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
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
2.76K+ 1.4% |
$220K - $253K
|
199K
$22M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
2.76K+ 63.2% |
$220K - $253K
|
7.11K
$785K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
2.75K+ 2.76% |
$220K - $252K
|
102K
$11.3M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.73KNew |
$218K - $251K
|
2.73K
$301K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.73KNew |
$218K - $250K
|
2.73K
$301K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.71K+ 3.13% |
$216K - $248K
|
89.3K
$9.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.7K+ 13.56% |
$216K - $248K
|
22.6K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.7K+ 6.5% |
$215K - $247K
|
44.2K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.68KNew |
$214K - $245K
|
2.68K
$295K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.66KNew |
$212K - $244K
|
2.66K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.64KNew |
$211K - $243K
|
2.64K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.64K+ 57.89% |
$211K - $243K
|
7.21K
$796K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
2.64K+ 19.97% |
$211K - $242K
|
15.9K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.64K+ 1.3% |
$211K - $242K
|
205K
$22.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.61KNew |
$209K - $240K
|
2.61K
$289K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.61KNew |
$208K - $239K
|
2.61K
$288K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.61K+ 1.73% |
$208K - $239K
|
153K
$16.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.6K+ 240.67% |
$208K - $239K
|
3.69K
$407K
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.58KNew |
$206K - $236K
|
2.58K
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.56K+ 23.08% |
$205K - $235K
|
13.7K
$1.51M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.56K+ 70.85% |
$204K - $235K
|
6.17K
$681K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 20.36% |
$203K - $233K
|
15K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.54KNew |
$203K - $233K
|
2.54K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
2.53K+ 43.17% |
$202K - $232K
|
8.39K
$926K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
2.53K+ 2.96% |
$202K - $232K
|
87.8K
$9.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.52K+ 15.72% |
$202K - $232K
|
18.6K
$2.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.52KNew |
$202K - $232K
|
2.52K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.51K+ 13.07% |
$201K - $230K
|
21.7K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5KNew |
$200K - $229K
|
2.5K
$276K
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.5KNew |
$200K - $229K
|
2.5K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.5KNew |
$200K - $229K
|
2.5K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.49K+ 273.46% |
$199K - $229K
|
3.41K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.48KNew |
$198K - $228K
|
2.48K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.47K+ 1.45% |
$198K - $227K
|
173K
$19.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.47K+ 2.92% |
$197K - $227K
|
87.2K
$9.62M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.46K+ 6.9% |
$197K - $226K
|
38.1K
$4.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2.45K+ 8.5% |
$196K - $225K
|
31.2K
$3.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
2.43K+ 2.87% |
$194K - $223K
|
87.1K
$9.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
BUY
|
- |
2.42KNew |
$194K - $222K
|
2.42K
$268K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.42K+ 2.44% |
$193K - $222K
|
101K
$11.2M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.41K+ 119.75% |
$193K - $221K
|
4.43K
$489K
|
|
|
Oct 27, 2023
Q3 2023
|
Parthenon LLC
|
BUY
|
- |
2.4K+ 3.33% |
$192K - $220K
|
74.6K
$8.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
2.39K+ 42.23% |
$191K - $219K
|
8.05K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 10.01% |
$190K - $218K
|
26.2K
$2.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.38K+ 3.69% |
$190K - $218K
|
66.7K
$7.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 3.0% |
$189K - $217K
|
81.2K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.33K+ 70.75% |
$186K - $214K
|
5.63K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.33K+ 13.59% |
$186K - $214K
|
19.5K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.32K+ 6.42% |
$185K - $213K
|
38.4K
$4.24M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.3K+ 32.83% |
$184K - $211K
|
9.32K
$1.03M
|