Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-250- 14.29% |
$20K - $22.9K
|
1.5K
$140K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-250- 6.44% |
$20K - $22.9K
|
3.63K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-250- 2.19% |
$20K - $22.9K
|
11.1K
$1.04M
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-254- 0.81% |
$20.3K - $23.3K
|
31.2K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-255- 0.85% |
$20.4K - $23.4K
|
29.8K
$2.79M
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-257- 2.92% |
$20.5K - $23.6K
|
8.54K
$798K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-257- 3.82% |
$20.5K - $23.6K
|
6.47K
$604K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-258- 5.9% |
$20.6K - $23.7K
|
4.11K
$385K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-258- 1.48% |
$20.6K - $23.7K
|
17.1K
$1.6M
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-262- 1.63% |
$20.9K - $24K
|
15.8K
$1.47M
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-265- 4.04% |
$21.2K - $24.3K
|
6.29K
$588K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-265- 0.22% |
$21.2K - $24.3K
|
121K
$11.3M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-266- 3.63% |
$21.3K - $24.4K
|
7.07K
$661K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-266- 50.47% |
$21.3K - $24.4K
|
261
$24.4K
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-269- 5.81% |
$21.5K - $24.7K
|
4.36K
$408K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-269- 9.31% |
$21.5K - $24.7K
|
2.62K
$245K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-273- 5.08% |
$21.8K - $25.1K
|
5.1K
$477K
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-274- 0.57% |
$21.9K - $25.1K
|
47.7K
$4.46M
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-274- 9.56% |
$21.9K - $25.1K
|
2.59K
$242K
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-274- 0.79% |
$21.9K - $25.1K
|
34.5K
$3.22M
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-275- 0.6% |
$22K - $25.2K
|
45.9K
$4.29M
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-277- 4.44% |
$22.1K - $25.4K
|
5.96K
$557K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-279- 6.43% |
$22.3K - $25.6K
|
4.06K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-280- 6.31% |
$22.4K - $25.7K
|
4.16K
$389K
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-283- 2.24% |
$22.6K - $26K
|
12.4K
$1.16M
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-285- 6.84% |
$22.8K - $26.2K
|
3.88K
$363K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-285- 4.85% |
$22.8K - $26.2K
|
5.59K
$523K
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-286- 9.15% |
$22.9K - $26.2K
|
2.84K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-286Closed |
$22.9K - $26.2K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-288- 2.71% |
$23K - $26.4K
|
10.3K
$965K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-288- 8.25% |
$23K - $26.4K
|
3.2K
$299K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-289- 2.67% |
$23.1K - $26.5K
|
10.5K
$983K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-290- 1.91% |
$23.2K - $26.6K
|
14.9K
$1.39M
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-291- 8.35% |
$23.3K - $26.7K
|
3.19K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-292- 8.78% |
$23.3K - $26.8K
|
3.04K
$284K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-293- 4.19% |
$23.4K - $26.9K
|
6.71K
$627K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-295- 6.8% |
$23.6K - $27.1K
|
4.05K
$378K
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-298- 3.81% |
$23.8K - $27.3K
|
7.51K
$702K
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-299- 1.19% |
$23.9K - $27.4K
|
24.9K
$2.33M
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-300- 0.83% |
$24K - $27.5K
|
36K
$3.36M
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-300- 0.67% |
$24K - $27.5K
|
44.4K
$4.15M
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 8.26% |
$24K - $27.5K
|
3.33K
$311K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-300- 15.01% |
$24K - $27.5K
|
1.7K
$159K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-300- 5.25% |
$24K - $27.5K
|
5.42K
$507K
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 5.36% |
$24K - $27.5K
|
5.3K
$495K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-300- 5.18% |
$24K - $27.5K
|
5.49K
$513K
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-302- 4.28% |
$24.1K - $27.7K
|
6.76K
$632K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-306- 6.58% |
$24.4K - $28.1K
|
4.34K
$406K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-310- 1.78% |
$24.8K - $28.4K
|
17.1K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-310- 3.84% |
$24.8K - $28.4K
|
7.77K
$726K
|