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 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
830+ 6.73% |
$74.1K - $102K
|
13.2K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
830+ 8.9% |
$74.1K - $102K
|
10.2K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
826+ 1.29% |
$73.8K - $101K
|
64.8K
$7.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
822+ 21.4% |
$73.4K - $101K
|
4.66K
$541K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
822+ 10.61% |
$73.4K - $101K
|
8.57K
$994K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
815+ 2.42% |
$72.8K - $99.7K
|
34.4K
$4M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
813+ 10.11% |
$72.6K - $99.5K
|
8.85K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
811+ 4.66% |
$72.4K - $99.2K
|
18.2K
$2.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
809+ 4.43% |
$72.2K - $99K
|
19.1K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
802New |
$71.6K - $98.1K
|
802
$93K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
800+ 0.23% |
$71.4K - $97.9K
|
352K
$40.8M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
799+ 192.53% |
$71.3K - $97.8K
|
1.21K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
786+ 0.64% |
$70.2K - $96.2K
|
123K
$14.3M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
774+ 7.12% |
$69.1K - $94.7K
|
11.6K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
761+ 26.89% |
$67.9K - $93.1K
|
3.59K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
756+ 28.69% |
$67.5K - $92.5K
|
3.39K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
754+ 3.23% |
$67.3K - $92.3K
|
24.1K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
746+ 3.02% |
$66.6K - $91.3K
|
25.4K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
746+ 14.57% |
$66.6K - $91.3K
|
5.87K
$680K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 25.95% |
$66.1K - $90.5K
|
3.59K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
739+ 0.87% |
$66K - $90.4K
|
85.5K
$9.92M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
738+ 25.2% |
$65.9K - $90.3K
|
3.67K
$425K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
730+ 3.22% |
$65.2K - $89.3K
|
23.4K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
728+ 2.46% |
$65K - $89.1K
|
30.3K
$3.52M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
726+ 3.48% |
$64.8K - $88.8K
|
21.6K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
726+ 7.12% |
$64.8K - $88.8K
|
10.9K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
722+ 5.08% |
$64.5K - $88.3K
|
14.9K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
722+ 31.04% |
$64.5K - $88.3K
|
3.05K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
720+ 1.62% |
$64.3K - $88.1K
|
45.3K
$5.25M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
717+ 3.52% |
$64K - $87.7K
|
21.1K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
714+ 12.07% |
$63.8K - $87.4K
|
6.63K
$769K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
709+ 14.03% |
$63.3K - $86.8K
|
5.76K
$669K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
708+ 4.26% |
$63.2K - $86.6K
|
17.3K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
700+ 2.35% |
$62.5K - $85.7K
|
30.5K
$3.54M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
700+ 23.09% |
$62.5K - $85.7K
|
3.73K
$433K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
700+ 510.95% |
$62.5K - $85.7K
|
837
$97.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
695+ 0.78% |
$62.1K - $85K
|
89.7K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
694+ 17.09% |
$62K - $84.9K
|
4.76K
$552K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.42% |
$61.2K - $83.8K
|
164K
$19M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
682+ 2.73% |
$60.9K - $83.4K
|
25.6K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
675+ 3.02% |
$60.3K - $82.6K
|
23K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
675+ 0.45% |
$60.3K - $82.6K
|
151K
$17.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
674+ 11.05% |
$60.2K - $82.5K
|
6.78K
$786K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
674+ 11.05% |
$60.2K - $82.5K
|
6.78K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
672New |
$60K - $82.2K
|
672
$78K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
670+ 4.5% |
$59.8K - $82K
|
15.6K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
667+ 1.72% |
$59.6K - $81.6K
|
39.6K
$4.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
666+ 0.68% |
$59.5K - $81.5K
|
98.8K
$11.5M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
666+ 5.24% |
$59.5K - $81.5K
|
13.4K
$1.55M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
664+ 4.98% |
$59.3K - $81.2K
|
14K
$1.62M
|