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 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.33K+ 6.91% |
$666K - $765K
|
129K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.27K+ 134.87% |
$661K - $759K
|
14.4K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
8.11K+ 143.35% |
$648K - $744K
|
13.8K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.1K+ 279.31% |
$647K - $743K
|
11K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.1K+ 0.89% |
$647K - $743K
|
922K
$102M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
8.04K+ 25.2% |
$642K - $738K
|
39.9K
$4.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.02K+ 202.83% |
$640K - $736K
|
12K
$1.32M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
7.91K+ 194.04% |
$632K - $726K
|
12K
$1.32M
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
7.91K+ 194.04% |
$632K - $726K
|
12K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.86K+ 262100.0% |
$628K - $722K
|
7.87K
$868K
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
7.8K+ 4.67% |
$623K - $716K
|
175K
$19.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
7.79KNew |
$622K - $715K
|
7.79K
$860K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.79KNew |
$622K - $715K
|
7.79K
$860K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
7.78K+ 11.25% |
$622K - $714K
|
76.9K
$8.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
7.55K+ 49.92% |
$603K - $693K
|
22.7K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
7.34K+ 3.29% |
$586K - $673K
|
230K
$25.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
7.23K+ 16.74% |
$577K - $663K
|
50.4K
$5.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.13K+ 26.44% |
$570K - $654K
|
34.1K
$3.76M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.08K+ 6.62% |
$566K - $650K
|
114K
$12.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.08K+ 17.04% |
$566K - $650K
|
48.6K
$5.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
7.07K+ 21.35% |
$565K - $649K
|
40.2K
$4.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.04K+ 9.17% |
$562K - $646K
|
83.8K
$9.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7K+ 39.42% |
$559K - $642K
|
24.7K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
6.98K+ 1.92% |
$558K - $641K
|
372K
$41M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.96K+ 25.98% |
$556K - $639K
|
33.8K
$3.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
6.95K+ 25.76% |
$555K - $638K
|
33.9K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.93K+ 16.15% |
$553K - $635K
|
49.8K
$5.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
6.87K+ 11.57% |
$549K - $630K
|
66.3K
$7.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 3.18% |
$540K - $620K
|
219K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
6.73K+ 6.78% |
$538K - $618K
|
106K
$11.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
6.72K+ 247.39% |
$537K - $617K
|
9.44K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
6.67KNew |
$533K - $612K
|
6.67K
$736K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
6.65K+ 7.99% |
$531K - $610K
|
89.8K
$9.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
6.61K+ 14.55% |
$528K - $607K
|
52.1K
$5.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
6.55KNew |
$523K - $601K
|
6.55K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.51KNew |
$520K - $597K
|
6.51K
$718K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
6.45K+ 13.02% |
$515K - $592K
|
56K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.37KNew |
$509K - $584K
|
6.37K
$703K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.32K+ 84.96% |
$505K - $580K
|
13.8K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6.32K+ 267.02% |
$505K - $579K
|
8.68K
$958K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.3K+ 10.99% |
$503K - $578K
|
63.6K
$7.02M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.3K+ 7.1% |
$503K - $578K
|
95.1K
$10.5M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.29K+ 6.6% |
$502K - $577K
|
101K
$11.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
6.27KNew |
$501K - $575K
|
6.27K
$692K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.18K+ 20.94% |
$494K - $567K
|
35.7K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.15KNew |
$491K - $564K
|
6.15K
$679K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.15K+ 0.65% |
$491K - $564K
|
959K
$106M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.12K+ 18.31% |
$489K - $562K
|
39.6K
$4.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
6.09K+ 20.11% |
$487K - $559K
|
36.4K
$4.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
6.02KNew |
$481K - $552K
|
6.02K
$664K
|