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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36K+ 3.0% |
$108K - $130K
|
46.6K
$5.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 20.06% |
$108K - $130K
|
8.13K
$897K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.36K+ 3.02% |
$107K - $130K
|
46.3K
$5.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.35K+ 1.67% |
$107K - $130K
|
82K
$9.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.35K+ 2.62% |
$107K - $130K
|
53K
$5.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.32K+ 4.0% |
$105K - $127K
|
34.3K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.32K+ 0.93% |
$104K - $126K
|
143K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.32K+ 12.5% |
$104K - $126K
|
11.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.31KNew |
$104K - $126K
|
1.31K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.3K+ 24.94% |
$103K - $125K
|
6.51K
$718K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
1.29K+ 7.64% |
$103K - $124K
|
18.2K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.29K+ 39.6% |
$102K - $124K
|
4.55K
$502K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 12.35% |
$102K - $124K
|
11.7K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1.29K+ 8.41% |
$102K - $124K
|
16.6K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.28K+ 4.23% |
$102K - $123K
|
31.6K
$3.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.28K+ 15.58% |
$102K - $123K
|
9.5K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.28K+ 10.53% |
$102K - $123K
|
13.4K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.26K+ 22.85% |
$100K - $121K
|
6.78K
$749K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.24K+ 4.64% |
$98.6K - $119K
|
28K
$3.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.24K+ 1.68% |
$98K - $119K
|
74.8K
$8.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.23KNew |
$97.8K - $118K
|
1.23K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 0.92% |
$97.4K - $118K
|
135K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.22K+ 4.87% |
$97.1K - $118K
|
26.4K
$2.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.22K+ 12.9% |
$96.9K - $117K
|
10.7K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.21KNew |
$96.1K - $116K
|
1.21K
$134K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.2K+ 24.39% |
$95.3K - $115K
|
6.13K
$677K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.2K+ 38.46% |
$95.2K - $115K
|
4.32K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.2K+ 1121.5% |
$95.2K - $115K
|
1.31K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.2K+ 1.52% |
$95.2K - $115K
|
80.3K
$8.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.2K+ 15.18% |
$95.1K - $115K
|
9.1K
$1M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.2K+ 15.18% |
$95.1K - $115K
|
9.1K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.19K+ 45.87% |
$94.3K - $114K
|
3.78K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.17K+ 34.52% |
$92.6K - $112K
|
4.55K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.17K+ 8.53% |
$92.5K - $112K
|
14.8K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.17KNew |
$92.4K - $112K
|
1.17K
$129K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.16K+ 1.95% |
$92.2K - $112K
|
60.8K
$6.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.15K+ 3.75% |
$91.5K - $111K
|
31.9K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.15KNew |
$91.2K - $110K
|
1.15K
$127K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.14K+ 41.46% |
$90.7K - $110K
|
3.9K
$430K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.14K+ 1.77% |
$90.4K - $110K
|
65.5K
$7.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
1.13K+ 13.46% |
$89.6K - $108K
|
9.52K
$1.05M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.13K+ 5.04% |
$89.3K - $108K
|
23.5K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.13K+ 13.94% |
$89.2K - $108K
|
9.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.12K+ 3.94% |
$89.1K - $108K
|
29.6K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.12K+ 44.62% |
$88.4K - $107K
|
3.61K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.11K+ 0.4% |
$87.8K - $106K
|
275K
$30.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.09K+ 3.42% |
$86.3K - $105K
|
32.9K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.09K+ 9.29% |
$86.1K - $104K
|
12.8K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.09K+ 18.4% |
$86.1K - $104K
|
6.98K
$771K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.08K+ 11.49% |
$86K - $104K
|
10.5K
$1.16M
|