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 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
568+ 10.24% |
$45.4K - $52.1K
|
6.12K
$706K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
561New |
$44.8K - $51.5K
|
561
$64.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
554+ 6.31% |
$44.3K - $50.8K
|
9.33K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
550+ 4.7% |
$43.9K - $50.5K
|
12.2K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
546+ 4.48% |
$43.6K - $50.1K
|
12.7K
$1.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
544+ 18.75% |
$43.5K - $49.9K
|
3.45K
$398K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
544+ 6.83% |
$43.5K - $49.9K
|
8.51K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
BUY
|
- |
544+ 6.04% |
$43.5K - $49.9K
|
9.55K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
542+ 3.07% |
$43.3K - $49.7K
|
18.2K
$2.1M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
537+ 15.03% |
$42.9K - $49.3K
|
4.11K
$474K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
535+ 2.25% |
$42.7K - $49.1K
|
24.3K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
533+ 0.17% |
$42.6K - $48.9K
|
305K
$35.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
530+ 8.81% |
$42.3K - $48.6K
|
6.55K
$756K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
528+ 7.67% |
$42.2K - $48.4K
|
7.41K
$855K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
528+ 1.09% |
$42.2K - $48.4K
|
48.9K
$5.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
525+ 0.84% |
$41.9K - $48.2K
|
63.3K
$7.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
523+ 4.66% |
$41.8K - $48K
|
11.7K
$1.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
523+ 0.63% |
$41.8K - $48K
|
83.2K
$9.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
520+ 2.13% |
$41.5K - $47.7K
|
25K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
BUY
|
- |
520+ 20.8% |
$41.5K - $47.7K
|
3.02K
$349K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
515+ 1.46% |
$41.1K - $47.3K
|
35.8K
$4.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
507+ 1.61% |
$40.5K - $46.5K
|
32K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
506+ 0.42% |
$40.4K - $46.4K
|
120K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
501+ 13.7% |
$40K - $46K
|
4.16K
$480K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
501+ 2.15% |
$40K - $46K
|
23.8K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
500+ 15.02% |
$40K - $45.9K
|
3.83K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
500+ 15.41% |
$40K - $45.9K
|
3.75K
$432K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
496+ 50.46% |
$39.6K - $45.5K
|
1.48K
$171K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
496+ 6.63% |
$39.6K - $45.5K
|
7.98K
$921K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
495+ 1.16% |
$39.6K - $45.4K
|
43.2K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
490+ 1.08% |
$39.2K - $45K
|
45.8K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
486New |
$38.8K - $44.6K
|
486
$56.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
486+ 4.29% |
$38.8K - $44.6K
|
11.8K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
484New |
$38.7K - $44.4K
|
484
$55.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
480+ 2.68% |
$38.4K - $44K
|
18.4K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
477+ 15900.0% |
$38.1K - $43.8K
|
480
$55.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
475+ 3.44% |
$38K - $43.6K
|
14.3K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
472+ 13.05% |
$37.7K - $43.3K
|
4.09K
$472K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
466+ 5.13% |
$37.2K - $42.8K
|
9.55K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
464+ 2.66% |
$37.1K - $42.6K
|
17.9K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
459+ 2.17% |
$36.7K - $42.1K
|
21.6K
$2.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
457+ 0.91% |
$36.5K - $41.9K
|
50.9K
$5.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
456+ 1.63% |
$36.4K - $41.8K
|
28.5K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
454+ 151.33% |
$36.3K - $41.7K
|
754
$87K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
453+ 13.21% |
$36.2K - $41.6K
|
3.88K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
450+ 12.74% |
$36K - $41.3K
|
3.98K
$460K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
449+ 15.51% |
$35.9K - $41.2K
|
3.34K
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
439+ 4.19% |
$35.1K - $40.3K
|
10.9K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
438+ 3.36% |
$35K - $40.2K
|
13.5K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
437New |
$34.9K - $40.1K
|
437
$50.5K
|