Purchases and Sales Made in Q4 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 41.67% |
$397 - $480
|
17
$1.85K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$397 - $480
|
5
$543
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$317 - $384
|
7.92K
$860K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$317 - $384
|
5.49K
$597K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4New |
$317 - $384
|
4
$435
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.46% |
$238 - $288
|
662
$71.9K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 11.11% |
$159 - $192
|
20
$2.17K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.03% |
$159 - $192
|
7.35K
$798K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.01% |
$159 - $192
|
18.9K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1+ 0.02% |
$79.3 - $96.1
|
5.88K
$639K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.01% |
$79.3 - $96.1
|
6.91K
$751K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.37% |
$79.3 - $96.1
|
267
$29K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.01% |
$159 - $192
|
35.6K
$3.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-2- 9.09% |
$159 - $192
|
20
$2.17K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.05% |
$238 - $288
|
5.76K
$625K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-3- 0.25% |
$238 - $288
|
1.18K
$128K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 0.16% |
$238 - $288
|
1.82K
$198K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-3- 0.04% |
$238 - $288
|
7.25K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 7.27% |
$317 - $384
|
51
$5.54K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 0.3% |
$317 - $384
|
1.32K
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-5- 0.12% |
$397 - $480
|
4K
$435K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.56% |
$397 - $480
|
884
$96.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-5- 0.02% |
$397 - $480
|
27.2K
$2.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5- 0.56% |
$397 - $480
|
881
$95.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-6- 0.49% |
$476 - $576
|
1.22K
$132K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.09% |
$476 - $576
|
6.87K
$746K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-6- 4.65% |
$476 - $576
|
123
$13.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.2% |
$555 - $672
|
3.44K
$374K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 0.21% |
$555 - $672
|
3.4K
$369K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-8- 0.12% |
$635 - $768
|
6.48K
$704K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-9- 75.0% |
$714 - $865
|
3
$326
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-9- 0.07% |
$714 - $865
|
12K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.33% |
$714 - $865
|
2.7K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.31% |
$714 - $865
|
2.93K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-9- 0.63% |
$714 - $865
|
1.43K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$793 - $961
|
3.98K
$432K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-10- 0.17% |
$793 - $961
|
5.86K
$637K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-11- 0.28% |
$873 - $1.06K
|
3.86K
$419K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.16% |
$873 - $1.06K
|
6.89K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-12- 0.03% |
$952 - $1.15K
|
41.3K
$4.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-12- 10.08% |
$952 - $1.15K
|
107
$11.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 2.47% |
$952 - $1.15K
|
474
$51.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-12- 0.1% |
$952 - $1.15K
|
11.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-12- 1.11% |
$952 - $1.15K
|
1.07K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-14- 0.5% |
$1.11K - $1.34K
|
2.77K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15- 1.49% |
$1.19K - $1.44K
|
995
$108K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-16- 0.06% |
$1.27K - $1.54K
|
24.7K
$2.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-16- 0.23% |
$1.27K - $1.54K
|
6.96K
$757K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-16- 0.01% |
$1.27K - $1.54K
|
111K
$12M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-16- 0.49% |
$1.27K - $1.54K
|
3.22K
$350K
|