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 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
54.5KNew |
$4.87M - $6.67M
|
54.5K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54.4K+ 72.06% |
$4.86M - $6.66M
|
130K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
54.3K+ 2061.63% |
$4.85M - $6.65M
|
57K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
53.4K+ 985.84% |
$4.77M - $6.53M
|
58.8K
$6.72M
|
|
|
May 07, 2024
Q1 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
52.2K+ 19.34% |
$4.66M - $6.38M
|
322K
$36.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
51.4K+ 41.29% |
$4.59M - $6.29M
|
176K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
51.3KNew |
$4.58M - $6.28M
|
51.3K
$5.87M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
50.6K+ 213.83% |
$4.52M - $6.2M
|
74.3K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
50.3KNew |
$4.49M - $6.15M
|
50.3K
$5.75M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
49.3K+ 27.72% |
$4.4M - $6.03M
|
227K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
48.2KNew |
$4.31M - $5.9M
|
48.2K
$5.51M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
48.1K+ 45.13% |
$4.29M - $5.88M
|
155K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
47.9K+ 58.64% |
$4.27M - $5.86M
|
129K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
47.7K+ 2.9% |
$4.26M - $5.83M
|
1.69M
$193M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
47.6KNew |
$4.25M - $5.83M
|
47.6K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
46.5K+ 1.48% |
$4.15M - $5.69M
|
3.18M
$364M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
46.5KNew |
$4.15M - $5.69M
|
46.5K
$5.31M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46K+ 104.71% |
$4.11M - $5.63M
|
89.9K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
45.9K+ 16.9% |
$4.1M - $5.62M
|
318K
$36.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
45.8K+ 232.91% |
$4.09M - $5.6M
|
65.5K
$7.48M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
45.7KNew |
$4.08M - $5.59M
|
45.7K
$5.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
45.2K+ 79.58% |
$4.03M - $5.53M
|
102K
$11.6M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
45.1K+ 7.67% |
$4.03M - $5.52M
|
634K
$72.4M
|
|
|
May 15, 2024
Q1 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
45KNew |
$4.02M - $5.51M
|
45K
$5.14M
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
44.7KNew |
$3.99M - $5.47M
|
44.7K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44.1KNew |
$3.94M - $5.4M
|
44.1K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
43.6K+ 191.91% |
$3.89M - $5.34M
|
66.3K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
43.6K+ 24.49% |
$3.89M - $5.34M
|
222K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
43.2K+ 22.58% |
$3.85M - $5.28M
|
234K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
42.9KNew |
$3.83M - $5.25M
|
42.9K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.4K+ 32.29% |
$3.79M - $5.19M
|
174K
$19.9M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42.4KNew |
$3.78M - $5.18M
|
42.4K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.9K+ 42.49% |
$3.74M - $5.12M
|
140K
$16M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
41.5K+ 138.01% |
$3.71M - $5.08M
|
71.7K
$8.19M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41.2K+ 23.81% |
$3.68M - $5.05M
|
214K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
40.8K+ 6.64% |
$3.64M - $4.99M
|
655K
$74.9M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
40.2K+ 4.81% |
$3.59M - $4.92M
|
876K
$100M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
40K+ 188.05% |
$3.57M - $4.9M
|
61.3K
$7M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
39.6K+ 0.99% |
$3.53M - $4.84M
|
4.05M
$463M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
39.3K+ 1198.69% |
$3.51M - $4.8M
|
42.5K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
39.3K+ 38.27% |
$3.5M - $4.8M
|
142K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
38.9K+ 7.0% |
$3.48M - $4.76M
|
595K
$68M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
38.8K+ 1.35% |
$3.46M - $4.74M
|
2.9M
$332M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38.5K+ 15.34% |
$3.44M - $4.71M
|
289K
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
38KNew |
$3.39M - $4.65M
|
38K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Contrarius Investment Management LTD
St. Helier, Y9 |
BUY
|
- |
37.5KNew |
$3.35M - $4.59M
|
37.5K
$4.29M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
36.6K+ 43.51% |
$3.27M - $4.48M
|
121K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
36.5KNew |
$3.26M - $4.47M
|
36.5K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
36.1K+ 17.61% |
$3.22M - $4.42M
|
241K
$27.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
34.8K+ 280.67% |
$3.11M - $4.26M
|
47.2K
$5.39M
|