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 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-325- 4.44% |
$25.8K - $31.2K
|
7K
$761K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-325- 8.27% |
$25.8K - $31.2K
|
3.6K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-326- 2.49% |
$25.9K - $31.3K
|
12.8K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-327- 6.75% |
$25.9K - $31.4K
|
4.51K
$490K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-328- 6.93% |
$26K - $31.5K
|
4.4K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-330- 75.51% |
$26.2K - $31.7K
|
107
$11.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-331- 5.16% |
$26.3K - $31.8K
|
6.09K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-332- 5.94% |
$26.3K - $31.9K
|
5.26K
$571K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-335- 5.69% |
$26.6K - $32.2K
|
5.55K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-335- 1.38% |
$26.6K - $32.2K
|
23.9K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-339- 7.37% |
$26.9K - $32.6K
|
4.26K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-339- 6.64% |
$26.9K - $32.6K
|
4.77K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-340- 1.18% |
$27K - $32.7K
|
28.4K
$3.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-345- 4.24% |
$27.4K - $33.1K
|
7.8K
$848K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-346- 7.16% |
$27.4K - $33.2K
|
4.48K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-350- 5.27% |
$27.8K - $33.6K
|
6.29K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-350- 3.08% |
$27.8K - $33.6K
|
11K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-350- 2.29% |
$27.8K - $33.6K
|
14.9K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-351- 14.17% |
$27.8K - $33.7K
|
2.13K
$231K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-356- 4.15% |
$28.2K - $34.2K
|
8.23K
$894K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-357- 4.56% |
$28.3K - $34.3K
|
7.47K
$812K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-360- 11.14% |
$28.6K - $34.6K
|
2.87K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-362- 6.44% |
$28.7K - $34.8K
|
5.26K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-364- 5.45% |
$28.9K - $35K
|
6.32K
$687K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-365- 0.35% |
$29K - $35.1K
|
105K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-370- 6.21% |
$29.3K - $35.5K
|
5.59K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-370- 2.15% |
$29.3K - $35.5K
|
16.8K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-370- 3.51% |
$29.3K - $35.5K
|
10.2K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-372- 13.08% |
$29.5K - $35.7K
|
2.47K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-376- 12.7% |
$29.8K - $36.1K
|
2.58K
$281K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-377- 0.87% |
$29.9K - $36.2K
|
43.1K
$4.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-378- 2.21% |
$30K - $36.3K
|
16.8K
$1.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-378- 7.76% |
$30K - $36.3K
|
4.49K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-382- 6.23% |
$30.3K - $36.7K
|
5.75K
$625K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-382- 2.86% |
$30.3K - $36.7K
|
13K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-385- 9.02% |
$30.5K - $37K
|
3.89K
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-386- 2.14% |
$30.6K - $37.1K
|
17.6K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-386- 27.99% |
$30.6K - $37.1K
|
993
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-388- 5.36% |
$30.8K - $37.3K
|
6.85K
$744K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-388- 1.61% |
$30.8K - $37.3K
|
23.7K
$2.57M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-399- 7.48% |
$31.6K - $38.3K
|
4.94K
$536K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 1.78% |
$31.7K - $38.4K
|
22K
$2.39M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-402- 15.28% |
$31.9K - $38.6K
|
2.23K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-402- 1.17% |
$31.9K - $38.6K
|
34.1K
$3.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-403- 9.02% |
$32K - $38.7K
|
4.07K
$442K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-403- 83.96% |
$32K - $38.7K
|
77
$8.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-405- 3.45% |
$32.1K - $38.9K
|
11.3K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-410- 1.21% |
$32.5K - $39.4K
|
33.3K
$3.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-410- 4.54% |
$32.5K - $39.4K
|
8.61K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-412- 11.8% |
$32.7K - $39.6K
|
3.08K
$335K
|