Purchases and Sales Made in Q4 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-105- 1.04% |
$8.33K - $10.1K
|
9.96K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-105- 1.12% |
$8.33K - $10.1K
|
9.23K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-106- 1.79% |
$8.41K - $10.2K
|
5.82K
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-106- 3.23% |
$8.41K - $10.2K
|
3.18K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-108- 1.14% |
$8.57K - $10.4K
|
9.33K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-110- 0.56% |
$8.73K - $10.6K
|
19.5K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-110- 0.41% |
$8.73K - $10.6K
|
26.6K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-110- 0.73% |
$8.73K - $10.6K
|
14.9K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-113- 4.0% |
$8.96K - $10.9K
|
2.71K
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-114- 2.34% |
$9.04K - $11K
|
4.77K
$518K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-114- 45.42% |
$9.04K - $11K
|
137
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-114- 1.46% |
$9.04K - $11K
|
7.71K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-117- 0.66% |
$9.28K - $11.2K
|
17.5K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-118- 3.38% |
$9.36K - $11.3K
|
3.38K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-120- 1.14% |
$9.52K - $11.5K
|
10.4K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-121- 8.18% |
$9.6K - $11.6K
|
1.36K
$148K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-122- 3.86% |
$9.68K - $11.7K
|
3.04K
$330K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.75% |
$9.68K - $11.7K
|
3.13K
$340K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-123- 3.09% |
$9.76K - $11.8K
|
3.86K
$420K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-123- 4.32% |
$9.76K - $11.8K
|
2.72K
$296K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-123- 2.5% |
$9.76K - $11.8K
|
4.8K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-123- 4.05% |
$9.76K - $11.8K
|
2.91K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-124- 0.69% |
$9.84K - $11.9K
|
17.9K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 4.53% |
$9.99K - $12.1K
|
2.66K
$288K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-126- 5.2% |
$9.99K - $12.1K
|
2.3K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-129- 4.26% |
$10.2K - $12.4K
|
2.9K
$315K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-131- 0.48% |
$10.4K - $12.6K
|
27.3K
$2.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-133- 3.98% |
$10.5K - $12.8K
|
3.21K
$349K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-133- 3.75% |
$10.5K - $12.8K
|
3.41K
$371K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-133- 1.52% |
$10.5K - $12.8K
|
8.6K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-133- 1.93% |
$10.5K - $12.8K
|
6.75K
$733K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-135- 3.21% |
$10.7K - $13K
|
4.07K
$443K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-135- 1.71% |
$10.7K - $13K
|
7.78K
$845K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-136- 0.91% |
$10.8K - $13.1K
|
14.8K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-139- 0.22% |
$11K - $13.4K
|
64K
$6.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-140- 3.53% |
$11.1K - $13.4K
|
3.83K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-140- 0.64% |
$11.1K - $13.4K
|
21.7K
$2.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-141- 7.09% |
$11.2K - $13.5K
|
1.85K
$201K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-141- 4.66% |
$11.2K - $13.5K
|
2.88K
$313K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-144- 0.52% |
$11.4K - $13.8K
|
27.7K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-144- 2.75% |
$11.4K - $13.8K
|
5.09K
$553K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-145- 4.3% |
$11.5K - $13.9K
|
3.23K
$351K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-147- 1.61% |
$11.7K - $14.1K
|
9K
$978K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-147- 4.78% |
$11.7K - $14.1K
|
2.93K
$318K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-147- 4.71% |
$11.7K - $14.1K
|
2.98K
$323K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-150- 2.47% |
$11.9K - $14.4K
|
5.91K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-150- 4.75% |
$11.9K - $14.4K
|
3.01K
$327K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-151- 0.78% |
$12K - $14.5K
|
19.1K
$2.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-152- 0.72% |
$12.1K - $14.6K
|
20.9K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-153- 1.95% |
$12.1K - $14.7K
|
7.71K
$838K
|