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 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.62K+ 1.79% |
$145K - $198K
|
92.1K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$145K - $198K
|
51.5K
$5.97M
|
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.6K+ 5.03% |
$143K - $196K
|
33.4K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.6K+ 58.39% |
$143K - $196K
|
4.34K
$503K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.6K+ 28.43% |
$143K - $196K
|
7.22K
$837K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.6K+ 27.01% |
$142K - $195K
|
7.5K
$870K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.59K+ 0.16% |
$142K - $194K
|
983K
$114M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.58K+ 31.27% |
$141K - $193K
|
6.63K
$769K
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
1.58K+ 7.79% |
$141K - $193K
|
21.9K
$2.54M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.55KNew |
$138K - $189K
|
1.55K
$179K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.53K+ 11.0% |
$136K - $187K
|
15.4K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.52K+ 27.81% |
$136K - $186K
|
7K
$812K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.52K+ 41.13% |
$136K - $186K
|
5.22K
$605K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.52K+ 6.16% |
$136K - $186K
|
26.2K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52K+ 40.65% |
$136K - $186K
|
5.25K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.51K+ 512.93% |
$135K - $185K
|
1.8K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 18.54% |
$134K - $183K
|
9.58K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.49K+ 10.11% |
$133K - $183K
|
16.3K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.49K+ 55.23% |
$133K - $183K
|
4.2K
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.49K+ 53.38% |
$133K - $182K
|
4.28K
$497K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.49K+ 23.67% |
$133K - $182K
|
7.78K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.49K+ 15.04% |
$133K - $182K
|
11.4K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.48K+ 8.3% |
$132K - $180K
|
19.3K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.47K+ 6.47% |
$131K - $180K
|
24.1K
$2.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.47K+ 2.29% |
$131K - $179K
|
65.6K
$7.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 45.03% |
$130K - $179K
|
4.7K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.45K+ 5.99% |
$130K - $178K
|
25.7K
$2.98M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.45K+ 0.73% |
$129K - $177K
|
199K
$23.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 11.34% |
$129K - $177K
|
14.2K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.45K+ 20.4% |
$129K - $177K
|
8.53K
$989K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.44K+ 5.23% |
$129K - $176K
|
29K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.44K+ 9.76% |
$128K - $176K
|
16.2K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.43K+ 11.93% |
$128K - $175K
|
13.4K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.43K+ 5.46% |
$127K - $174K
|
27.5K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.42K+ 9.15% |
$126K - $173K
|
16.9K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.41K+ 15.56% |
$126K - $173K
|
10.5K
$1.22M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.41K+ 48.94% |
$126K - $172K
|
4.28K
$496K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.4K+ 4.33% |
$125K - $171K
|
33.8K
$3.92M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.4K+ 11.73% |
$125K - $171K
|
13.3K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.39K+ 0.75% |
$124K - $170K
|
186K
$21.5M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.38K+ 0.36% |
$123K - $168K
|
379K
$44M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.37K+ 49.0% |
$123K - $168K
|
4.17K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.37K+ 39.28% |
$122K - $168K
|
4.85K
$563K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
1.37K+ 10.19% |
$122K - $167K
|
14.8K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.36KNew |
$122K - $167K
|
1.36K
$158K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.36KNew |
$121K - $166K
|
1.36K
$157K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 24.6% |
$121K - $166K
|
6.87K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.36K+ 0.91% |
$121K - $166K
|
150K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.35K+ 44.31% |
$121K - $166K
|
4.41K
$512K
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 10.8% |
$120K - $164K
|
13.8K
$1.6M
|