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 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 2.9% |
$115K - $135K
|
43.9K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.32K- 1.43% |
$115K - $135K
|
90.5K
$10.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 16.97% |
$116K - $136K
|
6.48K
$733K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33K- 2.94% |
$117K - $137K
|
43.7K
$4.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.33K- 0.14% |
$117K - $137K
|
953K
$108M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 1.92% |
$119K - $139K
|
69.1K
$7.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.37K- 13.01% |
$120K - $141K
|
9.13K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.38K- 79.94% |
$121K - $142K
|
345
$39K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.38K- 7.82% |
$121K - $142K
|
16.2K
$1.84M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.39K- 0.48% |
$122K - $143K
|
285K
$32.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 1.18% |
$122K - $143K
|
116K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.39K- 15.96% |
$122K - $144K
|
7.34K
$830K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 1.33% |
$123K - $144K
|
104K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.4K- 9.27% |
$123K - $144K
|
13.7K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.4K- 21.81% |
$123K - $144K
|
5.03K
$569K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-1.42K- 12.24% |
$125K - $146K
|
10.2K
$1.15M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.42K- 24.3% |
$125K - $146K
|
4.42K
$500K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-1.42K- 2.01% |
$125K - $147K
|
69.4K
$7.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.44K- 11.48% |
$127K - $148K
|
11.1K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.45K- 14.51% |
$127K - $149K
|
8.52K
$963K
|
|
|
Jul 28, 2023
Q2 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-1.45K- 0.46% |
$127K - $149K
|
313K
$35.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.45K- 1.03% |
$127K - $149K
|
139K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.45K- 18.38% |
$127K - $149K
|
6.44K
$728K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 23.54% |
$128K - $150K
|
4.72K
$534K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.46K- 21.88% |
$129K - $151K
|
5.23K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 0.17% |
$129K - $151K
|
877K
$99.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.48K- 11.75% |
$130K - $152K
|
11.1K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.48K- 4.29% |
$130K - $152K
|
33K
$3.73M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1.48K- 1.71% |
$130K - $152K
|
85.3K
$9.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 9.52% |
$130K - $152K
|
14.1K
$1.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 2.85% |
$131K - $153K
|
50.7K
$5.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.5K- 19.62% |
$131K - $154K
|
6.13K
$693K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.5K- 11.99% |
$132K - $154K
|
11K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1.5K- 12.04% |
$132K - $154K
|
11K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.51K- 18.06% |
$132K - $155K
|
6.84K
$773K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.51K- 1.09% |
$133K - $155K
|
136K
$15.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.51K- 7.67% |
$133K - $156K
|
18.2K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.52K- 20.66% |
$133K - $157K
|
5.84K
$660K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 82.08% |
$134K - $157K
|
332
$37.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.52K- 15.19% |
$134K - $157K
|
8.5K
$961K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.53K- 5.96% |
$134K - $158K
|
24.2K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.53K- 17.08% |
$135K - $158K
|
7.44K
$842K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.54K- 10.07% |
$135K - $158K
|
13.7K
$1.55M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.54K- 7.44% |
$135K - $158K
|
19.1K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.54K- 9.81% |
$135K - $159K
|
14.2K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.55K- 2.76% |
$136K - $159K
|
54.3K
$6.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.55K- 4.34% |
$136K - $160K
|
34.2K
$3.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.55K- 5.37% |
$136K - $160K
|
27.4K
$3.1M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.56K- 6.36% |
$137K - $160K
|
22.9K
$2.59M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-1.56K- 6.8% |
$137K - $161K
|
21.4K
$2.41M
|