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
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.77K- 9.41% |
$378K - $458K
|
45.9K
$5.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-4.78K- 23.17% |
$379K - $459K
|
15.8K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.79K- 3.64% |
$380K - $460K
|
127K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.82K- 19.5% |
$382K - $463K
|
19.9K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.86K- 13.51% |
$385K - $467K
|
31.1K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.87K- 4.31% |
$386K - $468K
|
108K
$12.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-4.9K- 5.59% |
$389K - $471K
|
82.9K
$9.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.92K- 21.46% |
$390K - $472K
|
18K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.93K- 16.94% |
$391K - $474K
|
24.2K
$2.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.94K- 12.87% |
$392K - $475K
|
33.5K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-4.96K- 18.16% |
$393K - $476K
|
22.3K
$2.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.97K- 14.33% |
$394K - $477K
|
29.7K
$3.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4.98K- 11.86% |
$395K - $478K
|
37K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.98K- 13.34% |
$395K - $478K
|
32.4K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.1K- 2.3% |
$404K - $490K
|
216K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.17K- 0.91% |
$410K - $497K
|
561K
$65.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.19K- 6.38% |
$411K - $498K
|
76.1K
$8.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-5.19K- 9.56% |
$412K - $499K
|
49.1K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.21K- 16.51% |
$413K - $500K
|
26.3K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5.23K- 3.92% |
$415K - $502K
|
128K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.27K- 5.02% |
$418K - $506K
|
99.7K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.27K- 37.26% |
$418K - $507K
|
8.88K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 1.68% |
$422K - $511K
|
311K
$36.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.36K- 13.03% |
$425K - $515K
|
35.8K
$4.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-5.36K- 14.15% |
$425K - $515K
|
32.5K
$3.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5.38K- 22.07% |
$427K - $517K
|
19K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.47K- 51.5% |
$434K - $526K
|
5.16K
$600K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.49K- 26.07% |
$436K - $528K
|
15.6K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.51K- 34.61% |
$437K - $529K
|
10.4K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.57K- 32.04% |
$442K - $535K
|
11.8K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-5.58K- 2.31% |
$443K - $536K
|
236K
$27.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-5.59K- 28.79% |
$443K - $537K
|
13.8K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-5.61K- 42.48% |
$445K - $539K
|
7.59K
$884K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.63K- 4.92% |
$447K - $541K
|
109K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.65K- 19.71% |
$448K - $542K
|
23K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.67K- 44.14% |
$449K - $544K
|
7.17K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.84K- 53.19% |
$463K - $561K
|
5.14K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.96K- 5.2% |
$472K - $572K
|
108K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.99K- 1.18% |
$475K - $575K
|
499K
$58.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-6.01K- 97.42% |
$476K - $577K
|
159
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.04K- 4.05% |
$479K - $580K
|
143K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.1K- 2.62% |
$484K - $586K
|
227K
$26.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-6.11K- 13.78% |
$484K - $586K
|
38.2K
$4.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.15K- 17.39% |
$488K - $590K
|
29.2K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-6.2K- 1.01% |
$492K - $596K
|
608K
$70.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-6.24K- 45.77% |
$495K - $599K
|
7.39K
$860K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-6.26K- 4.98% |
$497K - $602K
|
120K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6.27K- 3.38% |
$497K - $602K
|
179K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.28K- 2.05% |
$498K - $603K
|
299K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.29K- 33.11% |
$499K - $605K
|
12.7K
$1.48M
|