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
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-87- 2.58% |
$6.9K - $8.36K
|
3.29K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-87- 0.06% |
$6.9K - $8.36K
|
147K
$13.7M
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-89- 2.05% |
$7.06K - $8.55K
|
4.25K
$397K
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-89- 7.63% |
$7.06K - $8.55K
|
1.08K
$101K
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-90- 3.18% |
$7.14K - $8.65K
|
2.74K
$256K
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-92- 2.97% |
$7.3K - $8.84K
|
3.01K
$281K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-94- 5.29% |
$7.46K - $9.03K
|
1.68K
$157K
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-95- 1.86% |
$7.54K - $9.13K
|
5K
$468K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-95- 2.16% |
$7.54K - $9.13K
|
4.29K
$401K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-96- 18.79% |
$7.61K - $9.22K
|
415
$38.8K
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.28% |
$7.69K - $9.32K
|
34.8K
$3.25M
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-97- 0.94% |
$7.69K - $9.32K
|
10.2K
$958K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-99- 1.93% |
$7.85K - $9.51K
|
5.03K
$470K
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-100- 3.95% |
$7.93K - $9.61K
|
2.43K
$227K
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.16% |
$7.93K - $9.61K
|
63.2K
$5.9M
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-100- 24.27% |
$7.93K - $9.61K
|
312
$29.2K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 2.75% |
$7.93K - $9.61K
|
3.53K
$330K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 6.67% |
$7.93K - $9.61K
|
1.4K
$131K
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-100- 0.7% |
$7.93K - $9.61K
|
14.3K
$1.33M
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100- 3.48% |
$7.93K - $9.61K
|
2.77K
$259K
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.59% |
$7.93K - $9.61K
|
6.18K
$577K
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-100- 3.74% |
$7.93K - $9.61K
|
2.58K
$241K
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-100- 1.31% |
$7.93K - $9.61K
|
7.54K
$705K
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 1.14% |
$7.93K - $9.61K
|
8.69K
$813K
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 3.79% |
$7.93K - $9.61K
|
2.54K
$237K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-101- 0.36% |
$8.01K - $9.7K
|
27.7K
$2.59M
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-103- 29.77% |
$8.17K - $9.89K
|
243
$22.7K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-104- 3.13% |
$8.25K - $9.99K
|
3.22K
$301K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-105- 1.04% |
$8.33K - $10.1K
|
9.96K
$931K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-105- 1.12% |
$8.33K - $10.1K
|
9.23K
$863K
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-106- 1.79% |
$8.41K - $10.2K
|
5.82K
$544K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-106- 3.23% |
$8.41K - $10.2K
|
3.18K
$297K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-108- 1.14% |
$8.57K - $10.4K
|
9.33K
$872K
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-110- 0.56% |
$8.73K - $10.6K
|
19.5K
$1.82M
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-110- 0.41% |
$8.73K - $10.6K
|
26.6K
$2.49M
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-110- 0.73% |
$8.73K - $10.6K
|
14.9K
$1.39M
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-113- 4.0% |
$8.96K - $10.9K
|
2.71K
$253K
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-114- 2.34% |
$9.04K - $11K
|
4.77K
$446K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-114- 45.42% |
$9.04K - $11K
|
137
$12.8K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-114- 1.46% |
$9.04K - $11K
|
7.71K
$721K
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-117- 0.66% |
$9.28K - $11.2K
|
17.5K
$1.64M
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-118- 3.38% |
$9.36K - $11.3K
|
3.38K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-120- 1.14% |
$9.52K - $11.5K
|
10.4K
$973K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-121- 8.18% |
$9.6K - $11.6K
|
1.36K
$127K
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-122- 3.86% |
$9.68K - $11.7K
|
3.04K
$284K
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-122- 3.75% |
$9.68K - $11.7K
|
3.13K
$292K
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-123- 3.09% |
$9.76K - $11.8K
|
3.86K
$361K
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-123- 4.32% |
$9.76K - $11.8K
|
2.72K
$254K
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-123- 2.5% |
$9.76K - $11.8K
|
4.8K
$449K
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-123- 4.05% |
$9.76K - $11.8K
|
2.91K
$272K
|