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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-153- 6.82% |
$12.1K - $14.7K
|
2.09K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.83K
$851K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.83K
$851K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.82K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-155- 6.18% |
$12.3K - $14.9K
|
2.36K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-155- 7.75% |
$12.3K - $14.9K
|
1.85K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-156- 3.53% |
$12.4K - $15K
|
4.27K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-156- 7.34% |
$12.4K - $15K
|
1.97K
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-157- 4.39% |
$12.5K - $15.1K
|
3.42K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.12% |
$12.5K - $15.2K
|
7.3K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-158- 1.39% |
$12.5K - $15.2K
|
11.2K
$1.22M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-158- 9.9% |
$12.5K - $15.2K
|
1.44K
$156K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-159- 9.03% |
$12.6K - $15.3K
|
1.6K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-159- 4.38% |
$12.6K - $15.3K
|
3.47K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-159- 2.86% |
$12.6K - $15.3K
|
5.4K
$587K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-159- 14.3% |
$12.6K - $15.3K
|
953
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 2.03% |
$12.7K - $15.4K
|
7.73K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-160- 0.39% |
$12.7K - $15.4K
|
40.9K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-163- 3.43% |
$12.9K - $15.7K
|
4.59K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-163- 12.71% |
$12.9K - $15.7K
|
1.12K
$122K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-165- 28.7% |
$13.1K - $15.8K
|
410
$44.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.5% |
$13.1K - $15.8K
|
10.8K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-167- 0.3% |
$13.2K - $16K
|
56.1K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-169- 66.02% |
$13.4K - $16.2K
|
87
$9.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-170- 5.82% |
$13.5K - $16.3K
|
2.75K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-170- 7.52% |
$13.5K - $16.3K
|
2.09K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 1.16% |
$13.5K - $16.3K
|
14.5K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-170- 5.51% |
$13.5K - $16.3K
|
2.92K
$317K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-172- 1.11% |
$13.6K - $16.5K
|
15.3K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-175- 2.55% |
$13.9K - $16.8K
|
6.68K
$726K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-177- 3.41% |
$14K - $17K
|
5.01K
$544K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-177- 3.58% |
$14K - $17K
|
4.76K
$517K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-180- 1.53% |
$14.3K - $17.3K
|
11.6K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-181- 4.6% |
$14.4K - $17.4K
|
3.75K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-181- 6.12% |
$14.4K - $17.4K
|
2.78K
$302K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-182- 9.99% |
$14.4K - $17.5K
|
1.64K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-184- 3.26% |
$14.6K - $17.7K
|
5.46K
$594K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-185- 6.52% |
$14.7K - $17.8K
|
2.65K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-186- 7.51% |
$14.8K - $17.9K
|
2.29K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-186- 5.23% |
$14.8K - $17.9K
|
3.37K
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-187- 4.82% |
$14.8K - $18K
|
3.7K
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-188- 1.87% |
$14.9K - $18.1K
|
9.89K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-189- 0.57% |
$15K - $18.2K
|
33.1K
$3.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-190- 0.81% |
$15.1K - $18.3K
|
23.4K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-190- 1.27% |
$15.1K - $18.3K
|
14.8K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-191- 2.46% |
$15.2K - $18.3K
|
7.57K
$823K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-193- 7.07% |
$15.3K - $18.5K
|
2.54K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-193- 2.16% |
$15.3K - $18.5K
|
8.73K
$949K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-193- 5.91% |
$15.3K - $18.5K
|
3.07K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-196- 0.52% |
$15.5K - $18.8K
|
37.5K
$4.07M
|