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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-226- 3.75% |
$18.1K - $20.7K
|
5.8K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-227- 6.21% |
$18.1K - $20.8K
|
3.43K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-228- 3.89% |
$18.2K - $20.9K
|
5.63K
$612K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-230- 0.58% |
$18.4K - $21.1K
|
39.7K
$4.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-230- 4.47% |
$18.4K - $21.1K
|
4.91K
$534K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-230- 3.41% |
$18.4K - $21.1K
|
6.51K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-231- 5.66% |
$18.5K - $21.2K
|
3.85K
$418K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-231- 15.63% |
$18.5K - $21.2K
|
1.25K
$135K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-232- 0.75% |
$18.5K - $21.3K
|
30.5K
$3.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-233- 3.28% |
$18.6K - $21.4K
|
6.88K
$747K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-240- 6.91% |
$19.2K - $22K
|
3.24K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-245- 3.2% |
$19.6K - $22.5K
|
7.41K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-246- 4.75% |
$19.7K - $22.6K
|
4.93K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-247- 6.19% |
$19.7K - $22.7K
|
3.74K
$407K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-248- 2.09% |
$19.8K - $22.8K
|
11.6K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-249- 3.29% |
$19.9K - $22.8K
|
7.33K
$796K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 0.13% |
$20K - $22.9K
|
191K
$20.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 3.79% |
$20K - $22.9K
|
6.35K
$690K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-250- 14.29% |
$20K - $22.9K
|
1.5K
$163K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-250- 6.44% |
$20K - $22.9K
|
3.63K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-250- 2.19% |
$20K - $22.9K
|
11.1K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-254- 0.81% |
$20.3K - $23.3K
|
31.2K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-255- 0.85% |
$20.4K - $23.4K
|
29.8K
$3.24M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-257- 2.92% |
$20.5K - $23.6K
|
8.54K
$928K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-257- 3.82% |
$20.5K - $23.6K
|
6.47K
$702K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-258- 5.9% |
$20.6K - $23.7K
|
4.11K
$447K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-258- 1.48% |
$20.6K - $23.7K
|
17.1K
$1.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-262- 1.63% |
$20.9K - $24K
|
15.8K
$1.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
SELL
|
- |
-265- 4.04% |
$21.2K - $24.3K
|
6.29K
$683K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-265- 0.22% |
$21.2K - $24.3K
|
121K
$13.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-266- 3.63% |
$21.3K - $24.4K
|
7.07K
$768K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-266- 50.47% |
$21.3K - $24.4K
|
261
$28.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-269- 5.81% |
$21.5K - $24.7K
|
4.36K
$474K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-269- 9.31% |
$21.5K - $24.7K
|
2.62K
$285K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-273- 5.08% |
$21.8K - $25.1K
|
5.1K
$554K
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-274- 0.57% |
$21.9K - $25.1K
|
47.7K
$5.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-274- 9.56% |
$21.9K - $25.1K
|
2.59K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-274- 0.79% |
$21.9K - $25.1K
|
34.5K
$3.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-275- 0.6% |
$22K - $25.2K
|
45.9K
$4.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-277- 4.44% |
$22.1K - $25.4K
|
5.96K
$647K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-279- 6.43% |
$22.3K - $25.6K
|
4.06K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-280- 6.31% |
$22.4K - $25.7K
|
4.16K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-283- 2.24% |
$22.6K - $26K
|
12.4K
$1.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-285- 6.84% |
$22.8K - $26.2K
|
3.88K
$422K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-285- 4.85% |
$22.8K - $26.2K
|
5.59K
$608K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-286- 9.15% |
$22.9K - $26.2K
|
2.84K
$309K
|
|
|
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
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-288- 8.25% |
$23K - $26.4K
|
3.2K
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-289- 2.67% |
$23.1K - $26.5K
|
10.5K
$1.14M
|