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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.36K+ 61.39% |
$266K - $322K
|
8.83K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.34K+ 7.1% |
$265K - $321K
|
50.4K
$5.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.33KNew |
$264K - $320K
|
3.33K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.32KNew |
$263K - $318K
|
3.32K
$380K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.3K+ 151.01% |
$262K - $317K
|
5.49K
$629K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.28KNew |
$260K - $315K
|
3.28K
$375K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
3.27K+ 7.72% |
$259K - $314K
|
45.6K
$5.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
3.26KNew |
$259K - $313K
|
3.26K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.24KNew |
$257K - $311K
|
3.24K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.23KNew |
$256K - $311K
|
3.23K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.23K+ 4.53% |
$256K - $310K
|
74.6K
$8.55M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.2K+ 65.59% |
$254K - $307K
|
8.08K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3.2K+ 4.42% |
$254K - $307K
|
75.7K
$8.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
3.19K+ 41.95% |
$253K - $306K
|
10.8K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.14K+ 175.17% |
$249K - $302K
|
4.93K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.13K+ 148.65% |
$248K - $301K
|
5.24K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.13KNew |
$248K - $301K
|
3.13K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
3.13KNew |
$248K - $300K
|
3.13K
$359K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.13K+ 33.54% |
$248K - $300K
|
12.4K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.11KNew |
$247K - $299K
|
3.11K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3.11KNew |
$246K - $298K
|
3.11K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.11KNew |
$246K - $298K
|
3.11K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.1KNew |
$246K - $298K
|
3.1K
$356K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.09KNew |
$245K - $297K
|
3.09K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.08KNew |
$245K - $296K
|
3.08K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.05K+ 7.96% |
$242K - $293K
|
41.3K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 62.08% |
$242K - $293K
|
7.95K
$911K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.04K+ 1210.76% |
$241K - $292K
|
3.29K
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
3.04K+ 16.59% |
$241K - $292K
|
21.3K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.03KNew |
$240K - $291K
|
3.03K
$347K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.02K+ 74.8% |
$240K - $290K
|
7.06K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.02K+ 29.02% |
$240K - $290K
|
13.4K
$1.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
3.02K+ 4.02% |
$239K - $290K
|
78.2K
$8.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3KNew |
$238K - $288K
|
3K
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.99K+ 7.78% |
$237K - $287K
|
41.4K
$4.75M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.98K+ 129.68% |
$237K - $287K
|
5.29K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.98K+ 25.27% |
$237K - $286K
|
14.8K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.98K+ 49.75% |
$236K - $286K
|
8.97K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.98K+ 7.02% |
$236K - $286K
|
45.4K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.96KNew |
$235K - $284K
|
2.96K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.96K+ 38.27% |
$234K - $284K
|
10.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.93KNew |
$233K - $282K
|
2.93K
$336K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.92K+ 19.33% |
$232K - $280K
|
18K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.89K+ 88.11% |
$229K - $278K
|
6.17K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.88K+ 33.17% |
$228K - $277K
|
11.6K
$1.32M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 0.83% |
$228K - $276K
|
351K
$40.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.85KNew |
$226K - $274K
|
2.85K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
2.84KNew |
$226K - $273K
|
2.84K
$326K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.84K+ 8.37% |
$225K - $273K
|
36.8K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.81K+ 2.24% |
$223K - $270K
|
129K
$14.7M
|