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 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.91K- 9.58% |
$153K - $175K
|
18K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.92K- 9.86% |
$153K - $176K
|
17.5K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.95K- 1.98% |
$156K - $179K
|
96.3K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.95K- 4.44% |
$156K - $179K
|
42K
$4.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-1.96K- 2.72% |
$156K - $180K
|
70K
$8.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.96K- 2.73% |
$157K - $180K
|
69.8K
$8.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.97K- 4.86% |
$157K - $180K
|
38.5K
$4.52M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2K- 30.78% |
$160K - $183K
|
4.49K
$528K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.01K- 8.42% |
$161K - $184K
|
21.9K
$2.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.02K- 24.75% |
$161K - $185K
|
6.13K
$720K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.03K- 3.49% |
$162K - $186K
|
56K
$6.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.03K- 36.54% |
$163K - $187K
|
3.53K
$415K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.06K- 5.97% |
$164K - $189K
|
32.4K
$3.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.06K- 29.97% |
$165K - $189K
|
4.81K
$566K
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.07K- 6.37% |
$165K - $190K
|
30.4K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.09K- 14.6% |
$167K - $191K
|
12.2K
$1.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.09K- 14.64% |
$167K - $192K
|
12.2K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.09K- 18.06% |
$167K - $192K
|
9.49K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-2.1K- 25.93% |
$168K - $193K
|
6K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.11K- 7.12% |
$168K - $193K
|
27.5K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-2.11K- 48.21% |
$168K - $193K
|
2.26K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.12K- 11.24% |
$169K - $194K
|
16.7K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.12K- 2.56% |
$169K - $194K
|
80.6K
$9.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.12K- 14.83% |
$170K - $195K
|
12.2K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.13K- 60.64% |
$170K - $195K
|
1.38K
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.13K- 26.96% |
$170K - $195K
|
5.76K
$676K
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.14K- 5.29% |
$171K - $196K
|
38.2K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.14K- 1.13% |
$171K - $196K
|
188K
$22.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.15K- 12.22% |
$172K - $197K
|
15.5K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 48.8% |
$172K - $198K
|
2.26K
$266K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.17K- 8.27% |
$173K - $199K
|
24.1K
$2.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 15.17% |
$175K - $201K
|
12.2K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-2.2K- 44.34% |
$176K - $202K
|
2.76K
$324K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-2.22K- 5.21% |
$177K - $204K
|
40.4K
$4.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.22K- 3.15% |
$178K - $204K
|
68.4K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 8.26% |
$178K - $204K
|
24.7K
$2.9M
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-2.23KClosed |
$178K - $205K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-2.26K- 4.41% |
$181K - $207K
|
48.9K
$5.75M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.28K- 3.47% |
$182K - $209K
|
63.3K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.29K- 23.8% |
$183K - $210K
|
7.32K
$859K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.3K- 9.31% |
$184K - $211K
|
22.4K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.31K- 7.74% |
$184K - $212K
|
27.5K
$3.23M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.31K- 11.41% |
$185K - $212K
|
17.9K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.32K- 0.19% |
$185K - $212K
|
1.24M
$145M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.32K- 6.33% |
$185K - $213K
|
34.3K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-2.32K- 26.18% |
$185K - $213K
|
6.54K
$769K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.32K- 2.72% |
$186K - $213K
|
83K
$9.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.32K- 26.71% |
$186K - $213K
|
6.38K
$749K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.34K- 22.83% |
$187K - $215K
|
7.91K
$929K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.34K- 15.92% |
$187K - $215K
|
12.4K
$1.45M
|