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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.14K- 4.85% |
$170K - $206K
|
42K
$3.93M
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.14K- 43.43% |
$170K - $206K
|
2.79K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-2.15K- 43.6% |
$171K - $207K
|
2.79K
$261K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.18K- 4.35% |
$173K - $209K
|
47.9K
$4.48M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.18K- 15.12% |
$173K - $209K
|
12.2K
$1.14M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.19K- 0.85% |
$174K - $211K
|
257K
$24.1M
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.23K- 41.35% |
$177K - $214K
|
3.16K
$296K
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 15.23% |
$177K - $215K
|
12.4K
$1.16M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.24K- 6.52% |
$177K - $215K
|
32K
$3M
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-2.26K- 26.45% |
$179K - $217K
|
6.27K
$587K
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.26K- 8.89% |
$179K - $217K
|
23.2K
$2.17M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.26K- 11.55% |
$179K - $217K
|
17.3K
$1.62M
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.28K- 7.14% |
$181K - $219K
|
29.6K
$2.77M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.28K- 0.6% |
$181K - $219K
|
378K
$35.4M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.28K- 0.74% |
$181K - $219K
|
306K
$28.7M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.29K- 61.45% |
$182K - $220K
|
1.44K
$135K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.29K- 7.08% |
$182K - $220K
|
30.1K
$2.82M
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.3K- 12.5% |
$182K - $220K
|
16.1K
$1.5M
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.3K- 8.04% |
$183K - $221K
|
26.3K
$2.46M
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.32K- 3.21% |
$184K - $222K
|
69.8K
$6.54M
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.32K- 3.57% |
$184K - $223K
|
62.6K
$5.86M
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 4.2% |
$185K - $224K
|
53.1K
$4.97M
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.35K- 25.46% |
$186K - $225K
|
6.87K
$643K
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.35K- 10.83% |
$186K - $225K
|
19.3K
$1.81M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.37K- 8.68% |
$188K - $227K
|
24.9K
$2.33M
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.37K- 17.64% |
$188K - $227K
|
11.1K
$1.03M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.37K- 9.59% |
$188K - $228K
|
22.4K
$2.09M
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.38KClosed |
$188K - $228K
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.38K- 0.62% |
$189K - $229K
|
383K
$35.8M
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-2.39K- 5.39% |
$190K - $230K
|
42K
$3.93M
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.4K- 5.08% |
$190K - $230K
|
44.8K
$4.19M
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-2.4K- 35.63% |
$190K - $231K
|
4.34K
$406K
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.42K- 4.42% |
$192K - $232K
|
52.3K
$4.89M
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.42K- 25.92% |
$192K - $233K
|
6.93K
$648K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.43K- 0.47% |
$192K - $233K
|
515K
$48.2M
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.43K- 7.4% |
$192K - $233K
|
30.4K
$2.84M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.44K- 3.64% |
$193K - $234K
|
64.5K
$6.04M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.44K- 22.03% |
$194K - $235K
|
8.64K
$809K
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.45K- 0.87% |
$194K - $235K
|
279K
$26.1M
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.46K- 22.12% |
$195K - $236K
|
8.65K
$809K
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.47K- 5.39% |
$196K - $238K
|
43.4K
$4.06M
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.48K- 24.9% |
$197K - $238K
|
7.49K
$701K
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.49K- 4.55% |
$197K - $239K
|
52.1K
$4.88M
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-2.51K- 41.69% |
$199K - $241K
|
3.51K
$328K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-2.51K- 40.41% |
$199K - $241K
|
3.7K
$346K
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.51K- 1.03% |
$199K - $241K
|
242K
$22.6M
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-2.52K- 7.62% |
$200K - $242K
|
30.6K
$2.86M
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.54K- 0.69% |
$201K - $244K
|
367K
$34.4M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.54K- 3.73% |
$201K - $244K
|
65.6K
$6.14M
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.56K- 19.32% |
$203K - $246K
|
10.7K
$1M
|