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 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-536- 2.01% |
$42.5K - $51.5K
|
26.2K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-537- 3.09% |
$42.6K - $51.6K
|
16.8K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-546- 4.09% |
$43.3K - $52.4K
|
12.8K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-550- 10.15% |
$43.6K - $52.8K
|
4.87K
$529K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-555- 5.78% |
$44K - $53.3K
|
9.05K
$984K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-555- 13.94% |
$44K - $53.3K
|
3.43K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-555- 5.64% |
$44K - $53.3K
|
9.29K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-560- 3.42% |
$44.4K - $53.8K
|
15.8K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-561- 6.86% |
$44.5K - $53.9K
|
7.62K
$828K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-562- 15.91% |
$44.6K - $54K
|
2.97K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-564- 3.16% |
$44.7K - $54.2K
|
17.3K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-567- 3.52% |
$45K - $54.5K
|
15.5K
$1.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-569- 3.97% |
$45.1K - $54.7K
|
13.8K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-569- 4.87% |
$45.1K - $54.7K
|
11.1K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-570- 2.75% |
$45.2K - $54.8K
|
20.1K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-571- 10.21% |
$45.3K - $54.9K
|
5.02K
$545K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-572- 3.7% |
$45.4K - $54.9K
|
14.9K
$1.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-572- 0.98% |
$45.4K - $54.9K
|
57.5K
$6.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-579- 18.66% |
$45.9K - $55.6K
|
2.52K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-584- 4.59% |
$46.3K - $56.1K
|
12.1K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-585- 9.59% |
$46.4K - $56.2K
|
5.52K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-585- 3.55% |
$46.4K - $56.2K
|
15.9K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-586- 20.1% |
$46.5K - $56.3K
|
2.33K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-590- 8.21% |
$46.8K - $56.7K
|
6.6K
$717K
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-590- 1.12% |
$46.8K - $56.7K
|
52K
$5.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-591- 4.89% |
$46.9K - $56.8K
|
11.5K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-592- 1.57% |
$47K - $56.9K
|
37.2K
$4.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-593- 3.87% |
$47K - $57K
|
14.7K
$1.6M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-595- 3.07% |
$47.2K - $57.2K
|
18.8K
$2.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-600- 70.18% |
$47.6K - $57.6K
|
255
$27.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-600- 22.3% |
$47.6K - $57.6K
|
2.09K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-603- 14.95% |
$47.8K - $57.9K
|
3.43K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-604- 9.97% |
$47.9K - $58K
|
5.45K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-608- 5.89% |
$48.2K - $58.4K
|
9.72K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-609- 10.03% |
$48.3K - $58.5K
|
5.46K
$594K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-618- 8.35% |
$49K - $59.4K
|
6.78K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-618- 0.64% |
$49K - $59.4K
|
95.5K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-625- 14.04% |
$49.6K - $60K
|
3.83K
$416K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-626- 7.48% |
$49.7K - $60.1K
|
7.75K
$842K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-630- 12.97% |
$50K - $60.5K
|
4.23K
$460K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-631- 3.53% |
$50.1K - $60.6K
|
17.2K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-632- 13.96% |
$50.1K - $60.7K
|
3.89K
$423K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-635- 0.6% |
$50.4K - $61K
|
105K
$11.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-641- 7.82% |
$50.8K - $61.6K
|
7.56K
$821K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-643- 3.4% |
$51K - $61.8K
|
18.3K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
SELL
|
- |
-645- 2.44% |
$51.2K - $62K
|
25.8K
$2.8M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-645- 12.3% |
$51.2K - $62K
|
4.6K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-648- 4.01% |
$51.4K - $62.2K
|
15.5K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-650- 6.0% |
$51.6K - $62.4K
|
10.2K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-661- 11.46% |
$52.4K - $63.5K
|
5.11K
$555K
|