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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.45% |
$1.76K - $2.02K
|
4.91K
$576K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-22- 0.81% |
$1.76K - $2.02K
|
2.69K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-23- 0.26% |
$1.84K - $2.11K
|
8.73K
$1.03M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25- 0.62% |
$2K - $2.29K
|
4.03K
$474K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-25- 0.42% |
$2K - $2.29K
|
5.88K
$690K
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-25- 0.75% |
$2K - $2.29K
|
3.3K
$388K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-25- 9.19% |
$2K - $2.29K
|
247
$29K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-25- 0.66% |
$2K - $2.29K
|
3.76K
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-26- 0.18% |
$2.08K - $2.39K
|
14.2K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-27- 0.7% |
$2.16K - $2.48K
|
3.82K
$449K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.89% |
$2.16K - $2.48K
|
3.01K
$353K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-27- 8.46% |
$2.16K - $2.48K
|
292
$34.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-28- 0.94% |
$2.24K - $2.57K
|
2.95K
$346K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-30- 5.04% |
$2.4K - $2.75K
|
565
$66.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.39% |
$2.4K - $2.75K
|
7.75K
$910K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-32- 0.61% |
$2.56K - $2.94K
|
5.19K
$609K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-32- 0.21% |
$2.56K - $2.94K
|
15.5K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-33- 0.53% |
$2.64K - $3.03K
|
6.17K
$724K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-34- 1.24% |
$2.72K - $3.12K
|
2.72K
$319K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-35- 0.18% |
$2.8K - $3.21K
|
19.3K
$2.26M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-35- 0.24% |
$2.8K - $3.21K
|
14.4K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-35- 0.17% |
$2.8K - $3.21K
|
20.6K
$2.42M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-36- 0.65% |
$2.88K - $3.3K
|
5.49K
$645K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-38- 0.52% |
$3.04K - $3.49K
|
7.24K
$850K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-39- 0.32% |
$3.12K - $3.58K
|
12.3K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-39- 0.04% |
$3.12K - $3.58K
|
110K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-39- 1.24% |
$3.12K - $3.58K
|
3.1K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-40- 0.46% |
$3.2K - $3.67K
|
8.62K
$1.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-40- 1.22% |
$3.2K - $3.67K
|
3.23K
$380K
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-40- 1.26% |
$3.2K - $3.67K
|
3.13K
$367K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-41- 1.59% |
$3.28K - $3.76K
|
2.55K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-42- 2.31% |
$3.36K - $3.85K
|
1.78K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 1.61% |
$3.52K - $4.04K
|
2.69K
$316K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-44- 3.32% |
$3.52K - $4.04K
|
1.28K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-44- 0.59% |
$3.52K - $4.04K
|
7.4K
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-45- 0.22% |
$3.6K - $4.13K
|
20K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-46- 1.44% |
$3.68K - $4.22K
|
3.16K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-47- 1.3% |
$3.76K - $4.31K
|
3.56K
$418K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-48- 1.45% |
$3.84K - $4.4K
|
3.26K
$383K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-48- 6.51% |
$3.84K - $4.4K
|
689
$80.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-49- 0.75% |
$3.92K - $4.5K
|
6.5K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-49- 6.19% |
$3.92K - $4.5K
|
742
$87.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-50- 0.99% |
$4K - $4.59K
|
5.01K
$589K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.98% |
$4K - $4.59K
|
2.48K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-50- 1.74% |
$4K - $4.59K
|
2.83K
$332K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-50- 5.01% |
$4K - $4.59K
|
948
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-50- 1.21% |
$4K - $4.59K
|
4.09K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-50- 0.33% |
$4K - $4.59K
|
15.2K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-50- 39.68% |
$4K - $4.59K
|
76
$8.93K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-51- 1.89% |
$4.07K - $4.68K
|
2.64K
$311K
|