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 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.33K- 3.91% |
$105K - $127K
|
32.6K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-1.33K- 17.7% |
$105K - $128K
|
6.18K
$672K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.33K- 8.63% |
$106K - $128K
|
14.1K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.33K- 6.7% |
$106K - $128K
|
18.6K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-1.34K- 6.81% |
$107K - $129K
|
18.4K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.35K- 22.7% |
$107K - $130K
|
4.6K
$500K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.36K- 2.43% |
$108K - $130K
|
54.6K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.36K- 0.46% |
$108K - $130K
|
293K
$31.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 11.16% |
$108K - $131K
|
10.9K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.37K- 5.47% |
$109K - $132K
|
23.7K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.38K- 11.23% |
$109K - $132K
|
10.9K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.38K- 1.34% |
$110K - $133K
|
102K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.39K- 17.94% |
$110K - $133K
|
6.35K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.39K- 13.82% |
$110K - $133K
|
8.65K
$939K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-1.39K- 3.99% |
$110K - $133K
|
33.4K
$3.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.39K- 1.21% |
$110K - $134K
|
113K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.39K- 34.84% |
$110K - $134K
|
2.61K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.4K- 12.06% |
$111K - $134K
|
10.2K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.41K- 24.99% |
$112K - $135K
|
4.23K
$459K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.41K- 16.77% |
$112K - $135K
|
7K
$760K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.41K- 9.48% |
$112K - $136K
|
13.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.43K- 2.49% |
$114K - $137K
|
56K
$6.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 1.52% |
$114K - $138K
|
92.9K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.44K- 2.39% |
$114K - $138K
|
58.6K
$6.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.45K- 8.46% |
$115K - $139K
|
15.7K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.45K- 5.29% |
$115K - $140K
|
26K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.46K- 5.41% |
$115K - $140K
|
25.5K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.46K- 11.16% |
$116K - $140K
|
11.6K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.46K- 8.01% |
$116K - $141K
|
16.8K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.46K- 3.95% |
$116K - $141K
|
35.6K
$3.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.47K- 15.98% |
$117K - $141K
|
7.74K
$841K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 27.85% |
$117K - $142K
|
3.82K
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.48K- 33.18% |
$117K - $142K
|
2.97K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.48K- 2.39% |
$117K - $142K
|
60.2K
$6.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.48K- 6.65% |
$117K - $142K
|
20.7K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.48K- 10.79% |
$117K - $142K
|
12.3K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.49K- 2.29% |
$118K - $143K
|
63.4K
$6.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.49K- 14.44% |
$118K - $143K
|
8.81K
$958K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.5K- 9.0% |
$119K - $144K
|
15.1K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.5K- 14.02% |
$119K - $144K
|
9.2K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.5K- 21.22% |
$119K - $144K
|
5.58K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.51K- 14.35% |
$119K - $145K
|
8.99K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.51K- 9.03% |
$120K - $145K
|
15.2K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.52K- 14.88% |
$120K - $146K
|
8.67K
$942K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.53K- 9.99% |
$121K - $146K
|
13.7K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.54K- 12.59% |
$122K - $147K
|
10.7K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.54K- 15.27% |
$122K - $148K
|
8.56K
$930K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.56K- 12.76% |
$124K - $150K
|
10.6K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-1.56K- 36.23% |
$124K - $150K
|
2.74K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.56K- 19.7% |
$124K - $150K
|
6.36K
$692K
|