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
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.84% |
$3.52K - $4.04K
|
5.29K
$622K
|
|
|
Oct 17, 2023
Q3 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
40+ 0.12% |
$3.2K - $3.67K
|
33.7K
$3.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
40+ 0.28% |
$3.2K - $3.67K
|
14.4K
$1.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
40+ 0.39% |
$3.2K - $3.67K
|
10.4K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
40+ 1.23% |
$3.2K - $3.67K
|
3.3K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 0.58% |
$3.2K - $3.67K
|
6.91K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
40+ 1.02% |
$3.2K - $3.67K
|
3.98K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
Gilfoyle Management LLC
New Fairfield, CT |
BUY
|
- |
38New |
$3.04K - $3.49K
|
38
$4.46K
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
37+ 1.1% |
$2.96K - $3.4K
|
3.39K
$398K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
36+ 0.87% |
$2.88K - $3.3K
|
4.16K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
36+ 0.75% |
$2.88K - $3.3K
|
4.83K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
36+ 0.98% |
$2.88K - $3.3K
|
3.72K
$437K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
35+ 0.69% |
$2.8K - $3.21K
|
5.08K
$597K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
35+ 1.25% |
$2.8K - $3.21K
|
2.85K
$334K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
35+ 4.1% |
$2.8K - $3.21K
|
889
$104K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
34+ 1.14% |
$2.72K - $3.12K
|
3.02K
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33+ 1.58% |
$2.64K - $3.03K
|
2.13K
$250K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
32+ 0.2% |
$2.56K - $2.94K
|
15.8K
$1.85M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31+ 0.63% |
$2.48K - $2.84K
|
4.92K
$577K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
31+ 1.28% |
$2.48K - $2.84K
|
2.46K
$289K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
31+ 1.98% |
$2.48K - $2.84K
|
1.6K
$187K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
28+ 0.24% |
$2.24K - $2.57K
|
11.7K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
28+ 0.81% |
$2.24K - $2.57K
|
3.47K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
28+ 0.24% |
$2.24K - $2.57K
|
11.5K
$1.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
27+ 1.09% |
$2.16K - $2.48K
|
2.51K
$295K
|
|
|
Nov 07, 2023
Q3 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
27+ 0.12% |
$2.16K - $2.48K
|
21.9K
$2.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 2.49% |
$2K - $2.29K
|
1.03K
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.18% |
$2K - $2.29K
|
13.7K
$1.61M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
25+ 2.49% |
$2K - $2.29K
|
1.03K
$121K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 1.13% |
$1.92K - $2.2K
|
2.14K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24+ 0.43% |
$1.92K - $2.2K
|
5.59K
$657K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
23+ 0.12% |
$1.84K - $2.11K
|
18.8K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
22+ 1.89% |
$1.76K - $2.02K
|
1.19K
$139K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
20+ 0.06% |
$1.6K - $1.84K
|
33.3K
$3.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.72% |
$1.6K - $1.84K
|
2.81K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
20New |
$1.6K - $1.84K
|
20
$2.35K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
18+ 0.42% |
$1.44K - $1.65K
|
4.34K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
17+ 6.8% |
$1.36K - $1.56K
|
267
$31.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
16+ 0.06% |
$1.28K - $1.47K
|
26.5K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 0.09% |
$1.2K - $1.38K
|
17.5K
$2.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.51% |
$1.04K - $1.19K
|
2.56K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12+ 0.04% |
$959 - $1.1K
|
30.9K
$3.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
12+ 0.59% |
$959 - $1.1K
|
2.04K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
12New |
$959 - $1.1K
|
12
$1.41K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
12+ 0.12% |
$959 - $1.1K
|
9.71K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11+ 2.97% |
$879 - $1.01K
|
381
$44.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10+ 40.0% |
$799 - $918
|
35
$4.11K
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$799 - $918
|
3.61K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10+ 2.46% |
$799 - $918
|
417
$49K
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$799 - $918
|
3.61K
$424K
|