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 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
2.14KNew |
$191K - $262K
|
2.14K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.14K+ 6.72% |
$191K - $262K
|
34K
$3.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.14KNew |
$191K - $261K
|
2.14K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.14KNew |
$191K - $261K
|
2.14K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.14K+ 2.27% |
$191K - $261K
|
96K
$9.51M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.13KNew |
$190K - $260K
|
2.13K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$189K - $260K
|
2.12K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.12KNew |
$189K - $260K
|
2.12K
$210K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$188K - $258K
|
2.11K
$209K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.1KNew |
$188K - $257K
|
2.1K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
2.1K+ 8.8% |
$188K - $257K
|
26K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.1KNew |
$188K - $257K
|
2.1K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.1KNew |
$187K - $257K
|
2.1K
$208K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.1KNew |
$187K - $256K
|
2.1K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
2.1K+ 26.66% |
$187K - $256K
|
9.95K
$986K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$187K - $256K
|
2.09K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.09KNew |
$186K - $255K
|
2.09K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.09K+ 70.32% |
$186K - $255K
|
5.06K
$501K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.08K+ 2.72% |
$186K - $255K
|
78.7K
$7.79M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.08KNew |
$186K - $255K
|
2.08K
$206K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.08K+ 23.99% |
$186K - $254K
|
10.7K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.08KNew |
$185K - $254K
|
2.08K
$205K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.07KNew |
$185K - $254K
|
2.07K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.07KNew |
$184K - $253K
|
2.07K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.06K+ 11.55% |
$184K - $252K
|
19.9K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$183K - $251K
|
2.06K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.05KNew |
$183K - $251K
|
2.05K
$203K
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.05K+ 0.2% |
$183K - $251K
|
1.05M
$104M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
2.05KNew |
$183K - $250K
|
2.05K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.04KNew |
$182K - $249K
|
2.04K
$202K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$182K - $249K
|
2.03K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
2.03K+ 27.36% |
$182K - $249K
|
9.46K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.03K+ 62.71% |
$182K - $249K
|
5.28K
$522K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.03KNew |
$181K - $249K
|
2.03K
$201K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03KNew |
$181K - $248K
|
2.03K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.02KNew |
$181K - $248K
|
2.02K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
2.02KNew |
$180K - $247K
|
2.02K
$200K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.02KNew |
$180K - $247K
|
2.02K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
BUY
|
- |
2.01KNew |
$180K - $246K
|
2.01K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.01K+ 268.98% |
$180K - $246K
|
2.76K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
2.01K+ 16.01% |
$179K - $246K
|
14.6K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.01K+ 0.87% |
$179K - $246K
|
233K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$198K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$198K
|