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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
90+ 2.34% |
$7.19K - $8.26K
|
3.94K
$368K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.91% |
$7.19K - $8.26K
|
4.81K
$450K
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 1.81% |
$7.19K - $8.26K
|
5.07K
$474K
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
86+ 1.99% |
$6.87K - $7.89K
|
4.42K
$413K
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
84+ 0.98% |
$6.71K - $7.71K
|
8.62K
$806K
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
84+ 0.8% |
$6.71K - $7.71K
|
10.6K
$995K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
83+ 0.2% |
$6.63K - $7.62K
|
40.9K
$3.83M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
83+ 3.3% |
$6.63K - $7.62K
|
2.6K
$243K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
82+ 1.29% |
$6.55K - $7.52K
|
6.42K
$600K
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
81+ 1.04% |
$6.47K - $7.43K
|
7.89K
$738K
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
79+ 6.29% |
$6.31K - $7.25K
|
1.34K
$125K
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
78+ 1.83% |
$6.23K - $7.16K
|
4.34K
$405K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
78+ 9.64% |
$6.23K - $7.16K
|
887
$82.9K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
77+ 1.33% |
$6.15K - $7.07K
|
5.87K
$549K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
76+ 2.2% |
$6.07K - $6.97K
|
3.54K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
75+ 0.96% |
$5.99K - $6.88K
|
7.91K
$739K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72+ 1.8% |
$5.75K - $6.61K
|
4.08K
$381K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
72+ 0.28% |
$5.75K - $6.61K
|
26K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
67+ 1.14% |
$5.35K - $6.15K
|
5.96K
$557K
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
66+ 1.53% |
$5.27K - $6.06K
|
4.38K
$410K
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
64+ 2.32% |
$5.11K - $5.87K
|
2.82K
$264K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64+ 1.33% |
$5.11K - $5.87K
|
4.88K
$456K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
63+ 1.61% |
$5.03K - $5.78K
|
3.99K
$373K
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
62+ 1.39% |
$4.95K - $5.69K
|
4.51K
$422K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
62+ 0.42% |
$4.95K - $5.69K
|
15K
$1.4M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
60+ 2.32% |
$4.79K - $5.51K
|
2.65K
$248K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60New |
$4.79K - $5.51K
|
60
$5.61K
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
58+ 1.4% |
$4.63K - $5.32K
|
4.2K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
58+ 0.44% |
$4.63K - $5.32K
|
13.1K
$1.23M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
56+ 2.9% |
$4.47K - $5.14K
|
1.99K
$186K
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
54+ 0.19% |
$4.31K - $4.96K
|
27.8K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
54+ 0.07% |
$4.31K - $4.96K
|
78.1K
$7.3M
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
53+ 5.28% |
$4.23K - $4.86K
|
1.06K
$98.7K
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
53+ 1.1% |
$4.23K - $4.86K
|
4.85K
$454K
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
53+ 1.1% |
$4.23K - $4.86K
|
4.85K
$454K
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
51+ 0.17% |
$4.07K - $4.68K
|
29.6K
$2.77M
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
50+ 0.5% |
$4K - $4.59K
|
10.1K
$945K
|
|
Oct 13, 2023
Q3 2023
|
Guardian Investment Management
|
BUY
|
- |
50+ 1.3% |
$4K - $4.59K
|
3.9K
$365K
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
50+ 0.22% |
$4K - $4.59K
|
22.8K
$2.13M
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
50+ 0.05% |
$4K - $4.59K
|
111K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
50+ 1.68% |
$4K - $4.59K
|
3.03K
$283K
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
47+ 0.41% |
$3.76K - $4.31K
|
11.5K
$1.08M
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
47+ 0.11% |
$3.76K - $4.31K
|
42.2K
$3.95M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.84% |
$3.52K - $4.04K
|
5.29K
$495K
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
40+ 0.12% |
$3.2K - $3.67K
|
33.7K
$3.15M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
40+ 0.28% |
$3.2K - $3.67K
|
14.4K
$1.35M
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
40+ 0.39% |
$3.2K - $3.67K
|
10.4K
$972K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40+ 1.23% |
$3.2K - $3.67K
|
3.3K
$308K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 0.58% |
$3.2K - $3.67K
|
6.91K
$646K
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
40+ 1.02% |
$3.2K - $3.67K
|
3.98K
$372K
|