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 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-12.9K- 54.91% |
$1.13M - $1.32M
|
10.6K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.1K- 0.38% |
$1.15M - $1.35M
|
3.43M
$339M
|
|
|
Jul 13, 2023
Q2 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-13.5K- 60.75% |
$1.19M - $1.39M
|
8.72K
$863K
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-13.6K- 19.65% |
$1.19M - $1.4M
|
55.5K
$5.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-13.6K- 19.94% |
$1.19M - $1.4M
|
54.5K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-13.6K- 20.92% |
$1.2M - $1.4M
|
51.5K
$5.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-13.9K- 49.52% |
$1.22M - $1.43M
|
14.1K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-14K- 6.42% |
$1.23M - $1.44M
|
203K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-14K- 14.49% |
$1.23M - $1.45M
|
82.9K
$8.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-14.2K- 3.23% |
$1.25M - $1.46M
|
424K
$42M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14.7K- 2.53% |
$1.29M - $1.52M
|
568K
$56.2M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.9K- 16.38% |
$1.31M - $1.54M
|
76.3K
$7.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-15K- 17.92% |
$1.32M - $1.55M
|
68.9K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.1K- 1.5% |
$1.33M - $1.56M
|
991K
$98.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.3K- 16.95% |
$1.34M - $1.57M
|
74.8K
$7.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15.3K- 30.0% |
$1.35M - $1.58M
|
35.8K
$3.54M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-15.5K- 44.8% |
$1.36M - $1.6M
|
19.1K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-15.6K- 86.82% |
$1.37M - $1.6M
|
2.37K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-15.7K- 13.0% |
$1.38M - $1.62M
|
105K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-16.1K- 28.55% |
$1.41M - $1.66M
|
40.3K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.3K- 4.9% |
$1.43M - $1.68M
|
316K
$31.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-16.8K- 99.99% |
$1.47M - $1.73M
|
1
$98.9
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-16.8K- 71.38% |
$1.48M - $1.73M
|
6.74K
$666K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16.9K- 45.48% |
$1.48M - $1.74M
|
20.3K
$2M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-16.9K- 30.41% |
$1.49M - $1.75M
|
38.8K
$3.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-17K- 35.05% |
$1.49M - $1.75M
|
31.4K
$3.11M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-17.3K- 97.0% |
$1.52M - $1.78M
|
536
$53K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-17.3K- 97.0% |
$1.52M - $1.78M
|
536
$53K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-17.4K- 83.47% |
$1.53M - $1.79M
|
3.45K
$341K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-17.5K- 90.1% |
$1.54M - $1.8M
|
1.92K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-17.6K- 15.34% |
$1.55M - $1.82M
|
97.4K
$9.63M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.8K- 51.24% |
$1.56M - $1.83M
|
16.9K
$1.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-18.4K- 33.63% |
$1.62M - $1.9M
|
36.4K
$3.6M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-18.9K- 82.24% |
$1.66M - $1.94M
|
4.08K
$403K
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-18.9K- 82.24% |
$1.66M - $1.94M
|
4.08K
$403K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.4K- 45.25% |
$1.7M - $2M
|
23.5K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-19.5K- 38.05% |
$1.72M - $2.01M
|
31.8K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-19.7K- 21.19% |
$1.73M - $2.02M
|
73.1K
$7.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-19.7K- 80.5% |
$1.73M - $2.02M
|
4.76K
$471K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-19.7K- 32.55% |
$1.73M - $2.03M
|
40.8K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-20K- 39.34% |
$1.75M - $2.06M
|
30.8K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-20K- 36.36% |
$1.76M - $2.06M
|
35K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-20.5K- 13.28% |
$1.8M - $2.11M
|
134K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-20.6K- 8.23% |
$1.81M - $2.12M
|
230K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.8K- 83.14% |
$1.82M - $2.14M
|
4.21K
$416K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-20.8K- 83.14% |
$1.82M - $2.14M
|
4.21K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Pariax, LLC
|
SELL
|
- |
-21K- 49.16% |
$1.84M - $2.16M
|
21.7K
$2.15M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-21.1K- 71.14% |
$1.85M - $2.17M
|
8.55K
$846K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.1K- 3.91% |
$1.85M - $2.17M
|
520K
$51.4M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-21.8K- 86.25% |
$1.92M - $2.25M
|
3.48K
$344K
|