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 |
|---|---|---|---|---|---|---|---|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.48KNew |
$434K - $526K
|
5.48K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.39K+ 21.85% |
$428K - $518K
|
30.1K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.39K+ 11.07% |
$427K - $518K
|
54.1K
$5.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.38K+ 210.33% |
$426K - $516K
|
7.93K
$862K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.32KNew |
$422K - $511K
|
5.32K
$579K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.32K+ 77.58% |
$422K - $511K
|
12.2K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.27K+ 0.93% |
$418K - $506K
|
573K
$62.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.23K+ 178.99% |
$415K - $503K
|
8.16K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 4.13% |
$414K - $501K
|
131K
$14.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.21K+ 37.91% |
$413K - $501K
|
19K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.19K+ 44.58% |
$412K - $499K
|
16.8K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
5.17KNew |
$410K - $497K
|
5.17K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.17K+ 73.33% |
$410K - $496K
|
12.2K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.15KNew |
$408K - $494K
|
5.15K
$559K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
5.13K+ 131.14% |
$407K - $493K
|
9.04K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.09K+ 1.55% |
$403K - $488K
|
333K
$36.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.06KNew |
$401K - $486K
|
5.06K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.05K+ 0.37% |
$401K - $485K
|
1.36M
$147M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.03K+ 33.49% |
$399K - $483K
|
20.1K
$2.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.01KNew |
$397K - $481K
|
5.01K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5KNew |
$397K - $480K
|
5K
$543K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.99K+ 13.27% |
$396K - $479K
|
42.6K
$4.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4.96KNew |
$393K - $476K
|
4.96K
$539K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.94KNew |
$392K - $475K
|
4.94K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.93K+ 19.95% |
$391K - $474K
|
29.6K
$3.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
4.92KNew |
$390K - $473K
|
4.92K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.91KNew |
$389K - $472K
|
4.91K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$389K - $471K
|
4.9K
$533K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4.84KNew |
$384K - $465K
|
4.84K
$526K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.8K+ 10.08% |
$380K - $461K
|
52.4K
$5.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.77K+ 6.63% |
$378K - $458K
|
76.7K
$8.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.64K+ 50.25% |
$368K - $445K
|
13.9K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.63K+ 11.32% |
$367K - $445K
|
45.6K
$4.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.61K+ 6.4% |
$366K - $443K
|
76.6K
$8.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.6K+ 12.66% |
$365K - $442K
|
40.9K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4.58K+ 12.16% |
$363K - $440K
|
42.3K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
4.58K+ 3.23% |
$363K - $440K
|
146K
$15.9M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.52K+ 7.38% |
$358K - $434K
|
65.8K
$7.15M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.5K+ 38.41% |
$357K - $432K
|
16.2K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.48KNew |
$356K - $431K
|
4.48K
$487K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
4.47K+ 11.7% |
$355K - $430K
|
42.7K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
4.44KNew |
$352K - $426K
|
4.44K
$482K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
4.42K+ 131.35% |
$351K - $425K
|
7.79K
$846K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.4K+ 2.01% |
$349K - $423K
|
224K
$24.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.36KNew |
$345K - $418K
|
4.36K
$473K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
4.35KNew |
$345K - $418K
|
4.35K
$473K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.34K+ 4.97% |
$344K - $417K
|
91.6K
$9.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.33KNew |
$344K - $416K
|
4.33K
$471K
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
4.33KNew |
$343K - $416K
|
4.33K
$470K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.3K+ 4.84% |
$341K - $413K
|
93.2K
$10.1M
|