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
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.9K+ 25.11% |
$1.24M - $1.7M
|
69.3K
$7.91M
|
|
|
May 03, 2024
Q1 2024
|
Eos Management, L.P.
|
BUY
|
- |
13.8KNew |
$1.23M - $1.69M
|
13.8K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
13.6K+ 32.59% |
$1.21M - $1.66M
|
55.2K
$6.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5K+ 25.34% |
$1.2M - $1.65M
|
66.7K
$7.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
13.4KNew |
$1.2M - $1.64M
|
13.4K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13.4K+ 113.13% |
$1.19M - $1.64M
|
25.2K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.4K+ 31.75% |
$1.19M - $1.64M
|
55.5K
$6.34M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
13.3K+ 4.44% |
$1.19M - $1.63M
|
314K
$35.8M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 39.35% |
$1.19M - $1.63M
|
47.1K
$5.38M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12.9K+ 8.48% |
$1.15M - $1.57M
|
165K
$18.8M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
12.6K+ 7.7% |
$1.13M - $1.54M
|
176K
$20.1M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12.1K+ 4.55% |
$1.08M - $1.49M
|
279K
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
12.1KNew |
$1.08M - $1.48M
|
12.1K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
12K+ 277.48% |
$1.07M - $1.46M
|
16.3K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$1.06M - $1.45M
|
11.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
11.8K+ 13.45% |
$1.05M - $1.44M
|
99.5K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.8K+ 30.61% |
$1.05M - $1.44M
|
50.1K
$5.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 2.95% |
$1.04M - $1.43M
|
408K
$46.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
11.6K+ 82.04% |
$1.03M - $1.42M
|
25.7K
$2.93M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
11.5K+ 14.04% |
$1.02M - $1.4M
|
93.2K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.4K+ 45.75% |
$1.02M - $1.39M
|
36.3K
$4.14M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
11.4K+ 2.21% |
$1.01M - $1.39M
|
526K
$60.1M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
11.3K+ 92.49% |
$1.01M - $1.38M
|
23.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.2K+ 66.74% |
$1M - $1.37M
|
28K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2K+ 0.61% |
$1M - $1.37M
|
1.83M
$209M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
11.1K+ 2.28% |
$989K - $1.36M
|
497K
$56.7M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
11.1KNew |
$988K - $1.35M
|
11.1K
$1.26M
|
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
11KNew |
$982K - $1.35M
|
11K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
10.8K+ 11.36% |
$964K - $1.32M
|
106K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
10.6K+ 55.98% |
$949K - $1.3M
|
29.6K
$3.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
10.5K+ 86.37% |
$940K - $1.29M
|
22.7K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.5K+ 6.9% |
$934K - $1.28M
|
162K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.3KNew |
$924K - $1.27M
|
10.3K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.2K+ 6.89% |
$914K - $1.25M
|
159K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.1K+ 235.65% |
$903K - $1.24M
|
14.4K
$1.65M
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
10K+ 40.0% |
$893K - $1.22M
|
35K
$4M
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10KNew |
$893K - $1.22M
|
10K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.99K+ 7.71% |
$892K - $1.22M
|
139K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
9.95K+ 4.17% |
$889K - $1.22M
|
249K
$28.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.89K+ 3.24% |
$883K - $1.21M
|
315K
$36M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
9.79K+ 71.28% |
$875K - $1.2M
|
23.5K
$2.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
9.68KNew |
$865K - $1.18M
|
9.68K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
9.53K+ 4.4% |
$851K - $1.17M
|
226K
$25.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.52KNew |
$850K - $1.16M
|
9.52K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
9.42K+ 1.18% |
$841K - $1.15M
|
805K
$91.9M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.35K+ 16.59% |
$835K - $1.14M
|
65.7K
$7.5M
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
9.3KNew |
$830K - $1.14M
|
9.3K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
BUY
|
- |
9.17K+ 35.64% |
$819K - $1.12M
|
34.9K
$3.99M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9.11K+ 8.85% |
$814K - $1.11M
|
112K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
9.06K+ 80.64% |
$809K - $1.11M
|
20.3K
$2.32M
|