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 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
6.57K+ 17.32% |
$587K - $804K
|
44.5K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.51K+ 9.37% |
$581K - $796K
|
76K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.46K+ 12.17% |
$577K - $790K
|
59.5K
$5.89M
|
|
|
May 15, 2024
Q1 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
6.44K+ 0.41% |
$575K - $787K
|
1.58M
$157M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
6.4K+ 2.18% |
$571K - $783K
|
301K
$29.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
6.37K+ 13.02% |
$569K - $779K
|
55.3K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.36KNew |
$568K - $778K
|
6.36K
$630K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
6.26K+ 55.55% |
$559K - $766K
|
17.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
6.24K+ 9.5% |
$558K - $764K
|
72K
$7.13M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.17K+ 11.45% |
$551K - $755K
|
60.1K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.12K+ 30.79% |
$546K - $749K
|
26K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6.07K+ 26.12% |
$542K - $742K
|
29.3K
$2.9M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.05K+ 25.03% |
$540K - $740K
|
30.2K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.9K+ 24.83% |
$527K - $722K
|
29.7K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5.89K+ 45.7% |
$526K - $720K
|
18.8K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.83K+ 33.1% |
$521K - $713K
|
23.4K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.77K+ 0.9% |
$516K - $707K
|
648K
$64.1M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.74KNew |
$512K - $702K
|
5.74K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
5.68KNew |
$508K - $695K
|
5.68K
$563K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.67K+ 17.41% |
$506K - $693K
|
38.2K
$3.78M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.58K+ 26.87% |
$498K - $682K
|
26.3K
$2.61M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.56K+ 4.21% |
$497K - $680K
|
138K
$13.6M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.55K+ 5.32% |
$495K - $679K
|
110K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.48KNew |
$489K - $671K
|
5.48K
$543K
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
5.48K+ 106.25% |
$489K - $670K
|
10.6K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.45KNew |
$486K - $667K
|
5.45K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.44K+ 11.98% |
$486K - $666K
|
50.8K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
5.42KNew |
$484K - $663K
|
5.42K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 197.43% |
$480K - $658K
|
8.1K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 2.09% |
$479K - $657K
|
263K
$26M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.33K+ 11.17% |
$476K - $652K
|
53K
$5.25M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.32K+ 5.48% |
$475K - $651K
|
102K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
5.32K+ 17.21% |
$475K - $650K
|
36.2K
$3.58M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.3K+ 9.39% |
$473K - $648K
|
61.7K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.28K+ 6854.55% |
$471K - $646K
|
5.36K
$530K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.27KNew |
$470K - $644K
|
5.27K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.26K+ 0.63% |
$469K - $643K
|
840K
$83.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
5.25KNew |
$469K - $642K
|
5.25K
$520K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
5.25K+ 24.58% |
$469K - $642K
|
26.6K
$2.63M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.24K+ 31.14% |
$468K - $642K
|
22.1K
$2.19M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5.22K+ 208.79% |
$466K - $639K
|
7.73K
$765K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
5.2K+ 23.74% |
$464K - $636K
|
27.1K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
5.15K+ 26.66% |
$460K - $630K
|
24.5K
$2.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.06K+ 1.15% |
$452K - $619K
|
445K
$44.1M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.05K+ 5.98% |
$451K - $618K
|
89.4K
$8.86M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
5.02KNew |
$449K - $615K
|
5.02K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5K+ 80.69% |
$446K - $611K
|
11.2K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
4.97K+ 3.17% |
$444K - $608K
|
162K
$16M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.96K+ 186.2% |
$443K - $607K
|
7.63K
$756K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.94K+ 4.15% |
$441K - $605K
|
124K
$12.3M
|