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 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.88K+ 19.28% |
$257K - $352K
|
17.8K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.87K+ 19.34% |
$256K - $351K
|
17.7K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.86K+ 32.35% |
$255K - $349K
|
11.7K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Fosun International LTD
|
BUY
|
- |
2.85K+ 17.36% |
$255K - $349K
|
19.3K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.85KNew |
$254K - $348K
|
2.85K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
2.84K+ 61.04% |
$253K - $347K
|
7.49K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2.84K+ 1.17% |
$253K - $347K
|
246K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 0.84% |
$248K - $340K
|
333K
$38.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.77K+ 16.09% |
$247K - $339K
|
20K
$2.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.77KNew |
$247K - $339K
|
2.77K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 33.99% |
$247K - $338K
|
10.9K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.72KNew |
$243K - $332K
|
2.72K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
2.69KNew |
$240K - $329K
|
2.69K
$309K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.68K+ 78.22% |
$240K - $328K
|
6.11K
$701K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.68K+ 18.59% |
$239K - $328K
|
17.1K
$1.96M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.67K+ 7.99% |
$238K - $326K
|
36.1K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.66K+ 39.26% |
$237K - $325K
|
9.42K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.64K+ 18.82% |
$236K - $323K
|
16.7K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.62KNew |
$234K - $320K
|
2.62K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.61K+ 3.1% |
$233K - $319K
|
86.7K
$9.94M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.61K+ 41.09% |
$233K - $319K
|
8.95K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.6K+ 0.87% |
$232K - $318K
|
302K
$34.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$231K - $317K
|
2.59K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.59K+ 1.15% |
$231K - $317K
|
229K
$26.2M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.59K+ 4.07% |
$231K - $317K
|
66.2K
$7.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.59K+ 28.52% |
$231K - $316K
|
11.7K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.56KNew |
$229K - $313K
|
2.56K
$294K
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.55K+ 5.65% |
$228K - $313K
|
47.7K
$5.48M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.55K+ 2.44% |
$228K - $312K
|
107K
$12.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.53K+ 8.84% |
$226K - $309K
|
31.1K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.5K+ 82.56% |
$224K - $306K
|
5.54K
$635K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.49KNew |
$223K - $305K
|
2.49K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.49K+ 56.11% |
$222K - $304K
|
6.91K
$793K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.47K+ 1.88% |
$221K - $303K
|
134K
$15.4M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.46K+ 22.6% |
$220K - $301K
|
13.3K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.45K+ 2.44% |
$219K - $300K
|
103K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.45KNew |
$219K - $300K
|
2.45K
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.44KNew |
$218K - $299K
|
2.44K
$280K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.43K+ 14.78% |
$217K - $297K
|
18.9K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.43K+ 49.94% |
$217K - $297K
|
7.28K
$835K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.4K+ 3.06% |
$215K - $294K
|
81K
$9.29M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.4K+ 10.87% |
$215K - $294K
|
24.5K
$2.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.4KNew |
$214K - $294K
|
2.4K
$275K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.4K+ 4.23% |
$214K - $293K
|
59K
$6.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.39K+ 9.97% |
$214K - $293K
|
26.4K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2.38K+ 7.84% |
$212K - $291K
|
32.7K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.38K+ 6255.26% |
$212K - $291K
|
2.42K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.37KNew |
$212K - $290K
|
2.37K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.37K+ 19.87% |
$212K - $290K
|
14.3K
$1.64M
|