Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.08KNew |
$86.1K - $98.8K
|
1.08K
$107K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 0.33% |
$84.9K - $97.4K
|
322K
$31.9M
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.04K+ 7.46% |
$82.8K - $95.1K
|
14.9K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.02K+ 17.46% |
$81.5K - $93.6K
|
6.86K
$680K
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1K+ 0.84% |
$80.2K - $92.1K
|
120K
$11.9M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
1K+ 22.99% |
$79.9K - $91.8K
|
5.35K
$530K
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
1K+ 6.67% |
$79.9K - $91.8K
|
16K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 100.0% |
$79.9K - $91.8K
|
2K
$198K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
999+ 45.27% |
$79.8K - $91.7K
|
3.21K
$317K
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
996+ 10.93% |
$79.6K - $91.4K
|
10.1K
$1M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
992+ 597.59% |
$79.3K - $91K
|
1.16K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
970+ 0.88% |
$77.5K - $89K
|
111K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
960+ 2.88% |
$76.7K - $88.1K
|
34.3K
$3.39M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
957+ 2.18% |
$76.5K - $87.8K
|
44.9K
$4.45M
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
954+ 16.49% |
$76.2K - $87.5K
|
6.74K
$667K
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
952+ 17.58% |
$76.1K - $87.4K
|
6.37K
$631K
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
937+ 15.24% |
$74.9K - $86K
|
7.08K
$701K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
932+ 5.43% |
$74.5K - $85.5K
|
18.1K
$1.79M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
927+ 15.22% |
$74.1K - $85.1K
|
7.02K
$695K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
919+ 39.32% |
$73.4K - $84.3K
|
3.26K
$322K
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
913+ 2.27% |
$72.9K - $83.8K
|
41.1K
$4.07M
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
903+ 6.42% |
$72.1K - $82.9K
|
15K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
902+ 0.51% |
$72.1K - $82.8K
|
177K
$17.6M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
900+ 21.01% |
$71.9K - $82.6K
|
5.18K
$513K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
897+ 4.06% |
$71.7K - $82.3K
|
23K
$2.28M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
895+ 23.28% |
$71.5K - $82.1K
|
4.74K
$469K
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
889+ 0.82% |
$71K - $81.6K
|
110K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
850+ 5.24% |
$67.9K - $78K
|
17.1K
$1.69M
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
848+ 29.28% |
$67.8K - $77.8K
|
3.74K
$371K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
842+ 8.07% |
$67.3K - $77.3K
|
11.3K
$1.12M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
842+ 31.95% |
$67.3K - $77.3K
|
3.48K
$344K
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
830+ 13.72% |
$66.3K - $76.2K
|
6.88K
$681K
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
823+ 7.36% |
$65.8K - $75.5K
|
12K
$1.19M
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
818+ 6.75% |
$65.4K - $75.1K
|
12.9K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
817+ 18.78% |
$65.3K - $75K
|
5.17K
$512K
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
800New |
$63.9K - $73.4K
|
800
$79.2K
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
798+ 23.97% |
$63.8K - $73.2K
|
4.13K
$409K
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
792+ 4.99% |
$63.3K - $72.7K
|
16.7K
$1.65M
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
783+ 2.67% |
$62.6K - $71.8K
|
30.1K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
778+ 3.62% |
$62.2K - $71.4K
|
22.3K
$2.21M
|
|
Oct 25, 2023
Q3 2023
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
772+ 2.48% |
$61.7K - $70.8K
|
31.9K
$3.16M
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
771+ 10.85% |
$61.6K - $70.7K
|
7.88K
$780K
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
765+ 12.64% |
$61.1K - $70.2K
|
6.82K
$675K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
762+ 20.69% |
$60.9K - $69.9K
|
4.45K
$440K
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
761+ 14.56% |
$60.8K - $69.8K
|
5.99K
$593K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
760+ 28.71% |
$60.7K - $69.7K
|
3.41K
$337K
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
758+ 3.15% |
$60.6K - $69.6K
|
24.8K
$2.46M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
755+ 17.73% |
$60.3K - $69.3K
|
5.01K
$496K
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
755+ 9.38% |
$60.3K - $69.3K
|
8.8K
$872K
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
750+ 1.17% |
$59.9K - $68.8K
|
65K
$6.43M
|