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 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
325+ 1.11% |
$25.8K - $31.2K
|
29.5K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
323+ 11.6% |
$25.6K - $31K
|
3.11K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
322+ 0.23% |
$25.5K - $30.9K
|
142K
$15.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
321+ 4.14% |
$25.5K - $30.8K
|
8.08K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
321+ 2.86% |
$25.5K - $30.8K
|
11.5K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
318+ 1.66% |
$25.2K - $30.5K
|
19.5K
$2.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
318+ 7.26% |
$25.2K - $30.5K
|
4.7K
$511K
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
318+ 6.45% |
$25.2K - $30.5K
|
5.25K
$570K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
315+ 1.8% |
$25K - $30.3K
|
17.8K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
311+ 9.19% |
$24.7K - $29.9K
|
3.7K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
310+ 24.03% |
$24.6K - $29.8K
|
1.6K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
310+ 6.21% |
$24.6K - $29.8K
|
5.31K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
308New |
$24.4K - $29.6K
|
308
$33.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
307+ 12.06% |
$24.4K - $29.5K
|
2.85K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
306+ 7.02% |
$24.3K - $29.4K
|
4.67K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
303+ 8.47% |
$24K - $29.1K
|
3.88K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
303+ 6.02% |
$24K - $29.1K
|
5.34K
$580K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
302+ 1.69% |
$24K - $29K
|
18.2K
$1.98M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
297+ 8.43% |
$23.6K - $28.5K
|
3.82K
$415K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
291+ 7.08% |
$23.1K - $28K
|
4.4K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
287+ 4.44% |
$22.8K - $27.6K
|
6.75K
$734K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
285New |
$22.6K - $27.4K
|
285
$31K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
281+ 7.24% |
$22.3K - $27K
|
4.16K
$452K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
280+ 3.78% |
$22.2K - $26.9K
|
7.69K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
278+ 5.4% |
$22.1K - $26.7K
|
5.43K
$590K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
275+ 1.54% |
$21.8K - $26.4K
|
18.1K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
275+ 42.05% |
$21.8K - $26.4K
|
929
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
270+ 355.26% |
$21.4K - $25.9K
|
346
$37.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
267New |
$21.2K - $25.6K
|
267
$29K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
265+ 5.93% |
$21K - $25.5K
|
4.73K
$514K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
263+ 0.45% |
$20.9K - $25.3K
|
58.4K
$6.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
263+ 1.96% |
$20.9K - $25.3K
|
13.7K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
261New |
$20.7K - $25.1K
|
261
$28.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
261+ 3.73% |
$20.7K - $25.1K
|
7.25K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
260+ 4.54% |
$20.6K - $25K
|
5.99K
$651K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
259+ 9.8% |
$20.5K - $24.9K
|
2.9K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
257+ 5.42% |
$20.4K - $24.7K
|
5K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
257+ 8.7% |
$20.4K - $24.7K
|
3.21K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
256+ 3.84% |
$20.3K - $24.6K
|
6.92K
$752K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
245+ 1.31% |
$19.4K - $23.5K
|
19K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
245+ 4.22% |
$19.4K - $23.5K
|
6.05K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
244+ 5.85% |
$19.4K - $23.4K
|
4.42K
$480K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
242+ 2.41% |
$19.2K - $23.2K
|
10.3K
$1.12M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
242+ 1.8% |
$19.2K - $23.2K
|
13.7K
$1.49M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
240+ 5.34% |
$19K - $23.1K
|
4.73K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
238+ 2.2% |
$18.9K - $22.9K
|
11K
$1.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
234+ 0.29% |
$18.6K - $22.5K
|
81.5K
$8.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
233+ 3.79% |
$18.5K - $22.4K
|
6.39K
$694K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
232+ 0.7% |
$18.4K - $22.3K
|
33.5K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
230+ 3.1% |
$18.2K - $22.1K
|
7.65K
$832K
|