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 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.28K+ 20.22% |
$182K - $209K
|
13.6K
$1.56M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.26K+ 22.88% |
$181K - $208K
|
12.2K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.26K+ 10.32% |
$180K - $207K
|
24.1K
$2.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 6.91% |
$180K - $207K
|
34.9K
$4.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.24K+ 33.9% |
$179K - $206K
|
8.86K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.24K+ 18.34% |
$179K - $205K
|
14.4K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.21K+ 1.65% |
$176K - $203K
|
136K
$15.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.21K+ 8.21% |
$176K - $203K
|
29.1K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.2K+ 3.93% |
$176K - $202K
|
58.3K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.2K+ 24.45% |
$176K - $202K
|
11.2K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.2K+ 7.55% |
$176K - $202K
|
31.3K
$3.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
2.2K+ 14.9% |
$175K - $201K
|
16.9K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
2.19K+ 8.72% |
$175K - $201K
|
27.3K
$3.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.19K+ 68.36% |
$175K - $201K
|
5.39K
$622K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.17K+ 25.46% |
$173K - $199K
|
10.7K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.16K+ 24.68% |
$172K - $198K
|
10.9K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.14K+ 94.56% |
$171K - $196K
|
4.4K
$508K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.11K+ 12.61% |
$169K - $194K
|
18.9K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.11K+ 6.17% |
$169K - $194K
|
36.3K
$4.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.1K+ 11.91% |
$168K - $193K
|
19.7K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
2.1K+ 4.53% |
$168K - $192K
|
48.4K
$5.59M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.1K+ 6.32% |
$168K - $192K
|
35.3K
$4.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
2.09K+ 277.63% |
$167K - $191K
|
2.84K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
BUY
|
- |
2.08K+ 4.92% |
$166K - $191K
|
44.3K
$5.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.08K+ 23.88% |
$166K - $190K
|
10.8K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.03K+ 2.84% |
$162K - $186K
|
73.5K
$8.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.02K+ 2.27% |
$162K - $186K
|
91K
$10.5M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.02K+ 2.27% |
$162K - $186K
|
91K
$10.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.01K+ 3.49% |
$161K - $185K
|
59.7K
$6.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.99K+ 17.41% |
$159K - $183K
|
13.4K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.99K+ 0.22% |
$159K - $183K
|
921K
$106M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.99K+ 6.17% |
$159K - $183K
|
34.3K
$3.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.98K+ 21.12% |
$158K - $182K
|
11.4K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.98K+ 1.97% |
$158K - $182K
|
102K
$11.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.98K+ 10.58% |
$158K - $182K
|
20.7K
$2.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.98K+ 8.66% |
$158K - $181K
|
24.8K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.95K+ 10.17% |
$156K - $179K
|
21.1K
$2.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
BUY
|
- |
1.95K+ 2.36% |
$155K - $179K
|
84.2K
$9.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.93K+ 2.02% |
$154K - $177K
|
97.6K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.92K+ 4.42% |
$153K - $176K
|
45.3K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.9K+ 7.99% |
$152K - $174K
|
25.7K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
1.9K+ 2.98% |
$151K - $174K
|
65.5K
$7.56M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
1.89K+ 13.26% |
$151K - $173K
|
16.1K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.88K+ 39.82% |
$151K - $173K
|
6.62K
$764K
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.87K+ 0.34% |
$150K - $172K
|
558K
$64.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.87K+ 5.22% |
$149K - $171K
|
37.7K
$4.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.86K+ 7.69% |
$148K - $170K
|
26K
$3M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.85K+ 10.69% |
$148K - $170K
|
19.1K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.84K+ 3.84% |
$147K - $169K
|
49.8K
$5.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.81K+ 7.66% |
$145K - $166K
|
25.5K
$2.94M
|