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 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.98K+ 21.13% |
$170K - $196K
|
11.4K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
1.97K+ 23.94% |
$168K - $194K
|
10.2K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 41.13% |
$167K - $193K
|
6.71K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.96K+ 2.49% |
$167K - $193K
|
80.6K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.95K+ 1.18% |
$167K - $193K
|
167K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
1.94K+ 5.44% |
$166K - $191K
|
37.5K
$4.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 6.24% |
$163K - $188K
|
32.4K
$3.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.89K+ 2.23% |
$162K - $186K
|
86.5K
$9.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.87K+ 3.27% |
$160K - $184K
|
59.1K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.87K+ 4.99% |
$160K - $184K
|
39.3K
$4.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.85KNew |
$158K - $182K
|
1.85K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.83KNew |
$156K - $180K
|
1.83K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 5.01% |
$154K - $177K
|
37.6K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.8K+ 12.43% |
$154K - $177K
|
16.3K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.79K+ 34.98% |
$154K - $177K
|
6.92K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.79K+ 1.94% |
$153K - $177K
|
94.4K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.79KNew |
$153K - $176K
|
1.79K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.78K+ 2.75% |
$153K - $176K
|
66.5K
$7.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.78K+ 13.14% |
$152K - $175K
|
15.3K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.76K+ 13.91% |
$151K - $174K
|
14.4K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
1.76K+ 13.68% |
$150K - $173K
|
14.6K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 26.48% |
$149K - $172K
|
8.31K
$903K
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.74K+ 5.59% |
$149K - $171K
|
32.8K
$3.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.73K+ 3.63% |
$148K - $170K
|
49.3K
$5.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.72K+ 8.18% |
$147K - $170K
|
22.7K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.7K+ 18.46% |
$146K - $168K
|
10.9K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.7K+ 22.28% |
$146K - $168K
|
9.33K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.7K+ 9.1% |
$145K - $167K
|
20.4K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.69K+ 24.05% |
$145K - $167K
|
8.73K
$949K
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 3.26% |
$142K - $163K
|
52.4K
$5.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
1.63K+ 1.34% |
$140K - $161K
|
124K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.6K+ 11.02% |
$137K - $158K
|
16.1K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.57K+ 0.66% |
$135K - $155K
|
240K
$26M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.57K+ 29.23% |
$134K - $155K
|
6.95K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.56K+ 1.22% |
$133K - $154K
|
129K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.55K+ 25.45% |
$133K - $153K
|
7.65K
$832K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.52K+ 3.96% |
$130K - $150K
|
40K
$4.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.51K+ 9.68% |
$129K - $149K
|
17.1K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.51K+ 90.89% |
$129K - $149K
|
3.16K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 51.68% |
$128K - $148K
|
4.39K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.49K+ 41.24% |
$128K - $147K
|
5.11K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.47K+ 20.45% |
$126K - $145K
|
8.67K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.47K+ 2.97% |
$126K - $145K
|
51.1K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.47K+ 7.47% |
$126K - $145K
|
21.1K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47K+ 6.79% |
$126K - $145K
|
23.1K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.46K+ 7.6% |
$125K - $144K
|
20.7K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.46K+ 7.07% |
$125K - $144K
|
22.1K
$2.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.46K+ 1.92% |
$125K - $144K
|
77.3K
$8.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.43K+ 2.91% |
$122K - $141K
|
50.5K
$5.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.41K+ 2.36% |
$121K - $139K
|
61.2K
$6.65M
|