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 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.29K- 23.8% |
$183K - $210K
|
7.32K
$795K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.3K- 9.31% |
$184K - $211K
|
22.4K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.31K- 7.74% |
$184K - $212K
|
27.5K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.31K- 11.41% |
$185K - $212K
|
17.9K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.32K- 0.19% |
$185K - $212K
|
1.24M
$134M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.32K- 6.33% |
$185K - $213K
|
34.3K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-2.32K- 26.18% |
$185K - $213K
|
6.54K
$711K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.32K- 2.72% |
$186K - $213K
|
83K
$9.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.32K- 26.71% |
$186K - $213K
|
6.38K
$693K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.34K- 22.83% |
$187K - $215K
|
7.91K
$860K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.34K- 15.92% |
$187K - $215K
|
12.4K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.36K- 6.63% |
$188K - $216K
|
33.2K
$3.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.36K- 4.7% |
$189K - $217K
|
47.8K
$5.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.37K- 3.56% |
$189K - $217K
|
64.1K
$6.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 2.9% |
$190K - $218K
|
79.6K
$8.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.39K- 0.43% |
$191K - $220K
|
551K
$59.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.4K- 10.3% |
$192K - $220K
|
20.9K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.41K- 3.22% |
$192K - $221K
|
72.4K
$7.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.43K- 10.36% |
$194K - $223K
|
21K
$2.29M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 5.41% |
$196K - $225K
|
42.9K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.46K- 39.73% |
$196K - $226K
|
3.73K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.46K- 0.69% |
$197K - $226K
|
352K
$38.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 45.85% |
$198K - $227K
|
2.92K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.5K- 15.69% |
$200K - $229K
|
13.4K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.53K- 11.42% |
$202K - $232K
|
19.6K
$2.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.55K- 14.31% |
$204K - $234K
|
15.3K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.55K- 1.36% |
$204K - $234K
|
185K
$20.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.59K- 16.15% |
$207K - $237K
|
13.4K
$1.46M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.59K- 8.52% |
$207K - $237K
|
27.8K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.62K- 13.56% |
$209K - $240K
|
16.7K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.64K- 0.16% |
$211K - $243K
|
1.66M
$181M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.65K- 19.24% |
$211K - $243K
|
11.1K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.65K- 41.86% |
$212K - $243K
|
3.68K
$400K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.66K- 0.57% |
$212K - $244K
|
464K
$50.5M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-2.66K- 9.11% |
$213K - $244K
|
26.5K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.66K- 18.23% |
$213K - $244K
|
11.9K
$1.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.66K- 27.68% |
$213K - $244K
|
6.95K
$755K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-2.67K- 23.91% |
$213K - $245K
|
8.48K
$922K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.67K- 13.35% |
$213K - $245K
|
17.3K
$1.88M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.67K- 14.71% |
$213K - $245K
|
15.5K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.67K- 20.09% |
$214K - $245K
|
10.6K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.68K- 36.06% |
$214K - $246K
|
4.76K
$517K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.69K- 5.22% |
$215K - $247K
|
48.8K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.71K- 13.95% |
$217K - $249K
|
16.7K
$1.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.72K- 8.3% |
$217K - $250K
|
30.1K
$3.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.78K- 20.88% |
$222K - $255K
|
10.5K
$1.14M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.78K- 20.88% |
$222K - $255K
|
10.5K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.79K- 6.04% |
$223K - $256K
|
43.5K
$4.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.8K- 5.59% |
$224K - $257K
|
47.3K
$5.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.81K- 12.66% |
$225K - $258K
|
19.4K
$2.11M
|