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 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
750+ 1.17% |
$59.9K - $68.8K
|
65K
$7.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
740+ 4.33% |
$59.1K - $67.9K
|
17.8K
$2.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
735+ 1.97% |
$58.7K - $67.4K
|
38.1K
$4.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
722+ 17.42% |
$57.7K - $66.3K
|
4.87K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
720+ 13.03% |
$57.5K - $66.1K
|
6.25K
$722K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
710+ 4.39% |
$56.7K - $65.1K
|
16.9K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
709+ 23.9% |
$56.6K - $65.1K
|
3.68K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
706+ 1.36% |
$56.4K - $64.8K
|
52.7K
$6.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
705+ 13.86% |
$56.3K - $64.7K
|
5.79K
$670K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
702+ 29.95% |
$56.1K - $64.4K
|
3.05K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
700+ 8.0% |
$55.9K - $64.2K
|
9.45K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
700+ 16.94% |
$55.9K - $64.2K
|
4.83K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
695+ 2.2% |
$55.5K - $63.8K
|
32.4K
$3.74M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
685+ 1.69% |
$54.7K - $62.9K
|
41.3K
$4.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
683+ 9.65% |
$54.6K - $62.7K
|
7.76K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
678+ 3.95% |
$54.2K - $62.2K
|
17.8K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
677+ 2.4% |
$54.1K - $62.1K
|
28.9K
$3.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
672+ 4.42% |
$53.7K - $61.7K
|
15.9K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
669+ 10.16% |
$53.5K - $61.4K
|
7.25K
$839K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
664+ 18.98% |
$53.1K - $60.9K
|
4.16K
$481K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
663+ 1.04% |
$53K - $60.8K
|
64.2K
$7.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
647+ 14.45% |
$51.7K - $59.4K
|
5.12K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
645+ 5.35% |
$51.5K - $59.2K
|
12.7K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
637+ 11.94% |
$50.9K - $58.5K
|
5.97K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
637+ 6.82% |
$50.9K - $58.5K
|
9.98K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
636+ 2.46% |
$50.8K - $58.4K
|
26.5K
$3.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
632+ 9.94% |
$50.5K - $58K
|
6.99K
$809K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
632+ 7.47% |
$50.5K - $58K
|
9.1K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
627+ 5.51% |
$50.1K - $57.5K
|
12K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
624+ 5.96% |
$49.9K - $57.3K
|
11.1K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
623+ 0.87% |
$49.8K - $57.2K
|
72.2K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
621+ 6.89% |
$49.6K - $57K
|
9.64K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
618+ 1.72% |
$49.4K - $56.7K
|
36.5K
$4.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
613+ 12.67% |
$49K - $56.2K
|
5.45K
$630K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
613+ 17.18% |
$49K - $56.2K
|
4.18K
$484K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
611+ 2.03% |
$48.8K - $56.1K
|
30.7K
$3.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
610+ 3.11% |
$48.7K - $56K
|
20.2K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
609+ 1.92% |
$48.7K - $55.9K
|
32.4K
$3.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
601+ 6.72% |
$48K - $55.1K
|
9.55K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
599+ 1.47% |
$47.9K - $55K
|
41.3K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
596+ 159.79% |
$47.6K - $54.7K
|
969
$112K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
595+ 5.09% |
$47.5K - $54.6K
|
12.3K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
595+ 18.17% |
$47.5K - $54.6K
|
3.87K
$448K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
592+ 11.71% |
$47.3K - $54.3K
|
5.65K
$653K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
591+ 20.48% |
$47.2K - $54.2K
|
3.48K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
591+ 0.18% |
$47.2K - $54.2K
|
329K
$38M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
589+ 8.76% |
$47.1K - $54K
|
7.31K
$846K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
584+ 2.32% |
$46.7K - $53.6K
|
25.7K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
579+ 6.94% |
$46.3K - $53.1K
|
8.92K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
568+ 10.24% |
$45.4K - $52.1K
|
6.12K
$707K
|