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 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
488+ 0.83% |
$38.7K - $46.9K
|
59.5K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
487+ 6.18% |
$38.6K - $46.8K
|
8.37K
$910K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
478+ 6.65% |
$37.9K - $45.9K
|
7.67K
$833K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
473New |
$37.5K - $45.4K
|
473
$51.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
472+ 9.26% |
$37.4K - $45.3K
|
5.57K
$605K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
463+ 3.93% |
$36.7K - $44.5K
|
12.2K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
460+ 17.86% |
$36.5K - $44.2K
|
3.04K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
453+ 1.81% |
$35.9K - $43.5K
|
25.5K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
450+ 17.56% |
$35.7K - $43.2K
|
3.01K
$327K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
450+ 2.35% |
$35.7K - $43.2K
|
19.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
450New |
$35.7K - $43.2K
|
450
$48.9K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
448+ 1.2% |
$35.5K - $43K
|
37.7K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
446+ 4.61% |
$35.4K - $42.8K
|
10.1K
$1.1M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
446New |
$35.4K - $42.8K
|
446
$48.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
437+ 2.04% |
$34.7K - $42K
|
21.9K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
435+ 2.74% |
$34.5K - $41.8K
|
16.3K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
435+ 8.39% |
$34.5K - $41.8K
|
5.62K
$611K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
434+ 14.36% |
$34.4K - $41.7K
|
3.46K
$376K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
433+ 36.05% |
$34.3K - $41.6K
|
1.63K
$178K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
420+ 1.93% |
$33.3K - $40.3K
|
22.2K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
414+ 1.29% |
$32.8K - $39.8K
|
32.4K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
414New |
$32.8K - $39.8K
|
414
$45K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
412+ 13.53% |
$32.7K - $39.6K
|
3.46K
$376K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
411+ 1.68% |
$32.6K - $39.5K
|
24.9K
$2.71M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
410+ 278.91% |
$32.5K - $39.4K
|
557
$60.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
408+ 8.01% |
$32.4K - $39.2K
|
5.5K
$598K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
403+ 10.93% |
$32K - $38.7K
|
4.09K
$444K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
402+ 4.74% |
$31.9K - $38.6K
|
8.88K
$965K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
400+ 10.58% |
$31.7K - $38.4K
|
4.18K
$454K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
400+ 6.8% |
$31.7K - $38.4K
|
6.28K
$683K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
391+ 6.8% |
$31K - $37.6K
|
6.14K
$667K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
390+ 14.75% |
$30.9K - $37.5K
|
3.03K
$330K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
386+ 0.98% |
$30.6K - $37.1K
|
39.9K
$4.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
379+ 0.89% |
$30.1K - $36.4K
|
43K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
379+ 7.34% |
$30.1K - $36.4K
|
5.55K
$603K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
374+ 100.0% |
$29.7K - $35.9K
|
748
$81.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
371+ 13.9% |
$29.4K - $35.6K
|
3.04K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
367+ 5.16% |
$29.1K - $35.3K
|
7.48K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
367+ 1.23% |
$29.1K - $35.3K
|
30.3K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
367+ 0.69% |
$29.1K - $35.3K
|
53.5K
$5.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
363+ 8.44% |
$28.8K - $34.9K
|
4.66K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
359+ 4.86% |
$28.5K - $34.5K
|
7.74K
$841K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
356+ 13.68% |
$28.2K - $34.2K
|
2.96K
$321K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
351+ 2.99% |
$27.8K - $33.7K
|
12.1K
$1.31M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
347+ 8.51% |
$27.5K - $33.3K
|
4.43K
$481K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
340New |
$27K - $32.7K
|
340
$36.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
334+ 7.7% |
$26.5K - $32.1K
|
4.67K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
331+ 6.4% |
$26.3K - $31.8K
|
5.5K
$598K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
331+ 8.55% |
$26.3K - $31.8K
|
4.2K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
330+ 2.76% |
$26.2K - $31.7K
|
12.3K
$1.33M
|