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 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-427- 1.97% |
$37.5K - $44K
|
21.2K
$2.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-429- 0.61% |
$37.7K - $44.2K
|
70K
$7.19M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-430- 1.68% |
$37.8K - $44.3K
|
25.2K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-435- 1.47% |
$38.2K - $44.8K
|
29.1K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-437- 0.83% |
$38.4K - $45K
|
52.4K
$5.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-439- 5.31% |
$38.6K - $45.2K
|
7.83K
$804K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-441- 1.54% |
$38.7K - $45.4K
|
28.3K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-442- 18.95% |
$38.8K - $45.5K
|
1.89K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-446- 9.13% |
$39.2K - $45.9K
|
4.44K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-446- 5.73% |
$39.2K - $45.9K
|
7.33K
$753K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-450- 0.89% |
$39.5K - $46.3K
|
50.2K
$5.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-450- 16.27% |
$39.5K - $46.3K
|
2.32K
$238K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-456- 15.1% |
$40K - $47K
|
2.56K
$263K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-457- 5.9% |
$40.1K - $47.1K
|
7.28K
$748K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-457- 1.33% |
$40.1K - $47.1K
|
33.9K
$3.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-463- 5.22% |
$40.7K - $47.7K
|
8.41K
$864K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-467- 5.26% |
$41K - $48.1K
|
8.41K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-470- 16.5% |
$41.3K - $48.4K
|
2.38K
$244K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-471- 5.39% |
$41.4K - $48.5K
|
8.27K
$849K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-475- 5.66% |
$41.7K - $48.9K
|
7.92K
$813K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-480- 7.27% |
$42.2K - $49.4K
|
6.12K
$629K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-482- 2.25% |
$42.3K - $49.6K
|
20.9K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-482- 4.21% |
$42.3K - $49.6K
|
11K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-485- 25.39% |
$42.6K - $49.9K
|
1.43K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-487- 19.57% |
$42.8K - $50.1K
|
2K
$206K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-488- 1.27% |
$42.9K - $50.2K
|
37.8K
$3.88M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-489- 5.74% |
$42.9K - $50.4K
|
8.03K
$824K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-489- 4.76% |
$42.9K - $50.4K
|
9.78K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-491- 14.63% |
$43.1K - $50.6K
|
2.87K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-492- 1.48% |
$43.2K - $50.7K
|
32.8K
$3.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-492- 14.22% |
$43.2K - $50.7K
|
2.97K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-494- 3.2% |
$43.4K - $50.9K
|
14.9K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-494- 7.55% |
$43.4K - $50.9K
|
6.05K
$622K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-495- 6.33% |
$43.5K - $51K
|
7.32K
$752K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-499- 14.43% |
$43.8K - $51.4K
|
2.96K
$304K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.98% |
$43.9K - $51.5K
|
24.7K
$2.54M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 3.43% |
$43.9K - $51.5K
|
14.1K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 7.05% |
$43.9K - $51.5K
|
6.6K
$678K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-500- 48.69% |
$43.9K - $51.5K
|
527
$54.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-500- 5.41% |
$43.9K - $51.5K
|
8.74K
$898K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-500- 16.36% |
$43.9K - $51.5K
|
2.56K
$263K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-501- 14.03% |
$44K - $51.6K
|
3.07K
$315K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-505- 0.9% |
$44.3K - $52K
|
55.6K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-509- 2.66% |
$44.7K - $52.4K
|
18.6K
$1.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-513- 4.43% |
$45.1K - $52.8K
|
11.1K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-513- 5.86% |
$45.1K - $52.8K
|
8.24K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-514- 16.8% |
$45.1K - $52.9K
|
2.55K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-517- 14.2% |
$45.4K - $53.2K
|
3.12K
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-518- 12.94% |
$45.5K - $53.3K
|
3.48K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-519- 3.06% |
$45.6K - $53.4K
|
16.5K
$1.69M
|