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 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
318+ 13.09% |
$25.4K - $29.2K
|
2.75K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
317+ 4.22% |
$25.3K - $29.1K
|
7.83K
$864K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
317+ 1.0% |
$25.3K - $29.1K
|
31.9K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
315+ 2.76% |
$25.2K - $28.9K
|
11.7K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
314+ 1.88% |
$25.1K - $28.8K
|
17K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
309+ 7.45% |
$24.7K - $28.4K
|
4.46K
$492K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
309+ 0.83% |
$24.7K - $28.4K
|
37.8K
$4.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
308+ 9.81% |
$24.6K - $28.3K
|
3.45K
$381K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
305+ 3.47% |
$24.4K - $28K
|
9.08K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
303New |
$24.2K - $27.8K
|
303
$33.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
300+ 2.71% |
$24K - $27.5K
|
11.4K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
300+ 1.51% |
$24K - $27.5K
|
20.2K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
298+ 3.04% |
$23.8K - $27.3K
|
10.1K
$1.12M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
294+ 17.14% |
$23.5K - $27K
|
2.01K
$222K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
293+ 11.75% |
$23.4K - $26.9K
|
2.79K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
292+ 0.28% |
$23.3K - $26.8K
|
105K
$11.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
288+ 1.09% |
$23K - $26.4K
|
26.8K
$2.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
288+ 1.31% |
$23K - $26.4K
|
22.2K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
288+ 6.19% |
$23K - $26.4K
|
4.94K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
287+ 0.25% |
$22.9K - $26.3K
|
116K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
285+ 1.71% |
$22.8K - $26.2K
|
16.9K
$1.87M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
282+ 4.42% |
$22.5K - $25.9K
|
6.66K
$735K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
280+ 31.57% |
$22.4K - $25.7K
|
1.17K
$129K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
280+ 9.12% |
$22.4K - $25.7K
|
3.35K
$370K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
280+ 31.57% |
$22.4K - $25.7K
|
1.17K
$129K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
277+ 11.9% |
$22.1K - $25.4K
|
2.61K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
277+ 7.34% |
$22.1K - $25.4K
|
4.05K
$447K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
277+ 11.86% |
$22.1K - $25.4K
|
2.61K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
274+ 5.62% |
$21.9K - $25.1K
|
5.15K
$569K
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
274+ 1.6% |
$21.9K - $25.1K
|
17.4K
$1.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
270+ 6.86% |
$21.6K - $24.8K
|
4.21K
$464K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
269+ 6.15% |
$21.5K - $24.7K
|
4.64K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
267+ 5.1% |
$21.3K - $24.5K
|
5.5K
$607K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
266+ 2.74% |
$21.3K - $24.4K
|
9.97K
$1.1M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
265+ 44.76% |
$21.2K - $24.3K
|
857
$94.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
264+ 2.78% |
$21.1K - $24.2K
|
9.75K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
263+ 6.32% |
$21K - $24.1K
|
4.43K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
262+ 0.11% |
$20.9K - $24K
|
231K
$25.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
260+ 1.25% |
$20.8K - $23.9K
|
21.1K
$2.33M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
255+ 5.05% |
$20.4K - $23.4K
|
5.31K
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
254+ 1.27% |
$20.3K - $23.3K
|
20.2K
$2.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
250+ 4.3% |
$20K - $22.9K
|
6.06K
$669K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
245+ 5.01% |
$19.6K - $22.5K
|
5.14K
$567K
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
242+ 1.57% |
$19.3K - $22.2K
|
15.6K
$1.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
240+ 3.69% |
$19.2K - $22K
|
6.75K
$745K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
240+ 2.76% |
$19.2K - $22K
|
8.93K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
240+ 7.22% |
$19.2K - $22K
|
3.57K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
239+ 9.54% |
$19.1K - $21.9K
|
2.74K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
239+ 2.32% |
$19.1K - $21.9K
|
10.5K
$1.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
236+ 72.62% |
$18.9K - $21.7K
|
561
$61.9K
|