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
|
Humankind Investments LLC
|
SELL
|
- |
-919- 9.62% |
$72.9K - $88.3K
|
8.64K
$938K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-923- 14.54% |
$73.2K - $88.7K
|
5.42K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-927- 10.19% |
$73.5K - $89K
|
8.17K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-939- 5.6% |
$74.5K - $90.2K
|
15.8K
$1.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-949- 4.66% |
$75.3K - $91.2K
|
19.4K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-951- 7.7% |
$75.4K - $91.4K
|
11.4K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-952- 14.95% |
$75.5K - $91.4K
|
5.42K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-953- 39.23% |
$75.6K - $91.5K
|
1.48K
$160K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-954- 2.4% |
$75.7K - $91.6K
|
38.7K
$4.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-968- 17.76% |
$76.8K - $93K
|
4.48K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-971- 19.37% |
$77K - $93.3K
|
4.04K
$439K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-971- 26.41% |
$77K - $93.3K
|
2.71K
$294K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-972- 1.35% |
$77.1K - $93.4K
|
71.2K
$7.74M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-974- 2.85% |
$77.3K - $93.6K
|
33.2K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-975- 0.28% |
$77.3K - $93.7K
|
351K
$38.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-976- 5.66% |
$77.4K - $93.8K
|
16.3K
$1.77M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-977- 3.2% |
$77.5K - $93.9K
|
29.5K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-980- 6.28% |
$77.7K - $94.1K
|
14.6K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-980- 4.32% |
$77.7K - $94.1K
|
21.7K
$2.36M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-988- 9.28% |
$78.4K - $94.9K
|
9.66K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-990- 3.35% |
$78.5K - $95.1K
|
28.6K
$3.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-999- 4.97% |
$79.2K - $96K
|
19.1K
$2.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1K- 20.7% |
$79.3K - $96.1K
|
3.83K
$416K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1K- 29.98% |
$79.6K - $96.4K
|
2.35K
$255K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.01K- 17.65% |
$79.9K - $96.7K
|
4.7K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.01K- 9.04% |
$80K - $96.9K
|
10.2K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.01K- 7.0% |
$80.1K - $97K
|
13.4K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.01K- 13.36% |
$80.2K - $97.1K
|
6.55K
$712K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.02K- 19.29% |
$80.6K - $97.6K
|
4.25K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.02K- 19.71% |
$80.9K - $98K
|
4.16K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.04K- 6.32% |
$82.8K - $100K
|
15.5K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 4.5% |
$83K - $101K
|
22.2K
$2.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.05K- 14.67% |
$83K - $101K
|
6.09K
$662K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 54.51% |
$83.8K - $102K
|
882
$95.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.07K- 2.23% |
$84.5K - $102K
|
46.6K
$5.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.07K- 7.52% |
$84.5K - $102K
|
13.1K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.07K- 11.28% |
$84.6K - $102K
|
8.39K
$911K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 4.07% |
$84.8K - $103K
|
25.2K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.07K- 12.91% |
$85.2K - $103K
|
7.25K
$787K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 2.2% |
$85.3K - $103K
|
47.8K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 1.47% |
$85.4K - $103K
|
72K
$7.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.09K- 3.68% |
$86.5K - $105K
|
28.6K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.09K- 2.1% |
$86.6K - $105K
|
51K
$5.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.09K- 12.7% |
$86.8K - $105K
|
7.52K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.1K- 15.55% |
$86.9K - $105K
|
5.95K
$646K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 16.64% |
$87.3K - $106K
|
5.52K
$599K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.11K- 15.26% |
$87.6K - $106K
|
6.13K
$667K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 5.24% |
$88K - $107K
|
20.1K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.11K- 11.98% |
$88.1K - $107K
|
8.16K
$887K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.11K- 15.83% |
$88.1K - $107K
|
5.91K
$642K
|