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 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
36+ 1.33% |
$2.86K - $3.46K
|
2.75K
$299K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
35+ 0.1% |
$2.78K - $3.36K
|
35.8K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 0.78% |
$2.7K - $3.27K
|
4.41K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
34+ 0.58% |
$2.7K - $3.27K
|
5.89K
$640K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
33+ 1.36% |
$2.62K - $3.17K
|
2.46K
$267K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$2.54K - $3.07K
|
32
$3.48K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
31+ 1.1% |
$2.46K - $2.98K
|
2.84K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 7.19% |
$2.38K - $2.88K
|
447
$48.6K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 1.05% |
$2.38K - $2.88K
|
2.89K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
30+ 0.41% |
$2.38K - $2.88K
|
7.27K
$790K
|
|
|
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
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
29+ 1.11% |
$2.3K - $2.79K
|
2.64K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
28+ 0.33% |
$2.22K - $2.69K
|
8.46K
$920K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
27+ 0.11% |
$2.14K - $2.59K
|
24K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.41% |
$1.75K - $2.11K
|
5.36K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
22New |
$1.75K - $2.11K
|
22
$2.39K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 0.89% |
$1.67K - $2.02K
|
2.39K
$260K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 0.62% |
$1.59K - $1.92K
|
3.26K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.08% |
$1.59K - $1.92K
|
24.3K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
19+ 0.32% |
$1.51K - $1.83K
|
5.99K
$651K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
19New |
$1.51K - $1.83K
|
19
$2.06K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.16% |
$1.43K - $1.73K
|
11K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18+ 0.24% |
$1.43K - $1.73K
|
7.37K
$800K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17+ 0.01% |
$1.35K - $1.63K
|
216K
$23.4M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17+ 0.0% |
$1.35K - $1.63K
|
151M
$16.5B
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16+ 0.47% |
$1.27K - $1.54K
|
3.41K
$370K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.34% |
$1.19K - $1.44K
|
4.46K
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.43K
$590K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14+ 0.32% |
$1.11K - $1.34K
|
4.42K
$480K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
14+ 0.07% |
$1.11K - $1.34K
|
21.3K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
11+ 0.15% |
$873 - $1.06K
|
7.43K
$807K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
11+ 0.18% |
$873 - $1.06K
|
6.27K
$681K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11+ 0.43% |
$873 - $1.06K
|
2.55K
$277K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 16.67% |
$793 - $961
|
70
$7.61K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
10+ 0.2% |
$793 - $961
|
4.92K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.26% |
$793 - $961
|
3.84K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10+ 0.28% |
$793 - $961
|
3.58K
$389K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 16.95% |
$793 - $961
|
69
$7.5K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
10+ 0.13% |
$793 - $961
|
7.88K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$714 - $865
|
3.62K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9+ 0.35% |
$714 - $865
|
2.61K
$284K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$714 - $865
|
3.62K
$393K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 0.21% |
$714 - $865
|
4.29K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.22% |
$635 - $768
|
3.73K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.05% |
$635 - $768
|
17.7K
$1.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
7+ 0.04% |
$555 - $672
|
17K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.79% |
$555 - $672
|
894
$97.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6+ 0.09% |
$476 - $576
|
6.74K
$732K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 10.2% |
$397 - $480
|
54
$5.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
5+ 0.13% |
$397 - $480
|
3.83K
$416K
|