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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.99K- 42.15% |
$318K - $366K
|
5.47K
$512K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4K- 10.83% |
$319K - $367K
|
32.9K
$3.08M
|
|
Jun 14, 2024
Q3 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
SELL
|
- |
-4.03K- 3.11% |
$322K - $370K
|
126K
$11.8M
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.07K- 13.27% |
$325K - $373K
|
26.6K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.07K- 9.48% |
$325K - $374K
|
38.9K
$3.64M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-4.09K- 39.63% |
$327K - $375K
|
6.23K
$583K
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.1K- 18.81% |
$328K - $377K
|
17.7K
$1.66M
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.15K- 1.69% |
$331K - $380K
|
241K
$22.6M
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.15K- 4.97% |
$331K - $381K
|
79.3K
$7.42M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.15K- 15.65% |
$332K - $381K
|
22.4K
$2.09M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.17K- 2.14% |
$333K - $382K
|
190K
$17.8M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-4.22K- 12.08% |
$337K - $387K
|
30.7K
$2.87M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.23K- 29.13% |
$338K - $388K
|
10.3K
$964K
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-4.28K- 31.22% |
$342K - $393K
|
9.43K
$883K
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.3K- 11.85% |
$343K - $394K
|
32K
$2.99M
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.31K- 8.53% |
$344K - $396K
|
46.2K
$4.33M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.32K- 12.64% |
$345K - $396K
|
29.9K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.42K- 27.44% |
$353K - $405K
|
11.7K
$1.09M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4.46K- 29.21% |
$356K - $409K
|
10.8K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.48K- 33.65% |
$358K - $411K
|
8.83K
$826K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-4.48K- 27.09% |
$358K - $411K
|
12.1K
$1.13M
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.49K- 4.38% |
$358K - $412K
|
98K
$9.17M
|
|
Nov 06, 2023
Q3 2023
|
Account Management LLC
|
SELL
|
- |
-4.52K- 14.59% |
$361K - $415K
|
26.5K
$2.48M
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-4.52K- 95.62% |
$361K - $415K
|
207
$19.4K
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.56K- 3.35% |
$364K - $418K
|
132K
$12.3M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.57K- 24.41% |
$365K - $419K
|
14.2K
$1.32M
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-4.61K- 1.26% |
$368K - $423K
|
362K
$33.9M
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-4.65K- 0.65% |
$372K - $427K
|
717K
$67.1M
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.69K- 10.28% |
$374K - $430K
|
40.9K
$3.83M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.73K- 20.99% |
$378K - $434K
|
17.8K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.73K- 12.23% |
$378K - $434K
|
33.9K
$3.18M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4.75K- 14.79% |
$380K - $436K
|
27.4K
$2.56M
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
SELL
|
- |
-4.76K- 61.62% |
$380K - $436K
|
2.96K
$277K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-4.76K- 58.57% |
$380K - $437K
|
3.37K
$315K
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.77K- 43.42% |
$381K - $438K
|
6.22K
$582K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.8K- 10.26% |
$383K - $440K
|
42K
$3.93M
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-4.81K- 25.12% |
$384K - $441K
|
14.3K
$1.34M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.81K- 51.44% |
$384K - $442K
|
4.54K
$425K
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.81K- 0.87% |
$384K - $442K
|
549K
$51.4M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.83K- 50.09% |
$386K - $443K
|
4.81K
$451K
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.84K- 47.17% |
$387K - $444K
|
5.42K
$508K
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.85K- 4.31% |
$387K - $445K
|
108K
$10.1M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-4.85K- 11.27% |
$388K - $445K
|
38.2K
$3.57M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.87K- 17.09% |
$389K - $447K
|
23.6K
$2.21M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.91K- 9.03% |
$392K - $450K
|
49.5K
$4.63M
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-4.96K- 44.57% |
$396K - $455K
|
6.16K
$577K
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.96K- 0.95% |
$396K - $455K
|
517K
$48.4M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-4.98K- 15.35% |
$398K - $457K
|
27.5K
$2.57M
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 3.23% |
$400K - $459K
|
150K
$14M
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-5K- 72.99% |
$400K - $459K
|
1.85K
$173K
|