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
|
Apella Capital, LLC
|
SELL
|
- |
-89- 1.45% |
$7.11K - $8.17K
|
6.06K
$700K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-89- 3.07% |
$7.11K - $8.17K
|
2.81K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-90- 1.02% |
$7.19K - $8.26K
|
8.77K
$1.01M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-90- 2.79% |
$7.19K - $8.26K
|
3.14K
$362K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-91- 12.38% |
$7.27K - $8.35K
|
644
$74.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-94- 3.67% |
$7.51K - $8.63K
|
2.47K
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-94- 0.54% |
$7.51K - $8.63K
|
17.4K
$2M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-96- 7.95% |
$7.67K - $8.81K
|
1.11K
$128K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 3.85% |
$7.99K - $9.18K
|
2.5K
$288K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 1.45% |
$7.99K - $9.18K
|
6.79K
$783K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-100- 1.64% |
$7.99K - $9.18K
|
5.98K
$691K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-100- 1.65% |
$7.99K - $9.18K
|
5.98K
$690K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-100- 0.42% |
$7.99K - $9.18K
|
23.6K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-100- 2.87% |
$7.99K - $9.18K
|
3.38K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 0.13% |
$7.99K - $9.18K
|
75.5K
$8.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-100- 3.41% |
$7.99K - $9.18K
|
2.83K
$327K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 2.52% |
$7.99K - $9.18K
|
3.87K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-102- 3.62% |
$8.15K - $9.36K
|
2.72K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-105- 0.46% |
$8.39K - $9.63K
|
22.8K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-106- 0.32% |
$8.47K - $9.73K
|
33.2K
$3.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-107- 1.61% |
$8.55K - $9.82K
|
6.56K
$757K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-108- 0.92% |
$8.63K - $9.91K
|
11.6K
$1.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-109- 4.99% |
$8.71K - $10K
|
2.08K
$240K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-110- 1.37% |
$8.79K - $10.1K
|
7.93K
$915K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-112- 3.42% |
$8.95K - $10.3K
|
3.16K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-115- 2.88% |
$9.19K - $10.6K
|
3.88K
$447K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-116- 13.46% |
$9.27K - $10.6K
|
746
$86.1K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-117- 2.54% |
$9.35K - $10.7K
|
4.49K
$518K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-118- 1.69% |
$9.43K - $10.8K
|
6.86K
$792K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-119- 2.2% |
$9.51K - $10.9K
|
5.29K
$610K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-119- 2.55% |
$9.51K - $10.9K
|
4.56K
$526K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-121- 8.58% |
$9.67K - $11.1K
|
1.29K
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-121- 2.5% |
$9.67K - $11.1K
|
4.73K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-121- 0.34% |
$9.67K - $11.1K
|
35.5K
$4.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-124- 1.22% |
$9.91K - $11.4K
|
10K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-126- 0.13% |
$10.1K - $11.6K
|
99.7K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-126- 1.62% |
$10.1K - $11.6K
|
7.64K
$882K
|
|
|
Nov 08, 2023
Q3 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-129- 0.35% |
$10.3K - $11.8K
|
36.6K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-129- 4.94% |
$10.3K - $11.8K
|
2.48K
$287K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-130- 2.73% |
$10.4K - $11.9K
|
4.63K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-130- 64.68% |
$10.4K - $11.9K
|
71
$8.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-131- 0.5% |
$10.5K - $12K
|
26.3K
$3.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-132- 4.64% |
$10.5K - $12.1K
|
2.71K
$313K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-132- 0.89% |
$10.5K - $12.1K
|
14.7K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-135- 3.6% |
$10.8K - $12.4K
|
3.61K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-135- 4.85% |
$10.8K - $12.4K
|
2.65K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-137- 5.94% |
$10.9K - $12.6K
|
2.17K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-137- 0.64% |
$10.9K - $12.6K
|
21.3K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-140- 5.16% |
$11.2K - $12.8K
|
2.57K
$297K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-141- 0.83% |
$11.3K - $12.9K
|
16.8K
$1.94M
|