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 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.91K- 33.18% |
$151K - $183K
|
3.84K
$424K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.92K- 40.31% |
$152K - $184K
|
2.84K
$313K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-1.92K- 22.84% |
$153K - $185K
|
6.5K
$718K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.93K- 22.57% |
$153K - $185K
|
6.6K
$729K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.93K- 42.79% |
$153K - $185K
|
2.58K
$285K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.93K- 24.19% |
$153K - $186K
|
6.06K
$668K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 2.58% |
$155K - $188K
|
74K
$8.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.96K- 10.58% |
$155K - $188K
|
16.6K
$1.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.96K- 17.72% |
$156K - $188K
|
9.11K
$1.01M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.97K- 19.3% |
$156K - $189K
|
8.23K
$909K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.97K- 8.64% |
$156K - $189K
|
20.8K
$2.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.97K- 12.23% |
$156K - $189K
|
14.1K
$1.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 7.62% |
$157K - $190K
|
24K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2K- 7.34% |
$159K - $192K
|
25.2K
$2.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-2K- 11.39% |
$159K - $192K
|
15.6K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-2K- 9.67% |
$159K - $192K
|
18.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-2K- 7.41% |
$159K - $192K
|
25K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.04K- 7.71% |
$162K - $196K
|
24.4K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.05K- 21.39% |
$163K - $197K
|
7.54K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.05K- 15.85% |
$163K - $197K
|
10.9K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.06K- 2.37% |
$163K - $198K
|
84.8K
$9.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.07K- 12.69% |
$164K - $198K
|
14.2K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.08K- 5.49% |
$165K - $200K
|
35.8K
$3.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.08K- 9.31% |
$165K - $200K
|
20.3K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.09K- 7.89% |
$166K - $201K
|
24.4K
$2.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.14K- 9.42% |
$170K - $205K
|
20.5K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 5.38% |
$170K - $206K
|
37.7K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.14K- 4.85% |
$170K - $206K
|
42K
$4.64M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.14K- 43.43% |
$170K - $206K
|
2.79K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-2.15K- 43.6% |
$171K - $207K
|
2.79K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.18K- 4.35% |
$173K - $209K
|
47.9K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-2.18K- 15.12% |
$173K - $209K
|
12.2K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.19K- 0.85% |
$174K - $211K
|
257K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.23K- 41.35% |
$177K - $214K
|
3.16K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.23K- 15.23% |
$177K - $215K
|
12.4K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.24K- 6.52% |
$177K - $215K
|
32K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-2.26K- 26.45% |
$179K - $217K
|
6.27K
$692K
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.26K- 8.89% |
$179K - $217K
|
23.2K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.26K- 11.55% |
$179K - $217K
|
17.3K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.28K- 7.14% |
$181K - $219K
|
29.6K
$3.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.28K- 0.6% |
$181K - $219K
|
378K
$41.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.28K- 0.74% |
$181K - $219K
|
306K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.29K- 61.45% |
$182K - $220K
|
1.44K
$159K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.29K- 7.08% |
$182K - $220K
|
30.1K
$3.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.3K- 12.5% |
$182K - $220K
|
16.1K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.3K- 8.04% |
$183K - $221K
|
26.3K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.32K- 3.21% |
$184K - $222K
|
69.8K
$7.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.32K- 3.57% |
$184K - $223K
|
62.6K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 4.2% |
$185K - $224K
|
53.1K
$5.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-2.35K- 25.46% |
$186K - $225K
|
6.87K
$758K
|