Purchases and Sales Made in Q1 2024 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 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 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.78K+ 29.29% |
$337K - $462K
|
16.7K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.76K+ 1.31% |
$336K - $460K
|
291K
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.76K+ 46.49% |
$335K - $460K
|
11.8K
$1.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
3.74K+ 28.98% |
$334K - $458K
|
16.6K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
3.73K+ 3.85% |
$333K - $456K
|
100K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.72K+ 20.88% |
$333K - $456K
|
21.6K
$2.39M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
3.69K+ 1.32% |
$329K - $451K
|
283K
$31.4M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.68K+ 30.7% |
$329K - $450K
|
15.7K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.66K+ 118.15% |
$327K - $448K
|
6.76K
$749K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.62K+ 90.43% |
$323K - $443K
|
7.62K
$844K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.62K+ 27.17% |
$323K - $442K
|
16.9K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$321K - $440K
|
3.6K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Clifford Capital Partners LLC
Alpine, UT |
BUY
|
- |
3.59K+ 2.7% |
$320K - $439K
|
136K
$15.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.53KNew |
$316K - $432K
|
3.53K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.48K+ 1.74% |
$311K - $426K
|
203K
$22.5M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3.48K+ 1.54% |
$310K - $425K
|
230K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.46K+ 10.07% |
$309K - $424K
|
37.8K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3.46K+ 7.8% |
$309K - $423K
|
47.8K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
3.45K+ 4.91% |
$308K - $422K
|
73.7K
$8.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.45K+ 6.87% |
$308K - $422K
|
53.6K
$5.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.43KNew |
$306K - $420K
|
3.43K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.41K+ 85.46% |
$304K - $417K
|
7.4K
$820K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.37K+ 19.31% |
$301K - $413K
|
20.8K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3.37K+ 7.04% |
$301K - $412K
|
51.2K
$5.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.36K+ 23.75% |
$300K - $411K
|
17.5K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.35K+ 39.21% |
$299K - $410K
|
11.9K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.32K+ 5.5% |
$296K - $406K
|
63.6K
$7.06M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.3KNew |
$295K - $404K
|
3.3K
$366K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.22K+ 1.98% |
$288K - $394K
|
166K
$18.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
3.22K+ 10.54% |
$288K - $394K
|
33.8K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.21KNew |
$286K - $393K
|
3.21K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.19K+ 30.48% |
$285K - $390K
|
13.7K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 5.75% |
$284K - $389K
|
58.5K
$6.48M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.16K+ 0.93% |
$283K - $387K
|
344K
$38.1M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
3.15KNew |
$281K - $385K
|
3.15K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.14KNew |
$281K - $384K
|
3.14K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.11KNew |
$277K - $380K
|
3.11K
$344K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.07K+ 417.96% |
$274K - $376K
|
3.81K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
BUY
|
- |
3.04KNew |
$271K - $371K
|
3.04K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
3K+ 5.49% |
$268K - $367K
|
57.7K
$6.4M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$333K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$268K - $367K
|
3K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.99K+ 4.59% |
$267K - $365K
|
68K
$7.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.97K+ 63.46% |
$265K - $363K
|
7.64K
$847K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.95K+ 5.77% |
$264K - $361K
|
54.1K
$6M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
2.94K+ 1849.69% |
$263K - $360K
|
3.1K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.92KNew |
$261K - $357K
|
2.92K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.92KNew |
$260K - $357K
|
2.92K
$323K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
2.92KNew |
$260K - $357K
|
2.92K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.91K+ 0.8% |
$260K - $357K
|
366K
$40.6M
|