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 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.26K+ 2.85% |
$179K - $217K
|
81.5K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.26K+ 10.77% |
$179K - $217K
|
23.2K
$2.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
2.26K+ 3.65% |
$179K - $217K
|
64.1K
$7.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.26K+ 2.13% |
$179K - $217K
|
108K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.26KNew |
$179K - $217K
|
2.26K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.26K+ 39.67% |
$179K - $217K
|
7.94K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.25KNew |
$179K - $216K
|
2.25K
$249K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.25KNew |
$178K - $216K
|
2.25K
$248K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.24K+ 43.78% |
$178K - $215K
|
7.37K
$813K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.24KNew |
$178K - $215K
|
2.24K
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.24K+ 2.32% |
$178K - $215K
|
98.5K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
2.23KNew |
$177K - $215K
|
2.23K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.23KNew |
$177K - $214K
|
2.23K
$246K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
2.23KNew |
$177K - $214K
|
2.23K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.23K+ 2.46% |
$177K - $214K
|
93.1K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.23K+ 11.95% |
$177K - $214K
|
20.9K
$2.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.23KNew |
$176K - $214K
|
2.23K
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 1.95% |
$176K - $214K
|
116K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.22KNew |
$176K - $213K
|
2.22K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 21.08% |
$176K - $213K
|
12.7K
$1.41M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.22K+ 21.08% |
$176K - $213K
|
12.7K
$1.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 9.5% |
$174K - $211K
|
25.3K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
2.16K+ 22.19% |
$171K - $208K
|
11.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.16K+ 3.43% |
$171K - $207K
|
65K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 3.43% |
$171K - $207K
|
64.9K
$7.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.15K+ 39.19% |
$171K - $207K
|
7.64K
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
2.14K+ 9.22% |
$170K - $206K
|
25.4K
$2.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.13K+ 40.56% |
$169K - $205K
|
7.39K
$816K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.11K+ 4.63% |
$167K - $203K
|
47.7K
$5.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 48.94% |
$163K - $198K
|
6.26K
$691K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 16.86% |
$163K - $197K
|
14.2K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.04K+ 31.23% |
$162K - $196K
|
8.57K
$946K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.03K+ 4.26% |
$161K - $195K
|
49.6K
$5.48M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.03K+ 4.26% |
$161K - $195K
|
49.6K
$5.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.03K+ 4.9% |
$161K - $195K
|
43.3K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
2K+ 0.1% |
$159K - $192K
|
2.03M
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2K+ 0.63% |
$159K - $192K
|
317K
$35M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.98K+ 10.35% |
$157K - $190K
|
21.1K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.97K+ 153.59% |
$156K - $189K
|
3.25K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.96K+ 22.27% |
$155K - $188K
|
10.8K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.96KNew |
$155K - $188K
|
1.96K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 28.42% |
$155K - $188K
|
8.83K
$975K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.94K+ 6.44% |
$154K - $186K
|
32K
$3.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
1.91K+ 7.69% |
$152K - $184K
|
26.8K
$2.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.9K+ 2.87% |
$151K - $183K
|
68.2K
$7.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.9K+ 3.27% |
$151K - $183K
|
59.9K
$6.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.9K+ 29.18% |
$150K - $182K
|
8.39K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.9K+ 6.85% |
$150K - $182K
|
29.6K
$3.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.89KNew |
$150K - $181K
|
1.89K
$208K
|