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
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-485- 6.69% |
$38.5K - $46.6K
|
6.76K
$632K
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-485- 11.9% |
$38.5K - $46.6K
|
3.59K
$336K
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-487- 5.16% |
$38.6K - $46.8K
|
8.96K
$837K
|
|
Feb 07, 2024
Q4 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-490- 1.34% |
$38.9K - $47.1K
|
36.1K
$3.38M
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-491- 6.54% |
$38.9K - $47.2K
|
7.01K
$655K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-493- 1.85% |
$39.1K - $47.4K
|
26.1K
$2.44M
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-496- 11.07% |
$39.3K - $47.6K
|
3.98K
$372K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-497- 14.09% |
$39.4K - $47.7K
|
3.03K
$283K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-500- 62.5% |
$39.7K - $48K
|
300
$28K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-500- 8.56% |
$39.7K - $48K
|
5.34K
$499K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-500- 12.34% |
$39.7K - $48K
|
3.55K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-501- 2.04% |
$39.7K - $48.1K
|
24.1K
$2.25M
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-510- 2.48% |
$40.5K - $49K
|
20.1K
$1.88M
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-510- 15.68% |
$40.5K - $49K
|
2.74K
$256K
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-511- 6.14% |
$40.5K - $49.1K
|
7.81K
$730K
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-512- 6.47% |
$40.6K - $49.2K
|
7.4K
$691K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-512- 0.95% |
$40.6K - $49.2K
|
53.4K
$5M
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-513- 16.3% |
$40.7K - $49.3K
|
2.63K
$246K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-513- 6.05% |
$40.7K - $49.3K
|
7.97K
$745K
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-514- 3.59% |
$40.8K - $49.4K
|
13.8K
$1.29M
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-514- 8.04% |
$40.8K - $49.4K
|
5.88K
$550K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-514- 1.55% |
$40.8K - $49.4K
|
32.7K
$3.05M
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-515- 9.33% |
$40.8K - $49.5K
|
5.01K
$468K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-515- 3.63% |
$40.8K - $49.5K
|
13.7K
$1.28M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-522- 9.36% |
$41.4K - $50.1K
|
5.05K
$472K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-530- 7.82% |
$42K - $50.9K
|
6.25K
$584K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-536- 2.01% |
$42.5K - $51.5K
|
26.2K
$2.44M
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-537- 3.09% |
$42.6K - $51.6K
|
16.8K
$1.57M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-546- 4.09% |
$43.3K - $52.4K
|
12.8K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-550- 10.15% |
$43.6K - $52.8K
|
4.87K
$455K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-555- 5.78% |
$44K - $53.3K
|
9.05K
$846K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-555- 13.94% |
$44K - $53.3K
|
3.43K
$320K
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-555- 5.64% |
$44K - $53.3K
|
9.29K
$869K
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-560- 3.42% |
$44.4K - $53.8K
|
15.8K
$1.48M
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-561- 6.86% |
$44.5K - $53.9K
|
7.62K
$712K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-562- 15.91% |
$44.6K - $54K
|
2.97K
$278K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-564- 3.16% |
$44.7K - $54.2K
|
17.3K
$1.62M
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-567- 3.52% |
$45K - $54.5K
|
15.5K
$1.45M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-569- 3.97% |
$45.1K - $54.7K
|
13.8K
$1.29M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-569- 4.87% |
$45.1K - $54.7K
|
11.1K
$1.04M
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-570- 2.75% |
$45.2K - $54.8K
|
20.1K
$1.88M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-571- 10.21% |
$45.3K - $54.9K
|
5.02K
$469K
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-572- 3.7% |
$45.4K - $54.9K
|
14.9K
$1.39M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-572- 0.98% |
$45.4K - $54.9K
|
57.5K
$5.38M
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-579- 18.66% |
$45.9K - $55.6K
|
2.52K
$236K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-584- 4.59% |
$46.3K - $56.1K
|
12.1K
$1.13M
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-585- 9.59% |
$46.4K - $56.2K
|
5.52K
$516K
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-585- 3.55% |
$46.4K - $56.2K
|
15.9K
$1.49M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-586- 20.1% |
$46.5K - $56.3K
|
2.33K
$218K
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-590- 8.21% |
$46.8K - $56.7K
|
6.6K
$617K
|