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 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.23KNew |
$177K - $214K
|
2.23K
$209K
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.23K+ 2.46% |
$177K - $214K
|
93.1K
$8.7M
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.23K+ 11.95% |
$177K - $214K
|
20.9K
$1.95M
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.23KNew |
$176K - $214K
|
2.23K
$208K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 1.95% |
$176K - $214K
|
116K
$10.9M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$176K - $213K
|
2.22K
$208K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 21.08% |
$176K - $213K
|
12.7K
$1.19M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 21.08% |
$176K - $213K
|
12.7K
$1.19M
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 9.5% |
$174K - $211K
|
25.3K
$2.36M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.16K+ 22.19% |
$171K - $208K
|
11.9K
$1.11M
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 3.43% |
$171K - $207K
|
65K
$6.07M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 3.43% |
$171K - $207K
|
64.9K
$6.07M
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.15K+ 39.19% |
$171K - $207K
|
7.64K
$714K
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
2.14K+ 9.22% |
$170K - $206K
|
25.4K
$2.37M
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.13K+ 40.56% |
$169K - $205K
|
7.39K
$691K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.11K+ 4.63% |
$167K - $203K
|
47.7K
$4.46M
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 48.94% |
$163K - $198K
|
6.26K
$585K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 16.86% |
$163K - $197K
|
14.2K
$1.33M
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.04K+ 31.23% |
$162K - $196K
|
8.57K
$801K
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.03K+ 4.26% |
$161K - $195K
|
49.6K
$4.64M
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.03K+ 4.26% |
$161K - $195K
|
49.6K
$4.64M
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.03K+ 4.9% |
$161K - $195K
|
43.3K
$4.05M
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$159K - $192K
|
2.03M
$190M
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2K+ 0.63% |
$159K - $192K
|
317K
$29.7M
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.98K+ 10.35% |
$157K - $190K
|
21.1K
$1.97M
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.97K+ 153.59% |
$156K - $189K
|
3.25K
$303K
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.96K+ 22.27% |
$155K - $188K
|
10.8K
$1.01M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.96KNew |
$155K - $188K
|
1.96K
$183K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 28.42% |
$155K - $188K
|
8.83K
$826K
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.94K+ 6.44% |
$154K - $186K
|
32K
$2.99M
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
1.91K+ 7.69% |
$152K - $184K
|
26.8K
$2.5M
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 2.87% |
$151K - $183K
|
68.2K
$6.37M
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.9K+ 3.27% |
$151K - $183K
|
59.9K
$5.6M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.9K+ 29.18% |
$150K - $182K
|
8.39K
$785K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.9K+ 6.85% |
$150K - $182K
|
29.6K
$2.77M
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.89KNew |
$150K - $181K
|
1.89K
$176K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$149K - $180K
|
1.88K
$175K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.87K+ 11.91% |
$148K - $180K
|
17.6K
$1.64M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.87K+ 2.95% |
$148K - $179K
|
65.2K
$6.09M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.85KNew |
$147K - $177K
|
1.85K
$173K
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 32.89% |
$146K - $177K
|
7.44K
$696K
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.84K+ 1.51% |
$146K - $177K
|
124K
$11.6M
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.84K+ 11.63% |
$146K - $176K
|
17.6K
$1.65M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.84K+ 2.46% |
$146K - $176K
|
76.3K
$7.13M
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.83K+ 5.57% |
$145K - $176K
|
34.6K
$3.24M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.83KNew |
$145K - $176K
|
1.83K
$171K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.8K+ 35.1% |
$143K - $173K
|
6.93K
$647K
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.79K+ 17.19% |
$142K - $172K
|
12.2K
$1.14M
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.78K+ 3.66% |
$141K - $171K
|
50.2K
$4.7M
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.76K+ 1.72% |
$140K - $169K
|
104K
$9.75M
|