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 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-791- 10.8% |
$63.2K - $72.6K
|
6.53K
$710K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-794- 22.36% |
$63.4K - $72.9K
|
2.76K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-796- 20.55% |
$63.6K - $73K
|
3.08K
$334K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-798- 2.71% |
$63.8K - $73.2K
|
28.7K
$3.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-800- 19.97% |
$63.9K - $73.4K
|
3.21K
$348K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-804- 2.83% |
$64.2K - $73.8K
|
27.6K
$3M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-806- 10.83% |
$64.4K - $74K
|
6.64K
$721K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-812- 4.89% |
$64.9K - $74.5K
|
15.8K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-812- 0.77% |
$64.9K - $74.5K
|
105K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-816- 1.66% |
$65.2K - $74.9K
|
48.4K
$5.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-816- 13.73% |
$65.2K - $74.9K
|
5.13K
$557K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-820- 21.73% |
$65.5K - $75.2K
|
2.95K
$321K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-820- 12.83% |
$65.5K - $75.2K
|
5.57K
$606K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-829- 17.05% |
$66.2K - $76.1K
|
4.03K
$438K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-837- 21.72% |
$66.9K - $76.8K
|
3.02K
$328K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-847- 11.52% |
$67.7K - $77.7K
|
6.51K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-859- 1.55% |
$68.6K - $78.8K
|
54.7K
$5.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-874- 13.19% |
$69.8K - $80.2K
|
5.75K
$625K
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-878- 0.45% |
$70.2K - $80.6K
|
192K
$20.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-883- 4.14% |
$70.6K - $81K
|
20.5K
$2.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-883- 1.11% |
$70.6K - $81K
|
78.7K
$8.55M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-886- 8.39% |
$70.8K - $81.3K
|
9.67K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-889- 1.11% |
$71K - $81.6K
|
79.2K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-891- 2.63% |
$71.2K - $81.8K
|
33K
$3.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-892- 1.51% |
$71.3K - $81.8K
|
58.1K
$6.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-894- 1.86% |
$71.4K - $82K
|
47.3K
$5.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-896- 1.54% |
$71.6K - $82.2K
|
57.1K
$6.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-896- 2.49% |
$71.6K - $82.2K
|
35K
$3.81M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-899- 19.01% |
$71.8K - $82.5K
|
3.83K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-899- 2.88% |
$71.8K - $82.5K
|
30.3K
$3.29M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 0.18% |
$71.9K - $82.6K
|
502K
$54.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-901- 1.64% |
$72K - $82.7K
|
54K
$5.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-905- 7.84% |
$72.3K - $83K
|
10.6K
$1.16M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-905- 3.78% |
$72.3K - $83K
|
23K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-912- 0.75% |
$72.9K - $83.7K
|
120K
$13.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-919- 7.72% |
$73.4K - $84.3K
|
11K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-920- 15.01% |
$73.5K - $84.4K
|
5.21K
$566K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-941- 11.06% |
$75.2K - $86.3K
|
7.57K
$822K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-942- 29.76% |
$75.3K - $86.4K
|
2.22K
$242K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-945- 23.09% |
$75.5K - $86.7K
|
3.15K
$342K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-945- 8.48% |
$75.5K - $86.7K
|
10.2K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-952- 75.44% |
$76.1K - $87.4K
|
310
$33.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-957- 1.1% |
$76.5K - $87.8K
|
86.2K
$9.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-959- 5.16% |
$76.6K - $88K
|
17.6K
$1.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-960- 20.76% |
$76.7K - $88.1K
|
3.67K
$398K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-978- 9.66% |
$78.1K - $89.7K
|
9.15K
$994K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-979- 7.6% |
$78.2K - $89.8K
|
11.9K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-980- 10.49% |
$78.3K - $89.9K
|
8.37K
$909K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-980- 7.7% |
$78.3K - $89.9K
|
11.7K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-982- 8.88% |
$78.5K - $90.1K
|
10.1K
$1.09M
|