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 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-250- 7.73% |
$19.8K - $24K
|
2.99K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-250- 4.71% |
$19.8K - $24K
|
5.06K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-250- 1.5% |
$19.8K - $24K
|
16.4K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-250- 1.12% |
$19.8K - $24K
|
22K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-251- 4.49% |
$19.9K - $24.1K
|
5.34K
$580K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-252- 7.31% |
$20K - $24.2K
|
3.19K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-253- 1.26% |
$20.1K - $24.3K
|
19.9K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-254- 33.69% |
$20.1K - $24.4K
|
500
$54.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-260- 0.68% |
$20.6K - $25K
|
37.8K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-260- 1.67% |
$20.6K - $25K
|
15.3K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-264- 7.09% |
$20.9K - $25.4K
|
3.46K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-265- 9.07% |
$21K - $25.5K
|
2.66K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-265- 0.83% |
$21K - $25.5K
|
31.7K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-265- 8.63% |
$21K - $25.5K
|
2.81K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-266- 4.1% |
$21.1K - $25.6K
|
6.23K
$677K
|
|
|
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
$300K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-274- 0.91% |
$21.7K - $26.3K
|
29.8K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-275- 0.68% |
$21.8K - $26.4K
|
40.2K
$4.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-276- 1.38% |
$21.9K - $26.5K
|
19.7K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-281- 11.12% |
$22.3K - $27K
|
2.25K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-284- 0.08% |
$22.5K - $27.3K
|
378K
$41.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-284- 4.93% |
$22.5K - $27.3K
|
5.48K
$595K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-287- 10.66% |
$22.8K - $27.6K
|
2.41K
$261K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-290- 0.75% |
$23K - $27.9K
|
38.6K
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-290- 6.79% |
$23K - $27.9K
|
3.98K
$433K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-290- 11.31% |
$23K - $27.9K
|
2.27K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-290- 4.42% |
$23K - $27.9K
|
6.27K
$681K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-292- 6.35% |
$23.2K - $28K
|
4.31K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-294- 9.73% |
$23.3K - $28.2K
|
2.73K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-296- 7.23% |
$23.5K - $28.4K
|
3.8K
$413K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-298- 4.03% |
$23.6K - $28.6K
|
7.09K
$771K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-301- 5.04% |
$23.9K - $28.9K
|
5.67K
$617K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-302- 7.03% |
$24K - $29K
|
3.99K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-303- 16.81% |
$24K - $29.1K
|
1.5K
$163K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-303- 3.99% |
$24K - $29.1K
|
7.29K
$793K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-310- 3.85% |
$24.6K - $29.8K
|
7.75K
$842K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-310- 7.45% |
$24.6K - $29.8K
|
3.85K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-310- 2.02% |
$24.6K - $29.8K
|
15K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-310- 0.96% |
$24.6K - $29.8K
|
31.9K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-310- 2.48% |
$24.6K - $29.8K
|
12.2K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-312- 0.16% |
$24.7K - $30K
|
200K
$21.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-313- 0.63% |
$24.8K - $30.1K
|
49.2K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-313- 1.7% |
$24.8K - $30.1K
|
18.1K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-315- 0.02% |
$25K - $30.3K
|
1.39M
$151M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-316- 2.56% |
$25.1K - $30.4K
|
12K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-317- 1.68% |
$25.1K - $30.5K
|
18.6K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-318- 0.21% |
$25.2K - $30.5K
|
154K
$16.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-320- 11.65% |
$25.4K - $30.7K
|
2.43K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-320- 5.43% |
$25.4K - $30.7K
|
5.57K
$605K
|