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 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-290- 0.75% |
$23K - $27.9K
|
38.6K
$3.61M
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-290- 6.79% |
$23K - $27.9K
|
3.98K
$372K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-290- 11.31% |
$23K - $27.9K
|
2.27K
$212K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-290- 4.42% |
$23K - $27.9K
|
6.27K
$586K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-292- 6.35% |
$23.2K - $28K
|
4.31K
$403K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-294- 9.73% |
$23.3K - $28.2K
|
2.73K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-296- 7.23% |
$23.5K - $28.4K
|
3.8K
$355K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-298- 4.03% |
$23.6K - $28.6K
|
7.09K
$663K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-301- 5.04% |
$23.9K - $28.9K
|
5.67K
$530K
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-302- 7.03% |
$24K - $29K
|
3.99K
$373K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-303- 16.81% |
$24K - $29.1K
|
1.5K
$140K
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-303- 3.99% |
$24K - $29.1K
|
7.29K
$682K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-310- 3.85% |
$24.6K - $29.8K
|
7.75K
$724K
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-310- 7.45% |
$24.6K - $29.8K
|
3.85K
$360K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-310- 2.02% |
$24.6K - $29.8K
|
15K
$1.41M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-310- 0.96% |
$24.6K - $29.8K
|
31.9K
$2.98M
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-310- 2.48% |
$24.6K - $29.8K
|
12.2K
$1.14M
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-312- 0.16% |
$24.7K - $30K
|
200K
$18.7M
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-313- 0.63% |
$24.8K - $30.1K
|
49.2K
$4.59M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-313- 1.7% |
$24.8K - $30.1K
|
18.1K
$1.69M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-315- 0.02% |
$25K - $30.3K
|
1.39M
$130M
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-316- 2.56% |
$25.1K - $30.4K
|
12K
$1.13M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-317- 1.68% |
$25.1K - $30.5K
|
18.6K
$1.74M
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-318- 0.21% |
$25.2K - $30.5K
|
154K
$14.4M
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-320- 11.65% |
$25.4K - $30.7K
|
2.43K
$227K
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-320- 5.43% |
$25.4K - $30.7K
|
5.57K
$521K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-325- 4.44% |
$25.8K - $31.2K
|
7K
$655K
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-325- 8.27% |
$25.8K - $31.2K
|
3.6K
$337K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-326- 2.49% |
$25.9K - $31.3K
|
12.8K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-327- 6.75% |
$25.9K - $31.4K
|
4.51K
$422K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-328- 6.93% |
$26K - $31.5K
|
4.4K
$412K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-330- 75.51% |
$26.2K - $31.7K
|
107
$10K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-331- 5.16% |
$26.3K - $31.8K
|
6.09K
$569K
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-332- 5.94% |
$26.3K - $31.9K
|
5.26K
$491K
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-335- 5.69% |
$26.6K - $32.2K
|
5.55K
$519K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-335- 1.38% |
$26.6K - $32.2K
|
23.9K
$2.23M
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-339- 7.37% |
$26.9K - $32.6K
|
4.26K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-339- 6.64% |
$26.9K - $32.6K
|
4.77K
$446K
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-340- 1.18% |
$27K - $32.7K
|
28.4K
$2.65M
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-345- 4.24% |
$27.4K - $33.1K
|
7.8K
$729K
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-346- 7.16% |
$27.4K - $33.2K
|
4.48K
$419K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-350- 5.27% |
$27.8K - $33.6K
|
6.29K
$588K
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-350- 3.08% |
$27.8K - $33.6K
|
11K
$1.03M
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-350- 2.29% |
$27.8K - $33.6K
|
14.9K
$1.4M
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-351- 14.17% |
$27.8K - $33.7K
|
2.13K
$199K
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-356- 4.15% |
$28.2K - $34.2K
|
8.23K
$769K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-357- 4.56% |
$28.3K - $34.3K
|
7.47K
$698K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-360- 11.14% |
$28.6K - $34.6K
|
2.87K
$269K
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-362- 6.44% |
$28.7K - $34.8K
|
5.26K
$492K
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-364- 5.45% |
$28.9K - $35K
|
6.32K
$591K
|