Purchases and Sales Made in Q3 2023 in Walt Disney CO (DIS)

DIS Quotes by TradingView

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 30, 2023 Q3 2023
Pathway Financial Advisors LLC

BUY
 -
141
+ 4.89%
$11.3K - $12.9K
3.02K $334K
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
140
+ 1.78%
$11.2K - $12.8K
7.99K $882K
May 24, 2024 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
140
+ 84.34%
$11.2K - $12.8K
306 $33.8K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
138
+ 4.18%
$11K - $12.7K
3.44K $379K
Nov 13, 2023 Q3 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
137
+ 2.11%
$10.9K - $12.6K
6.62K $730K
Nov 13, 2023 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
137
+ 1.77%
$10.9K - $12.6K
7.9K $872K
Apr 26, 2024 Q3 2023
Prestige Wealth Management Group LLC

BUY
 -
137
+ 1.77%
$10.9K - $12.6K
7.9K $872K
Nov 07, 2023 Q3 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
134
+ 3.05%
$10.7K - $12.3K
4.53K $500K
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
131
+ 5.49%
$10.5K - $12K
2.52K $278K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
127
+ 19.6%
$10.1K - $11.7K
775 $85.5K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
125
+ 4.45%
$9.99K - $11.5K
2.94K $324K
Oct 05, 2023 Q3 2023
Integral Investment Advisors, Inc.

BUY
 -
124
+ 2.58%
$9.91K - $11.4K
4.93K $544K
Oct 10, 2023 Q3 2023
Parisi Gray Wealth Management

BUY
 -
124
+ 1.7%
$9.91K - $11.4K
7.4K $817K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
124
+ 1.07%
$9.91K - $11.4K
11.7K $1.29M
Jan 29, 2025 Q3 2023
Sage Private Wealth Group, LLC

BUY
 -
124
+ 4.08%
$9.91K - $11.4K
3.16K $349K
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
123
+ 2.27%
$9.83K - $11.3K
5.54K $611K
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
121
+ 3.21%
$9.67K - $11.1K
3.89K $430K
Oct 30, 2023 Q3 2023
Orca Investment Management, LLC

BUY
 -
120
+ 2.87%
$9.59K - $11K
4.3K $475K
Nov 14, 2023 Q3 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
120
+ 1.05%
$9.59K - $11K
11.6K $1.28M
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
119
+ 2.75%
$9.51K - $10.9K
4.45K $491K
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
118
+ 2.26%
$9.43K - $10.8K
5.34K $589K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
116
+ 0.44%
$9.27K - $10.6K
26.3K $2.9M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
115
+ 1.89%
$9.19K - $10.6K
6.21K $686K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
115
+ 49.78%
$9.19K - $10.6K
346 $38.2K
Oct 24, 2023 Q3 2023
Prentiss Smith & CO Inc

Brattleboro, VT
BUY
 -
115
+ 3.23%
$9.19K - $10.6K
3.68K $406K
Nov 14, 2023 Q3 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
115
+ 0.2%
$9.19K - $10.6K
57.8K $6.37M
Oct 13, 2023 Q3 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
113
+ 3.6%
$9.03K - $10.4K
3.25K $359K
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
113
+ 1.55%
$9.03K - $10.4K
7.42K $819K
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
113
+ 0.69%
$9.03K - $10.4K
16.5K $1.82M
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
111
+ 3.52%
$8.87K - $10.2K
3.26K $360K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
109
+ 2.54%
$8.71K - $10K
4.41K $487K
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
108
+ 1.71%
$8.63K - $9.91K
6.43K $709K
Nov 01, 2023 Q3 2023
Mitchell Sinkler & Starr

BUY
 -
108
+ 0.15%
$8.63K - $9.91K
71.4K $7.88M
Oct 17, 2023 Q3 2023
New Hampshire Trust

Concord, NH
BUY
 -
106
+ 0.37%
$8.47K - $9.73K
28.6K $3.16M
Oct 13, 2023 Q3 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
105
+ 0.46%
$8.39K - $9.63K
22.9K $2.53M
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
103
+ 1.3%
$8.23K - $9.45K
8.06K $889K
Nov 13, 2023 Q3 2023
Tmd Wealth Management, LLC

BUY
 -
103
+ 3.77%
$8.23K - $9.45K
2.83K $313K
Oct 10, 2023 Q3 2023
Vista Private Wealth Partners. LLC

BUY
 -
101
+ 4.03%
$8.07K - $9.27K
2.61K $288K
Oct 25, 2023 Q3 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
101
+ 1.29%
$8.07K - $9.27K
7.92K $874K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
100
+ 2.74%
$7.99K - $9.18K
3.76K $414K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
100
+ 1.07%
$7.99K - $9.18K
9.4K $1.04M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
100
+ 2.38%
$7.99K - $9.18K
4.3K $475K
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
100
+ 0.83%
$7.99K - $9.18K
12.1K $1.34M
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
100
+ 1.15%
$7.99K - $9.18K
8.79K $971K
Nov 14, 2023 Q3 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
100
+ 1.12%
$7.99K - $9.18K
9K $993K
Dec 14, 2023 Q3 2023
Wyrmwood Management LLC

New York, NY
BUY
 -
100
New
$7.99K - $9.18K
100 $11K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
99
+ 0.53%
$7.91K - $9.08K
18.7K $2.06M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
98
+ 2.54%
$7.83K - $8.99K
3.96K $437K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
97
+ 2.46%
$7.75K - $8.9K
4.03K $445K

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