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 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-300- 0.83% |
$24K - $27.5K
|
36K
$4.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-300- 0.67% |
$24K - $27.5K
|
44.4K
$5.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 8.26% |
$24K - $27.5K
|
3.33K
$392K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-300- 15.01% |
$24K - $27.5K
|
1.7K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-300- 5.25% |
$24K - $27.5K
|
5.42K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-300- 5.36% |
$24K - $27.5K
|
5.3K
$623K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-300- 5.18% |
$24K - $27.5K
|
5.49K
$645K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-302- 4.28% |
$24.1K - $27.7K
|
6.76K
$795K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-306- 6.58% |
$24.4K - $28.1K
|
4.34K
$511K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-310- 1.78% |
$24.8K - $28.4K
|
17.1K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-310- 3.84% |
$24.8K - $28.4K
|
7.77K
$913K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-310- 2.75% |
$24.8K - $28.4K
|
11K
$1.29M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-310- 18.95% |
$24.8K - $28.4K
|
1.33K
$156K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-311- 5.33% |
$24.8K - $28.5K
|
5.52K
$649K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-314- 7.25% |
$25.1K - $28.8K
|
4.02K
$473K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-319- 5.97% |
$25.5K - $29.3K
|
5.02K
$591K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-319- 1.93% |
$25.5K - $29.3K
|
16.2K
$1.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-320- 2.94% |
$25.6K - $29.4K
|
10.6K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-321- 2.0% |
$25.6K - $29.5K
|
15.7K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-323- 0.6% |
$25.8K - $29.6K
|
53.8K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-324- 4.75% |
$25.9K - $29.7K
|
6.49K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-324- 1.01% |
$25.9K - $29.7K
|
31.9K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.15% |
$26K - $29.8K
|
7.5K
$882K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-325- 2.15% |
$26K - $29.8K
|
14.8K
$1.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-325- 4.18% |
$26K - $29.8K
|
7.46K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-325- 3.67% |
$26K - $29.8K
|
8.53K
$1M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-325- 5.5% |
$26K - $29.8K
|
5.59K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-327- 0.52% |
$26.1K - $30K
|
62.8K
$7.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-330- 3.25% |
$26.4K - $30.3K
|
9.84K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-333- 4.29% |
$26.6K - $30.6K
|
7.44K
$875K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-336- 8.04% |
$26.8K - $30.8K
|
3.84K
$452K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-336- 1.33% |
$26.8K - $30.8K
|
25K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-337- 10.72% |
$26.9K - $30.9K
|
2.81K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-340- 7.8% |
$27.2K - $31.2K
|
4.02K
$473K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-340- 9.15% |
$27.2K - $31.2K
|
3.38K
$397K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-340- 1.38% |
$27.2K - $31.2K
|
24.3K
$2.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-340- 25.54% |
$27.2K - $31.2K
|
991
$117K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-341- 0.06% |
$27.2K - $31.3K
|
593K
$69.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-344- 7.08% |
$27.5K - $31.6K
|
4.52K
$531K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-345- 4.7% |
$27.6K - $31.7K
|
7K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-346- 5.01% |
$27.6K - $31.7K
|
6.57K
$772K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-348- 7.51% |
$27.8K - $31.9K
|
4.29K
$504K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-350- 76.59% |
$28K - $32.1K
|
107
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-350- 1.38% |
$28K - $32.1K
|
24.9K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-352- 1.32% |
$28.1K - $32.3K
|
26.2K
$3.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-355- 5.5% |
$28.4K - $32.6K
|
6.1K
$718K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-356- 4.88% |
$28.4K - $32.7K
|
6.93K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-359- 5.04% |
$28.7K - $32.9K
|
6.77K
$796K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-360- 2.85% |
$28.8K - $33K
|
12.3K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-361- 5.06% |
$28.8K - $33.1K
|
6.78K
$797K
|