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 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16.6KNew |
$1.33M - $1.53M
|
16.6K
$1.9M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
16.6K+ 102.35% |
$1.33M - $1.52M
|
32.9K
$3.75M
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
16.6KNew |
$1.33M - $1.52M
|
16.6K
$1.9M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
16.4K+ 88.79% |
$1.31M - $1.5M
|
34.9K
$3.98M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 15.48% |
$1.3M - $1.5M
|
122K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
16.3K+ 13.78% |
$1.3M - $1.5M
|
135K
$15.4M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
16.2K+ 12.38% |
$1.3M - $1.49M
|
147K
$16.8M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16K+ 4.64% |
$1.28M - $1.47M
|
362K
$41.4M
|
|
Nov 14, 2023
Q3 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$1.26M - $1.45M
|
15.8K
$1.81M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
15.8K+ 14.18% |
$1.26M - $1.45M
|
127K
$14.5M
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
15.7K+ 27.45% |
$1.26M - $1.44M
|
73.1K
$8.35M
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
15.7K+ 13.46% |
$1.25M - $1.44M
|
132K
$15.1M
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15.3KNew |
$1.22M - $1.41M
|
15.3K
$1.75M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.3K+ 15.68% |
$1.22M - $1.4M
|
113K
$12.9M
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
15.3K+ 32.24% |
$1.22M - $1.4M
|
62.6K
$7.15M
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
14.6K+ 180.46% |
$1.16M - $1.34M
|
22.6K
$2.59M
|
|
Oct 17, 2023
Q3 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
14.5K+ 14.5% |
$1.16M - $1.33M
|
115K
$13.1M
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
14.4K+ 48.16% |
$1.15M - $1.32M
|
44.4K
$5.07M
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
14.4K+ 6.02% |
$1.15M - $1.32M
|
253K
$28.9M
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14.3K+ 2289.89% |
$1.14M - $1.31M
|
14.9K
$1.7M
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
BUY
|
- |
14.2K+ 49.17% |
$1.13M - $1.3M
|
42.9K
$4.9M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
14.1KNew |
$1.13M - $1.3M
|
14.1K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14K+ 12.49% |
$1.12M - $1.29M
|
126K
$14.4M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13.7K+ 343.99% |
$1.1M - $1.26M
|
17.7K
$2.03M
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
13.7KNew |
$1.1M - $1.26M
|
13.7K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
- |
13.7K+ 22.03% |
$1.09M - $1.25M
|
75.8K
$8.66M
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
13.6KNew |
$1.09M - $1.25M
|
13.6K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.4K+ 15.73% |
$1.07M - $1.23M
|
98.6K
$11.3M
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
13.2K+ 102.72% |
$1.06M - $1.21M
|
26.1K
$2.99M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.2K+ 34.2% |
$1.06M - $1.21M
|
51.9K
$5.93M
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
13.1K+ 3.68% |
$1.05M - $1.2M
|
370K
$42.2M
|
|
Oct 25, 2023
Q3 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
13K+ 1.48% |
$1.04M - $1.19M
|
889K
$102M
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.9K+ 37.81% |
$1.03M - $1.18M
|
46.9K
$5.36M
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
12.8K+ 479.22% |
$1.02M - $1.18M
|
15.5K
$1.77M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
12.8K+ 218.86% |
$1.02M - $1.17M
|
18.6K
$2.13M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
12.7K+ 16.55% |
$1.01M - $1.16M
|
89.2K
$10.2M
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
12.6KNew |
$1M - $1.15M
|
12.6K
$1.44M
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.6KNew |
$1M - $1.15M
|
12.6K
$1.44M
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
12.3K+ 4.53% |
$980K - $1.13M
|
283K
$32.3M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 8.3% |
$975K - $1.12M
|
159K
$18.2M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
12K+ 15.67% |
$962K - $1.1M
|
88.9K
$10.2M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
12KNew |
$957K - $1.1M
|
12K
$1.37M
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
11.9K+ 160.78% |
$951K - $1.09M
|
19.3K
$2.21M
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.9K+ 11.62% |
$948K - $1.09M
|
114K
$13M
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
11.9K+ 10.6% |
$947K - $1.09M
|
124K
$14.1M
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
11.7K+ 7.96% |
$937K - $1.08M
|
159K
$18.2M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.7K+ 3.7% |
$935K - $1.07M
|
328K
$37.5M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11.7K+ 97.94% |
$933K - $1.07M
|
23.6K
$2.7M
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
11.6KNew |
$929K - $1.07M
|
11.6K
$1.33M
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
11.4K+ 61.65% |
$909K - $1.04M
|
29.8K
$3.41M
|