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 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-518- 12.94% |
$45.5K - $53.3K
|
3.48K
$410K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-519- 3.06% |
$45.6K - $53.4K
|
16.5K
$1.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-520- 17.22% |
$45.7K - $53.5K
|
2.5K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-520- 4.31% |
$45.7K - $53.5K
|
11.6K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-524- 11.98% |
$46K - $54K
|
3.85K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-524- 0.83% |
$46K - $54K
|
62.7K
$7.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-525- 1.84% |
$46.1K - $54.1K
|
27.9K
$3.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-525- 5.5% |
$46.1K - $54.1K
|
9.02K
$1.06M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-526- 5.7% |
$46.2K - $54.2K
|
8.7K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-527- 36.05% |
$46.3K - $54.3K
|
935
$110K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-532- 0.54% |
$46.7K - $54.8K
|
98.8K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-535- 8.92% |
$47K - $55.1K
|
5.47K
$643K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-539- 81.05% |
$47.3K - $55.5K
|
126
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-541- 13.17% |
$47.5K - $55.7K
|
3.57K
$420K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-543- 10.14% |
$47.7K - $55.9K
|
4.81K
$566K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-548- 2.03% |
$48.1K - $56.4K
|
26.5K
$3.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-553- 11.77% |
$48.6K - $56.9K
|
4.15K
$488K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-554- 4.2% |
$48.7K - $57K
|
12.6K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-555- 4.15% |
$48.7K - $57.1K
|
12.8K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-557- 6.18% |
$48.9K - $57.4K
|
8.46K
$995K
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-559- 0.29% |
$49.1K - $57.6K
|
195K
$23M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-560- 2.71% |
$49.2K - $57.7K
|
20.1K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-560- 1.84% |
$49.2K - $57.7K
|
29.8K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-566- 1.8% |
$49.7K - $58.3K
|
31K
$3.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-569- 10.82% |
$50K - $58.6K
|
4.69K
$552K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-570- 5.38% |
$50.1K - $58.7K
|
10K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-570- 0.46% |
$50.1K - $58.7K
|
124K
$14.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-576- 7.89% |
$50.6K - $59.3K
|
6.72K
$790K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-577- 7.19% |
$50.7K - $59.4K
|
7.44K
$875K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-584- 8.85% |
$51.3K - $60.1K
|
6.02K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-585- 10.38% |
$51.4K - $60.2K
|
5.05K
$594K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-588- 1.26% |
$51.6K - $60.5K
|
46K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-590- 6.24% |
$51.8K - $60.8K
|
8.86K
$1.04M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-592- 8.02% |
$52K - $61K
|
6.79K
$799K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 57.75% |
$52.7K - $61.8K
|
439
$51.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-600- 6.19% |
$52.7K - $61.8K
|
9.09K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-601- 1.46% |
$52.8K - $61.9K
|
40.7K
$4.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-601- 14.02% |
$52.8K - $61.9K
|
3.69K
$433K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-602- 12.39% |
$52.9K - $62K
|
4.26K
$501K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-604- 41.26% |
$53K - $62.2K
|
860
$101K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-607- 6.93% |
$53.3K - $62.5K
|
8.15K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-618- 0.25% |
$54.3K - $63.6K
|
246K
$28.9M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-621- 1.2% |
$54.5K - $63.9K
|
51K
$6M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-623- 1.58% |
$54.7K - $64.2K
|
38.7K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-627- 1.46% |
$55.1K - $64.6K
|
42.2K
$4.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-629- 4.56% |
$55.2K - $64.8K
|
13.2K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-634- 4.27% |
$55.7K - $65.3K
|
14.2K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-636- 14.83% |
$55.9K - $65.5K
|
3.65K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-642- 0.44% |
$56.4K - $66.1K
|
145K
$17.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-648- 2.44% |
$56.9K - $66.7K
|
25.9K
$3.05M
|