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 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
287+ 0.5% |
$25.6K - $35.1K
|
58.2K
$6.75M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
285+ 9.58% |
$25.4K - $34.9K
|
3.26K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
283+ 2.94% |
$25.3K - $34.6K
|
9.91K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
280+ 0.23% |
$25K - $34.3K
|
124K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
278+ 0.97% |
$24.8K - $34K
|
28.9K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
277+ 1.84% |
$24.7K - $33.9K
|
15.3K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
275+ 0.97% |
$24.6K - $33.6K
|
28.8K
$3.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
275+ 3.33% |
$24.6K - $33.6K
|
8.53K
$989K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
274+ 2.14% |
$24.5K - $33.5K
|
13.1K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
273+ 8.51% |
$24.4K - $33.4K
|
3.48K
$404K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
273+ 5.19% |
$24.4K - $33.4K
|
5.53K
$642K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
272+ 4.57% |
$24.3K - $33.3K
|
6.22K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
268+ 2.32% |
$23.9K - $32.8K
|
11.8K
$1.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
267+ 8.62% |
$23.8K - $32.7K
|
3.36K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
264+ 2.15% |
$23.6K - $32.3K
|
12.5K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
256+ 2.5% |
$22.9K - $31.3K
|
10.5K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
255+ 1.13% |
$22.8K - $31.2K
|
22.8K
$2.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
253+ 1.39% |
$22.6K - $31K
|
18.5K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
251New |
$22.4K - $30.7K
|
251
$29.1K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
251+ 3.76% |
$22.4K - $30.7K
|
6.94K
$804K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
250+ 5.84% |
$22.3K - $30.6K
|
4.53K
$525K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
250New |
$22.3K - $30.6K
|
250
$29K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
247+ 0.83% |
$22.1K - $30.2K
|
29.8K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
247+ 10.01% |
$22.1K - $30.2K
|
2.72K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
246+ 2.7% |
$22K - $30.1K
|
9.36K
$1.09M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
246+ 1.23% |
$22K - $30.1K
|
20.3K
$2.35M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
246+ 1.21% |
$22K - $30.1K
|
20.5K
$2.38M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
243+ 0.55% |
$21.7K - $29.7K
|
44.8K
$5.2M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
243+ 4.42% |
$21.7K - $29.7K
|
5.75K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
241+ 4.86% |
$21.5K - $29.5K
|
5.2K
$604K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
238+ 3.0% |
$21.3K - $29.1K
|
8.17K
$948K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
237+ 5.02% |
$21.2K - $29K
|
4.96K
$575K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
237+ 6.21% |
$21.2K - $29K
|
4.06K
$470K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
237+ 78.22% |
$21.2K - $29K
|
540
$62.6K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
237+ 5.35% |
$21.2K - $29K
|
4.66K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
233+ 0.62% |
$20.8K - $28.5K
|
37.9K
$4.4M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
233+ 12.48% |
$20.8K - $28.5K
|
2.1K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
232+ 2.28% |
$20.7K - $28.4K
|
10.4K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
230+ 0.96% |
$20.5K - $28.1K
|
24.3K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
229+ 0.44% |
$20.4K - $28K
|
52.3K
$6.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
228+ 1.32% |
$20.4K - $27.9K
|
17.5K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
225+ 5.17% |
$20.1K - $27.5K
|
4.58K
$531K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
223+ 7.84% |
$19.9K - $27.3K
|
3.07K
$356K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
222+ 1.56% |
$19.8K - $27.2K
|
14.5K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
222+ 0.56% |
$19.8K - $27.2K
|
40.1K
$4.65M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
220+ 3.33% |
$19.6K - $26.9K
|
6.82K
$791K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
217+ 6.17% |
$19.4K - $26.6K
|
3.73K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
217+ 0.44% |
$19.4K - $26.6K
|
49.9K
$5.79M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
216+ 9.53% |
$19.3K - $26.4K
|
2.48K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
215+ 141.45% |
$19.2K - $26.3K
|
367
$42.6K
|