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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-356- 0.24% |
$31.3K - $36.7K
|
151K
$17.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-358- 1.75% |
$31.4K - $36.9K
|
20.1K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-359- 7.52% |
$31.5K - $37K
|
4.42K
$520K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-361- 10.06% |
$31.7K - $37.2K
|
3.23K
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-362- 22.02% |
$31.8K - $37.3K
|
1.28K
$151K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-363- 2.07% |
$31.9K - $37.4K
|
17.2K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-364- 10.81% |
$32K - $37.5K
|
3K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-365- 1.42% |
$32.1K - $37.6K
|
25.3K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-365- 0.66% |
$32.1K - $37.6K
|
54.9K
$6.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-365- 1.02% |
$32.1K - $37.6K
|
35.6K
$4.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-370- 0.43% |
$32.5K - $38.1K
|
85.9K
$10.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-370- 0.25% |
$32.5K - $38.1K
|
149K
$17.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-375- 0.52% |
$32.9K - $38.6K
|
71.3K
$8.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-375- 12.14% |
$32.9K - $38.6K
|
2.71K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-375- 7.03% |
$32.9K - $38.6K
|
4.96K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-375- 1.38% |
$32.9K - $38.6K
|
26.8K
$3.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-376- 9.06% |
$33K - $38.7K
|
3.77K
$444K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-381- 4.55% |
$33.5K - $39.2K
|
8K
$940K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-383- 14.13% |
$33.6K - $39.4K
|
2.33K
$274K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-384- 12.92% |
$33.7K - $39.5K
|
2.59K
$304K
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-385- 10.69% |
$33.8K - $39.6K
|
3.22K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-385- 4.16% |
$33.8K - $39.6K
|
8.86K
$1.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-387- 2.12% |
$34K - $39.8K
|
17.9K
$2.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-387- 3.97% |
$34K - $39.8K
|
9.36K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-390- 1.79% |
$34.2K - $40.2K
|
21.4K
$2.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-393- 1.04% |
$34.5K - $40.5K
|
37.3K
$4.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-394- 0.69% |
$34.6K - $40.6K
|
56.6K
$6.66M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-394- 4.78% |
$34.6K - $40.6K
|
7.85K
$923K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-395- 5.08% |
$34.7K - $40.7K
|
7.39K
$869K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-396- 3.21% |
$34.8K - $40.8K
|
11.9K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-398- 0.31% |
$35K - $41K
|
127K
$15M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-400- 13.68% |
$35.1K - $41.2K
|
2.53K
$297K
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-400- 77.07% |
$35.1K - $41.2K
|
119
$14K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-400- 0.51% |
$35.1K - $41.2K
|
77.4K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-400- 0.41% |
$35.1K - $41.2K
|
97.8K
$11.5M
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-401- 5.68% |
$35.2K - $41.3K
|
6.65K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-402- 1.11% |
$35.3K - $41.4K
|
35.8K
$4.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-403- 4.77% |
$35.4K - $41.5K
|
8.04K
$946K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-405- 3.2% |
$35.6K - $41.7K
|
12.3K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-407- 1.47% |
$35.7K - $41.9K
|
27.3K
$3.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-408- 8.42% |
$35.8K - $42K
|
4.44K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-409- 14.86% |
$35.9K - $42.1K
|
2.34K
$276K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-410- 8.35% |
$36K - $42.2K
|
4.5K
$529K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-411- 15.49% |
$36.1K - $42.3K
|
2.24K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-411- 14.41% |
$36.1K - $42.3K
|
2.44K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Bender Robert & Associates
|
SELL
|
- |
-415- 1.22% |
$36.4K - $42.7K
|
33.7K
$3.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-418- 2.17% |
$36.7K - $43K
|
18.8K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-420- 0.42% |
$36.9K - $43.2K
|
99.4K
$11.7M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-420- 0.42% |
$36.9K - $43.2K
|
99.4K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-424- 2.27% |
$37.2K - $43.7K
|
18.2K
$2.14M
|