33K
$510K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-18- 0.17% |
$1.58K - $1.85K
|
10.7K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-19- 0.84% |
$1.67K - $1.96K
|
2.24K
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-19- 0.22% |
$1.67K - $1.96K
|
8.54K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-20- 0.04% |
$1.76K - $2.06K
|
44.5K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-20- 0.45% |
$1.76K - $2.06K
|
4.44K
$522K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-21- 45.65% |
$1.84K - $2.16K
|
25
$2.94K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 0.29% |
$1.84K - $2.16K
|
7.11K
$836K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-22- 0.34% |
$1.93K - $2.27K
|
6.38K
$750K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-23- 0.88% |
$2.02K - $2.37K
|
2.58K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-23- 0.11% |
$2.02K - $2.37K
|
20.8K
$2.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-24- 0.62% |
$2.11K - $2.47K
|
3.84K
$452K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-24- 1.12% |
$2.11K - $2.47K
|
2.12K
$249K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24- 1.95% |
$2.11K - $2.47K
|
1.21K
$142K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-25- 3.22% |
$2.2K - $2.57K
|
751
$88.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-25- 25.0% |
$2.2K - $2.57K
|
75
$8.82K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-25- 0.54% |
$2.2K - $2.57K
|
4.64K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-25- 0.3% |
$2.2K - $2.57K
|
8.43K
$991K
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-26- 1.35% |
$2.28K - $2.68K
|
1.9K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-27- 1.06% |
$2.37K - $2.78K
|
2.52K
$296K
|