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
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.36K- 6.63% |
$188K - $216K
|
33.2K
$3.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-2.36K- 4.7% |
$189K - $217K
|
47.8K
$5.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.37K- 3.56% |
$189K - $217K
|
64.1K
$7.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.38K- 2.9% |
$190K - $218K
|
79.6K
$9.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.39K- 0.43% |
$191K - $220K
|
551K
$64.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.4K- 10.3% |
$192K - $220K
|
20.9K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.41K- 3.22% |
$192K - $221K
|
72.4K
$8.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.43K- 10.36% |
$194K - $223K
|
21K
$2.47M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.45K- 5.41% |
$196K - $225K
|
42.9K
$5.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.46K- 39.73% |
$196K - $226K
|
3.73K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-2.46K- 0.69% |
$197K - $226K
|
352K
$41.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 45.85% |
$198K - $227K
|
2.92K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.5K- 15.69% |
$200K - $229K
|
13.4K
$1.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.53K- 11.42% |
$202K - $232K
|
19.6K
$2.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.55K- 14.31% |
$204K - $234K
|
15.3K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.55K- 1.36% |
$204K - $234K
|
185K
$21.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.59K- 16.15% |
$207K - $237K
|
13.4K
$1.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.59K- 8.52% |
$207K - $237K
|
27.8K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-2.62K- 13.56% |
$209K - $240K
|
16.7K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-2.64K- 0.16% |
$211K - $243K
|
1.66M
$195M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.65K- 19.24% |
$211K - $243K
|
11.1K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-2.65K- 41.86% |
$212K - $243K
|
3.68K
$433K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.66K- 0.57% |
$212K - $244K
|
464K
$54.6M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-2.66K- 9.11% |
$213K - $244K
|
26.5K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.66K- 18.23% |
$213K - $244K
|
11.9K
$1.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-2.66K- 27.68% |
$213K - $244K
|
6.95K
$817K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-2.67K- 23.91% |
$213K - $245K
|
8.48K
$997K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.67K- 13.35% |
$213K - $245K
|
17.3K
$2.04M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-2.67K- 14.71% |
$213K - $245K
|
15.5K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.67K- 20.09% |
$214K - $245K
|
10.6K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-2.68K- 36.06% |
$214K - $246K
|
4.76K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.69K- 5.22% |
$215K - $247K
|
48.8K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.71K- 13.95% |
$217K - $249K
|
16.7K
$1.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.72K- 8.3% |
$217K - $250K
|
30.1K
$3.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.78K- 20.88% |
$222K - $255K
|
10.5K
$1.24M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.78K- 20.88% |
$222K - $255K
|
10.5K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.79K- 6.04% |
$223K - $256K
|
43.5K
$5.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.8K- 5.59% |
$224K - $257K
|
47.3K
$5.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.81K- 12.66% |
$225K - $258K
|
19.4K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.83K- 2.08% |
$226K - $260K
|
133K
$15.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.84K- 51.87% |
$227K - $260K
|
2.63K
$309K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.84K- 10.31% |
$227K - $261K
|
24.8K
$2.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.85K- 2.55% |
$228K - $262K
|
109K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.86K- 20.25% |
$229K - $263K
|
11.3K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.87K- 5.12% |
$229K - $263K
|
53.1K
$6.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.9K- 2.94% |
$231K - $266K
|
95.6K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.91K- 6.33% |
$232K - $267K
|
43K
$5.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-2.91K- 15.05% |
$233K - $267K
|
16.4K
$1.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.91K- 18.65% |
$233K - $267K
|
12.7K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.95K- 1.6% |
$236K - $271K
|
182K
$21.4M
|