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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.32K+ 2.19% |
$198K - $228K
|
108K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.32KNew |
$198K - $228K
|
2.32K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
2.32KNew |
$198K - $228K
|
2.32K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.31K+ 10.46% |
$198K - $228K
|
24.4K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.3K+ 21.25% |
$197K - $227K
|
13.1K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
BUY
|
- |
2.29KNew |
$196K - $226K
|
2.29K
$249K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.26KNew |
$194K - $223K
|
2.26K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.26K+ 3.85% |
$193K - $223K
|
60.9K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.25K+ 3.17% |
$192K - $222K
|
73.1K
$7.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.24KNew |
$192K - $221K
|
2.24K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
2.24KNew |
$192K - $221K
|
2.24K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
2.24KNew |
$191K - $221K
|
2.24K
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.21K+ 3.78% |
$189K - $218K
|
60.6K
$6.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.21K+ 9.67% |
$189K - $218K
|
25K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.2K+ 10.13% |
$188K - $217K
|
23.9K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
2.2KNew |
$188K - $217K
|
2.2K
$239K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.19KNew |
$188K - $216K
|
2.19K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.19K+ 2.27% |
$188K - $216K
|
98.7K
$10.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.19K+ 9.33% |
$187K - $216K
|
25.7K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.19K+ 2.68% |
$187K - $216K
|
84K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.18K+ 16.68% |
$186K - $215K
|
15.2K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.17K+ 39.29% |
$186K - $214K
|
7.71K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.17K+ 11.21% |
$185K - $214K
|
21.5K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.17K+ 2.09% |
$185K - $213K
|
106K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.16K+ 25.17% |
$185K - $213K
|
10.8K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.16KNew |
$185K - $213K
|
2.16K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
2.15KNew |
$184K - $212K
|
2.15K
$234K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2.15K+ 4.53% |
$184K - $212K
|
49.7K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.15K+ 6.97% |
$184K - $212K
|
33K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.15K+ 5.1% |
$184K - $212K
|
44.3K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.15KNew |
$184K - $212K
|
2.15K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.14K+ 2.52% |
$183K - $211K
|
86.8K
$9.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2.14K+ 31.65% |
$183K - $211K
|
8.89K
$965K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.13K+ 3.04% |
$182K - $210K
|
72.1K
$7.83M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.12K+ 11.88% |
$181K - $209K
|
20K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.12KNew |
$181K - $209K
|
2.12K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
2.11KNew |
$181K - $208K
|
2.11K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.11K+ 7.74% |
$181K - $208K
|
29.4K
$3.19M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.1K+ 3.61% |
$180K - $207K
|
60.3K
$6.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.1KNew |
$180K - $207K
|
2.1K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.09K+ 41.78% |
$179K - $206K
|
7.11K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.09K+ 2.59% |
$179K - $206K
|
83K
$9.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.05K+ 11.37% |
$176K - $202K
|
20.1K
$2.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 1.36% |
$175K - $201K
|
152K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.03KNew |
$174K - $200K
|
2.03K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.02K+ 79.43% |
$173K - $200K
|
4.57K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
2.02K+ 3.89% |
$173K - $199K
|
54K
$5.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.02K+ 2.24% |
$173K - $199K
|
92.1K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 6.02% |
$172K - $198K
|
35.4K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2KNew |
$171K - $197K
|
2K
$217K
|