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 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-839- 0.84% |
$66.5K - $80.6K
|
98.8K
$9.24M
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-842- 24.22% |
$66.8K - $80.9K
|
2.64K
$246K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-842- 24.22% |
$66.8K - $80.9K
|
2.64K
$246K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-847- 8.45% |
$67.2K - $81.4K
|
9.17K
$858K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-848- 26.43% |
$67.3K - $81.5K
|
2.36K
$221K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-851- 34.86% |
$67.5K - $81.7K
|
1.59K
$149K
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-853- 2.16% |
$67.7K - $81.9K
|
38.7K
$3.62M
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-855- 3.43% |
$67.8K - $82.1K
|
24K
$2.25M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-859- 4.69% |
$68.1K - $82.5K
|
17.5K
$1.63M
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-865- 1.34% |
$68.6K - $83.1K
|
63.7K
$5.95M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-869- 4.84% |
$68.9K - $83.5K
|
17.1K
$1.6M
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-880- 1.18% |
$69.8K - $84.5K
|
73.7K
$6.89M
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-880- 4.26% |
$69.8K - $84.5K
|
19.8K
$1.85M
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-885- 1.59% |
$70.2K - $85K
|
54.7K
$5.11M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-886- 9.89% |
$70.3K - $85.1K
|
8.08K
$755K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-887- 8.47% |
$70.4K - $85.2K
|
9.58K
$896K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-890- 20.19% |
$70.6K - $85.5K
|
3.52K
$329K
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-892- 5.15% |
$70.8K - $85.7K
|
16.4K
$1.53M
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-895- 9.95% |
$71K - $86K
|
8.1K
$757K
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-897- 6.57% |
$71.2K - $86.2K
|
12.8K
$1.19M
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-899- 2.95% |
$71.3K - $86.4K
|
29.6K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-902- 7.57% |
$71.5K - $86.6K
|
11K
$1.03M
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-917- 1.1% |
$72.7K - $88.1K
|
82.8K
$7.74M
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
SELL
|
- |
-918- 3.91% |
$72.8K - $88.2K
|
22.5K
$2.11M
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-919- 9.62% |
$72.9K - $88.3K
|
8.64K
$807K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-923- 14.54% |
$73.2K - $88.7K
|
5.42K
$507K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-927- 10.19% |
$73.5K - $89K
|
8.17K
$764K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-939- 5.6% |
$74.5K - $90.2K
|
15.8K
$1.48M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-949- 4.66% |
$75.3K - $91.2K
|
19.4K
$1.81M
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-951- 7.7% |
$75.4K - $91.4K
|
11.4K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-952- 14.95% |
$75.5K - $91.4K
|
5.42K
$506K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-953- 39.23% |
$75.6K - $91.5K
|
1.48K
$138K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-954- 2.4% |
$75.7K - $91.6K
|
38.7K
$3.62M
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-968- 17.76% |
$76.8K - $93K
|
4.48K
$419K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-971- 19.37% |
$77K - $93.3K
|
4.04K
$378K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-971- 26.41% |
$77K - $93.3K
|
2.71K
$253K
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-972- 1.35% |
$77.1K - $93.4K
|
71.2K
$6.66M
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-974- 2.85% |
$77.3K - $93.6K
|
33.2K
$3.1M
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-975- 0.28% |
$77.3K - $93.7K
|
351K
$32.8M
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-976- 5.66% |
$77.4K - $93.8K
|
16.3K
$1.52M
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-977- 3.2% |
$77.5K - $93.9K
|
29.5K
$2.76M
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-980- 6.28% |
$77.7K - $94.1K
|
14.6K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-980- 4.32% |
$77.7K - $94.1K
|
21.7K
$2.03M
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-988- 9.28% |
$78.4K - $94.9K
|
9.66K
$903K
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-990- 3.35% |
$78.5K - $95.1K
|
28.6K
$2.67M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-999- 4.97% |
$79.2K - $96K
|
19.1K
$1.78M
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1K- 20.7% |
$79.3K - $96.1K
|
3.83K
$358K
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1K- 29.98% |
$79.6K - $96.4K
|
2.35K
$219K
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.01K- 17.65% |
$79.9K - $96.7K
|
4.7K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.01K- 9.04% |
$80K - $96.9K
|
10.2K
$950K
|