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 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-18.6KClosed |
$1.47M - $1.78M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-18.8K- 7.54% |
$1.49M - $1.8M
|
230K
$26.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-19K- 10.12% |
$1.51M - $1.83M
|
169K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19.5K- 2.32% |
$1.55M - $1.87M
|
820K
$94M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-19.8K- 9.12% |
$1.57M - $1.9M
|
198K
$22.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-20K- 2.09% |
$1.59M - $1.92M
|
939K
$108M
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
SELL
|
- |
-20.1K- 82.85% |
$1.59M - $1.93M
|
4.15K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20.1K- 26.66% |
$1.6M - $1.93M
|
55.4K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-20.3K- 3.08% |
$1.61M - $1.95M
|
637K
$73M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-20.5K- 1.21% |
$1.62M - $1.97M
|
1.67M
$191M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-20.6K- 50.24% |
$1.63M - $1.98M
|
20.4K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-20.7K- 4.45% |
$1.64M - $1.99M
|
444K
$50.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-20.7K- 6.11% |
$1.64M - $1.99M
|
318K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-21K- 73.13% |
$1.66M - $2.01M
|
7.7K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-21K- 42.12% |
$1.66M - $2.01M
|
28.8K
$3.3M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-21.2K- 23.75% |
$1.68M - $2.04M
|
68.1K
$7.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-21.2K- 59.22% |
$1.68M - $2.04M
|
14.6K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-21.5K- 80.85% |
$1.7M - $2.06M
|
5.09K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.2K- 5.31% |
$1.76M - $2.13M
|
396K
$45.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-22.3K- 12.79% |
$1.77M - $2.14M
|
152K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.5K- 6.97% |
$1.78M - $2.16M
|
300K
$34.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-22.5K- 47.62% |
$1.79M - $2.16M
|
24.8K
$2.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22.8K- 17.68% |
$1.81M - $2.19M
|
106K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-22.9K- 5.18% |
$1.81M - $2.2M
|
418K
$47.9M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-23.4K- 26.63% |
$1.85M - $2.24M
|
64.3K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-23.7K- 85.36% |
$1.88M - $2.27M
|
4.06K
$465K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-23.7K- 63.18% |
$1.88M - $2.27M
|
13.8K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-24K- 68.81% |
$1.9M - $2.3M
|
10.9K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-25K- 9.47% |
$1.98M - $2.4M
|
239K
$27.4M
|
|
|
Feb 13, 2024
Q4 2023
|
General American Investors CO Inc
|
SELL
|
- |
-25K- 22.43% |
$1.98M - $2.4M
|
86.5K
$9.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-25K- 54.19% |
$1.99M - $2.41M
|
21.2K
$2.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-25.1K- 31.45% |
$1.99M - $2.41M
|
54.7K
$6.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-25.2K- 2.84% |
$2M - $2.42M
|
863K
$99M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-25.7K- 12.61% |
$2.04M - $2.47M
|
178K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-25.8K- 0.31% |
$2.05M - $2.48M
|
8.31M
$952M
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
SELL
|
- |
-26K- 5.27% |
$2.06M - $2.5M
|
467K
$53.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-26.1K- 87.52% |
$2.07M - $2.51M
|
3.72K
$427K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-26.3K- 81.43% |
$2.09M - $2.53M
|
6.01K
$689K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-26.6K- 87.66% |
$2.11M - $2.56M
|
3.75K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-27K- 12.38% |
$2.14M - $2.6M
|
191K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-27.2K- 9.94% |
$2.16M - $2.61M
|
246K
$28.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-27.3K- 67.22% |
$2.16M - $2.62M
|
13.3K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-27.4K- 4.34% |
$2.17M - $2.63M
|
603K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-27.8K- 6.99% |
$2.21M - $2.67M
|
370K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.8K- 4.38% |
$2.21M - $2.67M
|
608K
$69.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-27.9K- 9.98% |
$2.21M - $2.68M
|
251K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-28.1K- 23.61% |
$2.23M - $2.7M
|
90.9K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-28.7K- 5.11% |
$2.28M - $2.76M
|
533K
$61.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-30K- 92.6% |
$2.38M - $2.88M
|
2.39K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-30.3K- 83.23% |
$2.4M - $2.91M
|
6.1K
$699K
|