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 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
506+ 3.87% |
$45.2K - $61.9K
|
13.6K
$1.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
501New |
$44.7K - $61.3K
|
501
$58.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 0.1% |
$44.6K - $61.2K
|
509K
$59.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
500+ 17.61% |
$44.6K - $61.2K
|
3.34K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
499+ 1.22% |
$44.6K - $61.1K
|
41.4K
$4.8M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
496+ 7.31% |
$44.3K - $60.7K
|
7.28K
$844K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
494+ 7.33% |
$44.1K - $60.4K
|
7.24K
$839K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
493+ 2.85% |
$44K - $60.3K
|
17.8K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
491+ 8.38% |
$43.8K - $60.1K
|
6.35K
$736K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
483+ 13.4% |
$43.1K - $59.1K
|
4.09K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
478+ 4.21% |
$42.7K - $58.5K
|
11.8K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
477+ 0.96% |
$42.6K - $58.4K
|
50.1K
$5.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
477+ 3.45% |
$42.6K - $58.4K
|
14.3K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
476+ 15.23% |
$42.5K - $58.2K
|
3.6K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
474+ 7.68% |
$42.3K - $58K
|
6.65K
$771K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
471+ 4.2% |
$42.1K - $57.6K
|
11.7K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
468+ 1.78% |
$41.8K - $57.3K
|
26.8K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
464+ 17.21% |
$41.4K - $56.8K
|
3.16K
$367K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
460+ 3.86% |
$41.1K - $56.3K
|
12.4K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
459+ 15.27% |
$41K - $56.2K
|
3.47K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
455+ 9.27% |
$40.6K - $55.7K
|
5.36K
$622K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
455+ 1.5% |
$40.6K - $55.7K
|
30.8K
$3.57M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
452+ 8.71% |
$40.4K - $55.3K
|
5.64K
$655K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
450+ 43.77% |
$40.2K - $55.1K
|
1.48K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
449+ 1.84% |
$40.1K - $54.9K
|
24.8K
$2.88M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
448+ 4.4% |
$40K - $54.8K
|
10.6K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447+ 4.2% |
$39.9K - $54.7K
|
11.1K
$1.29M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
444+ 0.69% |
$39.6K - $54.3K
|
64.8K
$7.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
434+ 2.12% |
$38.8K - $53.1K
|
20.9K
$2.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
434+ 1.91% |
$38.8K - $53.1K
|
23.2K
$2.69M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
421+ 1.32% |
$37.6K - $51.5K
|
32.4K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
420+ 8.22% |
$37.5K - $51.4K
|
5.53K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
420+ 1.69% |
$37.5K - $51.4K
|
25.2K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
418New |
$37.3K - $51.1K
|
418
$48.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
411+ 83.71% |
$36.7K - $50.3K
|
902
$105K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
411+ 2.41% |
$36.7K - $50.3K
|
17.5K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
409+ 8.58% |
$36.5K - $50K
|
5.18K
$601K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
408+ 4.33% |
$36.4K - $49.9K
|
9.83K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
407+ 6.25% |
$36.3K - $49.8K
|
6.92K
$802K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
403+ 10.0% |
$36K - $49.3K
|
4.43K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
403+ 0.53% |
$36K - $49.3K
|
77.1K
$8.95M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
402+ 13.72% |
$35.9K - $49.2K
|
3.33K
$386K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
401+ 5.08% |
$35.8K - $49.1K
|
8.29K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
395+ 10.14% |
$35.3K - $48.3K
|
4.29K
$498K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
394+ 9.62% |
$35.2K - $48.2K
|
4.49K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
391+ 4.5% |
$34.9K - $47.8K
|
9.08K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
387+ 10.29% |
$34.6K - $47.4K
|
4.15K
$481K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
385+ 5.44% |
$34.4K - $47.1K
|
7.46K
$865K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
385+ 10.34% |
$34.4K - $47.1K
|
4.11K
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
383+ 8.04% |
$34.2K - $46.9K
|
5.15K
$597K
|