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 08, 2024
Q1 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
2K+ 16.67% |
$179K - $245K
|
14K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2KNew |
$179K - $245K
|
2K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2KNew |
$178K - $245K
|
2K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2K+ 2.63% |
$178K - $244K
|
78.1K
$7.73M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2KNew |
$178K - $244K
|
2K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
1.99KNew |
$178K - $244K
|
1.99K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.99KNew |
$178K - $243K
|
1.99K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.99KNew |
$177K - $243K
|
1.99K
$197K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.99K+ 12.66% |
$177K - $243K
|
17.7K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.99K+ 0.5% |
$177K - $243K
|
403K
$39.9M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.98KNew |
$177K - $243K
|
1.98K
$196K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.98KNew |
$177K - $242K
|
1.98K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.98KNew |
$176K - $242K
|
1.98K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.97KNew |
$176K - $242K
|
1.97K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$195K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.97KNew |
$176K - $241K
|
1.97K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.96KNew |
$175K - $240K
|
1.96K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.96KNew |
$175K - $239K
|
1.96K
$194K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$174K - $239K
|
1.95K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.95KNew |
$174K - $239K
|
1.95K
$193K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.93KNew |
$173K - $237K
|
1.93K
$191K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.93K+ 3.55% |
$173K - $236K
|
56.4K
$5.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.93KNew |
$172K - $236K
|
1.93K
$191K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.93K+ 11.98% |
$172K - $236K
|
18K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$190K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.92K+ 4.8% |
$172K - $235K
|
42K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.92KNew |
$172K - $235K
|
1.92K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.92K+ 13.04% |
$171K - $235K
|
16.6K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.92KNew |
$171K - $235K
|
1.92K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.91KNew |
$171K - $234K
|
1.91K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.91KNew |
$170K - $233K
|
1.91K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 5.48% |
$170K - $233K
|
36.7K
$3.63M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.9KNew |
$170K - $233K
|
1.9K
$188K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.9K+ 4.39% |
$170K - $232K
|
45.2K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.9K+ 31.44% |
$170K - $232K
|
7.94K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.9K+ 4.49% |
$169K - $232K
|
44.2K
$4.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$168K - $231K
|
1.89K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.88KNew |
$168K - $231K
|
1.88K
$187K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.88KNew |
$168K - $230K
|
1.88K
$186K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.87K+ 7.21% |
$167K - $229K
|
27.8K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$185K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
1.87KNew |
$167K - $229K
|
1.87K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.86KNew |
$166K - $228K
|
1.86K
$184K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.86K+ 5.86% |
$166K - $228K
|
33.7K
$3.33M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.86KNew |
$166K - $227K
|
1.86K
$184K
|