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 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 19.68% |
$109K - $128K
|
7.56K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.22K+ 46.58% |
$107K - $126K
|
3.84K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 6.78% |
$106K - $124K
|
19K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 6.5% |
$106K - $124K
|
19.7K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.2K+ 20.56% |
$105K - $123K
|
7.02K
$870K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.19K+ 4.48% |
$105K - $123K
|
27.9K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.19K+ 11.29% |
$105K - $123K
|
11.8K
$1.46M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.19K+ 28.52% |
$105K - $123K
|
5.37K
$666K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.19K+ 9.94% |
$104K - $122K
|
13.1K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16K+ 11.13% |
$102K - $120K
|
11.6K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.13K+ 0.53% |
$99.2K - $116K
|
216K
$26.8M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 7.43% |
$99.1K - $116K
|
16.3K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.12K+ 3.25% |
$98.6K - $116K
|
35.7K
$4.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.12K+ 3.86% |
$98.4K - $115K
|
30.1K
$3.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 9.03% |
$98.1K - $115K
|
13.5K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 19.46% |
$96.2K - $113K
|
6.72K
$834K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.08KNew |
$95.2K - $112K
|
1.08K
$134K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.08K+ 9.0% |
$94.6K - $111K
|
13K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 7.64% |
$94.1K - $110K
|
15.1K
$1.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.07K+ 2.6% |
$93.9K - $110K
|
42.2K
$5.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.07K+ 6.0% |
$93.5K - $110K
|
18.8K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.06K+ 20.58% |
$93.1K - $109K
|
6.21K
$770K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
1.05K+ 50.67% |
$92.6K - $109K
|
3.13K
$389K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.05K+ 30.63% |
$92.3K - $108K
|
4.48K
$556K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
1.05K+ 26.13% |
$91.9K - $108K
|
5.05K
$627K
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.04K+ 29.69% |
$91.7K - $108K
|
4.56K
$565K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.04K+ 8.18% |
$91.7K - $108K
|
13.8K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.04K+ 1.23% |
$91.1K - $107K
|
85.1K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 2.36% |
$90.8K - $106K
|
44.8K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1.03K+ 45.94% |
$90.5K - $106K
|
3.28K
$406K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 4.39% |
$89.8K - $105K
|
24.3K
$3.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.02K+ 3.61% |
$89.7K - $105K
|
29.3K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 39.08% |
$89.6K - $105K
|
3.63K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.02K+ 7.17% |
$89.2K - $105K
|
15.2K
$1.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 19.73% |
$89K - $104K
|
6.15K
$763K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 7.12% |
$88.9K - $104K
|
15.2K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.01K+ 47.13% |
$88.7K - $104K
|
3.15K
$391K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
1K+ 7.6% |
$87.8K - $103K
|
14.2K
$1.75M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1K+ 23.14% |
$87.8K - $103K
|
5.32K
$660K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
989+ 16.31% |
$86.9K - $102K
|
7.05K
$874K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
981+ 5.71% |
$86.2K - $101K
|
18.1K
$2.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
971+ 12.89% |
$85.3K - $100K
|
8.51K
$1.05M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
966+ 32.53% |
$84.8K - $99.5K
|
3.94K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
963+ 5.42% |
$84.6K - $99.2K
|
18.7K
$2.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
952+ 19.6% |
$83.6K - $98K
|
5.81K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
950+ 0.12% |
$83.4K - $97.8K
|
824K
$102M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
946+ 9.24% |
$83.1K - $97.4K
|
11.2K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
938+ 5.49% |
$82.4K - $96.6K
|
18K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
935+ 4.18% |
$82.1K - $96.3K
|
23.3K
$2.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
933+ 10.15% |
$81.9K - $96.1K
|
10.1K
$1.26M
|