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 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
663+ 2.01% |
$59.2K - $81.1K
|
33.6K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
661+ 1.86% |
$59K - $80.9K
|
36.2K
$4.2M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
658+ 4.27% |
$58.8K - $80.5K
|
16.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
658+ 1.49% |
$58.8K - $80.5K
|
44.8K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
650+ 2.2% |
$58K - $79.5K
|
30.2K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
641+ 2.25% |
$57.2K - $78.4K
|
29.1K
$3.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
637+ 1.86% |
$56.9K - $77.9K
|
35K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
636+ 2.39% |
$56.8K - $77.8K
|
27.2K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
634+ 17.85% |
$56.6K - $77.6K
|
4.19K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
633+ 19.4% |
$56.5K - $77.5K
|
3.9K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
625+ 2.15% |
$55.8K - $76.5K
|
29.8K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
622+ 6.98% |
$55.5K - $76.1K
|
9.54K
$1.11M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
620+ 2.59% |
$55.4K - $75.9K
|
24.5K
$2.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
612+ 23.45% |
$54.6K - $74.9K
|
3.22K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
609+ 51.52% |
$54.4K - $74.5K
|
1.79K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
603+ 1.08% |
$53.8K - $73.8K
|
56.7K
$6.57M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
603+ 5.73% |
$53.8K - $73.8K
|
11.1K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
601+ 0.91% |
$53.7K - $73.5K
|
66.8K
$7.75M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
600+ 9.92% |
$53.6K - $73.4K
|
6.65K
$771K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
599+ 8.69% |
$53.5K - $73.3K
|
7.49K
$869K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
595+ 17.91% |
$53.1K - $72.8K
|
3.92K
$454K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
594+ 5.14% |
$53K - $72.7K
|
12.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
588+ 2.71% |
$52.5K - $71.9K
|
22.3K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
578+ 0.44% |
$51.6K - $70.7K
|
131K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
577+ 4.24% |
$51.5K - $70.6K
|
14.2K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
576+ 30.72% |
$51.4K - $70.5K
|
2.45K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
576+ 7.17% |
$51.4K - $70.5K
|
8.61K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
573+ 360.38% |
$51.2K - $70.1K
|
732
$84.9K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
572+ 12.25% |
$51.1K - $70K
|
5.24K
$608K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
569+ 10.41% |
$50.8K - $69.6K
|
6.03K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
565+ 5.95% |
$50.4K - $69.1K
|
10.1K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
563+ 3.99% |
$50.3K - $68.9K
|
14.7K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
559+ 4.62% |
$49.9K - $68.4K
|
12.7K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
556+ 7.18% |
$49.6K - $68K
|
8.3K
$963K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
555+ 7.5% |
$49.6K - $67.9K
|
7.95K
$922K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
551+ 5.48% |
$49.2K - $67.4K
|
10.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
547+ 7.13% |
$48.8K - $66.9K
|
8.22K
$954K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
537+ 1.05% |
$47.9K - $65.7K
|
51.6K
$5.99M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
537+ 1.17% |
$47.9K - $65.7K
|
46.2K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
532+ 9.1% |
$47.5K - $65.1K
|
6.38K
$740K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
527+ 10.46% |
$47.1K - $64.5K
|
5.56K
$645K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
527+ 10.46% |
$47.1K - $64.5K
|
5.56K
$645K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
524+ 8.65% |
$46.8K - $64.1K
|
6.58K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
521+ 0.93% |
$46.5K - $63.7K
|
56.8K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
520+ 5.0% |
$46.4K - $63.6K
|
10.9K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
515+ 15.87% |
$46K - $63K
|
3.76K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
512+ 9.39% |
$45.7K - $62.6K
|
5.97K
$692K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
512+ 441.38% |
$45.7K - $62.6K
|
628
$72.8K
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
509+ 22.6% |
$45.4K - $62.3K
|
2.76K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
508+ 2.62% |
$45.4K - $62.2K
|
19.9K
$2.31M
|