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 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-54- 0.24% |
$4.28K - $5.19K
|
22.9K
$2.14M
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-54- 0.97% |
$4.28K - $5.19K
|
5.52K
$516K
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-54- 0.44% |
$4.28K - $5.19K
|
12.3K
$1.15M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-55- 0.45% |
$4.36K - $5.28K
|
12.2K
$1.14M
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-55- 1.33% |
$4.36K - $5.28K
|
4.09K
$382K
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-58- 1.62% |
$4.6K - $5.57K
|
3.51K
$328K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-58- 1.76% |
$4.6K - $5.57K
|
3.24K
$303K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-59- 79.73% |
$4.68K - $5.67K
|
15
$1.4K
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-59- 0.68% |
$4.68K - $5.67K
|
8.56K
$800K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 0.87% |
$4.76K - $5.76K
|
6.81K
$636K
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-60- 1.29% |
$4.76K - $5.76K
|
4.58K
$428K
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-60- 0.93% |
$4.76K - $5.76K
|
6.4K
$598K
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-61- 0.42% |
$4.84K - $5.86K
|
14.3K
$1.34M
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-61- 0.03% |
$4.84K - $5.86K
|
231K
$21.6M
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-64- 2.27% |
$5.08K - $6.15K
|
2.76K
$258K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-64- 0.84% |
$5.08K - $6.15K
|
7.53K
$704K
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-66- 1.4% |
$5.24K - $6.34K
|
4.66K
$436K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-66- 1.62% |
$5.24K - $6.34K
|
4.01K
$375K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 3.09% |
$5.24K - $6.34K
|
2.07K
$194K
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-66- 1.9% |
$5.24K - $6.34K
|
3.4K
$318K
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-70- 1.72% |
$5.55K - $6.72K
|
4K
$374K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-70- 1.57% |
$5.55K - $6.72K
|
4.39K
$410K
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-71- 2.82% |
$5.63K - $6.82K
|
2.44K
$228K
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-71- 1.68% |
$5.63K - $6.82K
|
4.14K
$387K
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-72- 1.4% |
$5.71K - $6.92K
|
5.08K
$475K
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-73- 2.6% |
$5.79K - $7.01K
|
2.74K
$256K
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-73- 2.9% |
$5.79K - $7.01K
|
2.44K
$228K
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-74- 1.11% |
$5.87K - $7.11K
|
6.61K
$618K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-75- 7.25% |
$5.95K - $7.2K
|
959
$89.6K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-75- 1.02% |
$5.95K - $7.2K
|
7.29K
$681K
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-75- 1.94% |
$5.95K - $7.2K
|
3.79K
$354K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 0.23% |
$5.95K - $7.2K
|
33.2K
$3.1M
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-75- 2.14% |
$5.95K - $7.2K
|
3.43K
$320K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-77- 7.8% |
$6.11K - $7.4K
|
910
$85.1K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-77- 1.17% |
$6.11K - $7.4K
|
6.51K
$608K
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-80- 1.99% |
$6.35K - $7.68K
|
3.94K
$368K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80- 0.69% |
$6.35K - $7.68K
|
11.5K
$1.08M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-80- 2.45% |
$6.35K - $7.68K
|
3.18K
$297K
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-80- 0.48% |
$6.35K - $7.68K
|
16.7K
$1.57M
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 1.2% |
$6.42K - $7.78K
|
6.67K
$624K
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-81- 0.02% |
$6.42K - $7.78K
|
333K
$31.1M
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-82- 3.2% |
$6.5K - $7.88K
|
2.48K
$232K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-83- 2.67% |
$6.58K - $7.97K
|
3.03K
$283K
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-83- 0.76% |
$6.58K - $7.97K
|
10.9K
$1.02M
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-84- 0.91% |
$6.66K - $8.07K
|
9.17K
$857K
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-84- 3.38% |
$6.66K - $8.07K
|
2.4K
$224K
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-84- 0.59% |
$6.66K - $8.07K
|
14.2K
$1.33M
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-85- 42.29% |
$6.74K - $8.17K
|
116
$10.8K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-85- 2.1% |
$6.74K - $8.17K
|
3.96K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-86- 0.48% |
$6.82K - $8.26K
|
18K
$1.68M
|