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 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-804- 17.29% |
$70.6K - $82.8K
|
3.85K
$452K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-807- 3.46% |
$70.9K - $83.1K
|
22.5K
$2.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-808- 6.86% |
$71K - $83.2K
|
11K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-810- 11.25% |
$71.1K - $83.4K
|
6.39K
$752K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-810- 9.82% |
$71.1K - $83.4K
|
7.44K
$875K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-810- 6.25% |
$71.1K - $83.4K
|
12.2K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-814- 4.53% |
$71.5K - $83.8K
|
17.2K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-815- 25.48% |
$71.6K - $83.9K
|
2.38K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-818- 4.59% |
$71.8K - $84.2K
|
17K
$2M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-820- 3.52% |
$72K - $84.4K
|
22.5K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-824- 19.85% |
$72.4K - $84.8K
|
3.33K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-825- 3.41% |
$72.5K - $85K
|
23.3K
$2.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-830- 4.54% |
$72.9K - $85.5K
|
17.4K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-830- 4.28% |
$72.9K - $85.5K
|
18.6K
$2.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-832- 17.77% |
$73.1K - $85.7K
|
3.85K
$453K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-833- 1.71% |
$73.2K - $85.8K
|
48K
$5.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-840- 7.1% |
$73.8K - $86.5K
|
11K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-840- 16.65% |
$73.8K - $86.5K
|
4.2K
$494K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-846- 14.27% |
$74.3K - $87.1K
|
5.08K
$598K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-847- 2.22% |
$74.4K - $87.2K
|
37.3K
$4.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-850- 2.63% |
$74.6K - $87.5K
|
31.4K
$3.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-852- 19.62% |
$74.8K - $87.7K
|
3.49K
$410K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-854- 34.84% |
$75K - $87.9K
|
1.6K
$188K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-855- 3.58% |
$75.1K - $88K
|
23K
$2.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-855- 15.66% |
$75.1K - $88K
|
4.61K
$542K
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-855- 15.66% |
$75.1K - $88K
|
4.61K
$542K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-857- 4.0% |
$75.3K - $88.2K
|
20.6K
$2.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-859- 13.04% |
$75.4K - $88.5K
|
5.73K
$674K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-859- 34.09% |
$75.4K - $88.5K
|
1.66K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-859- 7.09% |
$75.4K - $88.5K
|
11.3K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-860- 3.25% |
$75.5K - $88.6K
|
25.6K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-861- 12.8% |
$75.6K - $88.7K
|
5.87K
$690K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-865- 7.22% |
$76K - $89.1K
|
11.1K
$1.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-866- 3.33% |
$76.1K - $89.2K
|
25.1K
$2.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-868- 7.76% |
$76.2K - $89.4K
|
10.3K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-872- 15.59% |
$76.6K - $89.8K
|
4.72K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-876- 15.85% |
$76.9K - $90.2K
|
4.65K
$547K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-876- 12.15% |
$76.9K - $90.2K
|
6.34K
$745K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-880- 7.42% |
$77.3K - $90.6K
|
11K
$1.29M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-882- 17.55% |
$77.5K - $90.8K
|
4.15K
$487K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-884- 24.82% |
$77.6K - $91K
|
2.68K
$315K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-897- 24.05% |
$78.8K - $92.4K
|
2.83K
$333K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-898- 11.29% |
$78.9K - $92.5K
|
7.06K
$830K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-900- 8.53% |
$79K - $92.7K
|
9.65K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-901- 4.32% |
$79.1K - $92.8K
|
20K
$2.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-901- 27.6% |
$79.1K - $92.8K
|
2.36K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-907- 10.88% |
$79.7K - $93.4K
|
7.43K
$874K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-909- 7.98% |
$79.8K - $93.6K
|
10.5K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-909- 27.05% |
$79.8K - $93.6K
|
2.45K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-910- 11.8% |
$79.9K - $93.7K
|
6.81K
$800K
|