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 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-365- 2.0% |
$29.2K - $33.5K
|
17.9K
$2.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-366- 5.78% |
$29.2K - $33.6K
|
5.97K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-369- 4.39% |
$29.5K - $33.9K
|
8.03K
$944K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-370- 7.24% |
$29.6K - $34K
|
4.74K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-375- 10.99% |
$30K - $34.4K
|
3.04K
$357K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-376- 2.36% |
$30K - $34.5K
|
15.6K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-376- 6.61% |
$30K - $34.5K
|
5.31K
$624K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-380- 7.07% |
$30.4K - $34.9K
|
4.99K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-380- 1.41% |
$30.4K - $34.9K
|
26.6K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-380- 2.17% |
$30.4K - $34.9K
|
17.2K
$2.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-381- 0.31% |
$30.4K - $35K
|
122K
$14.3M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-383- 59.94% |
$30.6K - $35.1K
|
256
$30.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-384- 40.04% |
$30.7K - $35.2K
|
575
$67.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-385- 7.13% |
$30.8K - $35.3K
|
5.01K
$589K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-386- 12.17% |
$30.8K - $35.4K
|
2.79K
$327K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-387- 4.49% |
$30.9K - $35.5K
|
8.23K
$966K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-389- 0.62% |
$31.1K - $35.7K
|
62.1K
$7.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-392- 0.06% |
$31.3K - $36K
|
624K
$73.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-395- 4.22% |
$31.6K - $36.2K
|
8.96K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-400- 6.54% |
$32K - $36.7K
|
5.72K
$672K
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-400- 2.02% |
$32K - $36.7K
|
19.4K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 13.35% |
$32K - $36.7K
|
2.6K
$305K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-400- 27.89% |
$32K - $36.7K
|
1.03K
$121K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-401- 1.57% |
$32K - $36.8K
|
25.1K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-401- 1.59% |
$32K - $36.8K
|
24.9K
$2.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-404- 14.26% |
$32.3K - $37.1K
|
2.43K
$285K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-404- 18.31% |
$32.3K - $37.1K
|
1.8K
$212K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-405- 7.06% |
$32.4K - $37.2K
|
5.34K
$627K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-406- 5.5% |
$32.4K - $37.3K
|
6.98K
$820K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-409- 2.95% |
$32.7K - $37.5K
|
13.5K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-410- 7.35% |
$32.8K - $37.6K
|
5.17K
$607K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-410- 1.49% |
$32.8K - $37.6K
|
27.1K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-410- 43.85% |
$32.8K - $37.6K
|
525
$61.7K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-411- 5.29% |
$32.8K - $37.7K
|
7.36K
$865K
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-415- 2.96% |
$33.2K - $38.1K
|
13.6K
$1.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-419- 40.88% |
$33.5K - $38.4K
|
606
$71.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-420- 2.55% |
$33.6K - $38.5K
|
16K
$1.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-422- 49.59% |
$33.7K - $38.7K
|
429
$50.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-427- 3.17% |
$34.1K - $39.2K
|
13.1K
$1.53M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-429- 1.76% |
$34.3K - $39.4K
|
24K
$2.82M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-429- 3.11% |
$34.3K - $39.4K
|
13.4K
$1.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-433- 4.26% |
$34.6K - $39.7K
|
9.74K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-435- 3.45% |
$34.8K - $39.9K
|
12.2K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-435- 3.55% |
$34.8K - $39.9K
|
11.8K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-436- 29.74% |
$34.8K - $40K
|
1.03K
$121K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-438- 4.43% |
$35K - $40.2K
|
9.45K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-443- 5.57% |
$35.4K - $40.6K
|
7.5K
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-444- 0.23% |
$35.5K - $40.7K
|
195K
$22.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-445- 2.4% |
$35.6K - $40.8K
|
18.1K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-447- 5.56% |
$35.7K - $41K
|
7.6K
$892K
|