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 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.3K- 31.76% |
$202K - $237K
|
4.94K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.3K- 3.92% |
$202K - $237K
|
56.4K
$6.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2.32K- 1.96% |
$204K - $239K
|
116K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.32K- 17.58% |
$204K - $239K
|
10.9K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.32K- 5.84% |
$204K - $239K
|
37.4K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.34K- 7.32% |
$205K - $241K
|
29.6K
$3.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.35K- 7.33% |
$206K - $242K
|
29.7K
$3.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-2.37K- 10.57% |
$208K - $244K
|
20K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.38K- 3.0% |
$209K - $245K
|
76.8K
$8.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.38K- 99.87% |
$209K - $245K
|
3
$339
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.38K- 11.99% |
$209K - $245K
|
17.5K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-2.39K- 31.39% |
$210K - $246K
|
5.22K
$590K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.39K- 19.17% |
$210K - $246K
|
10.1K
$1.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-2.41K- 23.32% |
$212K - $248K
|
7.92K
$895K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.43K- 8.6% |
$213K - $250K
|
25.8K
$2.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.43K- 5.65% |
$213K - $250K
|
40.6K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.44K- 10.05% |
$214K - $251K
|
21.8K
$2.47M
|
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-2.44K- 10.54% |
$214K - $251K
|
20.7K
$2.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.45K- 0.63% |
$215K - $252K
|
384K
$43.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-2.45K- 25.92% |
$215K - $252K
|
7K
$791K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.45K- 27.95% |
$215K - $252K
|
6.32K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.45K- 20.34% |
$215K - $252K
|
9.6K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Intermede Investment Partners LTD
|
SELL
|
- |
-2.47K- 0.15% |
$217K - $255K
|
1.64M
$186M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.5K- 15.38% |
$219K - $257K
|
13.7K
$1.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-2.51K- 1.43% |
$220K - $258K
|
172K
$19.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.51K- 9.49% |
$220K - $258K
|
23.9K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-2.51K- 6.77% |
$220K - $258K
|
34.6K
$3.91M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.53K- 3.74% |
$222K - $261K
|
65.1K
$7.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.54K- 17.44% |
$223K - $261K
|
12K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.56K- 8.8% |
$225K - $264K
|
26.6K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.57K- 4.36% |
$226K - $265K
|
56.4K
$6.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Account Management LLC
|
SELL
|
- |
-2.58K- 7.67% |
$226K - $265K
|
31K
$3.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.59K- 9.77% |
$228K - $267K
|
23.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.59K- 11.08% |
$228K - $267K
|
20.8K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.6K- 20.4% |
$228K - $267K
|
10.1K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2.61K- 18.21% |
$229K - $268K
|
11.7K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.63K- 5.3% |
$231K - $271K
|
47.1K
$5.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.64K- 8.0% |
$232K - $272K
|
30.4K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.65K- 17.8% |
$232K - $273K
|
12.2K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.69K- 8.56% |
$236K - $277K
|
28.8K
$3.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.7K- 24.37% |
$237K - $278K
|
8.38K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.7K- 1.06% |
$237K - $278K
|
251K
$28.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.73K- 19.92% |
$240K - $281K
|
11K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.74K- 1.39% |
$241K - $282K
|
194K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.74K- 47.96% |
$241K - $282K
|
2.97K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.75K- 6.3% |
$242K - $283K
|
40.9K
$4.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.75K- 4.61% |
$242K - $283K
|
56.9K
$6.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.76K- 9.66% |
$243K - $285K
|
25.8K
$2.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.78K- 31.51% |
$244K - $286K
|
6.03K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.79K- 6.86% |
$245K - $288K
|
37.9K
$4.29M
|