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 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
6.02KNew |
$481K - $552K
|
6.02K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6K+ 5.48% |
$479K - $550K
|
115K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
5.97K+ 17.07% |
$477K - $548K
|
40.9K
$4.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.97K+ 1.93% |
$477K - $548K
|
314K
$31.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.94K+ 51.93% |
$475K - $545K
|
17.4K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
5.91K+ 7.91% |
$472K - $542K
|
80.7K
$8.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
5.91K+ 5.86% |
$472K - $542K
|
107K
$10.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.89K+ 50.7% |
$471K - $541K
|
17.5K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.89K+ 16.12% |
$471K - $540K
|
42.4K
$4.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.84K+ 1.93% |
$467K - $536K
|
309K
$30.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.78K+ 18.15% |
$462K - $530K
|
37.6K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.64K+ 13.09% |
$450K - $517K
|
48.7K
$4.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.63K+ 17.23% |
$449K - $516K
|
38.3K
$3.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.6KNew |
$447K - $514K
|
5.6K
$561K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.54K+ 31.9% |
$443K - $508K
|
22.9K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
5.5K+ 12.08% |
$440K - $505K
|
51.1K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.47KNew |
$437K - $502K
|
5.47K
$548K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
5.42K+ 27.08% |
$433K - $497K
|
25.4K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.38K+ 32.87% |
$429K - $493K
|
21.7K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.31K+ 19.98% |
$424K - $487K
|
31.9K
$3.19M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.31K+ 19.98% |
$424K - $487K
|
31.9K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
BUY
|
- |
5.26K+ 7.58% |
$420K - $483K
|
74.7K
$7.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.2K+ 115.98% |
$415K - $477K
|
9.68K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5.18K+ 1.32% |
$414K - $475K
|
398K
$39.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.17K+ 10.84% |
$413K - $474K
|
52.9K
$5.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.13K+ 0.49% |
$410K - $471K
|
1.05M
$106M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
5.03KNew |
$401K - $461K
|
5.03K
$503K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.02K+ 4922.55% |
$401K - $461K
|
5.12K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5K+ 7.14% |
$400K - $459K
|
75K
$7.51M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
4.99K+ 13.37% |
$399K - $458K
|
42.3K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.96K+ 12.82% |
$396K - $455K
|
43.6K
$4.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.94K+ 9.27% |
$395K - $453K
|
58.2K
$5.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.92KNew |
$393K - $452K
|
4.92K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.92K+ 7.68% |
$393K - $451K
|
68.9K
$6.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.89K+ 15.91% |
$391K - $449K
|
35.7K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.88KNew |
$390K - $448K
|
4.88K
$489K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.86K+ 7.06% |
$389K - $446K
|
73.8K
$7.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.81K+ 198.23% |
$385K - $442K
|
7.24K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4.81K+ 43.88% |
$384K - $441K
|
15.8K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.8K+ 17.13% |
$383K - $440K
|
32.8K
$3.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.79K+ 9.91% |
$383K - $440K
|
53.1K
$5.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.77K+ 3.74% |
$381K - $438K
|
133K
$13.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.7K+ 3.15% |
$376K - $431K
|
154K
$15.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
BUY
|
- |
4.7K+ 4.65% |
$375K - $431K
|
106K
$10.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
BUY
|
- |
4.69K+ 10.72% |
$375K - $430K
|
48.5K
$4.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.64K+ 10.81% |
$371K - $426K
|
47.6K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4.62K+ 1.72% |
$369K - $424K
|
274K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.61K+ 1.53% |
$369K - $423K
|
306K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.6K+ 19.12% |
$367K - $422K
|
28.6K
$2.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
4.58K+ 11.81% |
$366K - $420K
|
43.4K
$4.34M
|