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 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.05K+ 7.21% |
$89.7K - $103K
|
15.6K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.05K+ 19.9% |
$89.7K - $103K
|
6.31K
$686K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 1.63% |
$89.5K - $103K
|
65.1K
$7.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
1.05K+ 3.48% |
$89.5K - $103K
|
31.1K
$3.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.04K+ 20.63% |
$88.7K - $102K
|
6.06K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.01K+ 15.35% |
$86.7K - $99.9K
|
7.61K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.01K+ 21.42% |
$86.7K - $99.9K
|
5.74K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 4.83% |
$86.6K - $99.8K
|
22K
$2.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.01K+ 4.08% |
$86.5K - $99.7K
|
25.8K
$2.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.01K+ 4.16% |
$86.4K - $99.5K
|
25.3K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.01K+ 17.27% |
$86.4K - $99.5K
|
6.85K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1K+ 20.29% |
$85.9K - $98.9K
|
5.95K
$646K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 1.64% |
$85.8K - $98.8K
|
62K
$6.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1K+ 6.56% |
$85.6K - $98.6K
|
16.3K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1K+ 18.9% |
$85.6K - $98.6K
|
6.29K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
996+ 3.21% |
$85.3K - $98.2K
|
32K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
996+ 3.21% |
$85.3K - $98.2K
|
32K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
992+ 0.04% |
$84.9K - $97.8K
|
2.3M
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
992+ 15.47% |
$84.9K - $97.8K
|
7.4K
$804K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
988+ 21.07% |
$84.6K - $97.4K
|
5.68K
$617K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
983+ 51.39% |
$84.1K - $96.9K
|
2.9K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
975+ 7.66% |
$83.5K - $96.1K
|
13.7K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
971+ 10.26% |
$83.1K - $95.8K
|
10.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
970+ 1.24% |
$83K - $95.7K
|
79.4K
$8.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
969+ 4.0% |
$82.9K - $95.6K
|
25.2K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
968+ 7.37% |
$82.9K - $95.5K
|
14.1K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
967+ 11.69% |
$82.8K - $95.4K
|
9.24K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
966+ 2.47% |
$82.7K - $95.3K
|
40K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
948+ 12.28% |
$81.1K - $93.5K
|
8.67K
$942K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
947+ 9.43% |
$81.1K - $93.4K
|
11K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
936+ 1.14% |
$80.1K - $92.3K
|
83.2K
$9.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
935+ 8.9% |
$80K - $92.2K
|
11.4K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
918+ 9.15% |
$78.6K - $90.5K
|
10.9K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
912+ 28.53% |
$78.1K - $89.9K
|
4.11K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
911+ 0.07% |
$78K - $89.8K
|
1.23M
$134M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
900+ 27.08% |
$77K - $88.7K
|
4.22K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
889+ 2.67% |
$76.1K - $87.7K
|
34.2K
$3.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
883+ 1.49% |
$75.6K - $87.1K
|
60K
$6.52M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
861+ 6.91% |
$73.7K - $84.9K
|
13.3K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
842+ 7.04% |
$72.1K - $83K
|
12.8K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
841+ 18.64% |
$72K - $82.9K
|
5.35K
$582K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
840+ 43.19% |
$71.9K - $82.8K
|
2.79K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
833+ 22.95% |
$71.3K - $82.1K
|
4.46K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
824+ 9.22% |
$70.5K - $81.3K
|
9.76K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
820+ 1.59% |
$70.2K - $80.9K
|
52.5K
$5.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
819+ 13.22% |
$70.1K - $80.8K
|
7.01K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
814+ 2.18% |
$69.7K - $80.3K
|
38.2K
$4.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
809+ 13.66% |
$69.3K - $79.8K
|
6.73K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
806+ 8.55% |
$69K - $79.5K
|
10.2K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
803+ 15.65% |
$68.7K - $79.2K
|
5.94K
$645K
|