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 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
61+ 0.34% |
$4.84K - $5.86K
|
17.8K
$1.67M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
60+ 7.74% |
$4.76K - $5.76K
|
835
$78.1K
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
58+ 2.13% |
$4.6K - $5.57K
|
2.78K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
58New |
$4.6K - $5.57K
|
58
$5.42K
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
57+ 1.29% |
$4.52K - $5.48K
|
4.46K
$417K
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
57+ 0.33% |
$4.52K - $5.48K
|
17.1K
$1.6M
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
56+ 1.06% |
$4.44K - $5.38K
|
5.36K
$501K
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 1.69% |
$4.28K - $5.19K
|
3.24K
$303K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
54New |
$4.28K - $5.19K
|
54
$5.05K
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
54+ 1.48% |
$4.28K - $5.19K
|
3.7K
$346K
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
53+ 1.17% |
$4.2K - $5.09K
|
4.57K
$427K
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
50+ 1.49% |
$3.97K - $4.8K
|
3.41K
$318K
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
50+ 1.28% |
$3.97K - $4.8K
|
3.95K
$369K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 1.91% |
$3.97K - $4.8K
|
2.67K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.87% |
$3.97K - $4.8K
|
2.72K
$255K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
48+ 1.94% |
$3.81K - $4.61K
|
2.52K
$235K
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
47+ 0.38% |
$3.73K - $4.51K
|
12.5K
$1.17M
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 0.29% |
$3.65K - $4.42K
|
15.7K
$1.46M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 0.19% |
$3.65K - $4.42K
|
23.9K
$2.24M
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
45+ 1.27% |
$3.57K - $4.32K
|
3.58K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
45+ 0.32% |
$3.57K - $4.32K
|
14.2K
$1.32M
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
44+ 1.08% |
$3.49K - $4.23K
|
4.13K
$386K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 0.89% |
$3.49K - $4.23K
|
4.97K
$465K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 0.25% |
$3.41K - $4.13K
|
17.5K
$1.64M
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
42+ 0.84% |
$3.33K - $4.03K
|
5.05K
$472K
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
42+ 0.09% |
$3.33K - $4.03K
|
48.4K
$4.53M
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
41+ 3.07% |
$3.25K - $3.94K
|
1.38K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
38+ 1.23% |
$3.01K - $3.65K
|
3.13K
$293K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 5.94% |
$2.86K - $3.46K
|
642
$60K
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
36+ 0.65% |
$2.86K - $3.46K
|
5.54K
$518K
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
36+ 1.33% |
$2.86K - $3.46K
|
2.75K
$257K
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
35+ 0.1% |
$2.78K - $3.36K
|
35.8K
$3.35M
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 0.78% |
$2.7K - $3.27K
|
4.41K
$413K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.58% |
$2.7K - $3.27K
|
5.89K
$551K
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
33+ 1.36% |
$2.62K - $3.17K
|
2.46K
$230K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$2.54K - $3.07K
|
32
$2.99K
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
31+ 1.1% |
$2.46K - $2.98K
|
2.84K
$265K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 7.19% |
$2.38K - $2.88K
|
447
$41.8K
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 1.05% |
$2.38K - $2.88K
|
2.89K
$270K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
30+ 0.41% |
$2.38K - $2.88K
|
7.27K
$680K
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
29+ 0.14% |
$2.3K - $2.79K
|
20.9K
$1.95M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
29+ 1.11% |
$2.3K - $2.79K
|
2.64K
$247K
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
28+ 0.33% |
$2.22K - $2.69K
|
8.46K
$791K
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
27+ 0.11% |
$2.14K - $2.59K
|
24K
$2.24M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.41% |
$1.75K - $2.11K
|
5.36K
$501K
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
22New |
$1.75K - $2.11K
|
22
$2.06K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 0.89% |
$1.67K - $2.02K
|
2.39K
$224K
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 0.62% |
$1.59K - $1.92K
|
3.26K
$305K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.08% |
$1.59K - $1.92K
|
24.3K
$2.28M
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.32% |
$1.51K - $1.83K
|
5.99K
$560K
|