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 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-19.7K- 16.36% |
$1.57M - $1.81M
|
101K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19.7K- 54.28% |
$1.58M - $1.81M
|
16.6K
$1.81M
|
|
|
Feb 05, 2025
Q3 2023
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$1.61M - $1.85M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.2K- 13.43% |
$1.62M - $1.86M
|
130K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-20.4K- 8.03% |
$1.63M - $1.87M
|
234K
$25.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-20.5K- 68.69% |
$1.64M - $1.88M
|
9.35K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-20.7K- 2.29% |
$1.65M - $1.9M
|
883K
$95.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-21.1K- 64.27% |
$1.69M - $1.94M
|
11.7K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
SELL
|
- |
-21.5K- 3.31% |
$1.72M - $1.97M
|
627K
$68.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-21.5K- 60.02% |
$1.72M - $1.98M
|
14.4K
$1.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-22K- 18.41% |
$1.76M - $2.02M
|
97.5K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-22.3K- 39.66% |
$1.79M - $2.05M
|
34K
$3.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-22.5K- 4.52% |
$1.8M - $2.07M
|
477K
$51.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.6K- 2.42% |
$1.81M - $2.08M
|
914K
$99.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-22.9K- 73.0% |
$1.83M - $2.11M
|
8.49K
$922K
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-23.1K- 51.91% |
$1.85M - $2.12M
|
21.4K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-23.4K- 20.11% |
$1.87M - $2.15M
|
92.9K
$10.1M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.7K- 4.97% |
$1.89M - $2.17M
|
453K
$49.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-23.8K- 2.0% |
$1.9M - $2.18M
|
1.17M
$127M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-23.9K- 16.52% |
$1.91M - $2.2M
|
121K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-24.6K- 3.61% |
$1.96M - $2.25M
|
656K
$71.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25.7K- 24.24% |
$2.05M - $2.36M
|
80.3K
$8.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-26K- 43.23% |
$2.07M - $2.38M
|
34.1K
$3.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-26K- 63.18% |
$2.08M - $2.39M
|
15.2K
$1.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-26.3K- 91.77% |
$2.1M - $2.41M
|
2.36K
$256K
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-26.3K- 7.22% |
$2.1M - $2.42M
|
338K
$36.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-26.6K- 96.81% |
$2.12M - $2.44M
|
876
$95.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-26.7K- 6.29% |
$2.13M - $2.45M
|
398K
$43.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27.2K- 39.41% |
$2.17M - $2.5M
|
41.8K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-27.5K- 8.13% |
$2.19M - $2.52M
|
310K
$33.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-27.6K- 67.67% |
$2.21M - $2.54M
|
13.2K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-27.9K- 43.73% |
$2.23M - $2.56M
|
36K
$3.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-28.2K- 2.96% |
$2.25M - $2.59M
|
924K
$100M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-28.2K- 18.88% |
$2.25M - $2.59M
|
121K
$13.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-29.4K- 52.08% |
$2.35M - $2.69M
|
27K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-30.8K- 11.0% |
$2.46M - $2.82M
|
249K
$27M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-31K- 21.35% |
$2.48M - $2.85M
|
114K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-31.9K- 21.34% |
$2.55M - $2.93M
|
118K
$12.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-32.4K- 30.78% |
$2.59M - $2.97M
|
72.8K
$7.91M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-32.9K- 3.05% |
$2.63M - $3.02M
|
1.04M
$113M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-32.9K- 48.71% |
$2.63M - $3.02M
|
34.7K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-32.9K- 4.37% |
$2.63M - $3.02M
|
721K
$78.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-33K- 93.58% |
$2.64M - $3.03M
|
2.27K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.6K- 15.1% |
$2.69M - $3.09M
|
189K
$20.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-34K- 97.54% |
$2.71M - $3.12M
|
855
$92.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-34K- 27.41% |
$2.71M - $3.12M
|
90K
$9.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-34.1K- 34.52% |
$2.73M - $3.13M
|
64.7K
$7.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-34.2K- 84.07% |
$2.73M - $3.14M
|
6.48K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-34.3K- 35.83% |
$2.74M - $3.15M
|
61.4K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-35K- 67.99% |
$2.79M - $3.21M
|
16.5K
$1.79M
|