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 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-898- 11.29% |
$78.9K - $92.5K
|
7.06K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-900- 8.53% |
$79K - $92.7K
|
9.65K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-901- 4.32% |
$79.1K - $92.8K
|
20K
$2.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-901- 27.6% |
$79.1K - $92.8K
|
2.36K
$267K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-907- 10.88% |
$79.7K - $93.4K
|
7.43K
$840K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-909- 7.98% |
$79.8K - $93.6K
|
10.5K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-909- 27.05% |
$79.8K - $93.6K
|
2.45K
$277K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-910- 11.8% |
$79.9K - $93.7K
|
6.81K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-910- 0.51% |
$79.9K - $93.7K
|
178K
$20.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-915- 12.58% |
$80.4K - $94.2K
|
6.36K
$719K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-918- 2.68% |
$80.6K - $94.5K
|
33.3K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-925- 4.12% |
$81.2K - $95.2K
|
21.5K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-940- 27.91% |
$82.6K - $96.8K
|
2.43K
$275K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-943- 6.02% |
$82.8K - $97.1K
|
14.7K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-949- 1.19% |
$83.3K - $97.7K
|
78.6K
$8.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-951- 9.54% |
$83.5K - $97.9K
|
9.02K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-958- 14.37% |
$84.1K - $98.6K
|
5.71K
$645K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-970- 1.73% |
$85.2K - $99.9K
|
55K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-975- 7.36% |
$85.6K - $100K
|
12.3K
$1.39M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-980- 0.97% |
$86.1K - $101K
|
99.7K
$11.3M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-980- 16.96% |
$86.1K - $101K
|
4.8K
$543K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-986- 4.48% |
$86.6K - $102K
|
21K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-988- 15.52% |
$86.8K - $102K
|
5.38K
$608K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-990- 4.88% |
$86.9K - $102K
|
19.3K
$2.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-999- 8.9% |
$87.7K - $103K
|
10.2K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 9.41% |
$88K - $103K
|
9.64K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.01K- 11.36% |
$88.7K - $104K
|
7.88K
$891K
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.01K- 3.2% |
$88.7K - $104K
|
30.5K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.01K- 6.51% |
$88.9K - $104K
|
14.5K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.01K- 2.72% |
$89K - $104K
|
36.3K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.03K- 19.83% |
$90K - $106K
|
4.14K
$468K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.03K- 26.24% |
$90.6K - $106K
|
2.9K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.03K- 12.41% |
$90.8K - $106K
|
7.3K
$825K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.04K- 3.33% |
$91.6K - $107K
|
30.3K
$3.43M
|
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
SELL
|
- |
-1.05K- 3.06% |
$91.9K - $108K
|
33.2K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.05K- 2.9% |
$91.9K - $108K
|
35.1K
$3.97M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 18.72% |
$92.4K - $108K
|
4.57K
$516K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 18.72% |
$92.4K - $108K
|
4.57K
$516K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.06K- 3.15% |
$92.7K - $109K
|
32.4K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.07K- 15.31% |
$93.7K - $110K
|
5.9K
$668K
|
|
|
Aug 08, 2023
Q2 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.07K- 0.88% |
$93.9K - $110K
|
120K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.08K- 6.12% |
$94.4K - $111K
|
16.5K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 25.39% |
$94.8K - $111K
|
3.17K
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.08K- 6.34% |
$95.1K - $112K
|
16K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.09K- 3.51% |
$95.6K - $112K
|
29.9K
$3.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.09K- 29.57% |
$95.8K - $112K
|
2.6K
$294K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.09K- 9.43% |
$95.9K - $112K
|
10.5K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.1K- 1.97% |
$96.3K - $113K
|
54.6K
$6.18M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.1K- 21.95% |
$96.3K - $113K
|
3.9K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 52.43% |
$96.6K - $113K
|
998
$113K
|