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 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-704- 0.72% |
$55.8K - $67.6K
|
97.7K
$9.13M
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-705- 1.54% |
$55.9K - $67.7K
|
45K
$4.21M
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-710- 2.86% |
$56.3K - $68.2K
|
24.1K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-710- 2.73% |
$56.3K - $68.2K
|
25.3K
$2.37M
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-713- 11.56% |
$56.6K - $68.5K
|
5.45K
$510K
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-715- 18.76% |
$56.7K - $68.7K
|
3.1K
$289K
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-720- 10.73% |
$57.1K - $69.2K
|
5.99K
$560K
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-720- 10.97% |
$57.1K - $69.2K
|
5.85K
$546K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-723- 3.79% |
$57.3K - $69.5K
|
18.3K
$1.71M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-723- 2.6% |
$57.3K - $69.5K
|
27K
$2.53M
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-725- 0.52% |
$57.5K - $69.6K
|
139K
$13M
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-725- 7.69% |
$57.5K - $69.6K
|
8.71K
$814K
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-725- 19.68% |
$57.5K - $69.6K
|
2.96K
$277K
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-727- 15.1% |
$57.7K - $69.8K
|
4.09K
$382K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-727- 13.01% |
$57.7K - $69.8K
|
4.86K
$454K
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-732- 11.75% |
$58.1K - $70.3K
|
5.5K
$514K
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-734- 10.51% |
$58.2K - $70.5K
|
6.25K
$585K
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-740- 19.69% |
$58.7K - $71.1K
|
3.02K
$282K
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-746- 16.39% |
$59.2K - $71.7K
|
3.81K
$356K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-747- 2.19% |
$59.3K - $71.8K
|
33.4K
$3.12M
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-755- 21.96% |
$59.9K - $72.5K
|
2.68K
$251K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-757- 32.04% |
$60K - $72.7K
|
1.61K
$150K
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-758- 20.25% |
$60.1K - $72.8K
|
2.99K
$279K
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-762- 12.67% |
$60.4K - $73.2K
|
5.25K
$491K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-762- 2.05% |
$60.4K - $73.2K
|
36.3K
$3.4M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-766- 11.77% |
$60.8K - $73.6K
|
5.74K
$537K
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-768- 5.64% |
$60.9K - $73.8K
|
12.8K
$1.2M
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-775- 2.98% |
$61.5K - $74.4K
|
25.2K
$2.36M
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-776- 16.63% |
$61.6K - $74.5K
|
3.89K
$364K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-780- 4.15% |
$61.9K - $74.9K
|
18K
$1.68M
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-780- 7.08% |
$61.9K - $74.9K
|
10.2K
$957K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-788- 3.09% |
$62.5K - $75.7K
|
24.7K
$2.31M
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-788- 22.12% |
$62.5K - $75.7K
|
2.77K
$259K
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-790- 6.09% |
$62.7K - $75.9K
|
12.2K
$1.14M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-791- 1.36% |
$62.7K - $76K
|
57.3K
$5.35M
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-795- 19.26% |
$63.1K - $76.4K
|
3.33K
$311K
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-800- 22.22% |
$63.5K - $76.8K
|
2.8K
$262K
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 4.72% |
$63.5K - $76.8K
|
16.1K
$1.51M
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-801- 44.01% |
$63.5K - $76.9K
|
1.02K
$95.3K
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-802- 3.02% |
$63.6K - $77K
|
25.7K
$2.41M
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-802- 1.31% |
$63.6K - $77K
|
60.6K
$5.67M
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-806- 0.46% |
$63.9K - $77.4K
|
174K
$16.3M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-809- 16.59% |
$64.2K - $77.7K
|
4.07K
$380K
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-818- 4.53% |
$64.9K - $78.6K
|
17.2K
$1.61M
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 22.57% |
$65K - $78.7K
|
2.81K
$263K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-819- 2.79% |
$65K - $78.7K
|
28.5K
$2.67M
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-825- 3.92% |
$65.4K - $79.2K
|
20.2K
$1.89M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-826- 1.66% |
$65.5K - $79.3K
|
48.8K
$4.56M
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-833- 1.79% |
$66.1K - $80K
|
45.6K
$4.26M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-837- 7.27% |
$66.4K - $80.4K
|
10.7K
$998K
|