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 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.81K- 51.44% |
$384K - $442K
|
4.54K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.81K- 0.87% |
$384K - $442K
|
549K
$64.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.83K- 50.09% |
$386K - $443K
|
4.81K
$566K
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.84K- 47.17% |
$387K - $444K
|
5.42K
$638K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.85K- 4.31% |
$387K - $445K
|
108K
$12.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-4.85K- 11.27% |
$388K - $445K
|
38.2K
$4.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.87K- 17.09% |
$389K - $447K
|
23.6K
$2.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.91K- 9.03% |
$392K - $450K
|
49.5K
$5.82M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-4.96K- 44.57% |
$396K - $455K
|
6.16K
$725K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.96K- 0.95% |
$396K - $455K
|
517K
$60.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-4.98K- 15.35% |
$398K - $457K
|
27.5K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-5K- 3.23% |
$400K - $459K
|
150K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-5K- 72.99% |
$400K - $459K
|
1.85K
$218K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-5.02K- 22.43% |
$401K - $461K
|
17.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.05K- 3.27% |
$403K - $463K
|
149K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.06K- 10.53% |
$404K - $464K
|
42.9K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.09K- 1.33% |
$407K - $467K
|
378K
$44.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.09K- 3.47% |
$407K - $467K
|
142K
$16.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-5.1K- 46.18% |
$408K - $468K
|
5.95K
$699K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-5.2K- 5.85% |
$415K - $477K
|
83.7K
$9.85M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2K- 22.1% |
$415K - $477K
|
18.3K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-5.3K- 11.84% |
$424K - $487K
|
39.5K
$4.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.31K- 6.6% |
$425K - $488K
|
75.1K
$8.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.34K- 2.38% |
$427K - $490K
|
219K
$25.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.39K- 3.22% |
$430K - $494K
|
162K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5.39K- 11.58% |
$431K - $495K
|
41.1K
$4.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.4K- 16.89% |
$431K - $495K
|
26.6K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.44K- 1.09% |
$434K - $499K
|
491K
$57.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.56K- 5.62% |
$444K - $510K
|
93.3K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.58K- 9.34% |
$445K - $512K
|
54.1K
$6.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5.6K- 16.96% |
$447K - $514K
|
27.4K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-5.6K- 9.3% |
$447K - $514K
|
54.6K
$6.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-5.62K- 37.56% |
$449K - $515K
|
9.34K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5.62K- 86.45% |
$449K - $516K
|
881
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-5.64K- 44.98% |
$451K - $517K
|
6.9K
$811K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.65K- 53.81% |
$451K - $518K
|
4.85K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-5.71K- 7.37% |
$456K - $524K
|
71.7K
$8.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.72K- 1.78% |
$457K - $524K
|
316K
$37.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.81K- 1.8% |
$464K - $533K
|
316K
$37.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.85K- 2.62% |
$467K - $536K
|
217K
$25.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.9K- 69.21% |
$471K - $541K
|
2.63K
$309K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.93K- 10.48% |
$474K - $544K
|
50.7K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.94K- 51.94% |
$474K - $545K
|
5.49K
$646K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.96K- 3.21% |
$476K - $547K
|
180K
$21.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.08K- 54.73% |
$486K - $558K
|
5.03K
$591K
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 28.35% |
$495K - $568K
|
15.7K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-6.24K- 20.45% |
$498K - $572K
|
24.3K
$2.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-6.31K- 56.39% |
$504K - $579K
|
4.88K
$574K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.32K- 61.77% |
$505K - $580K
|
3.91K
$460K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-6.36K- 11.18% |
$508K - $583K
|
50.5K
$5.94M
|