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 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-662- 3.73% |
$52.5K - $63.6K
|
17.1K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-662- 68.32% |
$52.5K - $63.6K
|
307
$33.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-663- 0.84% |
$52.6K - $63.7K
|
78K
$8.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-664- 29.29% |
$52.7K - $63.8K
|
1.6K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-664- 5.12% |
$52.7K - $63.8K
|
12.3K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-665- 6.59% |
$52.7K - $63.9K
|
9.43K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-669- 15.85% |
$53.1K - $64.3K
|
3.55K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-671- 15.59% |
$53.2K - $64.5K
|
3.63K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-674- 5.16% |
$53.5K - $64.7K
|
12.4K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-678- 13.25% |
$53.8K - $65.1K
|
4.44K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-678- 22.69% |
$53.8K - $65.1K
|
2.31K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-680- 31.79% |
$53.9K - $65.3K
|
1.46K
$159K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-681- 4.62% |
$54K - $65.4K
|
14.1K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-681- 0.29% |
$54K - $65.4K
|
233K
$25.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-685- 2.77% |
$54.3K - $65.8K
|
24.1K
$2.61M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-686- 14.89% |
$54.4K - $65.9K
|
3.92K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-688- 6.71% |
$54.6K - $66.1K
|
9.56K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-689- 20.11% |
$54.7K - $66.2K
|
2.74K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-690- 2.56% |
$54.7K - $66.3K
|
26.3K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-690- 11.99% |
$54.7K - $66.3K
|
5.07K
$551K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-690- 3.91% |
$54.7K - $66.3K
|
17K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-695- 12.92% |
$55.1K - $66.8K
|
4.69K
$509K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-695- 2.83% |
$55.1K - $66.8K
|
23.9K
$2.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-696- 9.52% |
$55.2K - $66.9K
|
6.62K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-704- 0.72% |
$55.8K - $67.6K
|
97.7K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-705- 1.54% |
$55.9K - $67.7K
|
45K
$4.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-710- 2.86% |
$56.3K - $68.2K
|
24.1K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-710- 2.73% |
$56.3K - $68.2K
|
25.3K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-713- 11.56% |
$56.6K - $68.5K
|
5.45K
$593K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-715- 18.76% |
$56.7K - $68.7K
|
3.1K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-720- 10.73% |
$57.1K - $69.2K
|
5.99K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-720- 10.97% |
$57.1K - $69.2K
|
5.85K
$635K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-723- 3.79% |
$57.3K - $69.5K
|
18.3K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-723- 2.6% |
$57.3K - $69.5K
|
27K
$2.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-725- 0.52% |
$57.5K - $69.6K
|
139K
$15.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-725- 7.69% |
$57.5K - $69.6K
|
8.71K
$946K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-725- 19.68% |
$57.5K - $69.6K
|
2.96K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-727- 15.1% |
$57.7K - $69.8K
|
4.09K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-727- 13.01% |
$57.7K - $69.8K
|
4.86K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-732- 11.75% |
$58.1K - $70.3K
|
5.5K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-734- 10.51% |
$58.2K - $70.5K
|
6.25K
$679K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-740- 19.69% |
$58.7K - $71.1K
|
3.02K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-746- 16.39% |
$59.2K - $71.7K
|
3.81K
$414K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-747- 2.19% |
$59.3K - $71.8K
|
33.4K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-755- 21.96% |
$59.9K - $72.5K
|
2.68K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-757- 32.04% |
$60K - $72.7K
|
1.61K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-758- 20.25% |
$60.1K - $72.8K
|
2.99K
$324K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-762- 12.67% |
$60.4K - $73.2K
|
5.25K
$571K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-762- 2.05% |
$60.4K - $73.2K
|
36.3K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-766- 11.77% |
$60.8K - $73.6K
|
5.74K
$624K
|