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 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-27- 0.98% |
$2.37K - $2.78K
|
2.73K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27- 1.02% |
$2.37K - $2.78K
|
2.62K
$308K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-27- 0.47% |
$2.37K - $2.78K
|
5.74K
$675K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-29- 0.31% |
$2.55K - $2.99K
|
9.3K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-30- 1.04% |
$2.63K - $3.09K
|
2.87K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-30- 0.26% |
$2.63K - $3.09K
|
11.5K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-31- 0.3% |
$2.72K - $3.19K
|
10.3K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-31- 0.08% |
$2.72K - $3.19K
|
40.2K
$4.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-32- 0.17% |
$2.81K - $3.3K
|
18.4K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-33- 0.98% |
$2.9K - $3.4K
|
3.33K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-34- 1.28% |
$2.99K - $3.5K
|
2.61K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-35- 0.8% |
$3.07K - $3.6K
|
4.34K
$510K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-35- 0.88% |
$3.07K - $3.6K
|
3.94K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-35- 0.7% |
$3.07K - $3.6K
|
5K
$587K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-36- 1.46% |
$3.16K - $3.71K
|
2.43K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-36- 1.12% |
$3.16K - $3.71K
|
3.19K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-37- 2.56% |
$3.25K - $3.81K
|
1.41K
$166K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-37- 1.18% |
$3.25K - $3.81K
|
3.1K
$364K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-38- 1.2% |
$3.34K - $3.91K
|
3.14K
$369K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-38- 0.44% |
$3.34K - $3.91K
|
8.64K
$1.02M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-40- 0.58% |
$3.51K - $4.12K
|
6.83K
$804K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-40- 1.27% |
$3.51K - $4.12K
|
3.1K
$364K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-40- 0.38% |
$3.51K - $4.12K
|
10.6K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-40- 0.18% |
$3.51K - $4.12K
|
22.1K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 1.61% |
$3.51K - $4.12K
|
2.45K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-41- 1.78% |
$3.6K - $4.22K
|
2.26K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-42- 0.68% |
$3.69K - $4.32K
|
6.13K
$721K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-43- 0.08% |
$3.78K - $4.43K
|
56.3K
$6.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-44- 0.18% |
$3.86K - $4.53K
|
23.8K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-44- 0.27% |
$3.86K - $4.53K
|
16.5K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-44- 1.31% |
$3.86K - $4.53K
|
3.33K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-45- 0.14% |
$3.95K - $4.63K
|
32K
$3.77M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-46- 1.16% |
$4.04K - $4.74K
|
3.92K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-48- 0.27% |
$4.22K - $4.94K
|
17.5K
$2.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-49- 1.25% |
$4.3K - $5.05K
|
3.86K
$454K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-49- 1.0% |
$4.3K - $5.05K
|
4.85K
$570K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-50- 1.8% |
$4.39K - $5.15K
|
2.73K
$321K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-50- 0.76% |
$4.39K - $5.15K
|
6.49K
$763K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-50- 25.38% |
$4.39K - $5.15K
|
147
$17.3K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-50- 1.14% |
$4.39K - $5.15K
|
4.33K
$509K
|
|
|
Jul 20, 2023
Q2 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 6.01% |
$4.39K - $5.15K
|
782
$92K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 4.29% |
$4.39K - $5.15K
|
1.12K
$131K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-50- 0.98% |
$4.39K - $5.15K
|
5.05K
$594K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-50- 1.68% |
$4.39K - $5.15K
|
2.93K
$344K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-50- 1.27% |
$4.39K - $5.15K
|
3.88K
$457K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-50- 1.04% |
$4.39K - $5.15K
|
4.74K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-50- 1.26% |
$4.39K - $5.15K
|
3.91K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 1.37% |
$4.39K - $5.15K
|
3.61K
$424K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-53- 1.29% |
$4.65K - $5.46K
|
4.06K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-53- 2.14% |
$4.65K - $5.46K
|
2.43K
$285K
|