Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
9+ 0.24% |
$719 - $826
|
3.78K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
9+ 0.02% |
$719 - $826
|
40K
$4.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
9+ 0.17% |
$719 - $826
|
5.27K
$609K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9+ 0.63% |
$719 - $826
|
1.43K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9+ 0.2% |
$719 - $826
|
4.48K
$517K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
8+ 0.1% |
$639 - $734
|
8.38K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
8+ 0.17% |
$639 - $734
|
4.7K
$542K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$559 - $642
|
3.42K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7+ 0.27% |
$559 - $642
|
2.61K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$479 - $551
|
2.59K
$299K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.19% |
$479 - $551
|
3.12K
$360K
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5+ 0.08% |
$400 - $459
|
5.94K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5+ 0.57% |
$400 - $459
|
886
$102K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.12% |
$400 - $459
|
4.03K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 7.84% |
$320 - $367
|
55
$6.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.03% |
$320 - $367
|
11.7K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3+ 0.12% |
$240 - $275
|
2.56K
$295K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2New |
$160 - $184
|
2
$231
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-1- 0.04% |
$79.9 - $91.8
|
2.85K
$329K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1- 0.07% |
$79.9 - $91.8
|
1.33K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1- 0.02% |
$79.9 - $91.8
|
6.15K
$710K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2Closed |
$160 - $184
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-3- 6.12% |
$240 - $275
|
46
$5.31K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-4- 0.05% |
$320 - $367
|
7.87K
$908K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 0.04% |
$320 - $367
|
9.76K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-5- 0.12% |
$400 - $459
|
4.1K
$473K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 33.33% |
$400 - $459
|
10
$1.15K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5- 0.18% |
$400 - $459
|
2.79K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.07% |
$479 - $551
|
8.41K
$971K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-6- 0.03% |
$479 - $551
|
18K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-6- 0.11% |
$479 - $551
|
5.56K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6- 0.21% |
$479 - $551
|
2.79K
$322K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.14% |
$479 - $551
|
4.17K
$482K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-7- 0.08% |
$559 - $642
|
9.02K
$1.04M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-8- 0.17% |
$639 - $734
|
4.73K
$546K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-9- 0.35% |
$719 - $826
|
2.54K
$293K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 35.71% |
$799 - $918
|
18
$2.08K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 3.23% |
$799 - $918
|
300
$34.6K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 14.49% |
$799 - $918
|
59
$6.81K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-11- 0.41% |
$879 - $1.01K
|
2.66K
$307K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-11- 0.4% |
$879 - $1.01K
|
2.74K
$316K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-12- 4.18% |
$959 - $1.1K
|
275
$31.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-13- 0.36% |
$1.04K - $1.19K
|
3.6K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 0.6% |
$1.04K - $1.19K
|
2.14K
$247K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 15.46% |
$1.2K - $1.38K
|
82
$9.47K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.17% |
$1.2K - $1.38K
|
9.07K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-18- 0.23% |
$1.44K - $1.65K
|
7.86K
$907K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-19- 0.42% |
$1.52K - $1.74K
|
4.52K
$522K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-19- 0.49% |
$1.52K - $1.74K
|
3.88K
$448K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-20- 0.65% |
$1.6K - $1.84K
|
3.07K
$355K
|