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 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
6.76KNew |
$536K - $649K
|
6.76K
$780K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.69KNew |
$531K - $643K
|
6.69K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.68KNew |
$530K - $642K
|
6.68K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.66K+ 2.61% |
$528K - $640K
|
261K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
6.6KNew |
$523K - $634K
|
6.6K
$762K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.59K+ 6.75% |
$522K - $633K
|
104K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.58K+ 30.1% |
$522K - $632K
|
28.5K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6.57KNew |
$521K - $631K
|
6.57K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
6.54KNew |
$519K - $628K
|
6.54K
$755K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.52K+ 7.0% |
$517K - $627K
|
99.8K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
6.47K+ 8.4% |
$513K - $621K
|
83.4K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6.45K+ 3.14% |
$512K - $620K
|
212K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
6.44KNew |
$511K - $619K
|
6.44K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.41K+ 12.03% |
$509K - $616K
|
59.7K
$6.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.37K+ 6.29% |
$505K - $612K
|
108K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.34KNew |
$503K - $609K
|
6.34K
$732K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.27K+ 6.13% |
$497K - $602K
|
109K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.22KNew |
$493K - $597K
|
6.22K
$718K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.13KNew |
$486K - $588K
|
6.13K
$707K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
6.1KNew |
$484K - $586K
|
6.1K
$704K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.1KNew |
$484K - $586K
|
6.1K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.04KNew |
$479K - $580K
|
6.04K
$698K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.02K+ 17.68% |
$478K - $578K
|
40.1K
$4.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.99K+ 198.9% |
$475K - $575K
|
8.99K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.9KNew |
$468K - $567K
|
5.9K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.89KNew |
$467K - $566K
|
5.89K
$680K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5.82K+ 34.39% |
$461K - $559K
|
22.7K
$2.62M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.81KNew |
$461K - $558K
|
5.81K
$670K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
5.79K+ 16.21% |
$459K - $556K
|
41.5K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.76KNew |
$457K - $553K
|
5.76K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.76KNew |
$457K - $553K
|
5.76K
$665K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.74KNew |
$455K - $551K
|
5.74K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 31.28% |
$451K - $546K
|
23.9K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
5.69K+ 16.6% |
$451K - $546K
|
39.9K
$4.61M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.65K+ 2728.99% |
$448K - $543K
|
5.86K
$676K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
5.62K+ 18.16% |
$446K - $540K
|
36.6K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.61K+ 0.75% |
$445K - $539K
|
750K
$86.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.6K+ 21.79% |
$444K - $538K
|
31.3K
$3.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
5.6K+ 2.81% |
$444K - $538K
|
205K
$23.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
5.59K+ 65.36% |
$443K - $537K
|
14.1K
$1.63M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.57KNew |
$442K - $535K
|
5.57K
$643K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.5KNew |
$436K - $528K
|
5.5K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.49K+ 18.99% |
$435K - $527K
|
34.4K
$3.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5.48KNew |
$435K - $526K
|
5.48K
$633K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.48KNew |
$434K - $526K
|
5.48K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.39K+ 21.85% |
$428K - $518K
|
30.1K
$3.47M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.39K+ 11.07% |
$427K - $518K
|
54.1K
$6.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.38K+ 210.33% |
$426K - $516K
|
7.93K
$916K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.32KNew |
$422K - $511K
|
5.32K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.32K+ 77.58% |
$422K - $511K
|
12.2K
$1.41M
|