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 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
83+ 6.99% |
$6.58K - $7.97K
|
1.27K
$138K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
82+ 1.38% |
$6.5K - $7.88K
|
6.04K
$656K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
81+ 1.21% |
$6.42K - $7.78K
|
6.75K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
81+ 2.06% |
$6.42K - $7.78K
|
4.02K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
81+ 2.23% |
$6.42K - $7.78K
|
3.72K
$404K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
80+ 1.48% |
$6.35K - $7.68K
|
5.47K
$595K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
78+ 3.34% |
$6.19K - $7.49K
|
2.42K
$263K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
78+ 3.09% |
$6.19K - $7.49K
|
2.61K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
76+ 1.04% |
$6.03K - $7.3K
|
7.4K
$804K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
76+ 0.17% |
$6.03K - $7.3K
|
44.3K
$4.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 0.8% |
$5.87K - $7.11K
|
9.31K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
74+ 15.29% |
$5.87K - $7.11K
|
558
$60.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
74+ 0.66% |
$5.87K - $7.11K
|
11.4K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
73+ 0.54% |
$5.79K - $7.01K
|
13.6K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
72+ 2.82% |
$5.71K - $6.92K
|
2.62K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
69+ 0.86% |
$5.47K - $6.63K
|
8.08K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
68+ 0.64% |
$5.39K - $6.53K
|
10.6K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 0.93% |
$5.08K - $6.15K
|
6.91K
$751K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
61+ 0.62% |
$4.84K - $5.86K
|
9.98K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
61+ 2.32% |
$4.84K - $5.86K
|
2.69K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
61+ 0.34% |
$4.84K - $5.86K
|
17.8K
$1.94M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
60+ 7.74% |
$4.76K - $5.76K
|
835
$90.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
58+ 2.13% |
$4.6K - $5.57K
|
2.78K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
58New |
$4.6K - $5.57K
|
58
$6.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
57+ 1.29% |
$4.52K - $5.48K
|
4.46K
$485K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
57+ 0.33% |
$4.52K - $5.48K
|
17.1K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
56+ 1.06% |
$4.44K - $5.38K
|
5.36K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
54+ 1.69% |
$4.28K - $5.19K
|
3.24K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
54New |
$4.28K - $5.19K
|
54
$5.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
54+ 1.48% |
$4.28K - $5.19K
|
3.7K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
53+ 1.17% |
$4.2K - $5.09K
|
4.57K
$497K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
50+ 1.49% |
$3.97K - $4.8K
|
3.41K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
50+ 1.28% |
$3.97K - $4.8K
|
3.95K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
50+ 1.91% |
$3.97K - $4.8K
|
2.67K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
50+ 1.87% |
$3.97K - $4.8K
|
2.72K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
48+ 1.94% |
$3.81K - $4.61K
|
2.52K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
47+ 0.38% |
$3.73K - $4.51K
|
12.5K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
46+ 0.29% |
$3.65K - $4.42K
|
15.7K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 0.19% |
$3.65K - $4.42K
|
23.9K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
45+ 1.27% |
$3.57K - $4.32K
|
3.58K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
45+ 0.32% |
$3.57K - $4.32K
|
14.2K
$1.54M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
44+ 1.08% |
$3.49K - $4.23K
|
4.13K
$449K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44+ 0.89% |
$3.49K - $4.23K
|
4.97K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
43+ 0.25% |
$3.41K - $4.13K
|
17.5K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
42+ 0.84% |
$3.33K - $4.03K
|
5.05K
$549K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
42+ 0.09% |
$3.33K - $4.03K
|
48.4K
$5.26M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
41+ 3.07% |
$3.25K - $3.94K
|
1.38K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
38+ 1.23% |
$3.01K - $3.65K
|
3.13K
$340K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 5.94% |
$2.86K - $3.46K
|
642
$69.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
36+ 0.65% |
$2.86K - $3.46K
|
5.54K
$602K
|