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 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-1.56K- 6.8% |
$137K - $161K
|
21.4K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.56K- 12.84% |
$137K - $161K
|
10.6K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.56K- 0.38% |
$137K - $161K
|
414K
$45.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.57K- 1.52% |
$137K - $161K
|
102K
$11.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.57K- 0.89% |
$138K - $161K
|
174K
$19.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.58K- 1.2% |
$138K - $162K
|
130K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.58K- 15.83% |
$139K - $163K
|
8.4K
$931K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.59K- 13.39% |
$139K - $163K
|
10.3K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.59K- 4.18% |
$140K - $164K
|
36.5K
$4.04M
|
|
|
Jan 31, 2024
Q2 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.59K- 4.18% |
$140K - $164K
|
36.5K
$4.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.59K- 3.76% |
$140K - $164K
|
40.7K
$4.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 5.97% |
$140K - $164K
|
25.1K
$2.78M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.6K- 89.39% |
$141K - $165K
|
190
$21.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.6K- 12.55% |
$141K - $165K
|
11.2K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.61K- 14.66% |
$141K - $165K
|
9.35K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.61K- 6.47% |
$141K - $166K
|
23.3K
$2.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.61K- 57.48% |
$142K - $166K
|
1.19K
$132K
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.63K- 3.59% |
$143K - $168K
|
43.8K
$4.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.63K- 5.51% |
$143K - $168K
|
28K
$3.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.64K- 2.83% |
$144K - $169K
|
56.3K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.64K- 12.54% |
$144K - $169K
|
11.4K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.65K- 15.42% |
$145K - $169K
|
9.03K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.67K- 22.12% |
$146K - $171K
|
5.86K
$650K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.67K- 3.46% |
$146K - $172K
|
46.5K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.67K- 2.27% |
$147K - $172K
|
71.8K
$7.96M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.68K- 12.82% |
$147K - $173K
|
11.4K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.69K- 21.32% |
$148K - $174K
|
6.23K
$691K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.69K- 10.78% |
$148K - $174K
|
14K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.7K- 22.66% |
$149K - $175K
|
5.8K
$642K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.71K- 1.51% |
$150K - $176K
|
111K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.72K- 1.64% |
$151K - $177K
|
103K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.73K- 1.98% |
$152K - $178K
|
85.5K
$9.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.73K- 15.83% |
$152K - $178K
|
9.2K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.73K- 4.72% |
$152K - $178K
|
34.9K
$3.87M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-1.73K- 4.72% |
$152K - $178K
|
34.9K
$3.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.74K- 1.03% |
$153K - $179K
|
167K
$18.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.75K- 16.81% |
$154K - $180K
|
8.66K
$960K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.76K- 2.02% |
$154K - $181K
|
85.3K
$9.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-1.76K- 4.6% |
$154K - $181K
|
36.5K
$4.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.76K- 6.29% |
$155K - $181K
|
26.2K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.77K- 43.47% |
$155K - $182K
|
2.3K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.8K- 85.71% |
$158K - $185K
|
300
$33.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 1.78% |
$160K - $187K
|
100K
$11.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.82K- 19.49% |
$160K - $187K
|
7.51K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.83K- 20.89% |
$160K - $188K
|
6.91K
$766K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.83K- 3.56% |
$161K - $188K
|
49.5K
$5.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.83K- 21.78% |
$161K - $189K
|
6.58K
$729K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.84K- 11.44% |
$162K - $189K
|
14.2K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.84K- 9.61% |
$162K - $190K
|
17.3K
$1.92M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.86K- 29.91% |
$163K - $191K
|
4.35K
$482K
|