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
|
Bank Of Stockton
|
SELL
|
- |
-185- 1.89% |
$14.8K - $17K
|
9.59K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-190- 3.71% |
$15.2K - $17.4K
|
4.93K
$535K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-190- 6.32% |
$15.2K - $17.4K
|
2.81K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-190- 3.26% |
$15.2K - $17.4K
|
5.64K
$613K
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-190Closed |
$15.2K - $17.4K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-191- 0.6% |
$15.3K - $17.5K
|
31.8K
$3.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-191- 1.78% |
$15.3K - $17.5K
|
10.5K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-191- 6.01% |
$15.3K - $17.5K
|
2.99K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-192- 3.22% |
$15.3K - $17.6K
|
5.76K
$626K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-193- 2.0% |
$15.4K - $17.7K
|
9.47K
$1.03M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-194- 2.42% |
$15.5K - $17.8K
|
7.83K
$851K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-194- 7.41% |
$15.5K - $17.8K
|
2.43K
$264K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-194- 1.01% |
$15.5K - $17.8K
|
18.9K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-195- 2.44% |
$15.6K - $17.9K
|
7.79K
$846K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-196- 4.83% |
$15.7K - $18K
|
3.86K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-196- 6.42% |
$15.7K - $18K
|
2.86K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-199- 4.96% |
$15.9K - $18.3K
|
3.81K
$414K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-199- 3.09% |
$15.9K - $18.3K
|
6.23K
$677K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-200- 1.62% |
$16K - $18.4K
|
12.2K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-200- 16.16% |
$16K - $18.4K
|
1.04K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-200- 3.46% |
$16K - $18.4K
|
5.58K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-200- 2.95% |
$16K - $18.4K
|
6.59K
$716K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-200- 9.99% |
$16K - $18.4K
|
1.8K
$196K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-200- 4.46% |
$16K - $18.4K
|
4.29K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-201- 6.43% |
$16.1K - $18.4K
|
2.92K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-203- 5.3% |
$16.2K - $18.6K
|
3.63K
$394K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-203- 3.71% |
$16.2K - $18.6K
|
5.27K
$572K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-203- 14.25% |
$16.2K - $18.6K
|
1.22K
$133K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-203- 5.84% |
$16.2K - $18.6K
|
3.27K
$356K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-203- 4.51% |
$16.2K - $18.6K
|
4.3K
$467K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-204- 8.33% |
$16.3K - $18.7K
|
2.25K
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-205- 1.56% |
$16.4K - $18.8K
|
13K
$1.41M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-207- 2.05% |
$16.5K - $19K
|
9.9K
$1.08M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-207- 10.2% |
$16.5K - $19K
|
1.82K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-210- 2.36% |
$16.8K - $19.3K
|
8.69K
$944K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-210- 4.36% |
$16.8K - $19.3K
|
4.61K
$501K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-214- 5.3% |
$17.1K - $19.6K
|
3.83K
$416K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-216- 1.72% |
$17.3K - $19.8K
|
12.3K
$1.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-218- 2.82% |
$17.4K - $20K
|
7.51K
$816K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-218- 7.7% |
$17.4K - $20K
|
2.61K
$284K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-218- 1.83% |
$17.4K - $20K
|
11.7K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-220- 3.88% |
$17.6K - $20.2K
|
5.45K
$592K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-220- 18.23% |
$17.6K - $20.2K
|
987
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-220- 1.35% |
$17.6K - $20.2K
|
16.1K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-220- 3.11% |
$17.6K - $20.2K
|
6.86K
$745K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-220- 3.91% |
$17.6K - $20.2K
|
5.4K
$587K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-221- 0.21% |
$17.7K - $20.3K
|
103K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-223- 3.61% |
$17.8K - $20.5K
|
5.96K
$647K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-223- 7.15% |
$17.8K - $20.5K
|
2.9K
$315K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-225- 3.12% |
$18K - $20.6K
|
6.98K
$758K
|