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 17, 2024
Q3 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
58+ 0.17% |
$4.96K - $5.72K
|
33.8K
$3.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
57+ 57.0% |
$4.88K - $5.62K
|
157
$17.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54+ 5.39% |
$4.62K - $5.32K
|
1.06K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
54+ 0.72% |
$4.62K - $5.32K
|
7.61K
$865K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
54+ 2.45% |
$4.62K - $5.32K
|
2.26K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
53+ 4.11% |
$4.54K - $5.23K
|
1.34K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
53+ 2.25% |
$4.54K - $5.23K
|
2.41K
$274K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
53+ 70.67% |
$4.54K - $5.23K
|
128
$14.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
52+ 0.07% |
$4.45K - $5.13K
|
74.8K
$8.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
51+ 0.04% |
$4.37K - $5.03K
|
133K
$15.1M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
51+ 0.81% |
$4.37K - $5.03K
|
6.31K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
51+ 1.05% |
$4.37K - $5.03K
|
4.89K
$556K
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
50+ 1.05% |
$4.28K - $4.93K
|
4.8K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
49+ 0.96% |
$4.19K - $4.83K
|
5.14K
$585K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
48+ 1.34% |
$4.11K - $4.73K
|
3.62K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
47+ 0.65% |
$4.02K - $4.63K
|
7.23K
$822K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
46+ 1.18% |
$3.94K - $4.54K
|
3.96K
$450K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
46+ 2.53% |
$3.94K - $4.54K
|
1.86K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45+ 3.2% |
$3.85K - $4.44K
|
1.45K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
44+ 0.58% |
$3.77K - $4.34K
|
7.62K
$866K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
41+ 1.35% |
$3.51K - $4.04K
|
3.09K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
41+ 5.46% |
$3.51K - $4.04K
|
792
$90.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
41+ 1.95% |
$3.51K - $4.04K
|
2.14K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.64% |
$3.34K - $3.85K
|
2.42K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 0.51% |
$3.34K - $3.85K
|
7.68K
$874K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
38+ 0.13% |
$3.25K - $3.75K
|
29.3K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
38+ 0.41% |
$3.25K - $3.75K
|
9.27K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
36+ 0.44% |
$3.08K - $3.55K
|
8.21K
$934K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
35+ 0.32% |
$3K - $3.45K
|
10.9K
$1.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
34New |
$2.91K - $3.35K
|
34
$3.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
34+ 5.48% |
$2.91K - $3.35K
|
654
$74.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
34+ 0.06% |
$2.91K - $3.35K
|
52.7K
$6M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
32+ 2.36% |
$2.74K - $3.16K
|
1.39K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
32New |
$2.74K - $3.16K
|
32
$3.64K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
31+ 1.31% |
$2.65K - $3.06K
|
2.4K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
31+ 0.41% |
$2.65K - $3.06K
|
7.66K
$871K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
30+ 0.83% |
$2.57K - $2.96K
|
3.65K
$415K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30+ 25.0% |
$2.57K - $2.96K
|
150
$17.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
29+ 0.79% |
$2.48K - $2.86K
|
3.72K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$2.48K - $2.86K
|
29
$3.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
29+ 0.08% |
$2.48K - $2.86K
|
36.5K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
28+ 0.37% |
$2.4K - $2.76K
|
7.51K
$854K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
28+ 0.12% |
$2.4K - $2.76K
|
22.8K
$2.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27+ 1.19% |
$2.31K - $2.66K
|
2.29K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.84% |
$2.31K - $2.66K
|
977
$111K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
27+ 1.23% |
$2.31K - $2.66K
|
2.21K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
26+ 0.74% |
$2.23K - $2.56K
|
3.56K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
25+ 1.15% |
$2.14K - $2.47K
|
2.2K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.32% |
$2.14K - $2.47K
|
7.81K
$888K
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
25+ 0.6% |
$2.14K - $2.47K
|
4.22K
$479K
|