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 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
4.08KNew |
$358K - $420K
|
4.08K
$404K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.08K+ 18.68% |
$358K - $420K
|
25.9K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
4.01K+ 61.55% |
$353K - $413K
|
10.5K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.01KNew |
$352K - $413K
|
4.01K
$397K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4K+ 5.3% |
$352K - $412K
|
79.6K
$7.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4K+ 35.41% |
$351K - $412K
|
15.3K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4K+ 4.78% |
$351K - $412K
|
87.8K
$8.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.99K+ 51.35% |
$350K - $411K
|
11.8K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
3.98K+ 11.12% |
$350K - $410K
|
39.8K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.96K+ 23.97% |
$347K - $407K
|
20.5K
$2.02M
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.94KNew |
$346K - $405K
|
3.94K
$390K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 4.35% |
$340K - $399K
|
93K
$9.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
3.87K+ 41.99% |
$340K - $399K
|
13.1K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
3.84K+ 7.34% |
$337K - $395K
|
56.1K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.83K+ 3.41% |
$337K - $395K
|
116K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
3.83K+ 8.13% |
$336K - $394K
|
50.9K
$5.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
3.78KNew |
$332K - $389K
|
3.78K
$374K
|
|
|
Jul 27, 2023
Q2 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
3.76K+ 20.76% |
$330K - $387K
|
21.9K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3.75K+ 1.79% |
$330K - $386K
|
213K
$21.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.75K+ 273.36% |
$329K - $386K
|
5.12K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.74K+ 1.7% |
$328K - $385K
|
223K
$22M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.71K+ 47.41% |
$326K - $382K
|
11.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.7K+ 7.87% |
$324K - $380K
|
50.7K
$5.01M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.68K+ 4.42% |
$323K - $379K
|
86.9K
$8.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.67KNew |
$322K - $378K
|
3.67K
$363K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.63K+ 45.72% |
$319K - $374K
|
11.6K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.62KNew |
$318K - $373K
|
3.62K
$358K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.61KNew |
$317K - $372K
|
3.61K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.54KNew |
$311K - $365K
|
3.54K
$350K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.53K+ 224.84% |
$310K - $363K
|
5.1K
$505K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
3.53K+ 94.69% |
$310K - $363K
|
7.26K
$718K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.52K+ 3.08% |
$309K - $363K
|
118K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.51K+ 6.51% |
$308K - $361K
|
57.4K
$5.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.49K+ 6.95% |
$307K - $360K
|
53.7K
$5.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.49KNew |
$307K - $360K
|
3.49K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.45K+ 16.64% |
$303K - $355K
|
24.2K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.4K+ 2.51% |
$299K - $351K
|
139K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.39K+ 167.32% |
$298K - $349K
|
5.42K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.36K+ 61.9% |
$295K - $346K
|
8.78K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.34KNew |
$293K - $344K
|
3.34K
$330K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.31K+ 5.09% |
$291K - $341K
|
68.4K
$6.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.31KNew |
$291K - $341K
|
3.31K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.3KNew |
$290K - $340K
|
3.3K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
3.28K+ 32.69% |
$288K - $337K
|
13.3K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.27K+ 3.2% |
$287K - $337K
|
105K
$10.4M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$287K - $337K
|
3.27K
$323K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.26K+ 12.02% |
$287K - $336K
|
30.4K
$3.01M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.26K+ 6.19% |
$287K - $336K
|
56K
$5.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
3.26K+ 11.27% |
$286K - $336K
|
32.2K
$3.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.24K+ 76.23% |
$284K - $333K
|
7.48K
$740K
|