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 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
837+ 20.83% |
$66.4K - $80.4K
|
4.86K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
829+ 14.15% |
$65.8K - $79.6K
|
6.69K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
828+ 0.23% |
$65.7K - $79.5K
|
363K
$40.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 12.44% |
$65.3K - $79.1K
|
7.44K
$828K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
823+ 12.44% |
$65.3K - $79.1K
|
7.44K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
821+ 15.36% |
$65.1K - $78.9K
|
6.17K
$687K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
817+ 2.01% |
$64.8K - $78.5K
|
41.5K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
816+ 13.35% |
$64.7K - $78.4K
|
6.93K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
815+ 5.7% |
$64.6K - $78.3K
|
15.1K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
810+ 4.55% |
$64.2K - $77.8K
|
18.6K
$2.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
805New |
$63.9K - $77.3K
|
805
$89.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
800+ 8.89% |
$63.5K - $76.8K
|
9.8K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
799+ 0.33% |
$63.4K - $76.8K
|
246K
$27.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
780+ 12.65% |
$61.9K - $74.9K
|
6.95K
$773K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
776+ 2.36% |
$61.6K - $74.5K
|
33.6K
$3.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
775+ 1.54% |
$61.5K - $74.4K
|
51.2K
$5.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
754+ 25.3% |
$59.8K - $72.4K
|
3.73K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
745+ 6.92% |
$59.1K - $71.6K
|
11.5K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
740+ 1.66% |
$58.7K - $71.1K
|
45.2K
$5.03M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
739+ 3889.47% |
$58.6K - $71K
|
758
$84.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
737+ 25.09% |
$58.5K - $70.8K
|
3.67K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
730+ 0.14% |
$57.9K - $70.1K
|
534K
$59.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
730New |
$57.9K - $70.1K
|
730
$81.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
726+ 3.2% |
$57.6K - $69.7K
|
23.4K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
721+ 0.23% |
$57.2K - $69.3K
|
321K
$35.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
718+ 27.56% |
$57K - $69K
|
3.32K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
714+ 5.23% |
$56.6K - $68.6K
|
14.4K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
713+ 5.62% |
$56.6K - $68.5K
|
13.4K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
711+ 4.15% |
$56.4K - $68.3K
|
17.9K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
709+ 1.65% |
$56.2K - $68.1K
|
43.6K
$4.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
705+ 1.57% |
$55.9K - $67.7K
|
45.6K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
701+ 7.34% |
$55.6K - $67.3K
|
10.2K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
700New |
$55.5K - $67.2K
|
700
$77.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
697+ 12.9% |
$55.3K - $67K
|
6.1K
$679K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
697+ 12.9% |
$55.3K - $67K
|
6.1K
$679K
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
692+ 8.11% |
$54.9K - $66.5K
|
9.23K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
686+ 6.08% |
$54.4K - $65.9K
|
12K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
679+ 1.29% |
$53.9K - $65.2K
|
53.2K
$5.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
676New |
$53.6K - $64.9K
|
676
$75.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
667+ 1.53% |
$52.9K - $64.1K
|
44.3K
$4.93M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
663+ 4.38% |
$52.6K - $63.7K
|
15.8K
$1.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
663+ 10.19% |
$52.6K - $63.7K
|
7.17K
$798K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
662New |
$52.5K - $63.6K
|
662
$73.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
654+ 5.3% |
$51.9K - $62.8K
|
13K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
650+ 4.56% |
$51.6K - $62.4K
|
14.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
644New |
$51.1K - $61.9K
|
644
$71.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
641+ 1.61% |
$50.8K - $61.6K
|
40.4K
$4.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
637+ 7.6% |
$50.5K - $61.2K
|
9.02K
$1M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
632New |
$50.1K - $60.7K
|
632
$70.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
626+ 1.53% |
$49.7K - $60.1K
|
41.6K
$4.63M
|