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 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.6K- 23.69% |
$128K - $147K
|
5.15K
$606K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.6K- 13.51% |
$128K - $147K
|
10.2K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.6K- 21.36% |
$128K - $147K
|
5.89K
$693K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.6K- 8.53% |
$128K - $147K
|
17.2K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.61K- 16.85% |
$128K - $147K
|
7.93K
$932K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.61K- 3.49% |
$129K - $148K
|
44.5K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.62K- 2.87% |
$129K - $148K
|
54.7K
$6.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.63K- 11.63% |
$130K - $149K
|
12.4K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.63K- 22.21% |
$130K - $150K
|
5.71K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.63K- 1.8% |
$130K - $150K
|
88.8K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.64K- 16.07% |
$131K - $151K
|
8.58K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.67K- 2.71% |
$134K - $153K
|
60.1K
$7.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.67K- 32.5% |
$134K - $153K
|
3.47K
$408K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.68K- 7.68% |
$134K - $154K
|
20.1K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-1.69K- 3.67% |
$135K - $155K
|
44.3K
$5.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.69K- 4.07% |
$135K - $155K
|
39.8K
$4.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.7K- 0.69% |
$135K - $156K
|
244K
$28.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.72K- 8.46% |
$137K - $157K
|
18.6K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.72K- 4.06% |
$137K - $157K
|
40.6K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.72K- 20.53% |
$138K - $158K
|
6.67K
$785K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.72K- 1.15% |
$138K - $158K
|
149K
$17.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.73K- 1.49% |
$138K - $158K
|
114K
$13.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.73K- 5.51% |
$138K - $159K
|
29.7K
$3.49M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.73K- 6.75% |
$138K - $159K
|
23.9K
$2.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-1.74K- 4.62% |
$139K - $160K
|
35.9K
$4.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.74K- 37.38% |
$139K - $160K
|
2.92K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.06% |
$140K - $160K
|
32.8K
$3.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.75K- 4.82% |
$140K - $161K
|
34.6K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.75K- 5.61% |
$140K - $161K
|
29.5K
$3.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.75K- 23.35% |
$140K - $161K
|
5.76K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 5.78% |
$141K - $162K
|
28.8K
$3.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.78K- 8.2% |
$142K - $163K
|
19.9K
$2.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.78K- 8.68% |
$142K - $163K
|
18.7K
$2.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.78K- 3.28% |
$142K - $164K
|
52.6K
$6.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.78K- 3.26% |
$142K - $164K
|
52.8K
$6.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.79K- 31.01% |
$143K - $165K
|
3.99K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.8K- 9.84% |
$144K - $165K
|
16.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.8K- 10.58% |
$144K - $165K
|
15.2K
$1.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.82K- 9.18% |
$145K - $167K
|
18K
$2.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.83K- 4.17% |
$146K - $168K
|
42.1K
$4.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.84K- 7.16% |
$147K - $169K
|
23.9K
$2.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.85K- 7.81% |
$148K - $170K
|
21.9K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 15.1% |
$149K - $171K
|
10.5K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.87K- 4.48% |
$149K - $172K
|
39.8K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 3.27% |
$150K - $172K
|
55.4K
$6.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.88K- 6.32% |
$150K - $172K
|
27.8K
$3.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.88K- 26.67% |
$150K - $173K
|
5.18K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.89K- 26.97% |
$151K - $174K
|
5.13K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.9K- 17.95% |
$152K - $174K
|
8.68K
$1.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.91K- 2.25% |
$153K - $175K
|
83.1K
$9.78M
|