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 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-544- 12.97% |
$43.5K - $49.9K
|
3.65K
$397K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-544- 5.64% |
$43.5K - $49.9K
|
9.1K
$989K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-554- 9.0% |
$44.3K - $50.8K
|
5.6K
$608K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-556- 17.07% |
$44.4K - $51K
|
2.7K
$294K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-561- 2.1% |
$44.8K - $51.5K
|
26.1K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-564- 5.14% |
$45.1K - $51.8K
|
10.4K
$1.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-571- 6.88% |
$45.6K - $52.4K
|
7.73K
$840K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-573- 9.47% |
$45.8K - $52.6K
|
5.48K
$595K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-574- 21.54% |
$45.9K - $52.7K
|
2.09K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-574- 0.18% |
$45.9K - $52.7K
|
313K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-577- 10.17% |
$46.1K - $52.9K
|
5.09K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-580- 7.57% |
$46.3K - $53.2K
|
7.08K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-581- 83.0% |
$46.4K - $53.3K
|
119
$12.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-583- 2.14% |
$46.6K - $53.5K
|
26.7K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-585- 7.39% |
$46.7K - $53.7K
|
7.33K
$797K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-586- 17.59% |
$46.8K - $53.8K
|
2.75K
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-587- 15.26% |
$46.9K - $53.9K
|
3.26K
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-587- 9.11% |
$46.9K - $53.9K
|
5.86K
$636K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-593- 12.95% |
$47.4K - $54.4K
|
3.99K
$433K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-593- 1.47% |
$47.4K - $54.4K
|
39.7K
$4.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-594- 7.25% |
$47.5K - $54.5K
|
7.59K
$825K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-595- 0.91% |
$47.5K - $54.6K
|
64.6K
$7.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-597- 1.86% |
$47.7K - $54.8K
|
31.4K
$3.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-600- 9.11% |
$47.9K - $55.1K
|
5.98K
$650K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-602- 2.33% |
$48.1K - $55.2K
|
25.3K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-603- 14.7% |
$48.2K - $55.3K
|
3.5K
$380K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-604- 7.01% |
$48.3K - $55.4K
|
8.01K
$871K
|
|
|
Nov 09, 2023
Q3 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-606- 0.63% |
$48.4K - $55.6K
|
96K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-607- 2.56% |
$48.5K - $55.7K
|
23.1K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-613- 13.07% |
$49K - $56.2K
|
4.08K
$443K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-614- 4.55% |
$49.1K - $56.3K
|
12.9K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-617- 3.79% |
$49.3K - $56.6K
|
15.7K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-624- 8.99% |
$49.9K - $57.3K
|
6.32K
$687K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-625- 10.65% |
$49.9K - $57.4K
|
5.24K
$570K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-625- 7.1% |
$49.9K - $57.4K
|
8.18K
$889K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-625- 10.24% |
$49.9K - $57.4K
|
5.48K
$595K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-625- 5.69% |
$49.9K - $57.4K
|
10.4K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-625- 14.53% |
$49.9K - $57.4K
|
3.68K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-626- 2.68% |
$50K - $57.4K
|
22.7K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-626- 2.89% |
$50K - $57.4K
|
21.1K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-638- 4.28% |
$51K - $58.5K
|
14.3K
$1.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-639- 16.71% |
$51.1K - $58.6K
|
3.19K
$346K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-640- 0.11% |
$51.1K - $58.7K
|
558K
$60.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-640- 7.49% |
$51.1K - $58.7K
|
7.91K
$859K
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-650- 3.69% |
$51.9K - $59.6K
|
16.9K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-652- 1.04% |
$52.1K - $59.8K
|
62.1K
$6.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-654- 3.18% |
$52.3K - $60K
|
19.9K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-655- 8.67% |
$52.3K - $60.1K
|
6.9K
$750K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-662- 14.97% |
$52.9K - $60.7K
|
3.76K
$408K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-664- 0.19% |
$53.1K - $60.9K
|
347K
$37.7M
|