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 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-413- 25.12% |
$32.8K - $39.7K
|
1.23K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-415- 1.07% |
$32.9K - $39.9K
|
38.5K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-417- 1.01% |
$33.1K - $40.1K
|
40.7K
$4.42M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-420- 6.26% |
$33.3K - $40.3K
|
6.29K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-420- 5.62% |
$33.3K - $40.3K
|
7.05K
$766K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 3.17% |
$33.7K - $40.8K
|
13K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-432- 6.26% |
$34.3K - $41.5K
|
6.47K
$702K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-437- 4.57% |
$34.7K - $42K
|
9.12K
$990K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-438- 1.4% |
$34.7K - $42.1K
|
30.9K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-445- 2.64% |
$35.3K - $42.7K
|
16.4K
$1.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-450- 1.98% |
$35.7K - $43.2K
|
22.3K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-456- 1.84% |
$36.2K - $43.8K
|
24.3K
$2.64M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-459- 1.6% |
$36.4K - $44.1K
|
28.3K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-462- 14.3% |
$36.6K - $44.4K
|
2.77K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-465- 4.14% |
$36.9K - $44.7K
|
10.8K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-466- 17.02% |
$37K - $44.8K
|
2.27K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-470- 2.03% |
$37.3K - $45.1K
|
22.6K
$2.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-475- 5.22% |
$37.7K - $45.6K
|
8.62K
$937K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-475- 16.86% |
$37.7K - $45.6K
|
2.34K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-478- 2.68% |
$37.9K - $45.9K
|
17.4K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-479- 2.69% |
$38K - $46K
|
17.3K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-480- 3.11% |
$38.1K - $46.1K
|
15K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-484- 8.24% |
$38.4K - $46.5K
|
5.39K
$585K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-485- 3.65% |
$38.5K - $46.6K
|
12.8K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-485- 6.69% |
$38.5K - $46.6K
|
6.76K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-485- 11.9% |
$38.5K - $46.6K
|
3.59K
$390K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-487- 5.16% |
$38.6K - $46.8K
|
8.96K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-490- 1.34% |
$38.9K - $47.1K
|
36.1K
$3.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-491- 6.54% |
$38.9K - $47.2K
|
7.01K
$762K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-493- 1.85% |
$39.1K - $47.4K
|
26.1K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-496- 11.07% |
$39.3K - $47.6K
|
3.98K
$433K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-497- 14.09% |
$39.4K - $47.7K
|
3.03K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-500- 62.5% |
$39.7K - $48K
|
300
$32.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-500- 8.56% |
$39.7K - $48K
|
5.34K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-500- 12.34% |
$39.7K - $48K
|
3.55K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-501- 2.04% |
$39.7K - $48.1K
|
24.1K
$2.62M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-510- 2.48% |
$40.5K - $49K
|
20.1K
$2.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-510- 15.68% |
$40.5K - $49K
|
2.74K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-511- 6.14% |
$40.5K - $49.1K
|
7.81K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-512- 6.47% |
$40.6K - $49.2K
|
7.4K
$804K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-512- 0.95% |
$40.6K - $49.2K
|
53.4K
$5.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-513- 16.3% |
$40.7K - $49.3K
|
2.63K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-513- 6.05% |
$40.7K - $49.3K
|
7.97K
$866K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-514- 3.59% |
$40.8K - $49.4K
|
13.8K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-514- 8.04% |
$40.8K - $49.4K
|
5.88K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-514- 1.55% |
$40.8K - $49.4K
|
32.7K
$3.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-515- 9.33% |
$40.8K - $49.5K
|
5.01K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-515- 3.63% |
$40.8K - $49.5K
|
13.7K
$1.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-522- 9.36% |
$41.4K - $50.1K
|
5.05K
$549K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-530- 7.82% |
$42K - $50.9K
|
6.25K
$679K
|