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 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 1.67% |
$195K - $236K
|
150K
$14M
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$229K
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$229K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.44K+ 11.66% |
$193K - $234K
|
23.4K
$2.18M
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.44KNew |
$193K - $234K
|
2.44K
$228K
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
2.43K+ 46.08% |
$193K - $233K
|
7.7K
$720K
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$227K
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$192K - $233K
|
2.43K
$227K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$227K
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$227K
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$227K
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$191K - $232K
|
2.41K
$225K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.41K+ 10.26% |
$191K - $232K
|
25.9K
$2.42M
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.41KNew |
$191K - $231K
|
2.41K
$225K
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$224K
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.39KNew |
$190K - $230K
|
2.39K
$224K
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.38KNew |
$189K - $229K
|
2.38K
$223K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$222K
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$222K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.38KNew |
$188K - $228K
|
2.38K
$222K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$221K
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$188K - $227K
|
2.36K
$221K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.36K+ 15.33% |
$187K - $227K
|
17.8K
$1.66M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.35K+ 11.31% |
$186K - $226K
|
23.1K
$2.16M
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$219K
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.34K+ 8.65% |
$186K - $225K
|
29.4K
$2.75M
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.32KNew |
$184K - $223K
|
2.32K
$217K
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
2.32KNew |
$184K - $223K
|
2.32K
$217K
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.31KNew |
$183K - $222K
|
2.31K
$216K
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.3KNew |
$183K - $221K
|
2.3K
$215K
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.3K+ 27.41% |
$182K - $221K
|
10.7K
$998K
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.29K+ 5.29% |
$181K - $220K
|
45.5K
$4.25M
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.28KNew |
$181K - $219K
|
2.28K
$213K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.27KNew |
$180K - $218K
|
2.27K
$212K
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.27KNew |
$180K - $218K
|
2.27K
$212K
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.26KNew |
$180K - $217K
|
2.26K
$212K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$211K
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.26K+ 2.85% |
$179K - $217K
|
81.5K
$7.62M
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 10.77% |
$179K - $217K
|
23.2K
$2.17M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.26K+ 3.65% |
$179K - $217K
|
64.1K
$5.99M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.26K+ 2.13% |
$179K - $217K
|
108K
$10.1M
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$211K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.26K+ 39.67% |
$179K - $217K
|
7.94K
$742K
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$211K
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$211K
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.25KNew |
$178K - $216K
|
2.25K
$210K
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 43.78% |
$178K - $215K
|
7.37K
$689K
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.24KNew |
$178K - $215K
|
2.24K
$209K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.24K+ 2.32% |
$178K - $215K
|
98.5K
$9.21M
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.23KNew |
$177K - $215K
|
2.23K
$209K
|