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
|
Navalign, LLC
|
SELL
|
- |
-448- 4.99% |
$35.8K - $41.1K
|
8.52K
$1M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-463- 9.15% |
$37K - $42.5K
|
4.6K
$540K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-463- 7.07% |
$37K - $42.5K
|
6.09K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-465- 1.57% |
$37.2K - $42.7K
|
29.2K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-466- 3.22% |
$37.2K - $42.8K
|
14K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-467- 2.22% |
$37.3K - $42.9K
|
20.6K
$2.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-471- 2.92% |
$37.6K - $43.2K
|
15.7K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-474- 19.15% |
$37.9K - $43.5K
|
2K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-475- 1.16% |
$38K - $43.6K
|
40.4K
$4.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-476- 9.6% |
$38K - $43.7K
|
4.48K
$527K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-481- 14.56% |
$38.4K - $44.1K
|
2.82K
$332K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-483- 5.46% |
$38.6K - $44.3K
|
8.37K
$983K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-484- 2.02% |
$38.7K - $44.4K
|
23.5K
$2.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-486- 3.19% |
$38.8K - $44.6K
|
14.7K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-491- 0.32% |
$39.2K - $45.1K
|
155K
$18.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-492- 16.26% |
$39.3K - $45.1K
|
2.53K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-494- 3.97% |
$39.5K - $45.3K
|
12K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-495- 0.87% |
$39.6K - $45.4K
|
56.1K
$6.59M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-496- 5.9% |
$39.6K - $45.5K
|
7.92K
$930K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-496- 49.26% |
$39.6K - $45.5K
|
511
$60K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-498- 12.78% |
$39.8K - $45.7K
|
3.4K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-500- 10.13% |
$40K - $45.9K
|
4.43K
$521K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-500- 7.1% |
$40K - $45.9K
|
6.55K
$769K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 14.51% |
$40K - $45.9K
|
2.95K
$346K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 2.56% |
$40K - $45.9K
|
19.1K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-503- 0.24% |
$40.2K - $46.2K
|
210K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-504- 1.81% |
$40.3K - $46.2K
|
27.3K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-505- 7.68% |
$40.3K - $46.3K
|
6.07K
$713K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-506- 5.25% |
$40.4K - $46.4K
|
9.13K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-506- 6.73% |
$40.4K - $46.4K
|
7.02K
$824K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-507- 13.55% |
$40.5K - $46.5K
|
3.23K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-520- 13.55% |
$41.5K - $47.7K
|
3.32K
$390K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-521- 3.65% |
$41.6K - $47.8K
|
13.8K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-525- 3.26% |
$41.9K - $48.2K
|
15.6K
$1.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-525- 2.85% |
$41.9K - $48.2K
|
17.9K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-525- 4.74% |
$41.9K - $48.2K
|
10.6K
$1.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-528- 0.51% |
$42.2K - $48.4K
|
103K
$12M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-535- 4.62% |
$42.7K - $49.1K
|
11.1K
$1.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-536- 12.6% |
$42.8K - $49.2K
|
3.72K
$437K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-537- 4.39% |
$42.9K - $49.3K
|
11.7K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-539- 4.9% |
$43.1K - $49.5K
|
10.5K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-543- 10.83% |
$43.4K - $49.8K
|
4.47K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-544- 12.97% |
$43.5K - $49.9K
|
3.65K
$429K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-544- 5.64% |
$43.5K - $49.9K
|
9.1K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-554- 9.0% |
$44.3K - $50.8K
|
5.6K
$658K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-556- 17.07% |
$44.4K - $51K
|
2.7K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-561- 2.1% |
$44.8K - $51.5K
|
26.1K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-564- 5.14% |
$45.1K - $51.8K
|
10.4K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-571- 6.88% |
$45.6K - $52.4K
|
7.73K
$908K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-573- 9.47% |
$45.8K - $52.6K
|
5.48K
$644K
|