Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-135- 3.6% |
$10.8K - $12.4K
|
3.61K
$393K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-135- 4.85% |
$10.8K - $12.4K
|
2.65K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-137- 5.94% |
$10.9K - $12.6K
|
2.17K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-137- 0.64% |
$10.9K - $12.6K
|
21.3K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-140- 5.16% |
$11.2K - $12.8K
|
2.57K
$279K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-141- 0.83% |
$11.3K - $12.9K
|
16.8K
$1.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-141- 3.29% |
$11.3K - $12.9K
|
4.14K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-142- 62.28% |
$11.3K - $13K
|
86
$9.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-143- 0.71% |
$11.4K - $13.1K
|
20.1K
$2.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-143- 1.11% |
$11.4K - $13.1K
|
12.7K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-144- 5.5% |
$11.5K - $13.2K
|
2.47K
$269K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-144- 0.82% |
$11.5K - $13.2K
|
17.5K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-147- 2.9% |
$11.7K - $13.5K
|
4.92K
$534K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-148- 1.21% |
$11.8K - $13.6K
|
12.1K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-148- 6.06% |
$11.8K - $13.6K
|
2.29K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-150- 2.34% |
$12K - $13.8K
|
6.26K
$680K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-150- 5.46% |
$12K - $13.8K
|
2.6K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-150- 5.1% |
$12K - $13.8K
|
2.79K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-150- 0.21% |
$12K - $13.8K
|
72.5K
$7.87M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-152- 2.22% |
$12.1K - $13.9K
|
6.69K
$726K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-152- 4.49% |
$12.1K - $13.9K
|
3.23K
$351K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-154- 5.37% |
$12.3K - $14.1K
|
2.71K
$295K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-155- 4.61% |
$12.4K - $14.2K
|
3.21K
$349K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-155- 1.36% |
$12.4K - $14.2K
|
11.2K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-155- 4.65% |
$12.4K - $14.2K
|
3.18K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-158- 2.67% |
$12.6K - $14.5K
|
5.76K
$626K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-160- 1.1% |
$12.8K - $14.7K
|
14.3K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-160- 3.46% |
$12.8K - $14.7K
|
4.47K
$485K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-162- 0.99% |
$12.9K - $14.9K
|
16.3K
$1.77M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-162- 2.11% |
$12.9K - $14.9K
|
7.52K
$817K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-163- 0.79% |
$13K - $15K
|
20.3K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-164- 1.04% |
$13.1K - $15K
|
15.6K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-165- 15.57% |
$13.2K - $15.1K
|
895
$97.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-165- 0.62% |
$13.2K - $15.1K
|
26.6K
$2.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-166- 2.41% |
$13.3K - $15.2K
|
6.74K
$732K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-167- 2.81% |
$13.3K - $15.3K
|
5.77K
$627K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-167- 0.94% |
$13.3K - $15.3K
|
17.7K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-168- 2.42% |
$13.4K - $15.4K
|
6.77K
$736K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-168- 3.77% |
$13.4K - $15.4K
|
4.28K
$465K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-169- 0.62% |
$13.5K - $15.5K
|
27.2K
$2.96M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-169- 0.43% |
$13.5K - $15.5K
|
38.9K
$4.23M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-171- 1.97% |
$13.7K - $15.7K
|
8.53K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-171- 2.28% |
$13.7K - $15.7K
|
7.32K
$795K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-172- 5.7% |
$13.7K - $15.8K
|
2.84K
$309K
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-175- 1.53% |
$14K - $16.1K
|
11.3K
$1.23M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-176- 3.07% |
$14.1K - $16.1K
|
5.56K
$604K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-180- 1.92% |
$14.4K - $16.5K
|
9.21K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-180- 2.39% |
$14.4K - $16.5K
|
7.37K
$800K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-182- 5.31% |
$14.5K - $16.7K
|
3.24K
$352K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-182- 6.5% |
$14.5K - $16.7K
|
2.62K
$284K
|