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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-124- 0.69% |
$9.84K - $11.9K
|
17.9K
$1.67M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-126- 4.53% |
$9.99K - $12.1K
|
2.66K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-129- 4.26% |
$10.2K - $12.4K
|
2.9K
$271K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-131- 0.48% |
$10.4K - $12.6K
|
27.3K
$2.55M
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-133- 3.98% |
$10.5K - $12.8K
|
3.21K
$300K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-133- 3.75% |
$10.5K - $12.8K
|
3.41K
$319K
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-133- 1.52% |
$10.5K - $12.8K
|
8.6K
$804K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-133- 1.93% |
$10.5K - $12.8K
|
6.75K
$631K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-135- 3.21% |
$10.7K - $13K
|
4.07K
$381K
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-135- 1.71% |
$10.7K - $13K
|
7.78K
$727K
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-136- 0.91% |
$10.8K - $13.1K
|
14.8K
$1.38M
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-139- 0.22% |
$11K - $13.4K
|
64K
$5.98M
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-140- 3.53% |
$11.1K - $13.4K
|
3.83K
$358K
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-140- 0.64% |
$11.1K - $13.4K
|
21.7K
$2.03M
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-141- 7.09% |
$11.2K - $13.5K
|
1.85K
$173K
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-141- 4.66% |
$11.2K - $13.5K
|
2.88K
$270K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-144- 0.52% |
$11.4K - $13.8K
|
27.7K
$2.59M
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-144- 2.75% |
$11.4K - $13.8K
|
5.09K
$476K
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-145- 4.3% |
$11.5K - $13.9K
|
3.23K
$302K
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-147- 1.61% |
$11.7K - $14.1K
|
9K
$841K
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-147- 4.78% |
$11.7K - $14.1K
|
2.93K
$274K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-147- 4.71% |
$11.7K - $14.1K
|
2.98K
$278K
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-150- 2.47% |
$11.9K - $14.4K
|
5.91K
$553K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-150- 4.75% |
$11.9K - $14.4K
|
3.01K
$281K
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-151- 0.78% |
$12K - $14.5K
|
19.1K
$1.79M
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-152- 0.72% |
$12.1K - $14.6K
|
20.9K
$1.96M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-153- 1.95% |
$12.1K - $14.7K
|
7.71K
$721K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-153- 6.82% |
$12.1K - $14.7K
|
2.09K
$196K
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.83K
$732K
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.83K
$732K
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-154- 1.93% |
$12.2K - $14.8K
|
7.82K
$731K
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-155- 6.18% |
$12.3K - $14.9K
|
2.36K
$220K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-155- 7.75% |
$12.3K - $14.9K
|
1.85K
$173K
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-156- 3.53% |
$12.4K - $15K
|
4.27K
$399K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-156- 7.34% |
$12.4K - $15K
|
1.97K
$184K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-157- 4.39% |
$12.5K - $15.1K
|
3.42K
$320K
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-158- 2.12% |
$12.5K - $15.2K
|
7.3K
$682K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-158- 1.39% |
$12.5K - $15.2K
|
11.2K
$1.05M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-158- 9.9% |
$12.5K - $15.2K
|
1.44K
$134K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-159- 9.03% |
$12.6K - $15.3K
|
1.6K
$150K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-159- 4.38% |
$12.6K - $15.3K
|
3.47K
$325K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-159- 2.86% |
$12.6K - $15.3K
|
5.4K
$505K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-159- 14.3% |
$12.6K - $15.3K
|
953
$89.1K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-160- 2.03% |
$12.7K - $15.4K
|
7.73K
$723K
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-160- 0.39% |
$12.7K - $15.4K
|
40.9K
$3.82M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-163- 3.43% |
$12.9K - $15.7K
|
4.59K
$429K
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-163- 12.71% |
$12.9K - $15.7K
|
1.12K
$105K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-165- 28.7% |
$13.1K - $15.8K
|
410
$38.3K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.5% |
$13.1K - $15.8K
|
10.8K
$1.01M
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-167- 0.3% |
$13.2K - $16K
|
56.1K
$5.24M
|