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 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-44- 1.07% |
$3.49K - $4.23K
|
4.07K
$442K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44- 0.42% |
$3.49K - $4.23K
|
10.4K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-46- 0.52% |
$3.65K - $4.42K
|
8.83K
$960K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-48- 1.22% |
$3.81K - $4.61K
|
3.89K
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-49- 0.49% |
$3.89K - $4.71K
|
9.93K
$1.08M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-50- 1.01% |
$3.97K - $4.8K
|
4.9K
$532K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-50- 0.49% |
$3.97K - $4.8K
|
10.1K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50- 1.84% |
$3.97K - $4.8K
|
2.67K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.84% |
$3.97K - $4.8K
|
5.93K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-50- 42.02% |
$3.97K - $4.8K
|
69
$7.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-50- 1.77% |
$3.97K - $4.8K
|
2.78K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-50- 1.83% |
$3.97K - $4.8K
|
2.69K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-50- 45.87% |
$3.97K - $4.8K
|
59
$6.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.15% |
$3.97K - $4.8K
|
32.9K
$3.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-52- 0.93% |
$4.12K - $5K
|
5.52K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-52- 0.32% |
$4.12K - $5K
|
16.2K
$1.76M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-52- 0.94% |
$4.12K - $5K
|
5.51K
$598K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-53- 1.76% |
$4.2K - $5.09K
|
2.96K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 1.18% |
$4.2K - $5.09K
|
4.43K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-53- 25.48% |
$4.2K - $5.09K
|
155
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 2.8% |
$4.2K - $5.09K
|
1.84K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-53- 0.52% |
$4.2K - $5.09K
|
10.1K
$1.09M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-54- 0.24% |
$4.28K - $5.19K
|
22.9K
$2.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-54- 0.97% |
$4.28K - $5.19K
|
5.52K
$600K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-54- 0.44% |
$4.28K - $5.19K
|
12.3K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-55- 0.45% |
$4.36K - $5.28K
|
12.2K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-55- 1.33% |
$4.36K - $5.28K
|
4.09K
$444K
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-58- 1.62% |
$4.6K - $5.57K
|
3.51K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-58- 1.76% |
$4.6K - $5.57K
|
3.24K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-59- 79.73% |
$4.68K - $5.67K
|
15
$1.63K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-59- 0.68% |
$4.68K - $5.67K
|
8.56K
$930K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-60- 0.87% |
$4.76K - $5.76K
|
6.81K
$740K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-60- 1.29% |
$4.76K - $5.76K
|
4.58K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-60- 0.93% |
$4.76K - $5.76K
|
6.4K
$695K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-61- 0.42% |
$4.84K - $5.86K
|
14.3K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-61- 0.03% |
$4.84K - $5.86K
|
231K
$25.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-64- 2.27% |
$5.08K - $6.15K
|
2.76K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-64- 0.84% |
$5.08K - $6.15K
|
7.53K
$819K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-66- 1.4% |
$5.24K - $6.34K
|
4.66K
$506K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-66- 1.62% |
$5.24K - $6.34K
|
4.01K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 3.09% |
$5.24K - $6.34K
|
2.07K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-66- 1.9% |
$5.24K - $6.34K
|
3.4K
$369K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-70- 1.72% |
$5.55K - $6.72K
|
4K
$435K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-70- 1.57% |
$5.55K - $6.72K
|
4.39K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-71- 2.82% |
$5.63K - $6.82K
|
2.44K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-71- 1.68% |
$5.63K - $6.82K
|
4.14K
$450K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-72- 1.4% |
$5.71K - $6.92K
|
5.08K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-73- 2.6% |
$5.79K - $7.01K
|
2.74K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-73- 2.9% |
$5.79K - $7.01K
|
2.44K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-74- 1.11% |
$5.87K - $7.11K
|
6.61K
$718K
|