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
|
Orion Capital Management LLC
|
BUY
|
- |
434New |
$34.7K - $39.8K
|
434
$50.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
432+ 1.36% |
$34.5K - $39.6K
|
32.2K
$3.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
431+ 9.94% |
$34.4K - $39.5K
|
4.77K
$551K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
430+ 3.79% |
$34.4K - $39.5K
|
11.8K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
428+ 8.24% |
$34.2K - $39.3K
|
5.62K
$650K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
424+ 14.07% |
$33.9K - $38.9K
|
3.44K
$398K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
411+ 9.08% |
$32.8K - $37.7K
|
4.94K
$571K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
408+ 2.39% |
$32.6K - $37.4K
|
17.5K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
406+ 9.15% |
$32.4K - $37.3K
|
4.84K
$560K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
405+ 4.29% |
$32.4K - $37.2K
|
9.85K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
404+ 2.75% |
$32.3K - $37.1K
|
15.1K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
402+ 64.73% |
$32.1K - $36.9K
|
1.02K
$118K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
400+ 8.04% |
$32K - $36.7K
|
5.37K
$621K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.35% |
$32K - $36.7K
|
113K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
399+ 4.97% |
$31.9K - $36.6K
|
8.44K
$976K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
394+ 11.28% |
$31.5K - $36.2K
|
3.89K
$449K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
394+ 5.3% |
$31.5K - $36.2K
|
7.83K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
392+ 6.31% |
$31.3K - $36K
|
6.6K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
390+ 3.46% |
$31.2K - $35.8K
|
11.7K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
388+ 0.07% |
$31K - $35.6K
|
568K
$65.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
387+ 3.86% |
$30.9K - $35.5K
|
10.4K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
385+ 7.57% |
$30.8K - $35.3K
|
5.47K
$632K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
385+ 12.06% |
$30.8K - $35.3K
|
3.58K
$414K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
384+ 16.25% |
$30.7K - $35.2K
|
2.75K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
384+ 12.81% |
$30.7K - $35.2K
|
3.38K
$391K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
374New |
$29.9K - $34.3K
|
374
$43.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
369+ 4.51% |
$29.5K - $33.9K
|
8.55K
$989K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
363+ 2.22% |
$29K - $33.3K
|
16.7K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
353+ 117.28% |
$28.2K - $32.4K
|
654
$75.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
351+ 8.62% |
$28K - $32.2K
|
4.42K
$512K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
350+ 1.42% |
$28K - $32.1K
|
25.1K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
349+ 0.52% |
$27.9K - $32K
|
68.1K
$7.87M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
349+ 6.31% |
$27.9K - $32K
|
5.88K
$680K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
346+ 8.3% |
$27.6K - $31.7K
|
4.51K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
345+ 1.64% |
$27.6K - $31.7K
|
21.3K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
341+ 39.65% |
$27.2K - $31.3K
|
1.2K
$139K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
339+ 14.41% |
$27.1K - $31.1K
|
2.69K
$311K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
334+ 2.42% |
$26.7K - $30.6K
|
14.2K
$1.64M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
334+ 3.13% |
$26.7K - $30.6K
|
11K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
333+ 10.37% |
$26.6K - $30.6K
|
3.54K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
332+ 5.72% |
$26.5K - $30.5K
|
6.13K
$709K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
331+ 4.86% |
$26.4K - $30.4K
|
7.14K
$825K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
328+ 1.74% |
$26.2K - $30.1K
|
19.1K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
327+ 6.07% |
$26.1K - $30K
|
5.71K
$661K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
325+ 11.7% |
$26K - $29.8K
|
3.1K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
325+ 4.84% |
$26K - $29.8K
|
7.05K
$815K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
322+ 1.95% |
$25.7K - $29.5K
|
16.8K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
318+ 13.09% |
$25.4K - $29.2K
|
2.75K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
317+ 4.22% |
$25.3K - $29.1K
|
7.83K
$905K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
317+ 1.0% |
$25.3K - $29.1K
|
31.9K
$3.69M
|