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 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-232- 6.91% |
$20.4K - $23.9K
|
3.13K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-232- 1.06% |
$20.4K - $23.9K
|
21.7K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-233- 0.43% |
$20.5K - $24K
|
54.2K
$6.26M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-234- 2.4% |
$20.5K - $24.1K
|
9.52K
$1.1M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-234- 2.4% |
$20.5K - $24.1K
|
9.52K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-235- 0.88% |
$20.6K - $24.2K
|
26.4K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-237- 0.66% |
$20.8K - $24.4K
|
35.9K
$4.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-237- 5.61% |
$20.8K - $24.4K
|
3.99K
$461K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-238- 3.24% |
$20.9K - $24.5K
|
7.11K
$822K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-240- 1.42% |
$21.1K - $24.7K
|
16.7K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-240- 2.06% |
$21.1K - $24.7K
|
11.4K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-243- 0.98% |
$21.3K - $25K
|
24.7K
$2.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-244- 5.34% |
$21.4K - $25.1K
|
4.33K
$501K
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-245- 1.5% |
$21.5K - $25.2K
|
16.1K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
SELL
|
- |
-250- 5.71% |
$22K - $25.7K
|
4.13K
$478K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-251- 3.65% |
$22K - $25.8K
|
6.62K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-251- 2.05% |
$22K - $25.8K
|
12K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-252- 8.72% |
$22.1K - $25.9K
|
2.64K
$305K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-255- 1.67% |
$22.4K - $26.3K
|
15K
$1.74M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-255- 5.13% |
$22.4K - $26.3K
|
4.71K
$545K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-257- 3.54% |
$22.6K - $26.5K
|
7K
$810K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-260- 8.74% |
$22.8K - $26.8K
|
2.72K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-262- 1.49% |
$23K - $27K
|
17.3K
$2.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-262- 7.56% |
$23K - $27K
|
3.21K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-263- 0.76% |
$23.1K - $27.1K
|
34.5K
$3.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-263- 7.47% |
$23.1K - $27.1K
|
3.26K
$377K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-266- 1.09% |
$23.4K - $27.4K
|
24.1K
$2.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-266- 6.0% |
$23.4K - $27.4K
|
4.16K
$482K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-268- 5.47% |
$23.5K - $27.6K
|
4.63K
$535K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-269- 10.0% |
$23.6K - $27.7K
|
2.42K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-270- 5.97% |
$23.7K - $27.8K
|
4.25K
$492K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-271- 3.55% |
$23.8K - $27.9K
|
7.35K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-272- 1.92% |
$23.9K - $28K
|
13.9K
$1.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-273- 4.54% |
$24K - $28.1K
|
5.74K
$664K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-273- 0.82% |
$24K - $28.1K
|
33.2K
$3.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-274- 21.09% |
$24.1K - $28.2K
|
1.03K
$119K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-274- 42.55% |
$24.1K - $28.2K
|
370
$42.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-274- 7.73% |
$24.1K - $28.2K
|
3.27K
$378K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-275- 0.78% |
$24.2K - $28.3K
|
34.8K
$4.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-275- 2.03% |
$24.2K - $28.3K
|
13.3K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-282- 4.32% |
$24.8K - $29K
|
6.24K
$722K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-282- 17.48% |
$24.8K - $29K
|
1.33K
$154K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-283- 9.32% |
$24.9K - $29.1K
|
2.75K
$318K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-283- 7.36% |
$24.9K - $29.1K
|
3.56K
$412K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-286- 22.54% |
$25.1K - $29.4K
|
983
$114K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-287- 7.54% |
$25.2K - $29.6K
|
3.52K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-287- 8.36% |
$25.2K - $29.6K
|
3.14K
$364K
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-288- 4.89% |
$25.3K - $29.7K
|
5.6K
$647K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-290- 9.54% |
$25.5K - $29.9K
|
2.75K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-291- 1.3% |
$25.6K - $30K
|
22.2K
$2.56M
|