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 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.08K+ 11.49% |
$86K - $104K
|
10.5K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$85.9K - $104K
|
1.08K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.07K+ 8.46% |
$85K - $103K
|
13.7K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.06K+ 39.19% |
$84K - $102K
|
3.76K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.06K+ 1.9% |
$83.8K - $101K
|
56.6K
$6.15M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.05K+ 22.45% |
$83.4K - $101K
|
5.74K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.05K+ 15.94% |
$83.2K - $101K
|
7.63K
$829K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 2.62% |
$83.1K - $101K
|
41K
$4.45M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.04K+ 1.19% |
$82.8K - $100K
|
89K
$9.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.04K+ 18.79% |
$82.6K - $100K
|
6.58K
$715K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.02KNew |
$81.2K - $98.4K
|
1.02K
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.02K+ 15.52% |
$80.6K - $97.6K
|
7.56K
$822K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.02K+ 0.26% |
$80.6K - $97.6K
|
399K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.01K+ 17.46% |
$79.8K - $96.6K
|
6.77K
$735K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1K+ 9.68% |
$79.6K - $96.3K
|
11.4K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1KNew |
$79.3K - $96.1K
|
1K
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1K+ 19.94% |
$79.3K - $96.1K
|
6.01K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1K+ 34.67% |
$79.3K - $96.1K
|
3.88K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
998+ 30.46% |
$79.2K - $95.9K
|
4.27K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
991+ 11.23% |
$78.6K - $95.2K
|
9.82K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
989+ 5.48% |
$78.4K - $95K
|
19K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
977+ 0.75% |
$77.5K - $93.9K
|
131K
$14.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
976+ 5.58% |
$77.4K - $93.8K
|
18.5K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
975+ 7.25% |
$77.3K - $93.7K
|
14.4K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
973+ 0.18% |
$77.2K - $93.5K
|
552K
$60M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
963+ 0.63% |
$76.4K - $92.5K
|
155K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
956+ 13.19% |
$75.8K - $91.8K
|
8.21K
$892K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
954+ 15.46% |
$75.7K - $91.6K
|
7.13K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
954+ 2.02% |
$75.7K - $91.6K
|
48.1K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
948+ 0.78% |
$75.2K - $91.1K
|
123K
$13.3M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
936+ 23.92% |
$74.2K - $89.9K
|
4.85K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
936New |
$74.2K - $89.9K
|
936
$102K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
925+ 17.49% |
$73.4K - $88.9K
|
6.21K
$675K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
921+ 8.45% |
$73.1K - $88.5K
|
11.8K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
907+ 0.64% |
$71.9K - $87.1K
|
142K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
900+ 8.26% |
$71.4K - $86.5K
|
11.8K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
890New |
$70.6K - $85.5K
|
890
$96.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
890+ 1.07% |
$70.6K - $85.5K
|
84.4K
$9.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
884+ 8.56% |
$70.1K - $84.9K
|
11.2K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
880+ 16.11% |
$69.8K - $84.5K
|
6.34K
$689K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
878+ 7.31% |
$69.6K - $84.3K
|
12.9K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
874New |
$69.3K - $84K
|
874
$95K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
872+ 25.36% |
$69.2K - $83.8K
|
4.31K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
855+ 7.7% |
$67.8K - $82.1K
|
12K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
850+ 2.09% |
$67.4K - $81.7K
|
41.5K
$4.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
849+ 13.66% |
$67.3K - $81.6K
|
7.06K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
847+ 1.05% |
$67.2K - $81.4K
|
81.5K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
845+ 12.03% |
$67K - $81.2K
|
7.87K
$855K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
839+ 11.11% |
$66.5K - $80.6K
|
8.39K
$912K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
838+ 26.24% |
$66.5K - $80.5K
|
4.03K
$438K
|