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 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.83K- 2.08% |
$226K - $260K
|
133K
$14.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.84K- 51.87% |
$227K - $260K
|
2.63K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.84K- 10.31% |
$227K - $261K
|
24.8K
$2.69M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
SELL
|
- |
-2.85K- 19.27% |
$228K - $261K
|
11.9K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.85K- 2.55% |
$228K - $262K
|
109K
$11.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.86K- 20.25% |
$229K - $263K
|
11.3K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.87K- 5.12% |
$229K - $263K
|
53.1K
$5.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.9K- 2.94% |
$231K - $266K
|
95.6K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.91K- 6.33% |
$232K - $267K
|
43K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-2.91K- 15.05% |
$233K - $267K
|
16.4K
$1.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.91K- 18.65% |
$233K - $267K
|
12.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.95K- 1.6% |
$236K - $271K
|
182K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-2.95K- 19.29% |
$236K - $271K
|
12.3K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2.96K- 24.85% |
$237K - $272K
|
8.97K
$974K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3K- 52.37% |
$240K - $275K
|
2.73K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3K- 49.18% |
$240K - $275K
|
3.1K
$337K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3K- 54.03% |
$240K - $276K
|
2.56K
$278K
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
SELL
|
- |
-3.01K- 41.18% |
$241K - $276K
|
4.3K
$468K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.02K- 6.31% |
$242K - $277K
|
44.9K
$4.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-3.05K- 14.26% |
$243K - $280K
|
18.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.05K- 5.41% |
$244K - $280K
|
53.3K
$5.79M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.06K- 29.05% |
$244K - $281K
|
7.47K
$812K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.07K- 51.49% |
$245K - $281K
|
2.89K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.11K- 21.83% |
$248K - $285K
|
11.1K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.12K- 0.47% |
$249K - $286K
|
660K
$71.7M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-3.14K- 5.61% |
$251K - $288K
|
52.8K
$5.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-3.16K- 14.26% |
$252K - $290K
|
19K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.19K- 13.11% |
$255K - $293K
|
21.2K
$2.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.21K- 63.82% |
$256K - $295K
|
1.82K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.21K- 2.38% |
$256K - $295K
|
132K
$14.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.21K- 10.66% |
$257K - $295K
|
26.9K
$2.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-3.22K- 6.74% |
$257K - $295K
|
44.6K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.23K- 12.17% |
$258K - $296K
|
23.3K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.24K- 9.76% |
$259K - $297K
|
30K
$3.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.24K- 39.22% |
$259K - $297K
|
5.03K
$546K
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.24K- 8.73% |
$259K - $298K
|
33.9K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.25K- 47.92% |
$259K - $298K
|
3.53K
$383K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.26K- 77.06% |
$261K - $299K
|
971
$106K
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-3.26K- 5.55% |
$261K - $300K
|
55.6K
$6.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.33K- 10.19% |
$266K - $306K
|
29.4K
$3.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-3.33K- 1.87% |
$266K - $306K
|
175K
$19M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.34K- 8.5% |
$267K - $306K
|
36K
$3.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.36K- 27.24% |
$268K - $308K
|
8.96K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3.37K- 2.38% |
$269K - $309K
|
139K
$15.1M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-3.42KClosed |
$273K - $314K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.42K- 0.89% |
$273K - $314K
|
380K
$41.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-3.43K- 50.63% |
$274K - $314K
|
3.34K
$363K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.44K- 6.8% |
$275K - $316K
|
47.2K
$5.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.44K- 17.57% |
$275K - $316K
|
16.2K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.45K- 9.63% |
$276K - $317K
|
32.4K
$3.52M
|