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 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-350- 3.08% |
$27.8K - $33.6K
|
11K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-350- 2.29% |
$27.8K - $33.6K
|
14.9K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-351- 14.17% |
$27.8K - $33.7K
|
2.13K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-356- 4.15% |
$28.2K - $34.2K
|
8.23K
$815K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-357- 4.56% |
$28.3K - $34.3K
|
7.47K
$740K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-360- 11.14% |
$28.6K - $34.6K
|
2.87K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-362- 6.44% |
$28.7K - $34.8K
|
5.26K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-364- 5.45% |
$28.9K - $35K
|
6.32K
$626K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-365- 0.35% |
$29K - $35.1K
|
105K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-370- 6.21% |
$29.3K - $35.5K
|
5.59K
$553K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-370- 2.15% |
$29.3K - $35.5K
|
16.8K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-370- 3.51% |
$29.3K - $35.5K
|
10.2K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-372- 13.08% |
$29.5K - $35.7K
|
2.47K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-376- 12.7% |
$29.8K - $36.1K
|
2.58K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-377- 0.87% |
$29.9K - $36.2K
|
43.1K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-378- 2.21% |
$30K - $36.3K
|
16.8K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-378- 7.76% |
$30K - $36.3K
|
4.49K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-382- 6.23% |
$30.3K - $36.7K
|
5.75K
$569K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-382- 2.86% |
$30.3K - $36.7K
|
13K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-385- 9.02% |
$30.5K - $37K
|
3.89K
$385K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-386- 2.14% |
$30.6K - $37.1K
|
17.6K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-386- 27.99% |
$30.6K - $37.1K
|
993
$98.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-388- 5.36% |
$30.8K - $37.3K
|
6.85K
$678K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-388- 1.61% |
$30.8K - $37.3K
|
23.7K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-399- 7.48% |
$31.6K - $38.3K
|
4.94K
$489K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 1.78% |
$31.7K - $38.4K
|
22K
$2.18M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-402- 15.28% |
$31.9K - $38.6K
|
2.23K
$221K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-402- 1.17% |
$31.9K - $38.6K
|
34.1K
$3.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-403- 9.02% |
$32K - $38.7K
|
4.07K
$403K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-403- 83.96% |
$32K - $38.7K
|
77
$7.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-405- 3.45% |
$32.1K - $38.9K
|
11.3K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-410- 1.21% |
$32.5K - $39.4K
|
33.3K
$3.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-410- 4.54% |
$32.5K - $39.4K
|
8.61K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-412- 11.8% |
$32.7K - $39.6K
|
3.08K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-413- 25.12% |
$32.8K - $39.7K
|
1.23K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-415- 1.07% |
$32.9K - $39.9K
|
38.5K
$3.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-417- 1.01% |
$33.1K - $40.1K
|
40.7K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-420- 6.26% |
$33.3K - $40.3K
|
6.29K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-420- 5.62% |
$33.3K - $40.3K
|
7.05K
$698K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 3.17% |
$33.7K - $40.8K
|
13K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-432- 6.26% |
$34.3K - $41.5K
|
6.47K
$640K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-437- 4.57% |
$34.7K - $42K
|
9.12K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-438- 1.4% |
$34.7K - $42.1K
|
30.9K
$3.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-445- 2.64% |
$35.3K - $42.7K
|
16.4K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-450- 1.98% |
$35.7K - $43.2K
|
22.3K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-456- 1.84% |
$36.2K - $43.8K
|
24.3K
$2.41M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-459- 1.6% |
$36.4K - $44.1K
|
28.3K
$2.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-462- 14.3% |
$36.6K - $44.4K
|
2.77K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-465- 4.14% |
$36.9K - $44.7K
|
10.8K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-466- 17.02% |
$37K - $44.8K
|
2.27K
$225K
|