Purchases and Sales Made in Q3 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.86K+ 32.7% |
$245K - $282K
|
11.6K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Swisspartners Advisors LTD
Zurich, V8 |
BUY
|
- |
2.83K+ 5.47% |
$242K - $279K
|
54.6K
$5.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.82K+ 24.26% |
$241K - $278K
|
14.4K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.8KNew |
$240K - $277K
|
2.8K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.79K+ 3.53% |
$239K - $275K
|
81.9K
$8.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.79K+ 90.75% |
$238K - $275K
|
5.86K
$636K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.78KNew |
$238K - $274K
|
2.78K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$238K - $274K
|
2.78K
$302K
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
2.78KNew |
$238K - $274K
|
2.78K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.75KNew |
$235K - $271K
|
2.75K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
2.73K+ 2.0% |
$234K - $269K
|
139K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.7K+ 14.45% |
$231K - $266K
|
21.4K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
2.68K+ 20.3% |
$230K - $265K
|
15.9K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.68K+ 20.68% |
$229K - $264K
|
15.6K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
2.67K+ 14.36% |
$229K - $264K
|
21.3K
$2.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
2.67K+ 0.17% |
$228K - $263K
|
1.59M
$173M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.67K+ 26.41% |
$228K - $263K
|
12.8K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.66K+ 24.81% |
$228K - $262K
|
13.4K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.66K+ 2.58% |
$227K - $262K
|
106K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.66KNew |
$227K - $262K
|
2.66K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.64K+ 2.36% |
$226K - $261K
|
114K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.64K+ 42.15% |
$226K - $260K
|
8.91K
$968K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.62K+ 4.66% |
$224K - $258K
|
58.8K
$6.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.59K+ 2.16% |
$222K - $256K
|
123K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.57K+ 53.32% |
$220K - $253K
|
7.39K
$803K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.56K+ 287.64% |
$219K - $252K
|
3.45K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.55KNew |
$218K - $251K
|
2.55K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$218K - $251K
|
2.55K
$277K
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.53KNew |
$217K - $250K
|
2.53K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.53K+ 105.2% |
$217K - $250K
|
4.94K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
2.5KNew |
$214K - $247K
|
2.5K
$272K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.44K+ 14.18% |
$209K - $241K
|
19.7K
$2.14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.44K+ 88.13% |
$209K - $241K
|
5.22K
$567K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.44K+ 15.91% |
$209K - $241K
|
17.8K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.43K+ 23.41% |
$208K - $240K
|
12.8K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.42K+ 15.47% |
$207K - $239K
|
18.1K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.42K+ 72.48% |
$207K - $239K
|
5.76K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.41KNew |
$207K - $238K
|
2.41K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.41KNew |
$206K - $238K
|
2.41K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.4K+ 8.46% |
$206K - $237K
|
30.8K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.4K+ 30.76% |
$205K - $237K
|
10.2K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.4KNew |
$205K - $236K
|
2.4K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.39K+ 1.09% |
$205K - $236K
|
222K
$24.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.38KNew |
$204K - $235K
|
2.38K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.38K+ 21.33% |
$204K - $235K
|
13.5K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.38K+ 35.03% |
$203K - $234K
|
9.16K
$996K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.38KNew |
$203K - $234K
|
2.38K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$202K - $233K
|
2.36K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.33K+ 19.0% |
$199K - $230K
|
14.6K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.33KNew |
$199K - $230K
|
2.33K
$253K
|