Purchases and Sales Made in Q1 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.94K+ 4.15% |
$441K - $605K
|
124K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.92K+ 24.51% |
$439K - $602K
|
25K
$2.87M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.86K+ 37.27% |
$434K - $595K
|
17.9K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.86K+ 0.87% |
$434K - $595K
|
566K
$64.9M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4.85KNew |
$433K - $594K
|
4.85K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.84K+ 18.38% |
$432K - $592K
|
31.2K
$3.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.8K+ 67.95% |
$429K - $587K
|
11.9K
$1.36M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
4.74K+ 2.84% |
$423K - $580K
|
172K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
4.74K+ 3.91% |
$423K - $579K
|
126K
$14.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.68K+ 16.67% |
$418K - $573K
|
32.8K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.68KNew |
$417K - $572K
|
4.68K
$536K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.62K+ 8.77% |
$412K - $565K
|
57.3K
$6.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.53K+ 8.33% |
$405K - $554K
|
58.9K
$6.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.52K+ 37.07% |
$403K - $553K
|
16.7K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.48K+ 41.62% |
$400K - $548K
|
15.2K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
4.47K+ 6.56% |
$399K - $547K
|
72.6K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.4K+ 136.95% |
$393K - $539K
|
7.62K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.4K+ 4.35% |
$393K - $539K
|
106K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.39KNew |
$392K - $537K
|
4.39K
$504K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
4.35K+ 5.24% |
$388K - $532K
|
87.2K
$10M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.29KNew |
$383K - $525K
|
4.29K
$492K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.28KNew |
$382K - $523K
|
4.28K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.28K+ 35.01% |
$382K - $523K
|
16.5K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.26K+ 96.38% |
$380K - $521K
|
8.67K
$995K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.24K+ 19.07% |
$378K - $519K
|
26.5K
$3.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.16K+ 10.02% |
$372K - $509K
|
45.7K
$5.24M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
4.16K+ 5.11% |
$372K - $509K
|
85.7K
$9.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.13K+ 22.18% |
$369K - $506K
|
22.8K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.13K+ 7.04% |
$368K - $505K
|
62.7K
$7.2M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
4.12K+ 65.17% |
$368K - $504K
|
10.4K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.1KNew |
$366K - $502K
|
4.1K
$470K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.1K+ 8.74% |
$366K - $501K
|
51K
$5.85M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.09K+ 2.82% |
$365K - $500K
|
149K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.08KNew |
$364K - $499K
|
4.08K
$467K
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
4.07K+ 5.72% |
$363K - $498K
|
75.2K
$8.62M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.01KNew |
$358K - $490K
|
4.01K
$460K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.99K+ 9.76% |
$356K - $488K
|
44.9K
$5.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.96K+ 90.17% |
$353K - $484K
|
8.34K
$957K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.96K+ 4.09% |
$353K - $484K
|
101K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Lynch Asset Management, Inc.
|
BUY
|
- |
3.95K+ 12.09% |
$353K - $483K
|
36.6K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.92K+ 1.28% |
$350K - $480K
|
310K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.9K+ 62.06% |
$348K - $477K
|
10.2K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3.87K+ 1.23% |
$346K - $474K
|
319K
$36.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.86K+ 7.86% |
$345K - $473K
|
53K
$6.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.85K+ 20.27% |
$343K - $470K
|
22.8K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3.81KNew |
$340K - $466K
|
3.81K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.79K+ 4.91% |
$338K - $464K
|
81K
$9.29M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.78K+ 29.29% |
$337K - $462K
|
16.7K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.76K+ 1.31% |
$336K - $460K
|
291K
$33.4M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.76K+ 46.49% |
$335K - $460K
|
11.8K
$1.36M
|