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 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
587+ 4.87% |
$50.2K - $57.9K
|
12.6K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
586+ 0.68% |
$50.2K - $57.8K
|
86.7K
$9.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
586+ 1.05% |
$50.2K - $57.8K
|
56.7K
$6.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
582New |
$49.8K - $57.4K
|
582
$63.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
576+ 1.89% |
$49.3K - $56.8K
|
31.1K
$3.38M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
575+ 10.3% |
$49.2K - $56.7K
|
6.16K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
568+ 25.18% |
$48.6K - $56K
|
2.82K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
562+ 2.38% |
$48.1K - $55.4K
|
24.2K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
558+ 2.69% |
$47.8K - $55K
|
21.3K
$2.32M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
551+ 1.68% |
$47.2K - $54.3K
|
33.3K
$3.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
550+ 1.91% |
$47.1K - $54.2K
|
29.3K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
550+ 4.54% |
$47.1K - $54.2K
|
12.7K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
541+ 2.99% |
$46.3K - $53.3K
|
18.6K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
540+ 2.2% |
$46.2K - $53.2K
|
25.1K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
537+ 1.82% |
$46K - $53K
|
30K
$3.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
536+ 23.22% |
$45.9K - $52.9K
|
2.84K
$309K
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
535+ 1.31% |
$45.8K - $52.8K
|
41.3K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
535+ 1.07% |
$45.8K - $52.8K
|
50.5K
$5.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
534+ 1.11% |
$45.7K - $52.7K
|
48.7K
$5.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
532+ 0.18% |
$45.5K - $52.5K
|
300K
$32.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
531+ 3.94% |
$45.5K - $52.4K
|
14K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
530+ 3.5% |
$45.4K - $52.3K
|
15.7K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
528+ 0.79% |
$45.2K - $52.1K
|
67.3K
$7.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
521+ 1.44% |
$44.6K - $51.4K
|
36.6K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
518+ 2.44% |
$44.3K - $51.1K
|
21.8K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
516+ 2.4% |
$44.2K - $50.9K
|
22K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
511+ 2.05% |
$43.7K - $50.4K
|
25.5K
$2.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
510+ 19.98% |
$43.7K - $50.3K
|
3.06K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.26% |
$43.7K - $50.3K
|
41K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
507+ 16.67% |
$43.4K - $50K
|
3.55K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
505+ 1.2% |
$43.2K - $49.8K
|
42.7K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
497+ 0.72% |
$42.5K - $49K
|
69.6K
$7.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
496+ 17.2% |
$42.5K - $48.9K
|
3.38K
$367K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
484+ 12.4% |
$41.4K - $47.7K
|
4.39K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
477+ 8.45% |
$40.8K - $47K
|
6.12K
$665K
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
475+ 1.91% |
$40.7K - $46.8K
|
25.4K
$2.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
475+ 19.97% |
$40.7K - $46.8K
|
2.85K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
472+ 18.01% |
$40.4K - $46.5K
|
3.09K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
471+ 8.68% |
$40.3K - $46.4K
|
5.9K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
471+ 5.13% |
$40.3K - $46.4K
|
9.66K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
471+ 1.01% |
$40.3K - $46.4K
|
47.2K
$5.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
467+ 7.64% |
$40K - $46.1K
|
6.58K
$715K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
467+ 1.02% |
$40K - $46.1K
|
46.2K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
463+ 12.96% |
$39.6K - $45.7K
|
4.04K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
457+ 4.11% |
$39.1K - $45.1K
|
11.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
457+ 7.11% |
$39.1K - $45.1K
|
6.88K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
446+ 14.13% |
$38.2K - $44K
|
3.6K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
439+ 18.99% |
$37.6K - $43.3K
|
2.75K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
433+ 11.8% |
$37.1K - $42.7K
|
4.1K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
423+ 0.61% |
$36.2K - $41.7K
|
69.9K
$7.6M
|