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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.56K+ 19.58% |
$285K - $327K
|
21.8K
$2.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
3.56KNew |
$285K - $327K
|
3.56K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.55K+ 7.33% |
$283K - $326K
|
52K
$6.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.52K+ 4.02% |
$282K - $323K
|
91.3K
$10.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.52K+ 33.37% |
$281K - $323K
|
14.1K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44K+ 5.92% |
$275K - $316K
|
61.6K
$7.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.43K+ 131.82% |
$274K - $315K
|
6.04K
$698K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.43K+ 14.67% |
$274K - $314K
|
26.8K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.42K+ 8.79% |
$273K - $314K
|
42.4K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.42K+ 30.05% |
$273K - $314K
|
14.8K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
3.4K+ 24.59% |
$271K - $312K
|
17.2K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.39K+ 39.89% |
$271K - $311K
|
11.9K
$1.38M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.39K+ 7.55% |
$271K - $311K
|
48.3K
$5.58M
|
|
|
Nov 02, 2023
Q3 2023
|
William Allan, LLC
|
BUY
|
- |
3.38K+ 10.19% |
$270K - $310K
|
36.6K
$4.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
3.36K+ 32.78% |
$268K - $308K
|
13.6K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.36K+ 33.55% |
$268K - $308K
|
13.4K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.32K+ 2.39% |
$265K - $305K
|
142K
$16.4M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.32KNew |
$265K - $305K
|
3.32K
$384K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
3.25KNew |
$260K - $298K
|
3.25K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.23KNew |
$258K - $297K
|
3.23K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.21K+ 74.03% |
$257K - $295K
|
7.55K
$874K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.2K+ 9.12% |
$256K - $294K
|
38.3K
$4.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.18K+ 21.63% |
$254K - $292K
|
17.9K
$2.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.17K+ 3.49% |
$253K - $290K
|
93.8K
$10.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$252K - $289K
|
3.15K
$364K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.13K+ 34.43% |
$250K - $287K
|
12.2K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.12KNew |
$250K - $287K
|
3.12K
$361K
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.12KNew |
$249K - $286K
|
3.12K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.12K+ 0.38% |
$249K - $286K
|
827K
$95.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.11KNew |
$249K - $286K
|
3.11K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.09K+ 4.92% |
$247K - $283K
|
65.8K
$7.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 19.43% |
$244K - $281K
|
18.8K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
3.02K+ 3.01% |
$241K - $277K
|
103K
$11.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.01KNew |
$240K - $276K
|
3.01K
$348K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.98KNew |
$238K - $273K
|
2.98K
$345K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.98K+ 130.77% |
$238K - $273K
|
5.26K
$608K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.96KNew |
$237K - $272K
|
2.96K
$342K
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
2.96K+ 5.35% |
$236K - $271K
|
58.3K
$6.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
2.95K+ 24.49% |
$236K - $271K
|
15K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.94KNew |
$235K - $269K
|
2.94K
$339K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.92KNew |
$234K - $268K
|
2.92K
$338K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
2.9K+ 130.26% |
$231K - $266K
|
5.12K
$592K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.89K+ 23.26% |
$231K - $265K
|
15.3K
$1.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.88KNew |
$230K - $265K
|
2.88K
$334K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2.85K+ 14.19% |
$228K - $262K
|
23K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.8K+ 2.81% |
$223K - $257K
|
102K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.77K+ 70.52% |
$221K - $254K
|
6.7K
$775K
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
2.76K+ 1.4% |
$220K - $253K
|
199K
$23.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
2.76K+ 63.2% |
$220K - $253K
|
7.11K
$823K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.75K+ 2.76% |
$220K - $252K
|
102K
$11.9M
|