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 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.86KNew |
$166K - $227K
|
1.86K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.85K+ 3.49% |
$165K - $226K
|
54.8K
$6.36M
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.85K+ 9.68% |
$165K - $226K
|
21K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.85K+ 4.08% |
$165K - $226K
|
47.1K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.85KNew |
$165K - $226K
|
1.85K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.85K+ 24.41% |
$165K - $226K
|
9.41K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$214K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.84K+ 6.99% |
$164K - $225K
|
28.2K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.84KNew |
$164K - $225K
|
1.84K
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.83K+ 18.41% |
$164K - $224K
|
11.8K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.83KNew |
$163K - $224K
|
1.83K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.83KNew |
$163K - $223K
|
1.83K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.82KNew |
$163K - $223K
|
1.82K
$211K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.81K+ 32.97% |
$162K - $222K
|
7.31K
$848K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.81K+ 9.49% |
$162K - $222K
|
20.9K
$2.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.81KNew |
$162K - $221K
|
1.81K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.81K+ 13.46% |
$162K - $221K
|
15.2K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$210K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.81KNew |
$161K - $221K
|
1.81K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.8K+ 34.24% |
$160K - $220K
|
7.04K
$817K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.8KNew |
$160K - $220K
|
1.8K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.79K+ 49.61% |
$160K - $220K
|
5.41K
$628K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.79K+ 4.43% |
$160K - $219K
|
42.2K
$4.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$160K - $219K
|
1.79K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.78KNew |
$159K - $218K
|
1.78K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.78K+ 44.81% |
$159K - $218K
|
5.76K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.78KNew |
$159K - $217K
|
1.78K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.77KNew |
$158K - $217K
|
1.77K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.77KNew |
$158K - $217K
|
1.77K
$205K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.77KNew |
$158K - $217K
|
1.77K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.76K+ 45.34% |
$157K - $215K
|
5.64K
$654K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$204K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.76KNew |
$157K - $215K
|
1.76K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.75KNew |
$157K - $215K
|
1.75K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$203K
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
BUY
|
- |
1.75KNew |
$156K - $214K
|
1.75K
$203K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.74KNew |
$156K - $213K
|
1.74K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.74K+ 5.42% |
$155K - $213K
|
33.8K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.74KNew |
$155K - $213K
|
1.74K
$202K
|