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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.01K- 7.0% |
$80.1K - $97K
|
13.4K
$1.25M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.01K- 13.36% |
$80.2K - $97.1K
|
6.55K
$613K
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.02K- 19.29% |
$80.6K - $97.6K
|
4.25K
$397K
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.02K- 19.71% |
$80.9K - $98K
|
4.16K
$388K
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.04K- 6.32% |
$82.8K - $100K
|
15.5K
$1.45M
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.05K- 4.5% |
$83K - $101K
|
22.2K
$2.08M
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.05K- 14.67% |
$83K - $101K
|
6.09K
$569K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.06K- 54.51% |
$83.8K - $102K
|
882
$82.4K
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-1.07K- 2.23% |
$84.5K - $102K
|
46.6K
$4.36M
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.07K- 7.52% |
$84.5K - $102K
|
13.1K
$1.22M
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.07K- 11.28% |
$84.6K - $102K
|
8.39K
$784K
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 4.07% |
$84.8K - $103K
|
25.2K
$2.36M
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.07K- 12.91% |
$85.2K - $103K
|
7.25K
$677K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 2.2% |
$85.3K - $103K
|
47.8K
$4.47M
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 1.47% |
$85.4K - $103K
|
72K
$6.73M
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.09K- 3.68% |
$86.5K - $105K
|
28.6K
$2.67M
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.09K- 2.1% |
$86.6K - $105K
|
51K
$4.77M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.09K- 12.7% |
$86.8K - $105K
|
7.52K
$703K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.1K- 15.55% |
$86.9K - $105K
|
5.95K
$556K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 16.64% |
$87.3K - $106K
|
5.52K
$516K
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.11K- 15.26% |
$87.6K - $106K
|
6.13K
$573K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 5.24% |
$88K - $107K
|
20.1K
$1.87M
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.11K- 11.98% |
$88.1K - $107K
|
8.16K
$763K
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.11K- 15.83% |
$88.1K - $107K
|
5.91K
$552K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.11K- 5.99% |
$88.2K - $107K
|
17.5K
$1.63M
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.12K- 2.5% |
$88.4K - $107K
|
43.5K
$4.06M
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.12K- 18.86% |
$89.1K - $108K
|
4.83K
$452K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.13K- 25.44% |
$89.5K - $108K
|
3.31K
$309K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.13K- 28.47% |
$89.9K - $109K
|
2.85K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.14K- 8.12% |
$90.3K - $109K
|
12.9K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.15K- 15.95% |
$91.2K - $110K
|
6.06K
$567K
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.15K- 17.04% |
$91.4K - $111K
|
5.61K
$524K
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.16K- 18.42% |
$92.3K - $112K
|
5.16K
$482K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.17K- 12.9% |
$92.8K - $112K
|
7.9K
$739K
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.19K- 1.33% |
$94K - $114K
|
87.7K
$8.19M
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.19K- 29.55% |
$94.2K - $114K
|
2.83K
$265K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.19K- 4.45% |
$94.6K - $115K
|
25.6K
$2.39M
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.2K- 2.31% |
$94.9K - $115K
|
50.5K
$4.72M
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.2K- 18.1% |
$94.9K - $115K
|
5.42K
$506K
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.2K- 8.42% |
$95.3K - $115K
|
13.1K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.2K- 22.01% |
$95.5K - $116K
|
4.27K
$399K
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-1.21K- 2.66% |
$95.8K - $116K
|
44.2K
$4.13M
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.21K- 1.41% |
$96.3K - $117K
|
85K
$7.94M
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.22K- 21.28% |
$96.5K - $117K
|
4.5K
$420K
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 51.66% |
$96.5K - $117K
|
1.14K
$106K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.22K- 6.28% |
$96.6K - $117K
|
18.2K
$1.7M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.22K- 29.21% |
$96.7K - $117K
|
2.95K
$276K
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.22K- 5.14% |
$96.8K - $117K
|
22.5K
$2.11M
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.23K- 1.62% |
$97.2K - $118K
|
74.5K
$6.96M
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.23K- 2.3% |
$97.4K - $118K
|
52.2K
$4.88M
|