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 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-175- 86.21% |
$15.4K - $18K
|
28
$3.24K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-175- 2.97% |
$15.4K - $18K
|
5.72K
$661K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-176- 4.87% |
$15.5K - $18.1K
|
3.44K
$398K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-179- 2.5% |
$15.7K - $18.4K
|
6.98K
$807K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-179- 1.07% |
$15.7K - $18.4K
|
16.5K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-180- 0.71% |
$15.8K - $18.5K
|
25.3K
$2.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-181- 2.78% |
$15.9K - $18.6K
|
6.34K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-181- 0.28% |
$15.9K - $18.6K
|
64K
$7.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-187- 3.49% |
$16.4K - $19.3K
|
5.17K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-188- 0.88% |
$16.5K - $19.4K
|
21.2K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-189- 2.61% |
$16.6K - $19.5K
|
7.05K
$815K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-190- 3.2% |
$16.7K - $19.6K
|
5.74K
$664K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-190- 1.1% |
$16.7K - $19.6K
|
17.1K
$1.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-191- 2.67% |
$16.8K - $19.7K
|
6.96K
$805K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-193- 8.74% |
$16.9K - $19.9K
|
2.02K
$233K
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-194- 20.84% |
$17K - $20K
|
737
$85.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-195- 5.62% |
$17.1K - $20.1K
|
3.28K
$379K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-195- 1.18% |
$17.1K - $20.1K
|
16.4K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-195- 3.26% |
$17.1K - $20.1K
|
5.79K
$669K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-198- 2.47% |
$17.4K - $20.4K
|
7.81K
$903K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-198- 2.68% |
$17.4K - $20.4K
|
7.19K
$831K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-199- 0.63% |
$17.5K - $20.5K
|
31.5K
$3.65M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-200- 3.3% |
$17.6K - $20.6K
|
5.87K
$679K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-200- 4.17% |
$17.6K - $20.6K
|
4.6K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-200- 1.97% |
$17.6K - $20.6K
|
9.97K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 5.22% |
$17.6K - $20.6K
|
3.63K
$420K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-200- 5.1% |
$17.6K - $20.6K
|
3.72K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-203- 5.01% |
$17.8K - $20.9K
|
3.85K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-204- 0.31% |
$17.9K - $21K
|
65.3K
$7.55M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-206- 7.74% |
$18.1K - $21.2K
|
2.46K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-206- 1.28% |
$18.1K - $21.2K
|
15.9K
$1.84M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-207- 4.92% |
$18.2K - $21.3K
|
4K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-209- 8.54% |
$18.4K - $21.5K
|
2.24K
$259K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-209- 3.43% |
$18.4K - $21.5K
|
5.88K
$680K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-212- 1.31% |
$18.6K - $21.8K
|
16K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-212- 6.1% |
$18.6K - $21.8K
|
3.26K
$377K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-213- 0.22% |
$18.7K - $21.9K
|
95.2K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-214- 1.31% |
$18.8K - $22K
|
16.1K
$1.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-220- 1.56% |
$19.3K - $22.7K
|
13.9K
$1.61M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-220- 3.49% |
$19.3K - $22.7K
|
6.09K
$704K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-221- 2.43% |
$19.4K - $22.8K
|
8.87K
$1.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-221- 2.4% |
$19.4K - $22.8K
|
9K
$1.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-222- 2.69% |
$19.5K - $22.9K
|
8.04K
$930K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-222- 2.69% |
$19.5K - $22.9K
|
8.04K
$930K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-225- 3.74% |
$19.8K - $23.2K
|
5.79K
$669K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-226- 5.98% |
$19.8K - $23.3K
|
3.55K
$411K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-229- 6.61% |
$20.1K - $23.6K
|
3.24K
$374K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-230- 5.01% |
$20.2K - $23.7K
|
4.36K
$504K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-230- 5.0% |
$20.2K - $23.7K
|
4.37K
$506K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-230- 1.64% |
$20.2K - $23.7K
|
13.8K
$1.6M
|