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 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-91- 4.55% |
$7.99K - $9.37K
|
1.91K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-91- 2.66% |
$7.99K - $9.37K
|
3.33K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-92- 0.6% |
$8.08K - $9.47K
|
15.2K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-93- 1.71% |
$8.17K - $9.58K
|
5.33K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-95- 1.13% |
$8.34K - $9.78K
|
8.34K
$965K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-97- 1.11% |
$8.52K - $9.99K
|
8.62K
$997K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-97- 3.02% |
$8.52K - $9.99K
|
3.12K
$360K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-98- 2.83% |
$8.61K - $10.1K
|
3.36K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-98- 0.95% |
$8.61K - $10.1K
|
10.3K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-99- 3.53% |
$8.69K - $10.2K
|
2.71K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-99- 0.98% |
$8.69K - $10.2K
|
10K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-100- 17.09% |
$8.78K - $10.3K
|
485
$56.1K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 3.71% |
$8.78K - $10.3K
|
2.6K
$300K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-100- 1.64% |
$8.78K - $10.3K
|
5.99K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-100- 4.2% |
$8.78K - $10.3K
|
2.28K
$264K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-100- 3.8% |
$8.78K - $10.3K
|
2.53K
$293K
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-103- 2.92% |
$9.05K - $10.6K
|
3.43K
$396K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-103- 3.83% |
$9.05K - $10.6K
|
2.59K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-103- 1.26% |
$9.05K - $10.6K
|
8.08K
$934K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-104- 4.26% |
$9.13K - $10.7K
|
2.34K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-105- 3.68% |
$9.22K - $10.8K
|
2.75K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-107- 2.5% |
$9.4K - $11K
|
4.18K
$483K
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-107- 0.29% |
$9.4K - $11K
|
36.6K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-107- 1.8% |
$9.4K - $11K
|
5.83K
$674K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-109- 2.89% |
$9.57K - $11.2K
|
3.66K
$423K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-111- 4.17% |
$9.75K - $11.4K
|
2.55K
$295K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-112- 2.84% |
$9.84K - $11.5K
|
3.83K
$443K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-112- 1.42% |
$9.84K - $11.5K
|
7.77K
$898K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-113- 3.09% |
$9.92K - $11.6K
|
3.55K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-113- 1.56% |
$9.92K - $11.6K
|
7.13K
$824K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-113- 0.26% |
$9.92K - $11.6K
|
43K
$4.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-114- 11.11% |
$10K - $11.7K
|
912
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-115- 0.99% |
$10.1K - $11.8K
|
11.5K
$1.33M
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-115- 27.32% |
$10.1K - $11.8K
|
306
$35.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-117- 4.23% |
$10.3K - $12K
|
2.65K
$306K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-117- 4.33% |
$10.3K - $12K
|
2.58K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-117- 8.06% |
$10.3K - $12K
|
1.34K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-117- 1.59% |
$10.3K - $12K
|
7.22K
$835K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-118- 0.56% |
$10.4K - $12.2K
|
21K
$2.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-120- 45.63% |
$10.5K - $12.4K
|
143
$16.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-120- 0.8% |
$10.5K - $12.4K
|
14.9K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-120- 0.69% |
$10.5K - $12.4K
|
17.2K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-121- 14.14% |
$10.6K - $12.5K
|
735
$85K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-124- 0.54% |
$10.9K - $12.8K
|
22.8K
$2.64M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-124- 0.54% |
$10.9K - $12.8K
|
22.8K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-125- 2.1% |
$11K - $12.9K
|
5.83K
$675K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-127- 2.07% |
$11.2K - $13.1K
|
5.99K
$693K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-127- 2.81% |
$11.2K - $13.1K
|
4.39K
$508K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-128- 3.88% |
$11.2K - $13.2K
|
3.17K
$366K
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-128- 1.11% |
$11.2K - $13.2K
|
11.5K
$1.32M
|