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 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1KNew |
$79.3K - $96.1K
|
1K
$93.5K
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1K+ 19.94% |
$79.3K - $96.1K
|
6.01K
$562K
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1K+ 34.67% |
$79.3K - $96.1K
|
3.88K
$363K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
998+ 30.46% |
$79.2K - $95.9K
|
4.27K
$400K
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
991+ 11.23% |
$78.6K - $95.2K
|
9.82K
$918K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
989+ 5.48% |
$78.4K - $95K
|
19K
$1.78M
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
977+ 0.75% |
$77.5K - $93.9K
|
131K
$12.3M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
976+ 5.58% |
$77.4K - $93.8K
|
18.5K
$1.73M
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
975+ 7.25% |
$77.3K - $93.7K
|
14.4K
$1.35M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
973+ 0.18% |
$77.2K - $93.5K
|
552K
$51.6M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
963+ 0.63% |
$76.4K - $92.5K
|
155K
$14.5M
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
956+ 13.19% |
$75.8K - $91.8K
|
8.21K
$767K
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
954+ 15.46% |
$75.7K - $91.6K
|
7.13K
$666K
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
954+ 2.02% |
$75.7K - $91.6K
|
48.1K
$4.5M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
948+ 0.78% |
$75.2K - $91.1K
|
123K
$11.5M
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$453K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
936New |
$74.2K - $89.9K
|
936
$87.5K
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
925+ 17.49% |
$73.4K - $88.9K
|
6.21K
$581K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
921+ 8.45% |
$73.1K - $88.5K
|
11.8K
$1.11M
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
907+ 0.64% |
$71.9K - $87.1K
|
142K
$13.3M
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
900+ 8.26% |
$71.4K - $86.5K
|
11.8K
$1.1M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
890New |
$70.6K - $85.5K
|
890
$83.2K
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
890+ 1.07% |
$70.6K - $85.5K
|
84.4K
$7.89M
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
884+ 8.56% |
$70.1K - $84.9K
|
11.2K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
880+ 16.11% |
$69.8K - $84.5K
|
6.34K
$593K
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
878+ 7.31% |
$69.6K - $84.3K
|
12.9K
$1.2M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
874New |
$69.3K - $84K
|
874
$81.7K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
872+ 25.36% |
$69.2K - $83.8K
|
4.31K
$403K
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
855+ 7.7% |
$67.8K - $82.1K
|
12K
$1.12M
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
850+ 2.09% |
$67.4K - $81.7K
|
41.5K
$3.88M
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
849+ 13.66% |
$67.3K - $81.6K
|
7.06K
$660K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
847+ 1.05% |
$67.2K - $81.4K
|
81.5K
$7.62M
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
845+ 12.03% |
$67K - $81.2K
|
7.87K
$736K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
839+ 11.11% |
$66.5K - $80.6K
|
8.39K
$784K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
838+ 26.24% |
$66.5K - $80.5K
|
4.03K
$377K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
838+ 1.88% |
$66.5K - $80.5K
|
45.3K
$4.23M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
837+ 20.83% |
$66.4K - $80.4K
|
4.86K
$454K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
829+ 14.15% |
$65.8K - $79.6K
|
6.69K
$625K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
828+ 0.23% |
$65.7K - $79.5K
|
363K
$33.9M
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 12.44% |
$65.3K - $79.1K
|
7.44K
$695K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 12.44% |
$65.3K - $79.1K
|
7.44K
$695K
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
821+ 15.36% |
$65.1K - $78.9K
|
6.17K
$576K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
817+ 2.01% |
$64.8K - $78.5K
|
41.5K
$3.87M
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
816+ 13.35% |
$64.7K - $78.4K
|
6.93K
$648K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
815+ 5.7% |
$64.6K - $78.3K
|
15.1K
$1.41M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
810+ 4.55% |
$64.2K - $77.8K
|
18.6K
$1.74M
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
805New |
$63.9K - $77.3K
|
805
$75.3K
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
800+ 8.89% |
$63.5K - $76.8K
|
9.8K
$916K
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
799+ 0.33% |
$63.4K - $76.8K
|
246K
$23M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
780+ 12.65% |
$61.9K - $74.9K
|
6.95K
$649K
|