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 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
99+ 0.53% |
$7.91K - $9.08K
|
18.7K
$2.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
98+ 2.54% |
$7.83K - $8.99K
|
3.96K
$484K
|
|
|
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
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
96+ 3.78% |
$7.67K - $8.81K
|
2.64K
$322K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
94+ 2.96% |
$7.51K - $8.63K
|
3.27K
$400K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
94+ 2.31% |
$7.51K - $8.63K
|
4.16K
$509K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
93+ 0.44% |
$7.43K - $8.53K
|
21.1K
$2.58M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93+ 9.62% |
$7.43K - $8.53K
|
1.06K
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
92+ 1.01% |
$7.35K - $8.44K
|
9.24K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
92+ 0.22% |
$7.35K - $8.44K
|
42.3K
$5.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
92+ 1.27% |
$7.35K - $8.44K
|
7.35K
$898K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
92+ 0.46% |
$7.35K - $8.44K
|
20.1K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
92+ 1.36% |
$7.35K - $8.44K
|
6.85K
$837K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
90+ 2.34% |
$7.19K - $8.26K
|
3.94K
$481K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.91% |
$7.19K - $8.26K
|
4.81K
$588K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
90+ 1.81% |
$7.19K - $8.26K
|
5.07K
$620K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
86+ 1.99% |
$6.87K - $7.89K
|
4.42K
$540K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
84+ 0.98% |
$6.71K - $7.71K
|
8.62K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
84+ 0.8% |
$6.71K - $7.71K
|
10.6K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
83+ 0.2% |
$6.63K - $7.62K
|
40.9K
$5M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
83+ 3.3% |
$6.63K - $7.62K
|
2.6K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
82+ 1.29% |
$6.55K - $7.52K
|
6.42K
$784K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
81+ 1.04% |
$6.47K - $7.43K
|
7.89K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
79+ 6.29% |
$6.31K - $7.25K
|
1.34K
$163K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
78+ 1.83% |
$6.23K - $7.16K
|
4.34K
$530K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
78+ 9.64% |
$6.23K - $7.16K
|
887
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
77+ 1.33% |
$6.15K - $7.07K
|
5.87K
$718K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
76+ 2.2% |
$6.07K - $6.97K
|
3.54K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
75+ 0.96% |
$5.99K - $6.88K
|
7.91K
$966K
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
75+ 0.59% |
$5.99K - $6.88K
|
12.7K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
72+ 1.8% |
$5.75K - $6.61K
|
4.08K
$498K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
72+ 0.28% |
$5.75K - $6.61K
|
26K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
67+ 1.14% |
$5.35K - $6.15K
|
5.96K
$728K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
66+ 1.53% |
$5.27K - $6.06K
|
4.38K
$535K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
64+ 2.32% |
$5.11K - $5.87K
|
2.82K
$345K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64+ 1.33% |
$5.11K - $5.87K
|
4.88K
$596K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
BUY
|
- |
63+ 1.61% |
$5.03K - $5.78K
|
3.99K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
62+ 1.39% |
$4.95K - $5.69K
|
4.51K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
62+ 0.42% |
$4.95K - $5.69K
|
15K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
60+ 2.32% |
$4.79K - $5.51K
|
2.65K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60New |
$4.79K - $5.51K
|
60
$7.33K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
58+ 1.4% |
$4.63K - $5.32K
|
4.2K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
BUY
|
- |
58+ 0.44% |
$4.63K - $5.32K
|
13.1K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
56+ 2.9% |
$4.47K - $5.14K
|
1.99K
$243K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
55+ 1.33% |
$4.39K - $5.05K
|
4.2K
$513K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
54+ 0.19% |
$4.31K - $4.96K
|
27.8K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
54+ 0.07% |
$4.31K - $4.96K
|
78.1K
$9.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
53+ 5.28% |
$4.23K - $4.86K
|
1.06K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
53+ 1.1% |
$4.23K - $4.86K
|
4.85K
$593K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
53+ 1.1% |
$4.23K - $4.86K
|
4.85K
$593K
|