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 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-27- 1.07% |
$2.14K - $2.59K
|
2.5K
$234K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-27- 0.35% |
$2.14K - $2.59K
|
7.76K
$726K
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-28- 0.4% |
$2.22K - $2.69K
|
6.91K
$646K
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-28- 0.57% |
$2.22K - $2.69K
|
4.91K
$459K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-29- 1.11% |
$2.3K - $2.79K
|
2.59K
$242K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-30- 0.68% |
$2.38K - $2.88K
|
4.4K
$411K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-30- 0.51% |
$2.38K - $2.88K
|
5.82K
$544K
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-30- 0.65% |
$2.38K - $2.88K
|
4.6K
$430K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-30- 0.31% |
$2.38K - $2.88K
|
9.51K
$889K
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-32- 0.71% |
$2.54K - $3.07K
|
4.48K
$419K
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-32- 0.13% |
$2.54K - $3.07K
|
25K
$2.33M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-33- 1.14% |
$2.62K - $3.17K
|
2.85K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.14% |
$2.62K - $3.17K
|
23.3K
$2.17M
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.61% |
$2.7K - $3.27K
|
5.53K
$517K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34- 0.87% |
$2.7K - $3.27K
|
3.87K
$362K
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-35- 0.69% |
$2.78K - $3.36K
|
5.05K
$472K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-35- 1.28% |
$2.78K - $3.36K
|
2.71K
$253K
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-35- 1.41% |
$2.78K - $3.36K
|
2.45K
$229K
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-38- 1.17% |
$3.01K - $3.65K
|
3.21K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-38- 1.07% |
$3.01K - $3.65K
|
3.53K
$330K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-39- 8.25% |
$3.09K - $3.75K
|
434
$40.6K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.25% |
$3.09K - $3.75K
|
15.7K
$1.47M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-40- 2.1% |
$3.17K - $3.84K
|
1.87K
$175K
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 1.4% |
$3.17K - $3.84K
|
2.82K
$264K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.49% |
$3.17K - $3.84K
|
8.18K
$765K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-41- 1.09% |
$3.25K - $3.94K
|
3.72K
$348K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-41- 0.35% |
$3.25K - $3.94K
|
11.6K
$1.09M
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-42- 0.5% |
$3.33K - $4.03K
|
8.31K
$777K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-44- 1.07% |
$3.49K - $4.23K
|
4.07K
$380K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44- 0.42% |
$3.49K - $4.23K
|
10.4K
$968K
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-46- 0.52% |
$3.65K - $4.42K
|
8.83K
$826K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-48- 1.22% |
$3.81K - $4.61K
|
3.89K
$363K
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-49- 0.49% |
$3.89K - $4.71K
|
9.93K
$928K
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-50- 1.01% |
$3.97K - $4.8K
|
4.9K
$458K
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-50- 0.49% |
$3.97K - $4.8K
|
10.1K
$940K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50- 1.84% |
$3.97K - $4.8K
|
2.67K
$249K
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.84% |
$3.97K - $4.8K
|
5.93K
$555K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-50- 42.02% |
$3.97K - $4.8K
|
69
$6.45K
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-50- 1.77% |
$3.97K - $4.8K
|
2.78K
$260K
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-50- 1.83% |
$3.97K - $4.8K
|
2.69K
$251K
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-50- 45.87% |
$3.97K - $4.8K
|
59
$5.52K
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.15% |
$3.97K - $4.8K
|
32.9K
$3.07M
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-52- 0.93% |
$4.12K - $5K
|
5.52K
$516K
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-52- 0.32% |
$4.12K - $5K
|
16.2K
$1.51M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-52- 0.94% |
$4.12K - $5K
|
5.51K
$515K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-53- 1.76% |
$4.2K - $5.09K
|
2.96K
$277K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 1.18% |
$4.2K - $5.09K
|
4.43K
$414K
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-53- 25.48% |
$4.2K - $5.09K
|
155
$14.5K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 2.8% |
$4.2K - $5.09K
|
1.84K
$172K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-53- 0.52% |
$4.2K - $5.09K
|
10.1K
$940K
|