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 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-75- 7.25% |
$5.95K - $7.2K
|
959
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-75- 1.02% |
$5.95K - $7.2K
|
7.29K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-75- 1.94% |
$5.95K - $7.2K
|
3.79K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 0.23% |
$5.95K - $7.2K
|
33.2K
$3.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-75- 2.14% |
$5.95K - $7.2K
|
3.43K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-77- 7.8% |
$6.11K - $7.4K
|
910
$98.9K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-77- 1.17% |
$6.11K - $7.4K
|
6.51K
$707K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-80- 1.99% |
$6.35K - $7.68K
|
3.94K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80- 0.69% |
$6.35K - $7.68K
|
11.5K
$1.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-80- 2.45% |
$6.35K - $7.68K
|
3.18K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-80- 0.48% |
$6.35K - $7.68K
|
16.7K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-81- 1.2% |
$6.42K - $7.78K
|
6.67K
$725K
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-81- 0.02% |
$6.42K - $7.78K
|
333K
$36.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-82- 3.2% |
$6.5K - $7.88K
|
2.48K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-83- 2.67% |
$6.58K - $7.97K
|
3.03K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-83- 0.76% |
$6.58K - $7.97K
|
10.9K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-84- 0.91% |
$6.66K - $8.07K
|
9.17K
$997K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-84- 3.38% |
$6.66K - $8.07K
|
2.4K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-84- 0.59% |
$6.66K - $8.07K
|
14.2K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-85- 42.29% |
$6.74K - $8.17K
|
116
$12.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-85- 2.1% |
$6.74K - $8.17K
|
3.96K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-86- 0.48% |
$6.82K - $8.26K
|
18K
$1.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-87- 2.58% |
$6.9K - $8.36K
|
3.29K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-87- 0.06% |
$6.9K - $8.36K
|
147K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-89- 2.05% |
$7.06K - $8.55K
|
4.25K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-89- 7.63% |
$7.06K - $8.55K
|
1.08K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-90- 3.18% |
$7.14K - $8.65K
|
2.74K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-92- 2.97% |
$7.3K - $8.84K
|
3.01K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-94- 5.29% |
$7.46K - $9.03K
|
1.68K
$183K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-95- 1.86% |
$7.54K - $9.13K
|
5K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-95- 2.16% |
$7.54K - $9.13K
|
4.29K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-96- 18.79% |
$7.61K - $9.22K
|
415
$45.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-97- 0.28% |
$7.69K - $9.32K
|
34.8K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-97- 0.94% |
$7.69K - $9.32K
|
10.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-99- 1.93% |
$7.85K - $9.51K
|
5.03K
$547K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-100- 3.95% |
$7.93K - $9.61K
|
2.43K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-100- 0.16% |
$7.93K - $9.61K
|
63.2K
$6.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-100- 24.27% |
$7.93K - $9.61K
|
312
$33.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 2.75% |
$7.93K - $9.61K
|
3.53K
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 6.67% |
$7.93K - $9.61K
|
1.4K
$152K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-100- 0.7% |
$7.93K - $9.61K
|
14.3K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-100- 3.48% |
$7.93K - $9.61K
|
2.77K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 1.59% |
$7.93K - $9.61K
|
6.18K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-100- 3.74% |
$7.93K - $9.61K
|
2.58K
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-100- 1.31% |
$7.93K - $9.61K
|
7.54K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 1.14% |
$7.93K - $9.61K
|
8.69K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 3.79% |
$7.93K - $9.61K
|
2.54K
$276K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-101- 0.36% |
$8.01K - $9.7K
|
27.7K
$3.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-103- 29.77% |
$8.17K - $9.89K
|
243
$26.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-104- 3.13% |
$8.25K - $9.99K
|
3.22K
$349K
|