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
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.89KNew |
$150K - $181K
|
1.89K
$205K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$149K - $180K
|
1.88K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.87K+ 11.91% |
$148K - $180K
|
17.6K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.87K+ 2.95% |
$148K - $179K
|
65.2K
$7.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.85KNew |
$147K - $177K
|
1.85K
$201K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 32.89% |
$146K - $177K
|
7.44K
$809K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.84K+ 1.51% |
$146K - $177K
|
124K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.84K+ 11.63% |
$146K - $176K
|
17.6K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.84K+ 2.46% |
$146K - $176K
|
76.3K
$8.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.83K+ 5.57% |
$145K - $176K
|
34.6K
$3.76M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.83KNew |
$145K - $176K
|
1.83K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.8K+ 35.1% |
$143K - $173K
|
6.93K
$752K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.79K+ 17.19% |
$142K - $172K
|
12.2K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
1.78K+ 3.66% |
$141K - $171K
|
50.2K
$5.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.76K+ 1.72% |
$140K - $169K
|
104K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.76K+ 5.49% |
$139K - $169K
|
33.8K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.75K+ 0.62% |
$139K - $168K
|
286K
$31.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.73K+ 71.51% |
$137K - $166K
|
4.15K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.72K+ 4.32% |
$136K - $165K
|
41.5K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.72K+ 72.38% |
$136K - $165K
|
4.09K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 40.77% |
$136K - $165K
|
5.92K
$643K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 15.45% |
$135K - $164K
|
12.8K
$1.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.68K+ 57.11% |
$133K - $162K
|
4.63K
$503K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.68K+ 7.3% |
$133K - $161K
|
24.7K
$2.68M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.67K+ 83250.0% |
$132K - $160K
|
1.67K
$181K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.64K+ 2.77% |
$130K - $158K
|
61K
$6.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.64K+ 9.97% |
$130K - $157K
|
18.1K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.63K+ 13.64% |
$130K - $157K
|
13.6K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.63K+ 28.58% |
$129K - $157K
|
7.34K
$798K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.63K+ 1.81% |
$129K - $156K
|
91.6K
$9.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$128K - $155K
|
51.5K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.62K+ 0.79% |
$128K - $155K
|
207K
$22.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.61K+ 4.58% |
$127K - $154K
|
36.6K
$3.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.6KNew |
$127K - $154K
|
1.6K
$174K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 17.33% |
$123K - $149K
|
10.5K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.54K+ 5.08% |
$122K - $148K
|
31.8K
$3.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.53K+ 2.9% |
$122K - $147K
|
54.4K
$5.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.53K+ 39.29% |
$121K - $147K
|
5.41K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.52K+ 1.08% |
$120K - $146K
|
142K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.48K+ 1.51% |
$118K - $142K
|
99.8K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.48K+ 3.23% |
$117K - $142K
|
47.3K
$5.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
1.47K+ 6.72% |
$117K - $141K
|
23.4K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.44K+ 17.21% |
$114K - $138K
|
9.81K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.42K+ 9.49% |
$113K - $136K
|
16.4K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.42K+ 5.97% |
$112K - $136K
|
25.2K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.41K+ 52.96% |
$112K - $135K
|
4.06K
$441K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.39KNew |
$110K - $133K
|
1.39K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.38K+ 0.93% |
$110K - $133K
|
150K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.38K+ 22.8% |
$109K - $132K
|
7.42K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$109K - $132K
|
1.37K
$149K
|