Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
4.39K+ 22.67% |
$351K - $403K
|
23.7K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.38KNew |
$350K - $402K
|
4.38K
$506K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
4.37KNew |
$349K - $401K
|
4.37K
$505K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.34K+ 46.71% |
$347K - $399K
|
13.6K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.3K+ 21.07% |
$344K - $395K
|
24.7K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.3KNew |
$343K - $394K
|
4.3K
$497K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4.29K+ 161.7% |
$342K - $393K
|
6.94K
$802K
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
4.25K+ 10.34% |
$340K - $390K
|
45.4K
$5.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.24K+ 5.35% |
$339K - $389K
|
83.5K
$9.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Hosking Partners LLP
|
BUY
|
- |
4.23K+ 3.11% |
$338K - $388K
|
141K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
4.23K+ 58.03% |
$338K - $388K
|
11.5K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.2K+ 10.77% |
$336K - $386K
|
43.2K
$5M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
4.19K+ 15.75% |
$335K - $385K
|
30.8K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.17KNew |
$333K - $383K
|
4.17K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4.15K+ 10.45% |
$331K - $381K
|
43.8K
$5.07M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.14K+ 18.46% |
$331K - $380K
|
26.6K
$3.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.14K+ 9.0% |
$330K - $379K
|
50.1K
$5.79M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.08K+ 7.73% |
$326K - $374K
|
56.9K
$6.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.06K+ 21.34% |
$324K - $373K
|
23.1K
$2.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.06K+ 32.1% |
$324K - $372K
|
16.7K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.05K+ 57.39% |
$324K - $372K
|
11.1K
$1.28M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.05K+ 31.99% |
$323K - $371K
|
16.7K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.04KNew |
$323K - $371K
|
4.04K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
4.04K+ 9.39% |
$323K - $371K
|
47.1K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
4.04K+ 2.9% |
$323K - $370K
|
143K
$16.6M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
4K+ 12.57% |
$320K - $367K
|
35.8K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4K+ 12.03% |
$319K - $367K
|
37.2K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.97K+ 3.37% |
$317K - $365K
|
122K
$14.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.95K+ 4.84% |
$316K - $362K
|
85.5K
$9.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.94KNew |
$314K - $361K
|
3.94K
$455K
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.91KNew |
$313K - $359K
|
3.91K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.88KNew |
$310K - $356K
|
3.88K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.81K+ 9.08% |
$305K - $350K
|
45.8K
$5.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.81K+ 26.34% |
$304K - $349K
|
18.3K
$2.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.79K+ 4.35% |
$303K - $347K
|
90.9K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.77KNew |
$301K - $346K
|
3.77K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.75K+ 32.38% |
$300K - $344K
|
15.3K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.7K+ 12.53% |
$296K - $340K
|
33.2K
$3.84M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.69K+ 15.4% |
$294K - $338K
|
27.6K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.68K+ 6.52% |
$294K - $337K
|
60.1K
$6.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.67K+ 9.28% |
$293K - $337K
|
43.2K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3.67KNew |
$293K - $337K
|
3.67K
$424K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.67K+ 6.82% |
$293K - $336K
|
57.4K
$6.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.65KNew |
$292K - $335K
|
3.65K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.65KNew |
$291K - $335K
|
3.65K
$422K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.64KNew |
$291K - $334K
|
3.64K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.64K+ 32.19% |
$291K - $334K
|
14.9K
$1.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.63KNew |
$290K - $333K
|
3.63K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.6KNew |
$288K - $331K
|
3.6K
$417K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
3.57K+ 2.18% |
$285K - $328K
|
167K
$19.3M
|