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 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-169- 66.02% |
$13.4K - $16.2K
|
87
$8.13K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-170- 5.82% |
$13.5K - $16.3K
|
2.75K
$257K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-170- 7.52% |
$13.5K - $16.3K
|
2.09K
$196K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-170- 1.16% |
$13.5K - $16.3K
|
14.5K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-170- 5.51% |
$13.5K - $16.3K
|
2.92K
$272K
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-172- 1.11% |
$13.6K - $16.5K
|
15.3K
$1.43M
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-175- 2.55% |
$13.9K - $16.8K
|
6.68K
$625K
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-177- 3.41% |
$14K - $17K
|
5.01K
$468K
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-177- 3.58% |
$14K - $17K
|
4.76K
$445K
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-180- 1.53% |
$14.3K - $17.3K
|
11.6K
$1.08M
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-181- 4.6% |
$14.4K - $17.4K
|
3.75K
$351K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-181- 6.12% |
$14.4K - $17.4K
|
2.78K
$260K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-182- 9.99% |
$14.4K - $17.5K
|
1.64K
$153K
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-184- 3.26% |
$14.6K - $17.7K
|
5.46K
$511K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-185- 6.52% |
$14.7K - $17.8K
|
2.65K
$248K
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-186- 7.51% |
$14.8K - $17.9K
|
2.29K
$214K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-186- 5.23% |
$14.8K - $17.9K
|
3.37K
$315K
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-187- 4.82% |
$14.8K - $18K
|
3.7K
$346K
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-188- 1.87% |
$14.9K - $18.1K
|
9.89K
$924K
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-189- 0.57% |
$15K - $18.2K
|
33.1K
$3.1M
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-190- 0.81% |
$15.1K - $18.3K
|
23.4K
$2.19M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-190- 1.27% |
$15.1K - $18.3K
|
14.8K
$1.38M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-191- 2.46% |
$15.2K - $18.3K
|
7.57K
$708K
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-193- 7.07% |
$15.3K - $18.5K
|
2.54K
$237K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-193- 2.16% |
$15.3K - $18.5K
|
8.73K
$816K
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-193- 5.91% |
$15.3K - $18.5K
|
3.07K
$287K
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-196- 0.52% |
$15.5K - $18.8K
|
37.5K
$3.51M
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-197- 3.66% |
$15.6K - $18.9K
|
5.19K
$485K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-199- 5.45% |
$15.8K - $19.1K
|
3.45K
$323K
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-199- 4.55% |
$15.8K - $19.1K
|
4.17K
$390K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.26% |
$15.9K - $19.2K
|
787
$73.6K
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-200- 3.42% |
$15.9K - $19.2K
|
5.66K
$529K
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 3.5% |
$15.9K - $19.2K
|
5.52K
$516K
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.57% |
$15.9K - $19.2K
|
7.59K
$709K
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 0.52% |
$15.9K - $19.2K
|
38K
$3.55M
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 65.36% |
$15.9K - $19.2K
|
106
$9.91K
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 7.44% |
$15.9K - $19.2K
|
2.49K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 66.67% |
$15.9K - $19.2K
|
100
$9.35K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 65.36% |
$15.9K - $19.2K
|
106
$9.91K
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-201- 4.98% |
$15.9K - $19.3K
|
3.83K
$358K
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-201- 1.56% |
$15.9K - $19.3K
|
12.7K
$1.18M
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-204- 0.89% |
$16.2K - $19.6K
|
22.7K
$2.13M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-205- 1.72% |
$16.3K - $19.7K
|
11.7K
$1.09M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-208- 8.0% |
$16.5K - $20K
|
2.39K
$224K
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-208- 6.5% |
$16.5K - $20K
|
2.99K
$280K
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-213- 0.11% |
$16.9K - $20.5K
|
192K
$17.9M
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-215- 2.77% |
$17.1K - $20.7K
|
7.55K
$706K
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-216- 3.28% |
$17.1K - $20.7K
|
6.37K
$596K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-218- 3.65% |
$17.3K - $20.9K
|
5.75K
$538K
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-220- 2.77% |
$17.5K - $21.1K
|
7.71K
$721K
|