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
|
Sather Financial Group Inc
|
BUY
|
- |
1.73KNew |
$155K - $212K
|
1.73K
$201K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.73KNew |
$154K - $211K
|
1.73K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.73K+ 5.84% |
$154K - $211K
|
31.3K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.73KNew |
$154K - $211K
|
1.73K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.72KNew |
$154K - $211K
|
1.72K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.72K+ 18.71% |
$154K - $210K
|
10.9K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.72KNew |
$153K - $210K
|
1.72K
$199K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.71KNew |
$153K - $210K
|
1.71K
$199K
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$153K - $209K
|
1.71K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 3.55% |
$152K - $209K
|
49.8K
$5.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.71KNew |
$152K - $209K
|
1.71K
$198K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.7K+ 1.65% |
$152K - $208K
|
105K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1.7KNew |
$152K - $208K
|
1.7K
$197K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$196K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.69KNew |
$151K - $207K
|
1.69K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
1.69KNew |
$151K - $206K
|
1.69K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
1.69KNew |
$151K - $206K
|
1.69K
$196K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.68K+ 30.74% |
$150K - $206K
|
7.16K
$831K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.68KNew |
$150K - $206K
|
1.68K
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.68KNew |
$150K - $205K
|
1.68K
$194K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 53.58% |
$150K - $205K
|
4.8K
$557K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.67KNew |
$149K - $205K
|
1.67K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.67KNew |
$149K - $204K
|
1.67K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
1.67K+ 1.24% |
$149K - $204K
|
137K
$15.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.67K+ 33.35% |
$149K - $204K
|
6.66K
$773K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.67KNew |
$149K - $204K
|
1.67K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$193K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$193K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$193K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.66K+ 8.16% |
$148K - $203K
|
22K
$2.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.66K+ 3.03% |
$148K - $203K
|
56.3K
$6.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$148K - $203K
|
1.66K
$192K
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65KNew |
$148K - $202K
|
1.65K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$192K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.65KNew |
$147K - $202K
|
1.65K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64KNew |
$147K - $201K
|
1.64K
$190K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$190K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.64KNew |
$146K - $201K
|
1.64K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.63K+ 1.24% |
$146K - $200K
|
133K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.63K+ 13.36% |
$145K - $199K
|
13.8K
$1.6M
|