Purchases and Sales Made in Q4 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.56% |
$397 - $480
|
884
$82.6K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-5- 0.02% |
$397 - $480
|
27.2K
$2.55M
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5- 0.56% |
$397 - $480
|
881
$82.4K
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.49% |
$476 - $576
|
1.22K
$114K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.09% |
$476 - $576
|
6.87K
$642K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 4.65% |
$476 - $576
|
123
$11.5K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.2% |
$555 - $672
|
3.44K
$322K
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 0.21% |
$555 - $672
|
3.4K
$318K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.12% |
$635 - $768
|
6.48K
$605K
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$714 - $865
|
3
$280
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.07% |
$714 - $865
|
12K
$1.12M
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.33% |
$714 - $865
|
2.7K
$253K
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.31% |
$714 - $865
|
2.93K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9- 0.63% |
$714 - $865
|
1.43K
$133K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$793 - $961
|
3.98K
$372K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 0.17% |
$793 - $961
|
5.86K
$548K
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-11- 0.28% |
$873 - $1.06K
|
3.86K
$361K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.16% |
$873 - $1.06K
|
6.89K
$644K
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-12- 0.03% |
$952 - $1.15K
|
41.3K
$3.86M
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-12- 10.08% |
$952 - $1.15K
|
107
$10K
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 2.47% |
$952 - $1.15K
|
474
$44.3K
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-12- 0.1% |
$952 - $1.15K
|
11.5K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-12- 1.11% |
$952 - $1.15K
|
1.07K
$99.6K
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14- 0.5% |
$1.11K - $1.34K
|
2.77K
$259K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15- 1.49% |
$1.19K - $1.44K
|
995
$93K
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-16- 0.06% |
$1.27K - $1.54K
|
24.7K
$2.31M
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-16- 0.23% |
$1.27K - $1.54K
|
6.96K
$651K
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-16- 0.01% |
$1.27K - $1.54K
|
111K
$10.3M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-16- 0.49% |
$1.27K - $1.54K
|
3.22K
$301K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-17- 6.37% |
$1.35K - $1.63K
|
250
$23.4K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.52% |
$1.35K - $1.63K
|
3.25K
$304K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17- 0.52% |
$1.35K - $1.63K
|
3.26K
$304K
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-17- 0.06% |
$1.35K - $1.63K
|
29.8K
$2.79M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-17- 3.8% |
$1.35K - $1.63K
|
430
$40.2K
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.27% |
$1.43K - $1.73K
|
6.73K
$629K
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-18- 0.03% |
$1.43K - $1.73K
|
62.6K
$5.86M
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.51K - $1.83K
|
5.06K
$473K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 2.33% |
$1.59K - $1.92K
|
837
$78.2K
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-20- 0.64% |
$1.59K - $1.92K
|
3.12K
$292K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-20- 0.51% |
$1.59K - $1.92K
|
3.87K
$362K
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-21- 0.21% |
$1.67K - $2.02K
|
9.88K
$924K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.37% |
$1.67K - $2.02K
|
5.64K
$527K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-22- 0.04% |
$1.75K - $2.11K
|
57.1K
$5.34M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 2.27% |
$1.9K - $2.31K
|
1.03K
$96.5K
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-25- 0.36% |
$1.98K - $2.4K
|
6.84K
$639K
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.87% |
$1.98K - $2.4K
|
2.85K
$266K
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.87% |
$1.98K - $2.4K
|
2.85K
$266K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-25- 0.22% |
$1.98K - $2.4K
|
11.3K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-25- 0.51% |
$1.98K - $2.4K
|
4.89K
$457K
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.6% |
$1.98K - $2.4K
|
4.13K
$386K
|