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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
229+ 2.38% |
$18.2K - $22K
|
9.87K
$1.07M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
228+ 7.22% |
$18.1K - $21.9K
|
3.39K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
227+ 0.25% |
$18K - $21.8K
|
91.7K
$9.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
220+ 0.59% |
$17.5K - $21.1K
|
37.4K
$4.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
213+ 1.24% |
$16.9K - $20.5K
|
17.4K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
210+ 0.42% |
$16.7K - $20.2K
|
50.7K
$5.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
209+ 2.03% |
$16.6K - $20.1K
|
10.5K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
208+ 2.44% |
$16.5K - $20K
|
8.72K
$948K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
206+ 2.61% |
$16.3K - $19.8K
|
8.09K
$879K
|
|
|
Jan 10, 2024
Q4 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
200+ 2.48% |
$15.9K - $19.2K
|
8.25K
$896K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
200+ 3.91% |
$15.9K - $19.2K
|
5.32K
$578K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
200+ 0.98% |
$15.9K - $19.2K
|
20.6K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
199+ 1.73% |
$15.8K - $19.1K
|
11.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
197+ 6.73% |
$15.6K - $18.9K
|
3.13K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
196+ 6.28% |
$15.5K - $18.8K
|
3.32K
$361K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
195+ 7.49% |
$15.5K - $18.7K
|
2.8K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
192+ 1.72% |
$15.2K - $18.4K
|
11.3K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
191+ 1.84% |
$15.2K - $18.3K
|
10.6K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
190+ 5.26% |
$15.1K - $18.3K
|
3.8K
$413K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
184+ 3.79% |
$14.6K - $17.7K
|
5.04K
$547K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
184+ 3.79% |
$14.6K - $17.7K
|
5.04K
$547K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
181+ 0.59% |
$14.4K - $17.4K
|
31.1K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
181+ 5.56% |
$14.4K - $17.4K
|
3.44K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
181+ 4.09% |
$14.4K - $17.4K
|
4.61K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
180+ 0.2% |
$14.3K - $17.3K
|
91.2K
$9.91M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
180+ 0.2% |
$14.3K - $17.3K
|
91.2K
$9.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
179+ 3.09% |
$14.2K - $17.2K
|
5.98K
$650K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
175+ 1.0% |
$13.9K - $16.8K
|
17.7K
$1.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
174+ 1.81% |
$13.8K - $16.7K
|
9.77K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
174+ 5.43% |
$13.8K - $16.7K
|
3.38K
$367K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
171+ 0.68% |
$13.6K - $16.4K
|
25.4K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
169+ 3.89% |
$13.4K - $16.2K
|
4.51K
$490K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
169+ 0.92% |
$13.4K - $16.2K
|
18.6K
$2.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
165+ 4.84% |
$13.1K - $15.8K
|
3.57K
$388K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
163+ 4.26% |
$12.9K - $15.7K
|
3.99K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
163+ 3.21% |
$12.9K - $15.7K
|
5.24K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
163+ 0.28% |
$12.9K - $15.7K
|
57.9K
$6.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
162+ 1.03% |
$12.8K - $15.6K
|
15.9K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
159New |
$12.6K - $15.3K
|
159
$17.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
158+ 0.37% |
$12.5K - $15.2K
|
43.4K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
157+ 2.62% |
$12.5K - $15.1K
|
6.14K
$667K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
157+ 4.64% |
$12.5K - $15.1K
|
3.54K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
152+ 0.78% |
$12.1K - $14.6K
|
19.5K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
150New |
$11.9K - $14.4K
|
150
$16.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
150+ 34.56% |
$11.9K - $14.4K
|
584
$63.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
150+ 1.28% |
$11.9K - $14.4K
|
11.8K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
150+ 1.58% |
$11.9K - $14.4K
|
9.64K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
150+ 2.66% |
$11.9K - $14.4K
|
5.79K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
149+ 2.26% |
$11.8K - $14.3K
|
6.75K
$734K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
147+ 6.87% |
$11.7K - $14.1K
|
2.29K
$249K
|