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
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-590- 1.12% |
$46.8K - $56.7K
|
52K
$4.86M
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-591- 4.89% |
$46.9K - $56.8K
|
11.5K
$1.07M
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-592- 1.57% |
$47K - $56.9K
|
37.2K
$3.48M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-593- 3.87% |
$47K - $57K
|
14.7K
$1.38M
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-595- 3.07% |
$47.2K - $57.2K
|
18.8K
$1.76M
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-600- 70.18% |
$47.6K - $57.6K
|
255
$23.8K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-600- 22.3% |
$47.6K - $57.6K
|
2.09K
$195K
|
|
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
$321K
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-604- 9.97% |
$47.9K - $58K
|
5.45K
$510K
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-608- 5.89% |
$48.2K - $58.4K
|
9.72K
$908K
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-609- 10.03% |
$48.3K - $58.5K
|
5.46K
$511K
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-618- 8.35% |
$49K - $59.4K
|
6.78K
$634K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-618- 0.64% |
$49K - $59.4K
|
95.5K
$8.93M
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-625- 14.04% |
$49.6K - $60K
|
3.83K
$358K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-626- 7.48% |
$49.7K - $60.1K
|
7.75K
$724K
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-630- 12.97% |
$50K - $60.5K
|
4.23K
$395K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-631- 3.53% |
$50.1K - $60.6K
|
17.2K
$1.61M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-632- 13.96% |
$50.1K - $60.7K
|
3.89K
$364K
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-635- 0.6% |
$50.4K - $61K
|
105K
$9.82M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-641- 7.82% |
$50.8K - $61.6K
|
7.56K
$707K
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-643- 3.4% |
$51K - $61.8K
|
18.3K
$1.71M
|
|
Feb 02, 2024
Q4 2023
|
Account Management LLC
|
SELL
|
- |
-645- 2.44% |
$51.2K - $62K
|
25.8K
$2.41M
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-645- 12.3% |
$51.2K - $62K
|
4.6K
$430K
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-648- 4.01% |
$51.4K - $62.2K
|
15.5K
$1.45M
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-650- 6.0% |
$51.6K - $62.4K
|
10.2K
$951K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-661- 11.46% |
$52.4K - $63.5K
|
5.11K
$477K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-662- 3.73% |
$52.5K - $63.6K
|
17.1K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-662- 68.32% |
$52.5K - $63.6K
|
307
$28.7K
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-663- 0.84% |
$52.6K - $63.7K
|
78K
$7.3M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-664- 29.29% |
$52.7K - $63.8K
|
1.6K
$150K
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-664- 5.12% |
$52.7K - $63.8K
|
12.3K
$1.15M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-665- 6.59% |
$52.7K - $63.9K
|
9.43K
$881K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-669- 15.85% |
$53.1K - $64.3K
|
3.55K
$332K
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-671- 15.59% |
$53.2K - $64.5K
|
3.63K
$340K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-674- 5.16% |
$53.5K - $64.7K
|
12.4K
$1.16M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-678- 13.25% |
$53.8K - $65.1K
|
4.44K
$415K
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-678- 22.69% |
$53.8K - $65.1K
|
2.31K
$216K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-680- 31.79% |
$53.9K - $65.3K
|
1.46K
$136K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-681- 4.62% |
$54K - $65.4K
|
14.1K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-681- 0.29% |
$54K - $65.4K
|
233K
$21.8M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-685- 2.77% |
$54.3K - $65.8K
|
24.1K
$2.25M
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-686- 14.89% |
$54.4K - $65.9K
|
3.92K
$367K
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-688- 6.71% |
$54.6K - $66.1K
|
9.56K
$894K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-689- 20.11% |
$54.7K - $66.2K
|
2.74K
$256K
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-690- 2.56% |
$54.7K - $66.3K
|
26.3K
$2.46M
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-690- 11.99% |
$54.7K - $66.3K
|
5.07K
$474K
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-690- 3.91% |
$54.7K - $66.3K
|
17K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-695- 12.92% |
$55.1K - $66.8K
|
4.69K
$438K
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-695- 2.83% |
$55.1K - $66.8K
|
23.9K
$2.23M
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-696- 9.52% |
$55.2K - $66.9K
|
6.62K
$619K
|