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 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.61K+ 70.44% |
$763K - $924K
|
23.3K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9.6KNew |
$762K - $922K
|
9.6K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.5K+ 193.21% |
$753K - $912K
|
14.4K
$1.57M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
9.38K+ 232.85% |
$744K - $901K
|
13.4K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
9.33K+ 23.1% |
$740K - $896K
|
49.7K
$5.4M
|
|
|
Feb 14, 2025
Q4 2023
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
9.3KNew |
$738K - $893K
|
9.3K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9.2K+ 238.85% |
$730K - $884K
|
13K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
9.15K+ 4.21% |
$726K - $879K
|
226K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.14K+ 19.36% |
$725K - $878K
|
56.3K
$6.12M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
9.05K+ 10.36% |
$718K - $869K
|
96.4K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.05K+ 57.32% |
$718K - $869K
|
24.8K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
9.03K+ 4.16% |
$716K - $868K
|
226K
$24.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
9.03K+ 15.49% |
$716K - $867K
|
67.3K
$7.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9K+ 56.25% |
$714K - $865K
|
25K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.9KNew |
$706K - $855K
|
8.9K
$967K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
8.83KNew |
$700K - $848K
|
8.83K
$959K
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
8.7KNew |
$690K - $836K
|
8.7K
$946K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.65KNew |
$686K - $831K
|
8.65K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.49KNew |
$673K - $815K
|
8.49K
$922K
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
8.42KNew |
$668K - $809K
|
8.42K
$915K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8.4K+ 21.82% |
$666K - $807K
|
46.9K
$5.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
8.21K+ 7.13% |
$651K - $789K
|
123K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8.21K+ 53.28% |
$651K - $788K
|
23.6K
$2.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.12KNew |
$644K - $780K
|
8.12K
$882K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.11K+ 259.87% |
$644K - $779K
|
11.2K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8KNew |
$635K - $769K
|
8K
$870K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8K+ 16.91% |
$634K - $768K
|
55.3K
$6.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.96K+ 0.96% |
$631K - $765K
|
835K
$90.8M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
7.92K+ 53.55% |
$628K - $761K
|
22.7K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.92K+ 0.76% |
$628K - $760K
|
1.05M
$114M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.9KNew |
$627K - $759K
|
7.9K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7.83K+ 628.15% |
$621K - $752K
|
9.08K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.81KNew |
$619K - $750K
|
7.81K
$848K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.8KNew |
$619K - $750K
|
7.8K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
7.68KNew |
$609K - $737K
|
7.68K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.59K+ 1.59% |
$602K - $729K
|
485K
$52.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
7.52KNew |
$596K - $722K
|
7.52K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
7.5K+ 17.86% |
$595K - $720K
|
49.5K
$5.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
7.48KNew |
$593K - $718K
|
7.48K
$812K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
7.45KNew |
$591K - $716K
|
7.45K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
7.38K+ 4.06% |
$586K - $709K
|
189K
$20.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.35K+ 34.9% |
$583K - $706K
|
28.4K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.34K+ 191.07% |
$582K - $705K
|
11.2K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
7.19K+ 34.59% |
$570K - $690K
|
28K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.15K+ 58.33% |
$567K - $687K
|
19.4K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.15KNew |
$567K - $686K
|
7.15K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
7.13K+ 141.91% |
$566K - $685K
|
12.2K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
7.07KNew |
$561K - $679K
|
7.07K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.06KNew |
$560K - $678K
|
7.06K
$767K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.99K+ 6.88% |
$554K - $671K
|
109K
$11.8M
|