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 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.64K+ 5.82% |
$671K - $787K
|
139K
$16.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
7.57KNew |
$664K - $779K
|
7.57K
$875K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.48K+ 1.0% |
$657K - $770K
|
752K
$87M
|
|
|
Aug 02, 2023
Q2 2023
|
Parametrica Management LTD
|
BUY
|
- |
7.45KNew |
$654K - $767K
|
7.45K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.43K+ 4.44% |
$652K - $765K
|
175K
$20.2M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
7.15K+ 3.6% |
$628K - $737K
|
206K
$23.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.14K+ 5.92% |
$627K - $736K
|
128K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
7.11K+ 9.74% |
$624K - $732K
|
80.1K
$9.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.98K+ 73.37% |
$613K - $718K
|
16.5K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.91K+ 0.15% |
$607K - $712K
|
4.77M
$552M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
6.9KNew |
$606K - $711K
|
6.9K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.87KNew |
$604K - $708K
|
6.87K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
6.85KNew |
$602K - $705K
|
6.85K
$792K
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
6.8K+ 8.28% |
$597K - $700K
|
88.9K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.74K+ 19.38% |
$592K - $694K
|
41.5K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.73K+ 7.88% |
$591K - $693K
|
92.2K
$10.7M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
6.73K+ 7.88% |
$591K - $693K
|
92.2K
$10.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.73K+ 68.09% |
$591K - $693K
|
16.6K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
6.7KNew |
$588K - $690K
|
6.7K
$775K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6.6K+ 27.32% |
$580K - $679K
|
30.8K
$3.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 63.44% |
$579K - $679K
|
17K
$1.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.57K+ 2.18% |
$577K - $677K
|
308K
$35.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
6.56K+ 2.21% |
$576K - $675K
|
303K
$35M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.54K+ 5.73% |
$574K - $673K
|
121K
$13.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
6.46K+ 20.4% |
$567K - $665K
|
38.1K
$4.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
6.43KNew |
$565K - $662K
|
6.43K
$744K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.41K+ 12.58% |
$563K - $660K
|
57.3K
$6.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.35K+ 16.5% |
$558K - $654K
|
44.8K
$5.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
6.21K+ 3.01% |
$546K - $640K
|
213K
$24.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
6.19K+ 3.24% |
$544K - $638K
|
197K
$22.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
6.15K+ 27.35% |
$540K - $633K
|
28.6K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.14KNew |
$539K - $632K
|
6.14K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.01KNew |
$528K - $619K
|
6.01K
$695K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.95KNew |
$523K - $613K
|
5.95K
$689K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.94K+ 9.81% |
$522K - $612K
|
66.5K
$7.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
5.9KNew |
$518K - $608K
|
5.9K
$683K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
5.9K+ 23.82% |
$518K - $608K
|
30.7K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
5.88KNew |
$516K - $605K
|
5.88K
$680K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.84K+ 13.75% |
$513K - $602K
|
48.4K
$5.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.84K+ 1672.49% |
$513K - $601K
|
6.19K
$715K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.75K+ 4.74% |
$505K - $592K
|
127K
$14.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.75KNew |
$505K - $592K
|
5.75K
$665K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
5.69K+ 4.02% |
$500K - $586K
|
147K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5.69K+ 48.4% |
$500K - $586K
|
17.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
5.68K+ 16.0% |
$499K - $585K
|
41.2K
$4.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.68K+ 7.75% |
$498K - $584K
|
78.9K
$9.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.64K+ 13.95% |
$495K - $581K
|
46.1K
$5.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.52K+ 6.62% |
$485K - $569K
|
89K
$10.3M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.52K+ 6.62% |
$485K - $569K
|
89K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.49K+ 29.1% |
$482K - $565K
|
24.4K
$2.82M
|