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 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.8K- 2.5% |
$222K - $269K
|
109K
$12M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.8K- 2.47% |
$222K - $269K
|
111K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.8K- 31.24% |
$222K - $269K
|
6.16K
$680K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.81K- 20.65% |
$223K - $270K
|
10.8K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-2.85K- 7.22% |
$226K - $274K
|
36.6K
$4.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.86K- 2.51% |
$227K - $275K
|
111K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-2.88K- 20.24% |
$228K - $277K
|
11.3K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.88K- 28.45% |
$228K - $277K
|
7.24K
$799K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.89K- 10.8% |
$229K - $278K
|
23.9K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-2.9K- 47.08% |
$230K - $278K
|
3.26K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.91K- 8.83% |
$231K - $279K
|
30K
$3.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 3.94% |
$231K - $280K
|
70.9K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.94K- 8.7% |
$233K - $283K
|
30.9K
$3.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.95K- 14.76% |
$234K - $283K
|
17K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.96K- 53.93% |
$235K - $285K
|
2.53K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.98K- 4.37% |
$236K - $286K
|
65.1K
$7.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-3K- 24.53% |
$238K - $288K
|
9.23K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-3K- 8.34% |
$238K - $288K
|
33K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.01K- 5.69% |
$238K - $289K
|
49.8K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.01K- 3.45% |
$238K - $289K
|
84.2K
$9.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-3.06K- 47.6% |
$243K - $294K
|
3.37K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.06K- 15.05% |
$243K - $294K
|
17.3K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.1K- 11.33% |
$245K - $297K
|
24.2K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.11K- 6.36% |
$247K - $299K
|
45.8K
$5.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.15K- 54.33% |
$250K - $302K
|
2.65K
$292K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.15K- 4.58% |
$250K - $302K
|
65.6K
$7.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.16K- 2.93% |
$251K - $303K
|
105K
$11.5M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.19K- 3.56% |
$253K - $306K
|
86.3K
$9.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.19K- 3.12% |
$253K - $306K
|
99K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-3.19K- 40.6% |
$253K - $307K
|
4.67K
$516K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.2K- 25.3% |
$254K - $307K
|
9.45K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.24K- 21.23% |
$257K - $311K
|
12K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 0.93% |
$257K - $311K
|
343K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-3.25K- 10.03% |
$257K - $312K
|
29.1K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-3.26K- 3.57% |
$259K - $313K
|
88K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.28K- 9.71% |
$260K - $315K
|
30.5K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.29K- 26.6% |
$261K - $316K
|
9.07K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.3K- 9.69% |
$262K - $317K
|
30.8K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.31K- 7.7% |
$263K - $318K
|
39.7K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.35K- 13.79% |
$266K - $322K
|
20.9K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.35K- 5.74% |
$266K - $322K
|
55K
$6.07M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.37K- 4.63% |
$267K - $324K
|
69.4K
$7.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.39K- 5.73% |
$269K - $326K
|
55.7K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-3.41K- 18.79% |
$270K - $327K
|
14.7K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.41K- 16.23% |
$271K - $328K
|
17.6K
$1.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.41K- 16.87% |
$271K - $328K
|
16.8K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.41K- 44.04% |
$271K - $328K
|
4.34K
$479K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.47K- 27.59% |
$275K - $333K
|
9.1K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-3.47K- 9.5% |
$275K - $333K
|
33K
$3.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.54K- 29.37% |
$281K - $340K
|
8.51K
$940K
|