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
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.14K- 6.49% |
$99.7K - $117K
|
16.4K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.14K- 25.4% |
$100K - $117K
|
3.35K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.14K- 4.09% |
$100K - $118K
|
26.8K
$2.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.15K- 3.34% |
$101K - $118K
|
33.2K
$3.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.16K- 0.47% |
$101K - $119K
|
246K
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.16K- 30.39% |
$101K - $119K
|
2.65K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.17K- 7.44% |
$102K - $120K
|
14.5K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.18K- 6.58% |
$103K - $121K
|
16.7K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.18K- 10.06% |
$103K - $121K
|
10.5K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.19K- 1.17% |
$104K - $122K
|
99.8K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.19K- 3.7% |
$104K - $122K
|
30.9K
$3.17M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.19K- 29.11% |
$104K - $122K
|
2.89K
$297K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.19K- 16.16% |
$105K - $123K
|
6.18K
$635K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 17.27% |
$105K - $123K
|
5.71K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 31.58% |
$105K - $124K
|
2.6K
$267K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.2K- 14.15% |
$106K - $124K
|
7.29K
$749K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.21K- 2.96% |
$106K - $124K
|
39.5K
$4.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.21K- 1.22% |
$106K - $124K
|
97.3K
$10M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.21K- 25.64% |
$106K - $124K
|
3.5K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-1.21K- 7.36% |
$106K - $125K
|
15.2K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.21K- 10.8% |
$106K - $125K
|
10K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-1.21K- 0.33% |
$107K - $125K
|
365K
$37.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.22K- 22.6% |
$107K - $125K
|
4.17K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.24K- 2.81% |
$109K - $128K
|
42.9K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.24K- 35.75% |
$109K - $128K
|
2.23K
$229K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.24K- 5.18% |
$109K - $128K
|
22.7K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-1.25K- 21.26% |
$109K - $128K
|
4.61K
$474K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.25K- 33.75% |
$110K - $129K
|
2.45K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.25K- 15.62% |
$110K - $129K
|
6.75K
$693K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.25K- 35.46% |
$110K - $129K
|
2.28K
$234K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 1.17% |
$110K - $129K
|
106K
$10.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.27K- 6.93% |
$112K - $131K
|
17.1K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.28K- 3.48% |
$112K - $132K
|
35.4K
$3.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.28K- 17.05% |
$112K - $132K
|
6.23K
$640K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.29K- 17.73% |
$113K - $132K
|
5.96K
$613K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.29K- 30.83% |
$113K - $133K
|
2.9K
$297K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.29K- 27.08% |
$114K - $133K
|
3.48K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.3K- 18.69% |
$114K - $134K
|
5.65K
$581K
|
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-1.3K- 21.11% |
$114K - $134K
|
4.86K
$499K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.3K- 3.78% |
$114K - $134K
|
33.2K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 2.9% |
$115K - $135K
|
43.9K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.32K- 1.43% |
$115K - $135K
|
90.5K
$9.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 16.97% |
$116K - $136K
|
6.48K
$666K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33K- 2.94% |
$117K - $137K
|
43.7K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.33K- 0.14% |
$117K - $137K
|
953K
$97.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 1.92% |
$119K - $139K
|
69.1K
$7.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.37K- 13.01% |
$120K - $141K
|
9.13K
$938K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.38K- 79.94% |
$121K - $142K
|
345
$35.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.38K- 7.82% |
$121K - $142K
|
16.2K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.39K- 0.48% |
$122K - $143K
|
285K
$29.3M
|