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 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-220- 1.47% |
$17.5K - $21.1K
|
14.8K
$1.38M
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-220- 0.83% |
$17.5K - $21.1K
|
26.4K
$2.47M
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-220Closed |
$17.5K - $21.1K
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-221- 1.31% |
$17.5K - $21.2K
|
16.6K
$1.55M
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-221- 7.78% |
$17.5K - $21.2K
|
2.62K
$245K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-222- 13.98% |
$17.6K - $21.3K
|
1.37K
$128K
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-222- 6.53% |
$17.6K - $21.3K
|
3.18K
$297K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-223- 34.63% |
$17.7K - $21.4K
|
421
$39.4K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-224- 7.95% |
$17.8K - $21.5K
|
2.59K
$242K
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-226- 3.45% |
$17.9K - $21.7K
|
6.32K
$591K
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-228- 1.62% |
$18.1K - $21.9K
|
13.8K
$1.29M
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-230- 26.11% |
$18.2K - $22.1K
|
651
$60.9K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-231- 5.95% |
$18.3K - $22.2K
|
3.65K
$341K
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-231- 7.08% |
$18.3K - $22.2K
|
3.03K
$283K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-233- 5.89% |
$18.5K - $22.4K
|
3.73K
$348K
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-234- 5.39% |
$18.6K - $22.5K
|
4.11K
$384K
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-236- 8.59% |
$18.7K - $22.7K
|
2.51K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-236- 0.61% |
$18.7K - $22.7K
|
38.5K
$3.6M
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-237- 0.27% |
$18.8K - $22.8K
|
88.7K
$8.29M
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-240- 2.08% |
$19K - $23.1K
|
11.3K
$1.06M
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-241- 9.25% |
$19.1K - $23.2K
|
2.36K
$221K
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-242- 0.17% |
$19.2K - $23.2K
|
138K
$12.9M
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-247- 5.42% |
$19.6K - $23.7K
|
4.31K
$403K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-247- 9.42% |
$19.6K - $23.7K
|
2.37K
$222K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-248- 13.53% |
$19.7K - $23.8K
|
1.59K
$148K
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 6.53% |
$19.8K - $24K
|
3.58K
$334K
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-250- 7.73% |
$19.8K - $24K
|
2.99K
$279K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-250- 4.71% |
$19.8K - $24K
|
5.06K
$473K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-250- 1.5% |
$19.8K - $24K
|
16.4K
$1.54M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-250- 1.12% |
$19.8K - $24K
|
22K
$2.06M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-251- 4.49% |
$19.9K - $24.1K
|
5.34K
$499K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-252- 7.31% |
$20K - $24.2K
|
3.19K
$298K
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-253- 1.26% |
$20.1K - $24.3K
|
19.9K
$1.86M
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-254- 33.69% |
$20.1K - $24.4K
|
500
$46.7K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-260- 0.68% |
$20.6K - $25K
|
37.8K
$3.54M
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 1.67% |
$20.6K - $25K
|
15.3K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-264- 7.09% |
$20.9K - $25.4K
|
3.46K
$323K
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-265- 9.07% |
$21K - $25.5K
|
2.66K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-265- 0.83% |
$21K - $25.5K
|
31.7K
$2.96M
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-265- 8.63% |
$21K - $25.5K
|
2.81K
$262K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-266- 4.1% |
$21.1K - $25.6K
|
6.23K
$582K
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-270Closed |
$21.4K - $25.9K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-270- 8.9% |
$21.4K - $25.9K
|
2.77K
$258K
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-274- 0.91% |
$21.7K - $26.3K
|
29.8K
$2.78M
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-275- 0.68% |
$21.8K - $26.4K
|
40.2K
$3.75M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-276- 1.38% |
$21.9K - $26.5K
|
19.7K
$1.84M
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-281- 11.12% |
$22.3K - $27K
|
2.25K
$210K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-284- 0.08% |
$22.5K - $27.3K
|
378K
$35.3M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-284- 4.93% |
$22.5K - $27.3K
|
5.48K
$512K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-287- 10.66% |
$22.8K - $27.6K
|
2.41K
$225K
|