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 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
19New |
$1.51K - $1.83K
|
19
$1.78K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18+ 0.16% |
$1.43K - $1.73K
|
11K
$1.03M
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
18+ 0.24% |
$1.43K - $1.73K
|
7.37K
$689K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
17+ 0.01% |
$1.35K - $1.63K
|
216K
$20.2M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17+ 0.0% |
$1.35K - $1.63K
|
151M
$14.2B
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16+ 0.47% |
$1.27K - $1.54K
|
3.41K
$319K
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.34% |
$1.19K - $1.44K
|
4.46K
$417K
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
15+ 0.28% |
$1.19K - $1.44K
|
5.43K
$507K
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14+ 0.32% |
$1.11K - $1.34K
|
4.42K
$413K
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
14+ 0.07% |
$1.11K - $1.34K
|
21.3K
$1.99M
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
11+ 0.15% |
$873 - $1.06K
|
7.43K
$695K
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
11+ 0.18% |
$873 - $1.06K
|
6.27K
$586K
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
11+ 0.43% |
$873 - $1.06K
|
2.55K
$238K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10+ 16.67% |
$793 - $961
|
70
$6.54K
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
BUY
|
- |
10+ 0.2% |
$793 - $961
|
4.92K
$460K
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
10+ 0.26% |
$793 - $961
|
3.84K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10+ 0.28% |
$793 - $961
|
3.58K
$334K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 16.95% |
$793 - $961
|
69
$6.45K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
10+ 0.13% |
$793 - $961
|
7.88K
$737K
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$714 - $865
|
3.62K
$338K
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
9+ 0.35% |
$714 - $865
|
2.61K
$244K
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9+ 0.25% |
$714 - $865
|
3.62K
$338K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 0.21% |
$714 - $865
|
4.29K
$401K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.22% |
$635 - $768
|
3.73K
$348K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8+ 0.05% |
$635 - $768
|
17.7K
$1.66M
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
7+ 0.04% |
$555 - $672
|
17K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 0.79% |
$555 - $672
|
894
$83.6K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6+ 0.09% |
$476 - $576
|
6.74K
$630K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 10.2% |
$397 - $480
|
54
$5.05K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
5+ 0.13% |
$397 - $480
|
3.83K
$358K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
5+ 41.67% |
$397 - $480
|
17
$1.59K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$397 - $480
|
5
$467
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$317 - $384
|
7.92K
$740K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$317 - $384
|
5.49K
$513K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
4New |
$317 - $384
|
4
$374
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.46% |
$238 - $288
|
662
$61.9K
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 11.11% |
$159 - $192
|
20
$1.87K
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.03% |
$159 - $192
|
7.35K
$687K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
1+ 0.02% |
$79.3 - $96.1
|
5.88K
$550K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1- 0.01% |
$79.3 - $96.1
|
6.91K
$646K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.37% |
$79.3 - $96.1
|
267
$25K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.01% |
$159 - $192
|
35.6K
$3.33M
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-2- 9.09% |
$159 - $192
|
20
$1.87K
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.05% |
$238 - $288
|
5.76K
$538K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-3- 0.25% |
$238 - $288
|
1.18K
$110K
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3- 0.16% |
$238 - $288
|
1.82K
$171K
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-3- 0.04% |
$238 - $288
|
7.25K
$678K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 7.27% |
$317 - $384
|
51
$4.77K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 0.3% |
$317 - $384
|
1.32K
$124K
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-5- 0.12% |
$397 - $480
|
4K
$374K
|