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 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
626+ 4.66% |
$49.7K - $60.1K
|
14.1K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
618New |
$49K - $59.4K
|
618
$68.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
611+ 3.03% |
$48.5K - $58.7K
|
20.8K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
609+ 16.22% |
$48.3K - $58.5K
|
4.36K
$486K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
609+ 8.27% |
$48.3K - $58.5K
|
7.97K
$888K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
609+ 10.91% |
$48.3K - $58.5K
|
6.19K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
602+ 8.83% |
$47.8K - $57.8K
|
7.42K
$826K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
597+ 7.95% |
$47.4K - $57.3K
|
8.11K
$903K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
595New |
$47.2K - $57.2K
|
595
$66.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
591New |
$46.9K - $56.8K
|
591
$65.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
590+ 8.35% |
$46.8K - $56.7K
|
7.66K
$853K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
590+ 1.54% |
$46.8K - $56.7K
|
38.9K
$4.33M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
589New |
$46.7K - $56.6K
|
589
$65.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
588+ 3.28% |
$46.6K - $56.5K
|
18.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
578New |
$45.8K - $55.5K
|
578
$64.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
575+ 5.9% |
$45.6K - $55.2K
|
10.3K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
573+ 3.43% |
$45.5K - $55K
|
17.3K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
568+ 12.83% |
$45.1K - $54.6K
|
5K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
568+ 2.03% |
$45.1K - $54.6K
|
28.5K
$3.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
559+ 13.44% |
$44.3K - $53.7K
|
4.72K
$525K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
555+ 54.25% |
$44K - $53.3K
|
1.58K
$176K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
554+ 7.06% |
$43.9K - $53.2K
|
8.4K
$935K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
554+ 6.51% |
$43.9K - $53.2K
|
9.07K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
547+ 1.61% |
$43.4K - $52.5K
|
34.4K
$3.83M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
546+ 7.82% |
$43.3K - $52.4K
|
7.52K
$838K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
545New |
$43.2K - $52.4K
|
545
$60.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
544+ 26.02% |
$43.2K - $52.3K
|
2.64K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
543+ 81.04% |
$43.1K - $52.2K
|
1.21K
$135K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
542+ 9.57% |
$43K - $52.1K
|
6.21K
$691K
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
540+ 3.42% |
$42.8K - $51.9K
|
16.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
535New |
$42.4K - $51.4K
|
535
$59.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
531+ 16.56% |
$42.1K - $51K
|
3.74K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
528+ 6.3% |
$41.9K - $50.7K
|
8.91K
$992K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
525+ 0.21% |
$41.6K - $50.4K
|
253K
$28.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
524+ 7.82% |
$41.6K - $50.3K
|
7.22K
$804K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
520+ 1.65% |
$41.2K - $50K
|
32K
$3.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
516+ 15.96% |
$40.9K - $49.6K
|
3.75K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
516+ 1.23% |
$40.9K - $49.6K
|
42.5K
$4.73M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
516New |
$40.9K - $49.6K
|
516
$57.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
513+ 1.86% |
$40.7K - $49.3K
|
28.1K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
511+ 10.24% |
$40.5K - $49.1K
|
5.5K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
509+ 4.38% |
$40.4K - $48.9K
|
12.1K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
505+ 1.15% |
$40.1K - $48.5K
|
44.3K
$4.94M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
504+ 0.49% |
$40K - $48.4K
|
103K
$11.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
500+ 5.47% |
$39.7K - $48K
|
9.63K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
500+ 12.9% |
$39.7K - $48K
|
4.38K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
500New |
$39.7K - $48K
|
500
$55.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
499+ 43.09% |
$39.6K - $47.9K
|
1.66K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
494+ 1.17% |
$39.2K - $47.5K
|
42.7K
$4.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
488+ 0.83% |
$38.7K - $46.9K
|
59.5K
$6.63M
|