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 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.81K- 40.62% |
$540K - $654K
|
9.96K
$932K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.93K- 57.9% |
$550K - $666K
|
5.04K
$472K
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-7K- 11.02% |
$555K - $672K
|
56.5K
$5.29M
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.07K- 66.98% |
$561K - $679K
|
3.49K
$326K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-7.08K- 15.97% |
$562K - $680K
|
37.2K
$3.49M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-7.21K- 13.36% |
$572K - $692K
|
46.7K
$4.37M
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-7.21K- 4.39% |
$572K - $693K
|
157K
$14.7M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.22K- 0.23% |
$573K - $694K
|
3.15M
$295M
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-7.29K- 5.49% |
$578K - $700K
|
126K
$11.8M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.35K- 2.35% |
$583K - $706K
|
305K
$28.5M
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.36K- 2.64% |
$584K - $707K
|
271K
$25.4M
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-7.62K- 7.81% |
$605K - $732K
|
90K
$8.43M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.64K- 32.0% |
$606K - $734K
|
16.2K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-7.76K- 5.0% |
$615K - $745K
|
147K
$13.8M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.79K- 21.38% |
$618K - $749K
|
28.7K
$2.68M
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.82K- 13.34% |
$620K - $751K
|
50.8K
$4.76M
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.83KClosed |
$621K - $752K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.87K- 24.31% |
$624K - $756K
|
24.5K
$2.29M
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-7.9K- 94.41% |
$626K - $759K
|
468
$43.8K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.94K- 39.87% |
$630K - $763K
|
12K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.98K- 23.52% |
$633K - $766K
|
25.9K
$2.43M
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-8.12K- 6.75% |
$644K - $780K
|
112K
$10.5M
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-8.32K- 3.59% |
$660K - $799K
|
224K
$20.9M
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-8.35K- 30.4% |
$662K - $802K
|
19.1K
$1.79M
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-8.36K- 96.6% |
$663K - $803K
|
294
$27.5K
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-8.37K- 14.66% |
$664K - $804K
|
48.7K
$4.56M
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-8.37K- 24.42% |
$664K - $804K
|
25.9K
$2.43M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.4K- 1.86% |
$666K - $807K
|
444K
$41.6M
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-8.41K- 2.56% |
$667K - $808K
|
320K
$29.9M
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-8.43K- 4.87% |
$668K - $809K
|
165K
$15.4M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.43K- 11.54% |
$669K - $810K
|
64.6K
$6.05M
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-8.5K- 17.42% |
$674K - $816K
|
40.3K
$3.77M
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-8.53K- 37.69% |
$677K - $819K
|
14.1K
$1.32M
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-8.56K- 10.3% |
$679K - $822K
|
74.5K
$6.98M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.57K- 8.39% |
$680K - $824K
|
93.7K
$8.77M
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8.61K- 7.96% |
$683K - $827K
|
99.5K
$9.31M
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-8.65K- 55.2% |
$686K - $831K
|
7.02K
$657K
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-8.72K- 29.21% |
$692K - $838K
|
21.1K
$1.98M
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8.82K- 76.9% |
$700K - $847K
|
2.65K
$248K
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-8.91K- 35.77% |
$707K - $856K
|
16K
$1.5M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.96K- 12.15% |
$711K - $861K
|
64.8K
$6.07M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.03K- 0.98% |
$716K - $867K
|
913K
$85.4M
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9.07K- 13.07% |
$719K - $871K
|
60.3K
$5.65M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.15K- 4.84% |
$726K - $879K
|
180K
$16.8M
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-9.18K- 16.12% |
$728K - $881K
|
47.8K
$4.47M
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-9.43K- 11.24% |
$748K - $905K
|
74.4K
$6.96M
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-9.49K- 6.75% |
$752K - $911K
|
131K
$12.3M
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.51K- 46.77% |
$754K - $913K
|
10.8K
$1.01M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-9.54K- 9.68% |
$757K - $917K
|
89.1K
$8.34M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.62K- 7.91% |
$763K - $924K
|
112K
$10.5M
|