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
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 35.12% |
$138K - $167K
|
3.21K
$300K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.74K- 18.34% |
$138K - $167K
|
7.75K
$725K
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 10.47% |
$138K - $168K
|
14.9K
$1.4M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.75K- 4.42% |
$139K - $168K
|
37.9K
$3.55M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.76K- 7.62% |
$139K - $169K
|
21.3K
$1.99M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.77K- 17.3% |
$140K - $170K
|
8.47K
$793K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.78K- 4.22% |
$142K - $171K
|
40.5K
$3.79M
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-1.79K- 4.87% |
$142K - $171K
|
34.8K
$3.26M
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.79K- 30.45% |
$142K - $172K
|
4.09K
$383K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.79K- 1.71% |
$142K - $172K
|
103K
$9.6M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.79K- 39.91% |
$142K - $172K
|
2.7K
$252K
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.81K- 24.45% |
$143K - $174K
|
5.59K
$523K
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.82K- 5.9% |
$144K - $175K
|
29K
$2.72M
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.83K- 13.27% |
$145K - $175K
|
11.9K
$1.12M
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.83K- 16.18% |
$145K - $176K
|
9.49K
$889K
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.85K- 34.81% |
$147K - $178K
|
3.46K
$324K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.85K- 63.5% |
$147K - $178K
|
1.06K
$99.5K
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.87K- 0.34% |
$149K - $180K
|
557K
$52.1M
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.89K- 13.08% |
$150K - $181K
|
12.6K
$1.17M
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.89K- 6.22% |
$150K - $182K
|
28.5K
$2.67M
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.89K- 1.51% |
$150K - $182K
|
123K
$11.5M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.9K- 39.87% |
$150K - $182K
|
2.86K
$268K
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.9K- 12.17% |
$151K - $183K
|
13.7K
$1.29M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.91K- 33.18% |
$151K - $183K
|
3.84K
$360K
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.92K- 40.31% |
$152K - $184K
|
2.84K
$266K
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-1.92K- 22.84% |
$153K - $185K
|
6.5K
$609K
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.93K- 22.57% |
$153K - $185K
|
6.6K
$618K
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.93K- 42.79% |
$153K - $185K
|
2.58K
$242K
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.93K- 24.19% |
$153K - $186K
|
6.06K
$567K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 2.58% |
$155K - $188K
|
74K
$6.93M
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.96K- 10.58% |
$155K - $188K
|
16.6K
$1.55M
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.96K- 17.72% |
$156K - $188K
|
9.11K
$852K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.97K- 19.3% |
$156K - $189K
|
8.23K
$771K
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.97K- 8.64% |
$156K - $189K
|
20.8K
$1.95M
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.97K- 12.23% |
$156K - $189K
|
14.1K
$1.32M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 7.62% |
$157K - $190K
|
24K
$2.25M
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2K- 7.34% |
$159K - $192K
|
25.2K
$2.36M
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2K- 11.39% |
$159K - $192K
|
15.6K
$1.46M
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2K- 9.67% |
$159K - $192K
|
18.7K
$1.75M
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-2K- 7.41% |
$159K - $192K
|
25K
$2.34M
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.04K- 7.71% |
$162K - $196K
|
24.4K
$2.29M
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.05K- 21.39% |
$163K - $197K
|
7.54K
$706K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.05K- 15.85% |
$163K - $197K
|
10.9K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.06K- 2.37% |
$163K - $198K
|
84.8K
$7.94M
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.07K- 12.69% |
$164K - $198K
|
14.2K
$1.33M
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.08K- 5.49% |
$165K - $200K
|
35.8K
$3.35M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.08K- 9.31% |
$165K - $200K
|
20.3K
$1.9M
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.09K- 7.89% |
$166K - $201K
|
24.4K
$2.29M
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.14K- 9.42% |
$170K - $205K
|
20.5K
$1.92M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 5.38% |
$170K - $206K
|
37.7K
$3.53M
|