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
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.57K- 67.18% |
$124K - $150K
|
765
$83.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.57K- 4.44% |
$124K - $151K
|
33.7K
$3.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.58K- 5.73% |
$125K - $151K
|
25.9K
$2.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.58K- 7.48% |
$125K - $152K
|
19.5K
$2.12M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.58K- 6.05% |
$125K - $152K
|
24.5K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.59K- 35.58% |
$126K - $153K
|
2.89K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.6K- 1.41% |
$127K - $154K
|
112K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.61K- 3.04% |
$127K - $154K
|
51.2K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.61K- 5.7% |
$127K - $154K
|
26.6K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.61K- 8.68% |
$128K - $155K
|
17K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.63K- 7.83% |
$129K - $157K
|
19.2K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.64K- 16.92% |
$130K - $157K
|
8.03K
$873K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.64K- 6.73% |
$130K - $157K
|
22.7K
$2.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.65K- 24.31% |
$131K - $158K
|
5.14K
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.65K- 6.41% |
$131K - $159K
|
24.1K
$2.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.66K- 34.39% |
$131K - $159K
|
3.16K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.66K- 14.7% |
$132K - $159K
|
9.62K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.67K- 7.81% |
$132K - $160K
|
19.7K
$2.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.67K- 34.52% |
$133K - $161K
|
3.17K
$345K
|
|
|
Feb 08, 2024
Q4 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.68K- 14.87% |
$133K - $161K
|
9.62K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.68K- 14.35% |
$134K - $162K
|
10.1K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.71K- 3.94% |
$135K - $164K
|
41.5K
$4.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.71K- 2.06% |
$136K - $164K
|
81.3K
$8.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.71K- 25.33% |
$136K - $165K
|
5.05K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-1.72K- 10.28% |
$136K - $165K
|
15K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.72K- 28.2% |
$136K - $165K
|
4.37K
$475K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.72K- 8.16% |
$136K - $165K
|
19.3K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.73K- 6.5% |
$137K - $166K
|
24.9K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 35.12% |
$138K - $167K
|
3.21K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.74K- 18.34% |
$138K - $167K
|
7.75K
$842K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 10.47% |
$138K - $168K
|
14.9K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.75K- 4.42% |
$139K - $168K
|
37.9K
$4.12M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.76K- 7.62% |
$139K - $169K
|
21.3K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.77K- 17.3% |
$140K - $170K
|
8.47K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.78K- 4.22% |
$142K - $171K
|
40.5K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.79K- 4.87% |
$142K - $171K
|
34.8K
$3.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.79K- 30.45% |
$142K - $172K
|
4.09K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 1.71% |
$142K - $172K
|
103K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.79K- 39.91% |
$142K - $172K
|
2.7K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.81K- 24.45% |
$143K - $174K
|
5.59K
$608K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.82K- 5.9% |
$144K - $175K
|
29K
$3.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.83K- 13.27% |
$145K - $175K
|
11.9K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.83K- 16.18% |
$145K - $176K
|
9.49K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.85K- 34.81% |
$147K - $178K
|
3.46K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.85K- 63.5% |
$147K - $178K
|
1.06K
$116K
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.87K- 0.34% |
$149K - $180K
|
557K
$60.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.89K- 13.08% |
$150K - $181K
|
12.6K
$1.36M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.89K- 6.22% |
$150K - $182K
|
28.5K
$3.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.89K- 1.51% |
$150K - $182K
|
123K
$13.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.9K- 39.87% |
$150K - $182K
|
2.86K
$311K
|