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
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
13.4KNew |
$1.06M - $1.29M
|
13.4K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.3K+ 39.07% |
$1.06M - $1.28M
|
47.4K
$5.44M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
13KNew |
$1.03M - $1.25M
|
13K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13K+ 45.34% |
$1.03M - $1.25M
|
41.6K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
12.9KNew |
$1.02M - $1.24M
|
12.9K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.8K+ 2.15% |
$1.01M - $1.23M
|
606K
$69.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.7KNew |
$1M - $1.22M
|
12.7K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
12.6K+ 18.04% |
$1M - $1.21M
|
82.6K
$9.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
12.6K+ 23.68% |
$998K - $1.21M
|
65.7K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$993K - $1.2M
|
12.5K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.5K+ 10.45% |
$991K - $1.2M
|
132K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.5KNew |
$991K - $1.2M
|
12.5K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.3K+ 255.32% |
$975K - $1.18M
|
17.1K
$1.96M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
12.2K+ 155.35% |
$966K - $1.17M
|
20K
$2.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
12.1K+ 3.29% |
$956K - $1.16M
|
378K
$43.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
12.1K+ 37.52% |
$956K - $1.16M
|
44.2K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
12KNew |
$954K - $1.16M
|
12K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
12KNew |
$952K - $1.15M
|
12K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
11.9KNew |
$946K - $1.15M
|
11.9K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11.9K+ 0.73% |
$942K - $1.14M
|
1.64M
$189M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.8K+ 40.17% |
$938K - $1.14M
|
41.3K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
11.8KNew |
$936K - $1.13M
|
11.8K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.7KNew |
$929K - $1.12M
|
11.7K
$1.34M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
11.7KNew |
$929K - $1.12M
|
11.7K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.5K+ 6.0% |
$909K - $1.1M
|
202K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
11.2KNew |
$887K - $1.07M
|
11.2K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
11.2K+ 12.13% |
$886K - $1.07M
|
103K
$11.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.1KNew |
$878K - $1.06M
|
11.1K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11.1KNew |
$877K - $1.06M
|
11.1K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
10.9KNew |
$862K - $1.04M
|
10.9K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
10.7K+ 4.15% |
$846K - $1.02M
|
268K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.6K+ 1.59% |
$843K - $1.02M
|
678K
$77.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.5KNew |
$836K - $1.01M
|
10.5K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.5K+ 11.91% |
$834K - $1.01M
|
98.7K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.4KNew |
$822K - $995K
|
10.4K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10.3KNew |
$817K - $989K
|
10.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
10.2KNew |
$810K - $982K
|
10.2K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
10.2KNew |
$806K - $976K
|
10.2K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1K+ 19.43% |
$800K - $969K
|
62K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
10K+ 4.3% |
$797K - $965K
|
244K
$27.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
10K+ 248.12% |
$794K - $961K
|
14K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
10K+ 8.73% |
$793K - $961K
|
125K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
10KNew |
$793K - $960K
|
10K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.92KNew |
$787K - $953K
|
9.92K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.87K+ 26.13% |
$782K - $948K
|
47.6K
$5.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
9.74KNew |
$773K - $936K
|
9.74K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.61K+ 70.44% |
$763K - $924K
|
23.3K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9.6KNew |
$762K - $922K
|
9.6K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.5K+ 193.21% |
$753K - $912K
|
14.4K
$1.65M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9.38K+ 232.85% |
$744K - $901K
|
13.4K
$1.54M
|