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 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-694- 17.46% |
$55.5K - $63.7K
|
3.28K
$385K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-695- 4.05% |
$55.5K - $63.8K
|
16.5K
$1.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-699- 1.33% |
$55.9K - $64.1K
|
51.7K
$6.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 2.96% |
$55.9K - $64.2K
|
22.9K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-700- 24.24% |
$55.9K - $64.2K
|
2.19K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-700- 3.99% |
$55.9K - $64.2K
|
16.8K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-701- 8.82% |
$56K - $64.3K
|
7.25K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-702- 7.87% |
$56.1K - $64.4K
|
8.22K
$966K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-706- 7.77% |
$56.4K - $64.8K
|
8.38K
$984K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-710- 11.64% |
$56.7K - $65.1K
|
5.39K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-713- 1.75% |
$57K - $65.4K
|
40K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-714- 6.01% |
$57K - $65.5K
|
11.2K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-715- 8.36% |
$57.1K - $65.6K
|
7.84K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-718- 4.67% |
$57.4K - $65.9K
|
14.7K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-724- 5.51% |
$57.8K - $66.4K
|
12.4K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-732- 6.09% |
$58.5K - $67.2K
|
11.3K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-736- 1.01% |
$58.8K - $67.5K
|
72.1K
$8.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-737- 12.61% |
$58.9K - $67.6K
|
5.11K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-739- 12.05% |
$59K - $67.8K
|
5.39K
$634K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-741- 15.73% |
$59.2K - $68K
|
3.97K
$466K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-743- 9.97% |
$59.4K - $68.2K
|
6.71K
$788K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-750- 6.07% |
$59.9K - $68.8K
|
11.6K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 14.42% |
$59.9K - $68.8K
|
4.45K
$523K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-755- 13.24% |
$60.3K - $69.3K
|
4.95K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-755- 10.64% |
$60.3K - $69.3K
|
6.34K
$745K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-756- 2.68% |
$60.4K - $69.4K
|
27.4K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-760- 23.48% |
$60.7K - $69.7K
|
2.48K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-761- 3.61% |
$60.8K - $69.8K
|
20.3K
$2.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-766- 8.54% |
$61.2K - $70.3K
|
8.2K
$963K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-768- 10.63% |
$61.4K - $70.5K
|
6.46K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-769- 1.41% |
$61.4K - $70.6K
|
53.9K
$6.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-770- 6.16% |
$61.5K - $70.7K
|
11.7K
$1.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-770- 98.47% |
$61.5K - $70.7K
|
12
$1.41K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-770- 2.87% |
$61.5K - $70.7K
|
26K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-772- 12.62% |
$61.7K - $70.8K
|
5.35K
$628K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-775- 7.46% |
$61.9K - $71.1K
|
9.61K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-775- 9.69% |
$61.9K - $71.1K
|
7.22K
$848K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-777- 11.68% |
$62.1K - $71.3K
|
5.88K
$690K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-780- 0.55% |
$62.3K - $71.6K
|
141K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-780- 6.75% |
$62.3K - $71.6K
|
10.8K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-791- 10.8% |
$63.2K - $72.6K
|
6.53K
$767K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-794- 22.36% |
$63.4K - $72.9K
|
2.76K
$324K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-796- 20.55% |
$63.6K - $73K
|
3.08K
$361K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-798- 2.71% |
$63.8K - $73.2K
|
28.7K
$3.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-800- 19.97% |
$63.9K - $73.4K
|
3.21K
$377K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-804- 2.83% |
$64.2K - $73.8K
|
27.6K
$3.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-806- 10.83% |
$64.4K - $74K
|
6.64K
$780K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-812- 4.89% |
$64.9K - $74.5K
|
15.8K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-812- 0.77% |
$64.9K - $74.5K
|
105K
$12.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-816- 1.66% |
$65.2K - $74.9K
|
48.4K
$5.68M
|