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 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.02K- 15.43% |
$81.4K - $93.5K
|
5.59K
$553K
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.02K- 0.18% |
$81.5K - $93.6K
|
562K
$55.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 8.98% |
$81.5K - $93.6K
|
10.3K
$1.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.03K- 22.08% |
$82.2K - $94.4K
|
3.63K
$360K
|
|
|
Nov 03, 2023
Q3 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.03K- 2.82% |
$82.3K - $94.5K
|
35.4K
$3.51M
|
|
|
Jan 31, 2024
Q3 2023
|
Check Capital Management Inc
|
SELL
|
- |
-1.03K- 2.82% |
$82.3K - $94.5K
|
35.4K
$3.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.03K- 19.63% |
$82.4K - $94.6K
|
4.22K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.03K- 19.0% |
$82.5K - $94.8K
|
4.41K
$436K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.04K- 3.2% |
$83.3K - $95.7K
|
31.5K
$3.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.05K- 11.29% |
$83.6K - $96K
|
8.22K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.05K- 33.17% |
$83.6K - $96K
|
2.11K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.05K- 5.85% |
$83.7K - $96.1K
|
16.9K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.06K- 1.91% |
$84.8K - $97.4K
|
54.6K
$5.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.06K- 5.05% |
$84.9K - $97.4K
|
20K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.07K- 6.47% |
$85.2K - $97.8K
|
15.4K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.08K- 1.24% |
$85.9K - $98.6K
|
85.9K
$8.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.08K- 7.63% |
$86.3K - $99.1K
|
13.1K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.09K- 5.48% |
$86.7K - $99.6K
|
18.7K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.09K- 2.5% |
$87.3K - $100K
|
42.6K
$4.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.1K- 5.02% |
$87.9K - $101K
|
20.8K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
SELL
|
- |
-1.1K- 38.61% |
$87.9K - $101K
|
1.75K
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.1K- 6.71% |
$87.9K - $101K
|
15.3K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.1K- 12.27% |
$88.2K - $101K
|
7.89K
$782K
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.12K- 0.97% |
$89.5K - $103K
|
115K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-1.13K- 12.23% |
$89.9K - $103K
|
8.07K
$799K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.13K- 1.6% |
$90.1K - $104K
|
69.4K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.13K- 1.06% |
$90.3K - $104K
|
105K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.13K- 28.79% |
$90.5K - $104K
|
2.8K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.14K- 13.11% |
$91.3K - $105K
|
7.58K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.15K- 2.64% |
$91.7K - $105K
|
42.3K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 30.18% |
$92.4K - $106K
|
2.67K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.16K- 14.43% |
$92.5K - $106K
|
6.87K
$680K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.16K- 16.68% |
$92.8K - $107K
|
5.8K
$574K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 6.14% |
$92.8K - $107K
|
17.7K
$1.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.17K- 0.75% |
$93.8K - $108K
|
155K
$15.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.18K- 26.45% |
$93.9K - $108K
|
3.27K
$323K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 10.79% |
$94.5K - $109K
|
9.78K
$968K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.18K- 7.17% |
$94.5K - $109K
|
15.3K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.19K- 16.86% |
$94.8K - $109K
|
5.85K
$579K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.19K- 1.41% |
$95.1K - $109K
|
83.1K
$8.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.21K- 31.34% |
$96.4K - $111K
|
2.64K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.21K- 10.76% |
$96.8K - $111K
|
10.1K
$995K
|
|
|
Nov 14, 2023
Q3 2023
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.22K- 16.04% |
$97.6K - $112K
|
6.4K
$633K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-1.23K- 3.58% |
$97.9K - $112K
|
32.9K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.23K- 23.67% |
$97.9K - $112K
|
3.95K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.23K- 6.6% |
$98.6K - $113K
|
17.5K
$1.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.24K- 15.48% |
$99.2K - $114K
|
6.78K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 15.18% |
$99.9K - $115K
|
6.99K
$692K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.25K- 8.33% |
$99.9K - $115K
|
13.8K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.26K- 1.96% |
$101K - $115K
|
62.8K
$6.22M
|