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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-17- 6.37% |
$1.35K - $1.63K
|
250
$27.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.52% |
$1.35K - $1.63K
|
3.25K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-17- 0.52% |
$1.35K - $1.63K
|
3.26K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-17- 0.06% |
$1.35K - $1.63K
|
29.8K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-17- 3.8% |
$1.35K - $1.63K
|
430
$46.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.27% |
$1.43K - $1.73K
|
6.73K
$731K
|
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-18- 0.03% |
$1.43K - $1.73K
|
62.6K
$6.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-19- 0.37% |
$1.51K - $1.83K
|
5.06K
$550K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-20- 2.33% |
$1.59K - $1.92K
|
837
$90.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-20- 0.64% |
$1.59K - $1.92K
|
3.12K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-20- 0.51% |
$1.59K - $1.92K
|
3.87K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-21- 0.21% |
$1.67K - $2.02K
|
9.88K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-21- 0.37% |
$1.67K - $2.02K
|
5.64K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-22- 0.04% |
$1.75K - $2.11K
|
57.1K
$6.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 2.27% |
$1.9K - $2.31K
|
1.03K
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-25- 0.36% |
$1.98K - $2.4K
|
6.84K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-25- 0.87% |
$1.98K - $2.4K
|
2.85K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-25- 0.87% |
$1.98K - $2.4K
|
2.85K
$309K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-25- 0.22% |
$1.98K - $2.4K
|
11.3K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-25- 0.51% |
$1.98K - $2.4K
|
4.89K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.6% |
$1.98K - $2.4K
|
4.13K
$449K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-27- 1.07% |
$2.14K - $2.59K
|
2.5K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-27- 0.35% |
$2.14K - $2.59K
|
7.76K
$843K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-28- 0.4% |
$2.22K - $2.69K
|
6.91K
$750K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-28- 0.57% |
$2.22K - $2.69K
|
4.91K
$533K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-29- 1.11% |
$2.3K - $2.79K
|
2.59K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-30- 0.68% |
$2.38K - $2.88K
|
4.4K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-30- 0.51% |
$2.38K - $2.88K
|
5.82K
$632K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-30- 0.65% |
$2.38K - $2.88K
|
4.6K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-30- 0.31% |
$2.38K - $2.88K
|
9.51K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-32- 0.71% |
$2.54K - $3.07K
|
4.48K
$487K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-32- 0.13% |
$2.54K - $3.07K
|
25K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-33- 1.14% |
$2.62K - $3.17K
|
2.85K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.14% |
$2.62K - $3.17K
|
23.3K
$2.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-34- 0.61% |
$2.7K - $3.27K
|
5.53K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34- 0.87% |
$2.7K - $3.27K
|
3.87K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-35- 0.69% |
$2.78K - $3.36K
|
5.05K
$549K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-35- 1.28% |
$2.78K - $3.36K
|
2.71K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-35- 1.41% |
$2.78K - $3.36K
|
2.45K
$266K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-36- 0.89% |
$2.86K - $3.46K
|
3.99K
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-38- 1.17% |
$3.01K - $3.65K
|
3.21K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-38- 1.07% |
$3.01K - $3.65K
|
3.53K
$383K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-39- 8.25% |
$3.09K - $3.75K
|
434
$47.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-39- 0.25% |
$3.09K - $3.75K
|
15.7K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-40- 2.1% |
$3.17K - $3.84K
|
1.87K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-40- 1.4% |
$3.17K - $3.84K
|
2.82K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-40- 0.49% |
$3.17K - $3.84K
|
8.18K
$889K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-41- 1.09% |
$3.25K - $3.94K
|
3.72K
$405K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-41- 0.35% |
$3.25K - $3.94K
|
11.6K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-42- 0.5% |
$3.33K - $4.03K
|
8.31K
$903K
|