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
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
221+ 7.0% |
$17.7K - $20.3K
|
3.38K
$390K
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
215+ 2.14% |
$17.2K - $19.7K
|
10.3K
$1.18M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
213+ 9.85% |
$17K - $19.5K
|
2.38K
$274K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
213+ 2.97% |
$17K - $19.5K
|
7.39K
$853K
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
210+ 4.64% |
$16.8K - $19.3K
|
4.73K
$546K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
207+ 1.03% |
$16.5K - $19K
|
20.3K
$2.35M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
206+ 1.25% |
$16.5K - $18.9K
|
16.7K
$1.93M
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
205+ 8.32% |
$16.4K - $18.8K
|
2.67K
$308K
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
204+ 3.9% |
$16.3K - $18.7K
|
5.44K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
204+ 3.2% |
$16.3K - $18.7K
|
6.58K
$760K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
200+ 9.75% |
$16K - $18.4K
|
2.25K
$260K
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
200+ 8.04% |
$16K - $18.4K
|
2.69K
$310K
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
200+ 1.41% |
$16K - $18.4K
|
14.4K
$1.66M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 12.29% |
$16K - $18.4K
|
1.83K
$211K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
199+ 7.9% |
$15.9K - $18.3K
|
2.72K
$314K
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
198+ 1.86% |
$15.8K - $18.2K
|
10.8K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
195+ 2.53% |
$15.6K - $17.9K
|
7.9K
$911K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
194+ 0.32% |
$15.5K - $17.8K
|
61.7K
$7.12M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
193+ 3.47% |
$15.4K - $17.7K
|
5.75K
$663K
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
191+ 3.61% |
$15.3K - $17.5K
|
5.49K
$633K
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
186+ 0.58% |
$14.9K - $17.1K
|
32K
$3.7M
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
182+ 1.82% |
$14.5K - $16.7K
|
10.2K
$1.18M
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
177+ 6.53% |
$14.1K - $16.2K
|
2.89K
$333K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
176+ 1.79% |
$14.1K - $16.1K
|
10K
$1.16M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
175+ 3.25% |
$14K - $16.1K
|
5.57K
$642K
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
175+ 0.34% |
$14K - $16.1K
|
51.6K
$5.96M
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
174+ 3.58% |
$13.9K - $16K
|
5.03K
$581K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
170+ 1.76% |
$13.6K - $15.6K
|
9.85K
$1.14M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
169+ 7.1% |
$13.5K - $15.5K
|
2.55K
$294K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
166+ 1.71% |
$13.3K - $15.2K
|
9.86K
$1.14M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
163+ 8.25% |
$13K - $15K
|
2.14K
$247K
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
160+ 0.53% |
$12.8K - $14.7K
|
30.5K
$3.52M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
159+ 2.44% |
$12.7K - $14.6K
|
6.67K
$770K
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
159+ 1.24% |
$12.7K - $14.6K
|
13K
$1.5M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
159+ 2.41% |
$12.7K - $14.6K
|
6.75K
$779K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
158+ 6.57% |
$12.6K - $14.5K
|
2.56K
$296K
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
156+ 300.0% |
$12.5K - $14.3K
|
208
$24K
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
155+ 24.37% |
$12.4K - $14.2K
|
791
$91.3K
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
154+ 0.4% |
$12.3K - $14.1K
|
38.7K
$4.47M
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
152+ 1.95% |
$12.1K - $13.9K
|
7.95K
$918K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
152+ 1.48% |
$12.1K - $13.9K
|
10.4K
$1.2M
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
151+ 0.09% |
$12.1K - $13.9K
|
170K
$19.7M
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
151+ 2.57% |
$12.1K - $13.9K
|
6.02K
$695K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
150+ 2.16% |
$12K - $13.8K
|
7.08K
$817K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
149New |
$11.9K - $13.7K
|
149
$17.2K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
147+ 2.09% |
$11.7K - $13.5K
|
7.19K
$830K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
143+ 3.1% |
$11.4K - $13.1K
|
4.75K
$549K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
143+ 2.9% |
$11.4K - $13.1K
|
5.08K
$587K
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
141+ 4.89% |
$11.3K - $12.9K
|
3.02K
$349K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
140+ 1.78% |
$11.2K - $12.8K
|
7.99K
$922K
|