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 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.81K+ 44.71% |
$145K - $166K
|
5.87K
$677K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81K+ 9.43% |
$145K - $166K
|
21K
$2.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 4.63% |
$144K - $165K
|
40.6K
$4.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 7.83% |
$143K - $164K
|
24.6K
$2.84M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 7.83% |
$143K - $164K
|
24.6K
$2.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.78K+ 5.02% |
$142K - $163K
|
37.2K
$4.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 19.31% |
$142K - $163K
|
11K
$1.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 73.18% |
$142K - $163K
|
4.2K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.77K+ 5.49% |
$142K - $163K
|
34.1K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.77K+ 20.66% |
$141K - $162K
|
10.3K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.76K+ 7.93% |
$141K - $162K
|
24K
$2.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.74K+ 4.75% |
$139K - $160K
|
38.4K
$4.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.73K+ 6.19% |
$138K - $158K
|
29.6K
$3.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.73K+ 4.77% |
$138K - $158K
|
37.9K
$4.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Lynch Asset Management, Inc.
|
BUY
|
- |
1.7K+ 6.33% |
$136K - $156K
|
28.6K
$3.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.69K+ 10.34% |
$135K - $155K
|
18K
$2.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.69K+ 13.39% |
$135K - $155K
|
14.3K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.67K+ 31.2% |
$133K - $153K
|
7.02K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66K+ 1.76% |
$133K - $153K
|
96.1K
$11.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.64K+ 17.01% |
$131K - $150K
|
11.3K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.64K+ 11.86% |
$131K - $150K
|
15.4K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
1.62K+ 1.81% |
$130K - $149K
|
91.4K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.62K+ 507.84% |
$129K - $149K
|
1.94K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.62K+ 5.25% |
$129K - $149K
|
32.5K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.61K+ 225.1% |
$129K - $148K
|
2.33K
$269K
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.61K+ 8.37% |
$129K - $148K
|
20.8K
$2.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.6K+ 26.76% |
$128K - $147K
|
7.6K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 37.34% |
$127K - $146K
|
5.86K
$676K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.56K+ 20.33% |
$125K - $144K
|
9.26K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.56K+ 40.51% |
$124K - $143K
|
5.4K
$624K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 66.02% |
$124K - $143K
|
3.91K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.55KNew |
$124K - $143K
|
1.55K
$179K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 11.39% |
$124K - $142K
|
15.1K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.55K+ 8.92% |
$124K - $142K
|
18.9K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 6.69% |
$122K - $140K
|
24.3K
$2.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.52K+ 14.18% |
$121K - $139K
|
12.2K
$1.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.51K+ 3.98% |
$121K - $139K
|
39.5K
$4.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.5K+ 34.61% |
$120K - $138K
|
5.84K
$674K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.5K+ 6.52% |
$120K - $138K
|
24.5K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.49K+ 21.84% |
$119K - $137K
|
8.33K
$961K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.49K+ 4.91% |
$119K - $137K
|
31.8K
$3.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.48K+ 33.32% |
$118K - $136K
|
5.92K
$684K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.48K+ 9.06% |
$118K - $136K
|
17.8K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.48K+ 9.88% |
$118K - $135K
|
16.4K
$1.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$117K - $135K
|
1.47K
$170K
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
BUY
|
- |
1.47K+ 2.7% |
$117K - $134K
|
55.8K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.46K+ 7.42% |
$117K - $134K
|
21.2K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.45K+ 6.39% |
$116K - $133K
|
24.2K
$2.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.45K+ 8.49% |
$116K - $133K
|
18.5K
$2.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.45K+ 7.65% |
$116K - $133K
|
20.4K
$2.36M
|