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 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-197- 3.66% |
$15.6K - $18.9K
|
5.19K
$564K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-199- 5.45% |
$15.8K - $19.1K
|
3.45K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-199- 4.55% |
$15.8K - $19.1K
|
4.17K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-200- 20.26% |
$15.9K - $19.2K
|
787
$85.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-200- 3.42% |
$15.9K - $19.2K
|
5.66K
$615K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 3.5% |
$15.9K - $19.2K
|
5.52K
$600K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 2.57% |
$15.9K - $19.2K
|
7.59K
$824K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-200- 0.52% |
$15.9K - $19.2K
|
38K
$4.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 65.36% |
$15.9K - $19.2K
|
106
$11.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-200- 7.44% |
$15.9K - $19.2K
|
2.49K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-200- 66.67% |
$15.9K - $19.2K
|
100
$10.9K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-200- 65.36% |
$15.9K - $19.2K
|
106
$11.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-201- 4.98% |
$15.9K - $19.3K
|
3.83K
$416K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-201- 1.56% |
$15.9K - $19.3K
|
12.7K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-204- 0.89% |
$16.2K - $19.6K
|
22.7K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-205- 1.72% |
$16.3K - $19.7K
|
11.7K
$1.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-208- 8.0% |
$16.5K - $20K
|
2.39K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-208- 6.5% |
$16.5K - $20K
|
2.99K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-213- 0.11% |
$16.9K - $20.5K
|
192K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-215- 2.77% |
$17.1K - $20.7K
|
7.55K
$820K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-216- 3.28% |
$17.1K - $20.7K
|
6.37K
$693K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-218- 3.65% |
$17.3K - $20.9K
|
5.75K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-220- 2.77% |
$17.5K - $21.1K
|
7.71K
$838K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-220- 1.47% |
$17.5K - $21.1K
|
14.8K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-220- 0.83% |
$17.5K - $21.1K
|
26.4K
$2.87M
|
|
|
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
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-221- 7.78% |
$17.5K - $21.2K
|
2.62K
$285K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-222- 13.98% |
$17.6K - $21.3K
|
1.37K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-222- 6.53% |
$17.6K - $21.3K
|
3.18K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-223- 34.63% |
$17.7K - $21.4K
|
421
$45.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-224- 7.95% |
$17.8K - $21.5K
|
2.59K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-226- 3.45% |
$17.9K - $21.7K
|
6.32K
$686K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-228- 1.62% |
$18.1K - $21.9K
|
13.8K
$1.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-230- 26.11% |
$18.2K - $22.1K
|
651
$70.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-231- 5.95% |
$18.3K - $22.2K
|
3.65K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-231- 7.08% |
$18.3K - $22.2K
|
3.03K
$329K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-233- 5.89% |
$18.5K - $22.4K
|
3.73K
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-234- 5.39% |
$18.6K - $22.5K
|
4.11K
$446K
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-235- 4.11% |
$18.6K - $22.6K
|
5.48K
$595K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-236- 8.59% |
$18.7K - $22.7K
|
2.51K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-236- 0.61% |
$18.7K - $22.7K
|
38.5K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-237- 0.27% |
$18.8K - $22.8K
|
88.7K
$9.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-240- 2.08% |
$19K - $23.1K
|
11.3K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-241- 9.25% |
$19.1K - $23.2K
|
2.36K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-242- 0.17% |
$19.2K - $23.2K
|
138K
$15M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-247- 5.42% |
$19.6K - $23.7K
|
4.31K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-247- 9.42% |
$19.6K - $23.7K
|
2.37K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-248- 13.53% |
$19.7K - $23.8K
|
1.59K
$172K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-250- 6.53% |
$19.8K - $24K
|
3.58K
$389K
|