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 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$323K - $391K
|
4.07K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
4.06K+ 15.55% |
$322K - $390K
|
30.2K
$2.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
4.04K+ 6.5% |
$321K - $388K
|
66.2K
$6.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
4KNew |
$317K - $384K
|
4K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
4KNew |
$317K - $384K
|
4K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.99KNew |
$317K - $383K
|
3.99K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.99KNew |
$316K - $383K
|
3.99K
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.96K+ 4.3% |
$314K - $380K
|
96.1K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.94K+ 4.38% |
$312K - $378K
|
93.9K
$9.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
3.9KNew |
$309K - $374K
|
3.9K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.87K+ 11.64% |
$307K - $371K
|
37.1K
$3.67M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.87KNew |
$307K - $371K
|
3.87K
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.84K+ 2.41% |
$304K - $369K
|
163K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.82K+ 2.97% |
$303K - $367K
|
133K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.77K+ 8.84% |
$299K - $362K
|
46.4K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.76KNew |
$298K - $361K
|
3.76K
$373K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
3.75K+ 83.11% |
$298K - $361K
|
8.27K
$819K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.75KNew |
$298K - $360K
|
3.75K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.75K+ 17.72% |
$297K - $360K
|
24.9K
$2.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.74K+ 15.68% |
$297K - $359K
|
27.6K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
3.73KNew |
$296K - $358K
|
3.73K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.73K+ 73.1% |
$296K - $358K
|
8.83K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
3.72K+ 2.94% |
$295K - $358K
|
130K
$12.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.72K+ 1.77% |
$295K - $357K
|
214K
$21.2M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.67K+ 21.97% |
$291K - $352K
|
20.4K
$2.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
3.66K+ 31.38% |
$290K - $351K
|
15.3K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.65K+ 21.86% |
$289K - $350K
|
20.3K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 19.88% |
$287K - $348K
|
21.8K
$2.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.61KNew |
$286K - $347K
|
3.61K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.6KNew |
$285K - $345K
|
3.6K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3.53K+ 11.91% |
$280K - $339K
|
33.2K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.53K+ 70.26% |
$280K - $339K
|
8.55K
$847K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3.52KNew |
$279K - $338K
|
3.52K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.51KNew |
$278K - $337K
|
3.51K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.49K+ 27.47% |
$277K - $335K
|
16.2K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.48K+ 35.67% |
$276K - $335K
|
13.2K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.48K+ 39.25% |
$276K - $334K
|
12.3K
$1.22M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.47KNew |
$275K - $333K
|
3.47K
$343K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.44K+ 0.37% |
$272K - $330K
|
923K
$91.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
3.39KNew |
$269K - $326K
|
3.39K
$336K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.38K+ 770.16% |
$268K - $325K
|
3.82K
$378K
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
3.37K+ 9.68% |
$268K - $324K
|
38.2K
$3.78M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
3.37KNew |
$267K - $323K
|
3.37K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.37KNew |
$267K - $323K
|
3.37K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.36KNew |
$267K - $323K
|
3.36K
$333K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.36K+ 61.39% |
$266K - $322K
|
8.83K
$874K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.34K+ 7.1% |
$265K - $321K
|
50.4K
$4.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.33KNew |
$264K - $320K
|
3.33K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.32KNew |
$263K - $318K
|
3.32K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.3K+ 151.01% |
$262K - $317K
|
5.49K
$544K
|