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 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-768- 5.64% |
$60.9K - $73.8K
|
12.8K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-775- 2.98% |
$61.5K - $74.4K
|
25.2K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-776- 16.63% |
$61.6K - $74.5K
|
3.89K
$423K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-780- 4.15% |
$61.9K - $74.9K
|
18K
$1.96M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-780- 7.08% |
$61.9K - $74.9K
|
10.2K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-788- 3.09% |
$62.5K - $75.7K
|
24.7K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-788- 22.12% |
$62.5K - $75.7K
|
2.77K
$301K
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-790- 6.09% |
$62.7K - $75.9K
|
12.2K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-791- 1.36% |
$62.7K - $76K
|
57.3K
$6.22M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-795- 19.26% |
$63.1K - $76.4K
|
3.33K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-800- 22.22% |
$63.5K - $76.8K
|
2.8K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 4.72% |
$63.5K - $76.8K
|
16.1K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-801- 44.01% |
$63.5K - $76.9K
|
1.02K
$111K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-802- 3.02% |
$63.6K - $77K
|
25.7K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-802- 1.31% |
$63.6K - $77K
|
60.6K
$6.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-806- 0.46% |
$63.9K - $77.4K
|
174K
$18.9M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-806- 0.46% |
$63.9K - $77.4K
|
174K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-809- 16.59% |
$64.2K - $77.7K
|
4.07K
$442K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-818- 4.53% |
$64.9K - $78.6K
|
17.2K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 22.57% |
$65K - $78.7K
|
2.81K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-819- 2.79% |
$65K - $78.7K
|
28.5K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-825- 3.92% |
$65.4K - $79.2K
|
20.2K
$2.2M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-826- 1.66% |
$65.5K - $79.3K
|
48.8K
$5.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-833- 1.79% |
$66.1K - $80K
|
45.6K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-837- 7.27% |
$66.4K - $80.4K
|
10.7K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-839- 0.84% |
$66.5K - $80.6K
|
98.8K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-842- 24.22% |
$66.8K - $80.9K
|
2.64K
$286K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-842- 24.22% |
$66.8K - $80.9K
|
2.64K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-847- 8.45% |
$67.2K - $81.4K
|
9.17K
$997K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-848- 26.43% |
$67.3K - $81.5K
|
2.36K
$257K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-851- 34.86% |
$67.5K - $81.7K
|
1.59K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-853- 2.16% |
$67.7K - $81.9K
|
38.7K
$4.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-855- 3.43% |
$67.8K - $82.1K
|
24K
$2.61M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-855- 15.16% |
$67.8K - $82.1K
|
4.78K
$520K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-859- 4.69% |
$68.1K - $82.5K
|
17.5K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-865- 1.34% |
$68.6K - $83.1K
|
63.7K
$6.92M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-869- 4.84% |
$68.9K - $83.5K
|
17.1K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-880- 1.18% |
$69.8K - $84.5K
|
73.7K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-880- 4.26% |
$69.8K - $84.5K
|
19.8K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-885- 1.59% |
$70.2K - $85K
|
54.7K
$5.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-886- 9.89% |
$70.3K - $85.1K
|
8.08K
$878K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-887- 8.47% |
$70.4K - $85.2K
|
9.58K
$1.04M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-890- 20.19% |
$70.6K - $85.5K
|
3.52K
$382K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-892- 5.15% |
$70.8K - $85.7K
|
16.4K
$1.78M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-895- 9.95% |
$71K - $86K
|
8.1K
$880K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-897- 6.57% |
$71.2K - $86.2K
|
12.8K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-899- 2.95% |
$71.3K - $86.4K
|
29.6K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-902- 7.57% |
$71.5K - $86.6K
|
11K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-917- 1.1% |
$72.7K - $88.1K
|
82.8K
$9M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-918- 3.91% |
$72.8K - $88.2K
|
22.5K
$2.45M
|