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 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
94+ 3.47% |
$8.39K - $11.5K
|
2.8K
$325K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
92+ 2.76% |
$8.21K - $11.3K
|
3.42K
$397K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
92+ 3.17% |
$8.21K - $11.3K
|
3K
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
91+ 1.02% |
$8.13K - $11.1K
|
8.99K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
91+ 1.79% |
$8.13K - $11.1K
|
5.17K
$600K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
90+ 6.26% |
$8.04K - $11K
|
1.53K
$177K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
89+ 1.95% |
$7.95K - $10.9K
|
4.65K
$539K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89+ 1.53% |
$7.95K - $10.9K
|
5.89K
$684K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
88+ 0.49% |
$7.86K - $10.8K
|
18K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
87New |
$7.77K - $10.6K
|
87
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
81+ 0.31% |
$7.23K - $9.91K
|
26.1K
$3.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
80+ 3.45% |
$7.14K - $9.79K
|
2.4K
$278K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
80+ 2.0% |
$7.14K - $9.79K
|
4.07K
$472K
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
80+ 1.39% |
$7.14K - $9.79K
|
5.83K
$676K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 3.69% |
$7.14K - $9.79K
|
2.25K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
77+ 2.34% |
$6.88K - $9.42K
|
3.37K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
77+ 1.05% |
$6.88K - $9.42K
|
7.42K
$861K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
76+ 1.97% |
$6.79K - $9.3K
|
3.93K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
76+ 3.29% |
$6.79K - $9.3K
|
2.39K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
76+ 1.1% |
$6.79K - $9.3K
|
7K
$812K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 8.17% |
$6.52K - $8.93K
|
967
$112K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
73+ 1.97% |
$6.52K - $8.93K
|
3.79K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
73+ 1.32% |
$6.52K - $8.93K
|
5.62K
$652K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
72+ 2.91% |
$6.43K - $8.81K
|
2.55K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
71+ 0.91% |
$6.34K - $8.69K
|
7.88K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
71+ 0.55% |
$6.34K - $8.69K
|
13K
$1.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
70+ 0.05% |
$6.25K - $8.57K
|
128K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
70+ 2.82% |
$6.25K - $8.57K
|
2.56K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
70+ 2.46% |
$6.25K - $8.57K
|
2.92K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
69+ 3.65% |
$6.16K - $8.44K
|
1.96K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
69+ 2.55% |
$6.16K - $8.44K
|
2.78K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
68+ 2.45% |
$6.07K - $8.32K
|
2.85K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
68+ 0.58% |
$6.07K - $8.32K
|
11.9K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
67+ 1.42% |
$5.98K - $8.2K
|
4.8K
$557K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
67+ 1.09% |
$5.98K - $8.2K
|
6.21K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
66+ 2.97% |
$5.89K - $8.08K
|
2.29K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.05% |
$5.89K - $8.08K
|
6.33K
$734K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
65+ 0.73% |
$5.8K - $7.95K
|
9.02K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
65+ 0.84% |
$5.8K - $7.95K
|
7.78K
$902K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
63+ 0.28% |
$5.63K - $7.71K
|
22.4K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
63+ 6.78% |
$5.63K - $7.71K
|
992
$115K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
61+ 0.62% |
$5.45K - $7.46K
|
9.94K
$1.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
60+ 1.12% |
$5.36K - $7.34K
|
5.42K
$629K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
60+ 56.6% |
$5.36K - $7.34K
|
166
$19.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 3.74% |
$5.36K - $7.34K
|
1.66K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59+ 0.54% |
$5.27K - $7.22K
|
10.9K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
59+ 0.06% |
$5.27K - $7.22K
|
105K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
58+ 2.14% |
$5.18K - $7.1K
|
2.77K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 1.58% |
$5.09K - $6.97K
|
3.67K
$425K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57+ 8.61% |
$5.09K - $6.97K
|
719
$83.4K
|