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 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.44K+ 17.9% |
$115K - $132K
|
9.48K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.44KNew |
$115K - $132K
|
1.44K
$166K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.42K+ 21.98% |
$113K - $130K
|
7.87K
$910K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1.41K+ 8.47% |
$113K - $129K
|
18K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
1.4K+ 0.56% |
$112K - $128K
|
252K
$29.2M
|
|
|
Nov 09, 2023
Q3 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.39K+ 55.34% |
$111K - $128K
|
3.91K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.37K+ 7.08% |
$110K - $126K
|
20.8K
$2.4M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.35K+ 5.22% |
$108K - $124K
|
27.3K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.35K+ 2.48% |
$108K - $124K
|
55.5K
$6.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.33K+ 5.52% |
$106K - $122K
|
25.4K
$2.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.33K+ 29.34% |
$106K - $122K
|
5.86K
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.33K+ 32.5% |
$106K - $122K
|
5.41K
$626K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 8.73% |
$105K - $121K
|
16.4K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.31K+ 2.33% |
$104K - $120K
|
57.4K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 0.41% |
$104K - $119K
|
315K
$36.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.28KNew |
$102K - $117K
|
1.28K
$148K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 9.03% |
$102K - $117K
|
15.4K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.26K+ 11.05% |
$101K - $116K
|
12.7K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.26K+ 2.21% |
$101K - $116K
|
58.1K
$6.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.26K+ 5.7% |
$100K - $115K
|
23.3K
$2.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.26K+ 5.95% |
$100K - $115K
|
22.4K
$2.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.25K+ 7.84% |
$100K - $115K
|
17.2K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.24K+ 17.53% |
$98.8K - $113K
|
8.29K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 6.24% |
$98.4K - $113K
|
21K
$2.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.23K+ 15.2% |
$98.2K - $113K
|
9.32K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.23K+ 19.64% |
$98K - $112K
|
7.47K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.23K+ 38.72% |
$97.9K - $112K
|
4.39K
$508K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.22K+ 3.44% |
$97.4K - $112K
|
36.7K
$4.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.21K+ 3.92% |
$96.8K - $111K
|
32.1K
$3.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.21K+ 7.03% |
$96.6K - $111K
|
18.4K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.21K+ 19.63% |
$96.5K - $111K
|
7.36K
$851K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.21K+ 4.71% |
$96.4K - $111K
|
26.8K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.2K+ 1.38% |
$96.2K - $110K
|
88.2K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 7.07% |
$95.9K - $110K
|
18.2K
$2.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.18K+ 12.89% |
$94K - $108K
|
10.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.17K+ 16.73% |
$93.1K - $107K
|
8.13K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.16K+ 236.89% |
$92.4K - $106K
|
1.64K
$190K
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.15K+ 0.82% |
$91.9K - $106K
|
141K
$16.3M
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.14K+ 19.39% |
$91.4K - $105K
|
7.04K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.14K+ 18.2% |
$91.3K - $105K
|
7.42K
$858K
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.14K+ 1.88% |
$91.1K - $105K
|
61.8K
$7.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.14K+ 19.21% |
$91K - $105K
|
7.07K
$817K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.14K+ 10.16% |
$90.8K - $104K
|
12.3K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.13K+ 1.14% |
$90.2K - $104K
|
100K
$11.6M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.13K+ 1.14% |
$90.2K - $104K
|
100K
$11.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.12K+ 24.28% |
$89.5K - $103K
|
5.73K
$663K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.11K+ 1.57% |
$89K - $102K
|
71.9K
$8.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
BUY
|
- |
1.11K+ 3.31% |
$88.9K - $102K
|
34.8K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
1.1K+ 25.98% |
$87.7K - $101K
|
5.32K
$616K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1.09K+ 10.96% |
$87.3K - $100K
|
11.1K
$1.28M
|