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 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
32.1KNew |
$2.54M - $3.08M
|
32.1K
$3.7M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
31.1K+ 115.7% |
$2.47M - $2.99M
|
58K
$6.7M
|
|
Feb 14, 2024
Q4 2023
|
Worm Capital, LLC
Austin, TX |
BUY
|
- |
31KNew |
$2.46M - $2.98M
|
31K
$3.58M
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
31K+ 506.92% |
$2.46M - $2.98M
|
37.1K
$4.29M
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
31K+ 5.07% |
$2.46M - $2.97M
|
642K
$74.1M
|
|
Feb 14, 2024
Q4 2023
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
30.7K+ 30.04% |
$2.44M - $2.95M
|
133K
$15.3M
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
30.5K+ 3480.37% |
$2.42M - $2.93M
|
31.4K
$3.62M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
30K+ 12.43% |
$2.38M - $2.89M
|
272K
$31.4M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
29.9K+ 3.25% |
$2.37M - $2.87M
|
951K
$110M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
29.8KNew |
$2.36M - $2.86M
|
29.8K
$3.44M
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
28.9K+ 166.41% |
$2.29M - $2.78M
|
46.3K
$5.34M
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
28.6KNew |
$2.27M - $2.75M
|
28.6K
$3.3M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
28.3K+ 70.73% |
$2.24M - $2.72M
|
68.3K
$7.89M
|
|
Feb 12, 2024
Q4 2023
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
27.7KNew |
$2.2M - $2.66M
|
27.7K
$3.2M
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
27.5K+ 22.65% |
$2.18M - $2.64M
|
149K
$17.2M
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
26.7K+ 2.89% |
$2.12M - $2.56M
|
951K
$110M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.1K+ 14.35% |
$2.07M - $2.51M
|
208K
$24M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
25.7K+ 74.29% |
$2.04M - $2.47M
|
60.3K
$6.96M
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
25.5K+ 8.42% |
$2.02M - $2.45M
|
328K
$37.9M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
25.5K+ 151.79% |
$2.02M - $2.45M
|
42.3K
$4.88M
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
24.8K+ 20.07% |
$1.97M - $2.38M
|
148K
$17.1M
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
24.8K+ 4.66% |
$1.96M - $2.38M
|
556K
$64.2M
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
24.3K+ 126.13% |
$1.93M - $2.34M
|
43.7K
$5.04M
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24.3K+ 58.64% |
$1.93M - $2.33M
|
65.7K
$7.59M
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
24KNew |
$1.91M - $2.31M
|
24K
$2.77M
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
24K+ 18.21% |
$1.91M - $2.31M
|
156K
$18M
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
23.9KNew |
$1.89M - $2.29M
|
23.9K
$2.76M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23.6K+ 1.83% |
$1.87M - $2.26M
|
1.31M
$151M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 325.72% |
$1.86M - $2.26M
|
30.7K
$3.54M
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
23.5K+ 8.3% |
$1.86M - $2.26M
|
307K
$35.4M
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
23.3K+ 121.56% |
$1.84M - $2.23M
|
42.4K
$4.89M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
22.9KNew |
$1.81M - $2.2M
|
22.9K
$2.64M
|
|
Feb 14, 2024
Q4 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
22.7KNew |
$1.8M - $2.18M
|
22.7K
$2.62M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
22.7KNew |
$1.8M - $2.18M
|
22.7K
$2.62M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
22.2KNew |
$1.76M - $2.14M
|
22.2K
$2.57M
|
|
Feb 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
22.2K+ 3.1% |
$1.76M - $2.14M
|
739K
$85.3M
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
22.1KNew |
$1.75M - $2.12M
|
22.1K
$2.55M
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
22K+ 3.72% |
$1.75M - $2.12M
|
615K
$71M
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
21.9K+ 61.15% |
$1.74M - $2.1M
|
57.7K
$6.66M
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
21.4KNew |
$1.69M - $2.05M
|
21.4K
$2.47M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.2K+ 66.41% |
$1.68M - $2.03M
|
53K
$6.12M
|
|
Jan 17, 2024
Q4 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
21.1KNew |
$1.67M - $2.03M
|
21.1K
$2.43M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
21.1K+ 12.36% |
$1.67M - $2.02M
|
192K
$22.1M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
20.9K+ 88.57% |
$1.66M - $2.01M
|
44.6K
$5.14M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
20.9KNew |
$1.65M - $2M
|
20.9K
$2.41M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
20.5KNew |
$1.62M - $1.96M
|
20.5K
$2.36M
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
20.3K+ 448.22% |
$1.61M - $1.95M
|
24.8K
$2.86M
|
|
Feb 14, 2024
Q4 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20K+ 200.0% |
$1.59M - $1.92M
|
30K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
20K+ 6.78% |
$1.59M - $1.92M
|
315K
$36.4M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.9KNew |
$1.58M - $1.91M
|
19.9K
$2.3M
|