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 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.67K- 44.14% |
$449K - $544K
|
7.17K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.84K- 53.19% |
$463K - $561K
|
5.14K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.96K- 5.2% |
$472K - $572K
|
108K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.99K- 1.18% |
$475K - $575K
|
499K
$54.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-6.01K- 97.42% |
$476K - $577K
|
159
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.04K- 4.05% |
$479K - $580K
|
143K
$15.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.1K- 2.62% |
$484K - $586K
|
227K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-6.11K- 13.78% |
$484K - $586K
|
38.2K
$4.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.15K- 17.39% |
$488K - $590K
|
29.2K
$3.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.2K- 1.01% |
$492K - $596K
|
608K
$66.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-6.24K- 45.77% |
$495K - $599K
|
7.39K
$803K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.26K- 4.98% |
$497K - $602K
|
120K
$13M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6.27K- 3.38% |
$497K - $602K
|
179K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.28K- 2.05% |
$498K - $603K
|
299K
$32.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.29K- 33.11% |
$499K - $605K
|
12.7K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-6.3K- 3.57% |
$500K - $605K
|
170K
$18.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6.35K- 19.91% |
$503K - $610K
|
25.5K
$2.77M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6.35K- 19.91% |
$503K - $610K
|
25.5K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-6.35K- 5.48% |
$504K - $610K
|
109K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-6.37K- 5.41% |
$505K - $612K
|
111K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-6.41K- 6.68% |
$509K - $616K
|
89.6K
$9.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.44K- 5.7% |
$511K - $619K
|
106K
$11.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-6.48K- 55.94% |
$514K - $622K
|
5.1K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-6.48K- 4.89% |
$514K - $622K
|
126K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-6.5K- 12.73% |
$516K - $624K
|
44.6K
$4.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.53K- 26.21% |
$518K - $628K
|
18.4K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6.57K- 10.59% |
$521K - $631K
|
55.5K
$6.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-6.62K- 15.22% |
$525K - $636K
|
36.9K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.64K- 6.31% |
$526K - $637K
|
98.5K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-6.65K- 73.97% |
$527K - $639K
|
2.34K
$254K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.76K- 6.66% |
$536K - $650K
|
94.7K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.81K- 40.62% |
$540K - $654K
|
9.96K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.93K- 57.9% |
$550K - $666K
|
5.04K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-7K- 11.02% |
$555K - $672K
|
56.5K
$6.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.07K- 66.98% |
$561K - $679K
|
3.49K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-7.08K- 15.97% |
$562K - $680K
|
37.2K
$4.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7.21K- 13.36% |
$572K - $692K
|
46.7K
$5.08M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-7.21K- 4.39% |
$572K - $693K
|
157K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.22K- 0.23% |
$573K - $694K
|
3.15M
$342M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.29K- 5.49% |
$578K - $700K
|
126K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.35K- 2.35% |
$583K - $706K
|
305K
$33.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.36K- 2.64% |
$584K - $707K
|
271K
$29.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-7.62K- 7.81% |
$605K - $732K
|
90K
$9.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.64K- 32.0% |
$606K - $734K
|
16.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-7.76K- 5.0% |
$615K - $745K
|
147K
$16M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.79K- 21.38% |
$618K - $749K
|
28.7K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.82K- 13.34% |
$620K - $751K
|
50.8K
$5.52M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.83KClosed |
$621K - $752K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.87K- 24.31% |
$624K - $756K
|
24.5K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-7.9K- 94.41% |
$626K - $759K
|
468
$50.9K
|