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 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-56- 2.19% |
$4.92K - $5.77K
|
2.5K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-56- 1.06% |
$4.92K - $5.77K
|
5.25K
$529K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-56- 2.17% |
$4.92K - $5.77K
|
2.53K
$255K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-57- 1.93% |
$5.01K - $5.87K
|
2.9K
$292K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-57- 0.37% |
$5.01K - $5.87K
|
15.5K
$1.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-58- 7.15% |
$5.09K - $5.97K
|
753
$75.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-58- 2.09% |
$5.09K - $5.97K
|
2.72K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-59- 0.87% |
$5.18K - $6.08K
|
6.76K
$681K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 1.93% |
$5.18K - $6.08K
|
3K
$302K
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-60- 1.44% |
$5.27K - $6.18K
|
4.1K
$414K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-62- 0.29% |
$5.44K - $6.38K
|
21.1K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-62- 0.14% |
$5.44K - $6.38K
|
44.7K
$4.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-64- 0.4% |
$5.62K - $6.59K
|
15.9K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-65- 0.64% |
$5.71K - $6.69K
|
10.1K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-65- 2.21% |
$5.71K - $6.69K
|
2.87K
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-67- 1.59% |
$5.88K - $6.9K
|
4.14K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-67- 1.97% |
$5.88K - $6.9K
|
3.33K
$336K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-67- 1.48% |
$5.88K - $6.9K
|
4.45K
$449K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-68- 1.28% |
$5.97K - $7K
|
5.23K
$528K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-69- 2.97% |
$6.06K - $7.1K
|
2.25K
$227K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-70- 0.24% |
$6.15K - $7.21K
|
29.5K
$2.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-70- 0.65% |
$6.15K - $7.21K
|
10.7K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-71- 0.05% |
$6.24K - $7.31K
|
156K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-71- 0.62% |
$6.24K - $7.31K
|
11.4K
$1.15M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-73- 7.81% |
$6.41K - $7.52K
|
862
$86.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-73- 7.6% |
$6.41K - $7.52K
|
887
$89.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-73- 2.43% |
$6.41K - $7.52K
|
2.93K
$295K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-73- 7.6% |
$6.41K - $7.52K
|
887
$89.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-74- 2.96% |
$6.5K - $7.62K
|
2.43K
$245K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-74- 0.28% |
$6.5K - $7.62K
|
26.7K
$2.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-75- 2.06% |
$6.59K - $7.72K
|
3.57K
$360K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-75- 2.22% |
$6.59K - $7.72K
|
3.3K
$333K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-75- 0.55% |
$6.59K - $7.72K
|
13.5K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-75- 0.88% |
$6.59K - $7.72K
|
8.47K
$854K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-76- 1.49% |
$6.67K - $7.83K
|
5.01K
$506K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-78- 1.11% |
$6.85K - $8.03K
|
6.96K
$702K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-78- 3.41% |
$6.85K - $8.03K
|
2.21K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-79- 1.74% |
$6.94K - $8.13K
|
4.45K
$449K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-80- 1.95% |
$7.03K - $8.24K
|
4.02K
$405K
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-80- 0.35% |
$7.03K - $8.24K
|
22.7K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-80- 1.34% |
$7.03K - $8.24K
|
5.89K
$594K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-80- 1.36% |
$7.03K - $8.24K
|
5.79K
$584K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-82- 1.05% |
$7.2K - $8.44K
|
7.73K
$780K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-83- 15.23% |
$7.29K - $8.55K
|
462
$46.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-86- 0.41% |
$7.55K - $8.86K
|
20.6K
$2.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-87- 0.83% |
$7.64K - $8.96K
|
10.4K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-88- 1.23% |
$7.73K - $9.06K
|
7.06K
$712K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-90- 2.04% |
$7.9K - $9.27K
|
4.32K
$436K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-91- 0.35% |
$7.99K - $9.37K
|
25.5K
$2.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-91- 4.55% |
$7.99K - $9.37K
|
1.91K
$192K
|