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 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.07K+ 3.83% |
$95.8K - $131K
|
29.1K
$3.38M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.07K+ 1.32% |
$95.8K - $131K
|
82.6K
$9.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.07K+ 45.3% |
$95.5K - $131K
|
3.43K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.07K+ 21.42% |
$95.5K - $131K
|
6.07K
$704K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.06KNew |
$94.6K - $130K
|
1.06K
$123K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.04K+ 6.2% |
$93K - $127K
|
17.8K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 17.62% |
$92.7K - $127K
|
6.93K
$804K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.03K+ 12.84% |
$91.8K - $126K
|
9.03K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.03KNew |
$91.6K - $126K
|
1.03K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.02K+ 0.71% |
$90.8K - $124K
|
143K
$16.6M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.01KNew |
$90.3K - $124K
|
1.01K
$117K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.01K+ 94.84% |
$90.2K - $124K
|
2.08K
$241K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 3.12% |
$89.6K - $123K
|
33.2K
$3.85M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1K+ 493.1% |
$89.4K - $122K
|
1.2K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
1KNew |
$89.3K - $122K
|
1K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1K+ 50.0% |
$89.3K - $122K
|
3K
$348K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
996+ 82.11% |
$88.9K - $122K
|
2.21K
$256K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
981+ 5.01% |
$87.6K - $120K
|
20.6K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
966+ 0.73% |
$86.3K - $118K
|
134K
$15.5M
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
951+ 5.32% |
$84.9K - $116K
|
18.8K
$2.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
931+ 14.58% |
$83.1K - $114K
|
7.32K
$849K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
931+ 18.48% |
$83.1K - $114K
|
5.97K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
930+ 3.9% |
$83K - $114K
|
24.8K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
929+ 3.25% |
$83K - $114K
|
29.5K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
926+ 0.77% |
$82.7K - $113K
|
121K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
926+ 8.97% |
$82.7K - $113K
|
11.2K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
921+ 2.75% |
$82.2K - $113K
|
34.4K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
919+ 34.78% |
$82.1K - $112K
|
3.56K
$413K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
916+ 9.64% |
$81.8K - $112K
|
10.4K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
906+ 9.52% |
$80.9K - $111K
|
10.4K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
900+ 4.89% |
$80.4K - $110K
|
19.3K
$2.24M
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
892+ 2.79% |
$79.6K - $109K
|
32.9K
$3.82M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
890+ 21.19% |
$79.5K - $109K
|
5.09K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
888+ 0.58% |
$79.3K - $109K
|
154K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
884+ 20.68% |
$78.9K - $108K
|
5.16K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
882+ 4.36% |
$78.8K - $108K
|
21.1K
$2.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
877+ 1.82% |
$78.3K - $107K
|
49K
$5.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
875+ 1.27% |
$78.1K - $107K
|
69.7K
$8.09M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
874+ 14.47% |
$78K - $107K
|
6.91K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
872+ 4.0% |
$77.9K - $107K
|
22.7K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
870+ 23.35% |
$77.7K - $106K
|
4.6K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
868+ 35.21% |
$77.5K - $106K
|
3.33K
$387K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
867+ 37.6% |
$77.4K - $106K
|
3.17K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
859+ 11.14% |
$76.7K - $105K
|
8.57K
$994K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
858+ 0.71% |
$76.6K - $105K
|
122K
$14.2M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
855+ 34.8% |
$76.3K - $105K
|
3.31K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
849+ 15.24% |
$75.8K - $104K
|
6.42K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
849+ 3.81% |
$75.8K - $104K
|
23.1K
$2.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
843+ 81.84% |
$75.3K - $103K
|
1.87K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
838+ 1.57% |
$74.8K - $103K
|
54.3K
$6.3M
|