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 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
56+ 0.69% |
$5K - $6.85K
|
8.17K
$947K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
55+ 0.12% |
$4.91K - $6.73K
|
45.6K
$5.29M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
53+ 1.53% |
$4.73K - $6.49K
|
3.53K
$409K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52New |
$4.64K - $6.36K
|
52
$6.03K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 5.1% |
$4.55K - $6.24K
|
1.05K
$122K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51+ 1.68% |
$4.55K - $6.24K
|
3.09K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
51+ 0.55% |
$4.55K - $6.24K
|
9.34K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
50+ 1.25% |
$4.46K - $6.12K
|
4.04K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
50+ 0.43% |
$4.46K - $6.12K
|
11.7K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
50+ 0.92% |
$4.46K - $6.12K
|
5.48K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50+ 2.42% |
$4.46K - $6.12K
|
2.12K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
50+ 2.56% |
$4.46K - $6.12K
|
2.01K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
49+ 0.41% |
$4.38K - $6K
|
12K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
46+ 0.25% |
$4.11K - $5.63K
|
18.3K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45+ 7.01% |
$4.02K - $5.51K
|
687
$79.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
45+ 0.64% |
$4.02K - $5.51K
|
7.11K
$825K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
41+ 0.75% |
$3.66K - $5.02K
|
5.51K
$640K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
40+ 0.56% |
$3.57K - $4.89K
|
7.17K
$831K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 650.0% |
$3.48K - $4.77K
|
45
$5.22K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
38+ 1.59% |
$3.39K - $4.65K
|
2.43K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
37+ 0.43% |
$3.3K - $4.53K
|
8.66K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36+ 1.72% |
$3.21K - $4.4K
|
2.13K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
36+ 0.67% |
$3.21K - $4.4K
|
5.38K
$624K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
35+ 0.67% |
$3.13K - $4.28K
|
5.27K
$612K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$3.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.15% |
$3.04K - $4.16K
|
23.1K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
34+ 0.12% |
$3.04K - $4.16K
|
28.4K
$3.29M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
34+ 1.51% |
$3.04K - $4.16K
|
2.28K
$264K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
34New |
$3.04K - $4.16K
|
34
$3.94K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
32+ 0.89% |
$2.86K - $3.92K
|
3.65K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32+ 1.9% |
$2.86K - $3.92K
|
1.71K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
31+ 7.56% |
$2.77K - $3.79K
|
441
$51.2K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
31+ 0.17% |
$2.77K - $3.79K
|
18.2K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
30+ 0.39% |
$2.68K - $3.67K
|
7.74K
$898K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30+ 1.87% |
$2.68K - $3.67K
|
1.63K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 1.81% |
$2.68K - $3.67K
|
1.69K
$196K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
29+ 0.37% |
$2.59K - $3.55K
|
7.91K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
29+ 0.4% |
$2.59K - $3.55K
|
7.25K
$841K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
28+ 0.97% |
$2.5K - $3.43K
|
2.91K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28+ 2.24% |
$2.5K - $3.43K
|
1.28K
$148K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.16% |
$2.32K - $3.18K
|
16.3K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
25+ 0.72% |
$2.23K - $3.06K
|
3.49K
$405K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
25+ 0.33% |
$2.23K - $3.06K
|
7.68K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
24+ 0.53% |
$2.14K - $2.94K
|
4.54K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
23+ 0.27% |
$2.05K - $2.81K
|
8.59K
$997K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23+ 0.56% |
$2.05K - $2.81K
|
4.11K
$477K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
22+ 0.62% |
$1.96K - $2.69K
|
3.57K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 0.04% |
$1.79K - $2.45K
|
46.4K
$5.39M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
20+ 0.73% |
$1.79K - $2.45K
|
2.76K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20+ 0.9% |
$1.79K - $2.45K
|
2.24K
$260K
|