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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
383+ 13.89% |
$34.2K - $46.9K
|
3.14K
$364K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
381+ 12.53% |
$34K - $46.6K
|
3.42K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
381+ 16.42% |
$34K - $46.6K
|
2.7K
$313K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
376+ 0.92% |
$33.6K - $46K
|
41.4K
$4.8M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
373+ 0.07% |
$33.3K - $45.6K
|
574K
$66.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
365+ 3.52% |
$32.6K - $44.7K
|
10.7K
$1.24M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
361+ 2.78% |
$32.2K - $44.2K
|
13.4K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
359+ 0.66% |
$32.1K - $43.9K
|
54.5K
$6.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
358+ 4.14% |
$32K - $43.8K
|
9.01K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
358+ 0.36% |
$32K - $43.8K
|
99.2K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
354+ 6.64% |
$31.6K - $43.3K
|
5.69K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
352+ 21.46% |
$31.4K - $43.1K
|
1.99K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
351+ 2.55% |
$31.3K - $42.9K
|
14.1K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
350+ 1.27% |
$31.3K - $42.8K
|
27.9K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
345+ 3.04% |
$30.8K - $42.2K
|
11.7K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
340+ 0.31% |
$30.4K - $41.6K
|
112K
$13M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
339+ 10.23% |
$30.3K - $41.5K
|
3.65K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
339+ 4.35% |
$30.3K - $41.5K
|
8.14K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
339+ 4.53% |
$30.3K - $41.5K
|
7.83K
$908K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
339+ 4.26% |
$30.3K - $41.5K
|
8.29K
$962K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
334+ 9.3% |
$29.8K - $40.9K
|
3.93K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
332+ 8.68% |
$29.6K - $40.6K
|
4.16K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
331+ 7.83% |
$29.6K - $40.5K
|
4.56K
$529K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
328+ 8.21% |
$29.3K - $40.1K
|
4.32K
$501K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
327+ 4.4% |
$29.2K - $40K
|
7.77K
$901K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
327+ 7.28% |
$29.2K - $40K
|
4.82K
$559K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
324+ 0.65% |
$28.9K - $39.6K
|
50.4K
$5.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
324+ 11.65% |
$28.9K - $39.6K
|
3.1K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
322+ 3.84% |
$28.8K - $39.4K
|
8.71K
$1.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
321+ 3.88% |
$28.7K - $39.3K
|
8.59K
$997K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
320+ 1.29% |
$28.6K - $39.2K
|
25.1K
$2.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
312+ 5.67% |
$27.9K - $38.2K
|
5.82K
$675K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
312+ 6.23% |
$27.9K - $38.2K
|
5.32K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
309+ 3.0% |
$27.6K - $37.8K
|
10.6K
$1.23M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
309+ 2.57% |
$27.6K - $37.8K
|
12.4K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
308+ 9.65% |
$27.5K - $37.7K
|
3.5K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
302+ 0.66% |
$27K - $37K
|
45.8K
$5.31M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 10.57% |
$26.8K - $36.7K
|
3.14K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
300+ 13.2% |
$26.8K - $36.7K
|
2.57K
$298K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
300+ 11.47% |
$26.8K - $36.7K
|
2.92K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
298+ 1.24% |
$26.6K - $36.5K
|
24.4K
$2.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
296+ 4.92% |
$26.4K - $36.2K
|
6.31K
$732K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
295+ 0.3% |
$26.3K - $36.1K
|
99.3K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
294+ 6.66% |
$26.3K - $36K
|
4.71K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
293+ 2.94% |
$26.2K - $35.9K
|
10.3K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
293+ 2.76% |
$26.2K - $35.9K
|
10.9K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
291+ 5.0% |
$26K - $35.6K
|
6.11K
$708K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
290+ 7.09% |
$25.9K - $35.5K
|
4.38K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
290+ 5.04% |
$25.9K - $35.5K
|
6.05K
$702K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
289+ 1.43% |
$25.8K - $35.4K
|
20.5K
$2.38M
|