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 23, 2023
Q3 2023
|
Independent Investors Inc
|
SELL
|
- |
-1.32K- 2.77% |
$105K - $121K
|
46.4K
$4.34M
|
|
Nov 13, 2023
Q3 2023
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-1.34K- 22.68% |
$107K - $122K
|
4.55K
$425K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.35K- 1.62% |
$107K - $123K
|
81.5K
$7.61M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.35K- 0.47% |
$108K - $124K
|
284K
$26.6M
|
|
Nov 15, 2023
Q3 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.36K- 15.86% |
$109K - $125K
|
7.21K
$674K
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.36K- 18.2% |
$109K - $125K
|
6.11K
$572K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.37K- 22.13% |
$109K - $126K
|
4.81K
$450K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-1.37K- 46.32% |
$109K - $126K
|
1.59K
$148K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.38K- 2.0% |
$110K - $126K
|
67.5K
$6.31M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.38K- 10.04% |
$110K - $126K
|
12.3K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.38K- 5.22% |
$110K - $127K
|
25.1K
$2.34M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.38K- 57.74% |
$110K - $127K
|
1.01K
$94.4K
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-1.38K- 21.84% |
$110K - $127K
|
4.94K
$462K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.39K- 6.18% |
$111K - $127K
|
21.1K
$1.97M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.39K- 10.78% |
$111K - $127K
|
11.5K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.39K- 44.14% |
$111K - $128K
|
1.76K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-1.4K- 0.08% |
$112K - $128K
|
1.76M
$164M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.42K- 17.69% |
$114K - $130K
|
6.62K
$618K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.42K- 17.69% |
$114K - $130K
|
6.62K
$618K
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-1.44K- 3.68% |
$115K - $132K
|
37.7K
$3.52M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.44K- 13.54% |
$115K - $133K
|
9.22K
$862K
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-1.45K- 0.86% |
$116K - $133K
|
167K
$15.6M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.45K- 5.1% |
$116K - $133K
|
27K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.45K- 14.68% |
$116K - $133K
|
8.43K
$788K
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.46K- 30.8% |
$117K - $134K
|
3.28K
$307K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.46K- 2.14% |
$117K - $134K
|
66.9K
$6.26M
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.47K- 8.62% |
$118K - $135K
|
15.6K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.48K- 7.24% |
$119K - $136K
|
19K
$1.78M
|
|
Oct 04, 2023
Q3 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 0.3% |
$120K - $138K
|
495K
$46.3M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.51K- 10.52% |
$120K - $138K
|
12.8K
$1.2M
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-1.52K- 22.3% |
$122K - $140K
|
5.31K
$496K
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.54K- 16.16% |
$123K - $141K
|
7.98K
$746K
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.54K- 16.16% |
$123K - $141K
|
7.98K
$746K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.55K- 8.64% |
$124K - $142K
|
16.4K
$1.53M
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.55K- 14.11% |
$124K - $142K
|
9.43K
$882K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.55K- 46.43% |
$124K - $143K
|
1.79K
$168K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.56K- 12.91% |
$124K - $143K
|
10.5K
$981K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.57K- 8.96% |
$125K - $144K
|
15.9K
$1.49M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.59K- 11.94% |
$127K - $146K
|
11.7K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.6K- 23.69% |
$128K - $147K
|
5.15K
$482K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.6K- 13.51% |
$128K - $147K
|
10.2K
$957K
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.6K- 21.36% |
$128K - $147K
|
5.89K
$551K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.6K- 8.53% |
$128K - $147K
|
17.2K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.61K- 16.85% |
$128K - $147K
|
7.93K
$741K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.61K- 3.49% |
$129K - $148K
|
44.5K
$4.16M
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.62K- 2.87% |
$129K - $148K
|
54.7K
$5.11M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.63K- 11.63% |
$130K - $149K
|
12.4K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.63K- 22.21% |
$130K - $150K
|
5.71K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.63K- 1.8% |
$130K - $150K
|
88.8K
$8.31M
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.64K- 16.07% |
$131K - $151K
|
8.58K
$802K
|