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 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-51- 0.89% |
$4.07K - $4.68K
|
5.66K
$664K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-51- 5.15% |
$4.07K - $4.68K
|
940
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-54- 0.63% |
$4.31K - $4.96K
|
8.58K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-55- 1.27% |
$4.39K - $5.05K
|
4.27K
$502K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-55- 1.55% |
$4.39K - $5.05K
|
3.49K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-55- 1.56% |
$4.39K - $5.05K
|
3.47K
$407K
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-56- 0.61% |
$4.47K - $5.14K
|
9.06K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-56- 2.06% |
$4.47K - $5.14K
|
2.67K
$313K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-58- 0.14% |
$4.63K - $5.32K
|
40.6K
$4.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-60- 12.55% |
$4.79K - $5.51K
|
418
$49.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-60- 0.82% |
$4.79K - $5.51K
|
7.25K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-61- 1.15% |
$4.87K - $5.6K
|
5.24K
$616K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-61- 0.98% |
$4.87K - $5.6K
|
6.17K
$724K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-61- 8.47% |
$4.87K - $5.6K
|
659
$77.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-62- 1.53% |
$4.95K - $5.69K
|
4K
$470K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-63- 2.38% |
$5.03K - $5.78K
|
2.59K
$304K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-64- 0.63% |
$5.11K - $5.87K
|
10.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-64- 0.96% |
$5.11K - $5.87K
|
6.58K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-64- 36.99% |
$5.11K - $5.87K
|
109
$12.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-64- 1.92% |
$5.11K - $5.87K
|
3.28K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-65- 1.95% |
$5.19K - $5.96K
|
3.27K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-65- 1.47% |
$5.19K - $5.96K
|
4.37K
$513K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-66- 1.11% |
$5.27K - $6.06K
|
5.9K
$693K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-68- 1.26% |
$5.43K - $6.24K
|
5.31K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-71- 0.31% |
$5.67K - $6.51K
|
22.7K
$2.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-71- 2.95% |
$5.67K - $6.51K
|
2.34K
$275K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-72- 2.5% |
$5.75K - $6.61K
|
2.81K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-72- 1.07% |
$5.75K - $6.61K
|
6.68K
$785K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73- 15.05% |
$5.83K - $6.7K
|
412
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-74- 1.79% |
$5.91K - $6.79K
|
4.07K
$478K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-75- 3.93% |
$5.99K - $6.88K
|
1.83K
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-75- 2.9% |
$5.99K - $6.88K
|
2.51K
$295K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-76- 0.55% |
$6.07K - $6.97K
|
13.7K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-77- 0.94% |
$6.15K - $7.07K
|
8.15K
$957K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-78- 0.98% |
$6.23K - $7.16K
|
7.84K
$921K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-80- 2.45% |
$6.39K - $7.34K
|
3.18K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-80- 1.41% |
$6.39K - $7.34K
|
5.59K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-80- 2.41% |
$6.39K - $7.34K
|
3.24K
$381K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-81- 1.73% |
$6.47K - $7.43K
|
4.6K
$540K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-81- 0.1% |
$6.47K - $7.43K
|
77.2K
$9.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-83- 11.02% |
$6.63K - $7.62K
|
670
$78.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-83- 1.88% |
$6.63K - $7.62K
|
4.34K
$510K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-83- 2.59% |
$6.63K - $7.62K
|
3.12K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83- 24.85% |
$6.63K - $7.62K
|
251
$29.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-84- 0.25% |
$6.71K - $7.71K
|
34.2K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-84- 3.42% |
$6.71K - $7.71K
|
2.37K
$279K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-84- 0.99% |
$6.71K - $7.71K
|
8.37K
$984K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-87- 1.51% |
$6.95K - $7.98K
|
5.67K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-87- 0.68% |
$6.95K - $7.98K
|
12.7K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-88- 2.63% |
$7.03K - $8.07K
|
3.26K
$383K
|