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 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-131- 3.11% |
$11.5K - $13.5K
|
4.08K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-132- 2.17% |
$11.6K - $13.6K
|
5.96K
$689K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-133- 0.89% |
$11.7K - $13.7K
|
14.8K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-134- 4.93% |
$11.8K - $13.8K
|
2.59K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-135- 1.86% |
$11.9K - $13.9K
|
7.14K
$825K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-135- 3.23% |
$11.9K - $13.9K
|
4.05K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-135- 3.14% |
$11.9K - $13.9K
|
4.17K
$482K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-135- 3.14% |
$11.9K - $13.9K
|
4.17K
$482K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-138- 5.69% |
$12.1K - $14.2K
|
2.29K
$265K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-139- 1.76% |
$12.2K - $14.3K
|
7.77K
$899K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-140- 4.44% |
$12.3K - $14.4K
|
3.02K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-140- 3.58% |
$12.3K - $14.4K
|
3.77K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-141- 31.9% |
$12.4K - $14.5K
|
301
$34.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-142- 0.83% |
$12.5K - $14.6K
|
17K
$1.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-143- 0.95% |
$12.6K - $14.7K
|
14.9K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-144- 2.38% |
$12.6K - $14.8K
|
5.9K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-144- 0.71% |
$12.6K - $14.8K
|
20.2K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-145- 5.99% |
$12.7K - $14.9K
|
2.28K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-145- 4.48% |
$12.7K - $14.9K
|
3.09K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-145- 3.23% |
$12.7K - $14.9K
|
4.34K
$502K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-146- 2.32% |
$12.8K - $15K
|
6.16K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-147- 0.37% |
$12.9K - $15.1K
|
40K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-147- 0.41% |
$12.9K - $15.1K
|
35.6K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-147- 2.21% |
$12.9K - $15.1K
|
6.5K
$752K
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-147- 0.37% |
$12.9K - $15.1K
|
40K
$4.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-148- 15.76% |
$13K - $15.2K
|
791
$91.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-148- 0.86% |
$13K - $15.2K
|
17.2K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-149- 1.19% |
$13.1K - $15.3K
|
12.4K
$1.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 0.59% |
$13.2K - $15.4K
|
25.2K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-150- 1.97% |
$13.2K - $15.4K
|
7.47K
$864K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-150- 3.64% |
$13.2K - $15.4K
|
3.97K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-150- 3.49% |
$13.2K - $15.4K
|
4.14K
$479K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-152- 1.91% |
$13.3K - $15.7K
|
7.81K
$903K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 3.33% |
$13.4K - $15.8K
|
4.44K
$513K
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-153- 6.0% |
$13.4K - $15.8K
|
2.4K
$277K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-155- 1.29% |
$13.6K - $16K
|
11.9K
$1.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-159- 17.85% |
$14K - $16.4K
|
732
$84.7K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-162- 1.64% |
$14.2K - $16.7K
|
9.71K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-163- 0.3% |
$14.3K - $16.8K
|
54.1K
$6.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-164- 2.55% |
$14.4K - $16.9K
|
6.28K
$726K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-164- 2.86% |
$14.4K - $16.9K
|
5.57K
$644K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-166- 0.28% |
$14.6K - $17.1K
|
59K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-166- 5.46% |
$14.6K - $17.1K
|
2.88K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-167- 1.92% |
$14.7K - $17.2K
|
8.53K
$986K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-168- 9.36% |
$14.8K - $17.3K
|
1.63K
$188K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-170- 0.59% |
$14.9K - $17.5K
|
28.5K
$3.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-170- 0.33% |
$14.9K - $17.5K
|
50.6K
$5.85M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-170- 5.4% |
$14.9K - $17.5K
|
2.98K
$345K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-173- 2.85% |
$15.2K - $17.8K
|
5.89K
$681K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-174- 0.49% |
$15.3K - $17.9K
|
35.6K
$4.12M
|