Purchases and Sales Made in Q4 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.5KNew |
$199K - $240K
|
2.5K
$276K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.5KNew |
$198K - $240K
|
2.5K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.49KNew |
$198K - $240K
|
2.49K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.49KNew |
$197K - $239K
|
2.49K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.49KNew |
$197K - $239K
|
2.49K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
2.47K+ 0.2% |
$196K - $237K
|
1.24M
$137M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.47K+ 16.55% |
$196K - $237K
|
17.4K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
2.47K+ 39.56% |
$196K - $237K
|
8.7K
$960K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.47KNew |
$196K - $237K
|
2.47K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.46K+ 4.09% |
$195K - $236K
|
62.6K
$6.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 1.67% |
$195K - $236K
|
150K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
2.45KNew |
$194K - $235K
|
2.45K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.44K+ 11.66% |
$193K - $234K
|
23.4K
$2.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.44KNew |
$193K - $234K
|
2.44K
$269K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
2.43K+ 46.08% |
$193K - $233K
|
7.7K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.43KNew |
$193K - $233K
|
2.43K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$192K - $233K
|
2.43K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.42KNew |
$192K - $233K
|
2.42K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.41KNew |
$191K - $232K
|
2.41K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.41K+ 10.26% |
$191K - $232K
|
25.9K
$2.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.41KNew |
$191K - $231K
|
2.41K
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Mad River Investors
|
BUY
|
- |
2.4KNew |
$190K - $231K
|
2.4K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.39KNew |
$190K - $230K
|
2.39K
$264K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.38KNew |
$189K - $229K
|
2.38K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$262K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.38KNew |
$189K - $228K
|
2.38K
$262K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.38KNew |
$188K - $228K
|
2.38K
$262K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$188K - $227K
|
2.37K
$261K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$188K - $227K
|
2.36K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.36K+ 15.33% |
$187K - $227K
|
17.8K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.35K+ 11.31% |
$186K - $226K
|
23.1K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.35KNew |
$186K - $225K
|
2.35K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.34K+ 8.65% |
$186K - $225K
|
29.4K
$3.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.32KNew |
$184K - $223K
|
2.32K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
2.32KNew |
$184K - $223K
|
2.32K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.31KNew |
$183K - $222K
|
2.31K
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.3KNew |
$183K - $221K
|
2.3K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.3K+ 27.41% |
$182K - $221K
|
10.7K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.29K+ 5.29% |
$181K - $220K
|
45.5K
$5.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.28KNew |
$181K - $219K
|
2.28K
$252K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.27KNew |
$180K - $218K
|
2.27K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.27KNew |
$180K - $218K
|
2.27K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.26KNew |
$180K - $217K
|
2.26K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$250K
|