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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.33K+ 17.2% |
$119K - $163K
|
9.06K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.32K+ 7.32% |
$118K - $162K
|
19.4K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.32K+ 50.15% |
$118K - $162K
|
3.96K
$465K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.32K+ 5.35% |
$118K - $162K
|
26K
$3.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.32K+ 9.56% |
$118K - $161K
|
15.1K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.31K+ 19.44% |
$117K - $160K
|
8.04K
$946K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 12.24% |
$116K - $160K
|
12K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.3K+ 7.53% |
$116K - $160K
|
18.6K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
1.3K+ 2.95% |
$116K - $159K
|
45.5K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 18.39% |
$115K - $158K
|
8.33K
$979K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.28K+ 0.46% |
$114K - $156K
|
276K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 0.99% |
$114K - $156K
|
130K
$15.3M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.27K+ 38.39% |
$114K - $156K
|
4.59K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.27K+ 11.5% |
$113K - $155K
|
12.3K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
1.26K+ 39.4% |
$113K - $155K
|
4.47K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26K+ 4.08% |
$112K - $154K
|
32K
$3.77M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.25K+ 4.66% |
$111K - $153K
|
28K
$3.3M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 7.85% |
$111K - $152K
|
17K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.24K+ 10.09% |
$110K - $151K
|
13.5K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.23K+ 18.65% |
$110K - $150K
|
7.81K
$918K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.22K+ 2.81% |
$109K - $149K
|
44.6K
$5.25M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.22K+ 20.0% |
$109K - $149K
|
7.32K
$861K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$108K - $148K
|
1.21K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.21K+ 7.97% |
$108K - $148K
|
16.4K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.21K+ 6.54% |
$108K - $148K
|
19.7K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.2K+ 40.58% |
$107K - $147K
|
4.16K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.19K+ 15.31% |
$106K - $146K
|
8.98K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.19K+ 12.96% |
$106K - $145K
|
10.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 13.28% |
$103K - $141K
|
9.83K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.15K+ 5.55% |
$103K - $141K
|
21.9K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.15K+ 29.49% |
$103K - $141K
|
5.05K
$594K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.15K+ 7.05% |
$103K - $141K
|
17.5K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.15K+ 1.06% |
$103K - $141K
|
110K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.14K+ 5.13% |
$102K - $139K
|
23.4K
$2.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.14K+ 11.47% |
$102K - $139K
|
11.1K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.14KNew |
$102K - $139K
|
1.14K
$134K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1.14K+ 2.26% |
$102K - $139K
|
51.4K
$6.04M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.14K+ 17.05% |
$101K - $139K
|
7.79K
$916K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.13K+ 1.88% |
$100K - $138K
|
61K
$7.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.12K+ 1.52% |
$100K - $137K
|
74.8K
$8.8M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.12KNew |
$99.7K - $137K
|
1.12K
$131K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.11K+ 10.1% |
$99.3K - $136K
|
12.1K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.1K+ 28.49% |
$98.3K - $135K
|
4.97K
$584K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 1.89% |
$98.1K - $134K
|
59.2K
$6.96M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.09K+ 1.04% |
$97.3K - $133K
|
105K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
1.09K+ 12.11% |
$97.2K - $133K
|
10.1K
$1.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.08K+ 6.61% |
$96.7K - $133K
|
17.5K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.08K+ 15.6% |
$96.2K - $132K
|
7.98K
$939K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.08K+ 8.36% |
$96.2K - $132K
|
14K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 3.43% |
$95.9K - $131K
|
32.4K
$3.81M
|