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
|
Fortis Capital Management LLC
|
BUY
|
- |
144+ 0.79% |
$11.4K - $13.8K
|
18.3K
$2.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
141+ 2.57% |
$11.2K - $13.5K
|
5.62K
$621K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
135+ 1.54% |
$10.7K - $13K
|
8.9K
$984K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
135+ 12.1% |
$10.7K - $13K
|
1.25K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
134+ 744.44% |
$10.6K - $12.9K
|
152
$16.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
133+ 0.78% |
$10.5K - $12.8K
|
17.1K
$1.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
133+ 1.87% |
$10.5K - $12.8K
|
7.26K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
133+ 5.8% |
$10.5K - $12.8K
|
2.43K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
132+ 1.34% |
$10.5K - $12.7K
|
10K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
132+ 0.52% |
$10.5K - $12.7K
|
25.3K
$2.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
130+ 0.24% |
$10.3K - $12.5K
|
53.9K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
128+ 0.53% |
$10.2K - $12.3K
|
24.2K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
125+ 1.27% |
$9.92K - $12K
|
9.96K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
124+ 2.98% |
$9.84K - $11.9K
|
4.28K
$473K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
124+ 2.21% |
$9.84K - $11.9K
|
5.72K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
124New |
$9.84K - $11.9K
|
124
$13.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
124+ 0.31% |
$9.84K - $11.9K
|
40.1K
$4.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
120+ 0.22% |
$9.52K - $11.5K
|
55.9K
$6.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
120New |
$9.52K - $11.5K
|
120
$13.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118+ 0.49% |
$9.36K - $11.3K
|
24.1K
$2.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
117+ 3.38% |
$9.28K - $11.2K
|
3.58K
$396K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
117+ 30.71% |
$9.28K - $11.2K
|
498
$55.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
116New |
$9.2K - $11.1K
|
116
$12.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
113+ 2.37% |
$8.96K - $10.9K
|
4.88K
$539K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
111+ 2.87% |
$8.8K - $10.7K
|
3.98K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
110New |
$8.73K - $10.6K
|
110
$12.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
109+ 1.01% |
$8.65K - $10.5K
|
10.9K
$1.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
107New |
$8.49K - $10.3K
|
107
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
105+ 38.18% |
$8.33K - $10.1K
|
380
$42K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
104+ 3.27% |
$8.25K - $9.99K
|
3.29K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
103+ 4.63% |
$8.17K - $9.89K
|
2.33K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
101+ 0.5% |
$8.01K - $9.7K
|
20.3K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
100+ 0.62% |
$7.93K - $9.61K
|
16.3K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
100New |
$7.93K - $9.61K
|
100
$11.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
98+ 3.34% |
$7.77K - $9.41K
|
3.03K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
98+ 3.85% |
$7.77K - $9.41K
|
2.64K
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
94+ 0.55% |
$7.46K - $9.03K
|
17.3K
$1.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
93+ 1.4% |
$7.38K - $8.93K
|
6.75K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
92+ 1.79% |
$7.3K - $8.84K
|
5.23K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
92+ 2.94% |
$7.3K - $8.84K
|
3.22K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
91+ 1.67% |
$7.22K - $8.74K
|
5.53K
$611K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
90+ 0.45% |
$7.14K - $8.65K
|
20.2K
$2.24M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
89+ 0.92% |
$7.06K - $8.55K
|
9.8K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
88+ 0.41% |
$6.98K - $8.45K
|
21.6K
$2.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
87+ 3.36% |
$6.9K - $8.36K
|
2.67K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
87+ 4.19% |
$6.9K - $8.36K
|
2.16K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
85+ 103.66% |
$6.74K - $8.17K
|
167
$18.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
85+ 1.43% |
$6.74K - $8.17K
|
6.03K
$667K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85+ 0.09% |
$6.74K - $8.17K
|
96.6K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
83+ 6.99% |
$6.58K - $7.97K
|
1.27K
$140K
|