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 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.78KNew |
$221K - $267K
|
2.78K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.77K+ 4.15% |
$219K - $266K
|
69.5K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.76KNew |
$219K - $265K
|
2.76K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.76KNew |
$219K - $265K
|
2.76K
$273K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 63.73% |
$217K - $263K
|
7.03K
$696K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.72KNew |
$215K - $261K
|
2.72K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.71K+ 32.73% |
$215K - $261K
|
11K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$268K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$268K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.71KNew |
$215K - $260K
|
2.71K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
2.7KNew |
$214K - $259K
|
2.7K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.69K+ 15.97% |
$214K - $259K
|
19.6K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.68KNew |
$212K - $257K
|
2.68K
$265K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2.67K+ 4.16% |
$212K - $257K
|
67K
$6.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.67KNew |
$211K - $256K
|
2.67K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
2.66KNew |
$211K - $255K
|
2.66K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.64K+ 2.63% |
$210K - $254K
|
103K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
2.63KNew |
$209K - $253K
|
2.63K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$208K - $252K
|
2.63K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
2.63K+ 71.43% |
$208K - $252K
|
6.3K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
2.61K+ 5.39% |
$207K - $251K
|
51.1K
$5.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.61KNew |
$207K - $251K
|
2.61K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.6K+ 10.42% |
$206K - $250K
|
27.6K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.6K+ 6.97% |
$206K - $250K
|
39.9K
$3.95M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
2.59K+ 47.81% |
$206K - $249K
|
8.02K
$794K
|
|
|
Feb 06, 2024
Q4 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.57K+ 5.6% |
$203K - $246K
|
48.3K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
2.56K+ 178.36% |
$203K - $246K
|
4K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
2.56K+ 16.1% |
$203K - $245K
|
18.4K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.55KNew |
$203K - $245K
|
2.55K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.54K+ 16.23% |
$202K - $244K
|
18.2K
$1.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.54K+ 40.09% |
$202K - $244K
|
8.89K
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.54KNew |
$201K - $244K
|
2.54K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.53K+ 11.82% |
$201K - $243K
|
23.9K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.53KNew |
$201K - $243K
|
2.53K
$250K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.52KNew |
$200K - $242K
|
2.52K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
2.52K+ 34.89% |
$200K - $242K
|
9.74K
$964K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52KNew |
$200K - $242K
|
2.52K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.52KNew |
$199K - $242K
|
2.52K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.51K+ 6.83% |
$199K - $241K
|
39.2K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.5KNew |
$199K - $240K
|
2.5K
$248K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.49KNew |
$198K - $240K
|
2.49K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.49KNew |
$197K - $239K
|
2.49K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.49KNew |
$197K - $239K
|
2.49K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
2.47K+ 0.2% |
$196K - $237K
|
1.24M
$123M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$244K
|