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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-296- 0.75% |
$26K - $30.5K
|
39.1K
$4.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-297- 3.6% |
$26.1K - $30.6K
|
7.95K
$816K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-299- 5.55% |
$26.3K - $30.8K
|
5.09K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-299- 1.33% |
$26.3K - $30.8K
|
22.2K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-300- 8.68% |
$26.3K - $30.9K
|
3.16K
$324K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 1.23% |
$26.3K - $30.9K
|
24K
$2.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-300- 6.52% |
$26.3K - $30.9K
|
4.3K
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-300- 8.86% |
$26.3K - $30.9K
|
3.09K
$317K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-302- 5.23% |
$26.5K - $31.1K
|
5.47K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-302- 2.19% |
$26.5K - $31.1K
|
13.5K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-302- 0.28% |
$26.5K - $31.1K
|
109K
$11.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-306- 3.67% |
$26.9K - $31.5K
|
8.02K
$824K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-308- 0.89% |
$27K - $31.7K
|
34.3K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Independent Investors Inc
|
SELL
|
- |
-308- 0.64% |
$27K - $31.7K
|
47.7K
$4.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-310- 11.01% |
$27.2K - $31.9K
|
2.51K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-310- 1.58% |
$27.2K - $31.9K
|
19.3K
$1.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-311- 4.56% |
$27.3K - $32K
|
6.51K
$669K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-312- 8.58% |
$27.4K - $32.1K
|
3.32K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-312- 1.78% |
$27.4K - $32.1K
|
17.2K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-313- 4.59% |
$27.5K - $32.2K
|
6.51K
$669K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-315- 1.54% |
$27.7K - $32.4K
|
20.2K
$2.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-315- 5.85% |
$27.7K - $32.4K
|
5.07K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-320- 5.04% |
$28.1K - $33K
|
6.03K
$619K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-323- 3.7% |
$28.4K - $33.3K
|
8.41K
$864K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-324- 7.76% |
$28.5K - $33.4K
|
3.85K
$396K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-326- 7.24% |
$28.6K - $33.6K
|
4.18K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-327- 0.39% |
$28.7K - $33.7K
|
84.3K
$8.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-327- 5.56% |
$28.7K - $33.7K
|
5.55K
$571K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-328- 3.95% |
$28.8K - $33.8K
|
7.97K
$819K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-331- 3.31% |
$29.1K - $34.1K
|
9.66K
$993K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-331- 10.64% |
$29.1K - $34.1K
|
2.78K
$286K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-332- 7.39% |
$29.2K - $34.2K
|
4.16K
$428K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-333- 6.17% |
$29.2K - $34.3K
|
5.06K
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-337- 57.41% |
$29.6K - $34.7K
|
250
$25.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-338- 1.39% |
$29.7K - $34.8K
|
24K
$2.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-342- 4.36% |
$30K - $35.2K
|
7.51K
$771K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-343- 0.24% |
$30.1K - $35.3K
|
141K
$14.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-345- 7.35% |
$30.3K - $35.5K
|
4.35K
$447K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-345- 11.37% |
$30.3K - $35.5K
|
2.69K
$276K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-346- 5.36% |
$30.4K - $35.6K
|
6.1K
$627K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-347- 5.74% |
$30.5K - $35.7K
|
5.7K
$586K
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-349- 1.01% |
$30.6K - $35.9K
|
34.2K
$3.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-350- 0.53% |
$30.7K - $36K
|
65.1K
$6.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-350- 1.29% |
$30.7K - $36K
|
26.8K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 2.25% |
$30.7K - $36K
|
15.2K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
SELL
|
- |
-351- 9.11% |
$30.8K - $36.1K
|
3.5K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-351- 10.31% |
$30.8K - $36.1K
|
3.05K
$314K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-356- 4.92% |
$31.3K - $36.7K
|
6.88K
$707K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-356- 0.24% |
$31.3K - $36.7K
|
151K
$15.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-358- 1.75% |
$31.4K - $36.9K
|
20.1K
$2.07M
|