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 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-6.33K- 16.05% |
$556K - $652K
|
33.1K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.35K- 14.1% |
$557K - $654K
|
38.7K
$3.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.38K- 9.06% |
$560K - $657K
|
64.1K
$6.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.4K- 4.23% |
$562K - $659K
|
145K
$14.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.48K- 5.95% |
$569K - $668K
|
102K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.5K- 15.98% |
$571K - $670K
|
34.2K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.52K- 23.57% |
$572K - $671K
|
21.1K
$2.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6.52K- 15.17% |
$573K - $671K
|
36.5K
$3.61M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-6.55K- 37.01% |
$575K - $674K
|
11.1K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-6.56K- 71.0% |
$576K - $676K
|
2.68K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6.57K- 54.33% |
$577K - $676K
|
5.52K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6.6K- 74.69% |
$579K - $679K
|
2.24K
$221K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-6.63K- 45.2% |
$582K - $683K
|
8.04K
$795K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.66K- 2.68% |
$585K - $686K
|
242K
$23.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-6.71K- 43.31% |
$589K - $691K
|
8.78K
$869K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-6.74K- 17.1% |
$592K - $694K
|
32.6K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-6.8K- 7.96% |
$597K - $700K
|
78.6K
$7.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-6.82K- 61.79% |
$599K - $703K
|
4.22K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.83K- 1.2% |
$600K - $704K
|
563K
$55.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.9K- 25.39% |
$606K - $711K
|
20.3K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.92K- 14.06% |
$608K - $713K
|
42.3K
$4.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.99K- 10.48% |
$614K - $719K
|
59.7K
$5.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-7.01K- 67.64% |
$615K - $721K
|
3.35K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.1K- 13.39% |
$624K - $731K
|
45.9K
$4.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.15K- 1.89% |
$628K - $736K
|
372K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-7.17K- 9.31% |
$629K - $738K
|
69.8K
$6.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.24K- 42.36% |
$636K - $746K
|
9.86K
$975K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.3K- 6.35% |
$641K - $752K
|
108K
$10.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-7.31K- 18.38% |
$642K - $752K
|
32.5K
$3.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.33K- 9.32% |
$644K - $755K
|
71.4K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.41K- 5.42% |
$650K - $763K
|
129K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-7.45K- 70.47% |
$654K - $767K
|
3.12K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-7.45K- 1.84% |
$654K - $767K
|
398K
$39.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-7.5K- 4.39% |
$659K - $772K
|
163K
$16.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7.56K- 9.1% |
$664K - $779K
|
75.6K
$7.48M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.68K- 37.78% |
$675K - $791K
|
12.7K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.74K- 1.63% |
$679K - $796K
|
467K
$46.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.78K- 16.28% |
$683K - $801K
|
40K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-7.8K- 5.02% |
$685K - $803K
|
148K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-7.81K- 2.01% |
$686K - $804K
|
380K
$37.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-7.83K- 32.84% |
$688K - $807K
|
16K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-7.94K- 1.34% |
$697K - $817K
|
583K
$57.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.97K- 8.72% |
$700K - $821K
|
83.4K
$8.26M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.02K- 29.19% |
$705K - $826K
|
19.5K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-8.23K- 0.41% |
$723K - $848K
|
2M
$197M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-8.39K- 29.45% |
$737K - $864K
|
20.1K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.46K- 16.36% |
$743K - $871K
|
43.2K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-8.6K- 0.49% |
$755K - $886K
|
1.76M
$174M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-8.66K- 3.5% |
$760K - $891K
|
239K
$23.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-8.68K- 8.83% |
$763K - $894K
|
89.6K
$8.87M
|